ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,608 $407K 0.11% -96 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,608 $407K 0.11% -280 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,601 $406K 0.04% +53 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,525 $406K 0.15% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,598 $406K 0.13% +3 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,596 $406K 0.13% +137 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 2,595 $405K 1.21% -13,532 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,590 $405K 0.11% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,590 $405K 0.04% -384 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,588 $404K 0.09% +329 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 2,580 $403K 0.35% +60 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,580 $403K 0.08% +1 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,579 $403K 0.08% +42 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 2,579 $403K 0.19% -19 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,578 $403K 0.15% +285 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,575 $402K 0.12% -25 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 2,570 $402K 0.26% -207 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,690 $401K 0.38% +459 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,568 $401K 0.11% -241 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,568 $401K 0.07% -243 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,556 $399K 0.21% +57 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,550 $398K 0.13% +181 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,546 $398K 0.13% +1 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,544 $397K 0.17% +2 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,534 $396K 0.32% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,531 $395K 0.17% +61 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,522 $394K 0.07% +100 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,520 $394K 0.28% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,517 $393K 0.05% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCS Wealth Management More: the full row for BCS Wealth Management 2,516 $393K 0.1% -130 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,505 $391K 0.07% +61 13F-HR Timeline MCDONALD CAPITAL INVESTORS INC/CA More: the full row for MCDONALD CAPITAL INVESTORS INC/CA 2,500 $391K 0.02% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,500 $391K 0.28% -4,455 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,500 $391K 0.35% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,497 $390K 0.05% -103 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,490 $389K 0.2% +100 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,486 $388K 0.17% +139 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,038 $388K 0.07% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,482 $388K 0.25% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,481 $388K 0.08% +301 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,476 $387K 0.39% -79 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,474 $387K 0.35% +434 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,470 $386K 0.09% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,468 $386K 0.14% -55 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,467 $385K 0.04% +37 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,450 $383K 0.28% 0 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 2,450 $383K 0.16% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,449 $383K 0.04% -1,870 13F-HR/A Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,447 $382K 0.14% +120 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,440 $381K 0.06% -24 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,440 $381K 0.21% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,439 $381K 0.22% -31 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,439 $381K 0.32% +105 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,430 $380K 0.16% +59 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,428 $379K 0.28% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,427 $379K 0.18% -30 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,421 $378K 0.19% -10 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,420 $378K 0.11% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,420 $378K 0.03% 0 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,528 $377K 0.09% -855 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 2,412 $377K 0.12% -400 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,405 $376K 0.33% -334 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,403 $375K 0.07% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,403 $375K 0.11% new 13F-HR/A Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,400 $375K 0.23% 0 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 2,395 $374K 0.22% -5 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 2,393 $374K 0.04% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,388 $373K 0.12% 0 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,379 $372K 0.29% +681 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,376 $371K 0.04% -100 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,364 $369K 0.27% +269 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,359 $369K 0.24% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,357 $368K <0.01% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,356 $368K 0.14% -745 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,349 $367K 0.14% -30 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,345 $366K 0.2% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 2,342 $366K 0.33% +1 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 2,341 $366K 0.03% -74 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,339 $365K 0.32% +25 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,335 $365K 0.17% -225 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,329 $364K 0.05% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,322 $363K 0.02% +155 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 2,320 $362K 0.15% +260 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,318 $362K 0.1% +200 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,316 $362K 0.18% -237 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,315 $362K 0.15% -487 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,314 $362K 0.21% +60 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,245 $361K 0.4% -120 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,300 $360K 0.15% +168 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 2,300 $359K 0.2% new 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,300 $359K 0.19% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,300 $359K 0.08% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,295 $359K 0.19% -57 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,292 $358K 0.14% -999 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,290 $358K 0.03% -16,774 13F-HR Timeline Group STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 2,290 $358K 0.3% -341 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,287 $357K 0.17% -30 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,285 $357K 0.36% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,282 $357K 0.27% +1,111 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,282 $357K 0.17% -98 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,282 $356K 0.07% +14 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,282 $356K 0.07% +14 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,281 $356K 0.17% -44 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,280 $356K 0.36% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,278 $356K 0.18% -10 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,278 $356K 0.2% -873 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,273 $355K 0.17% +11 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,271 $355K 0.03% +437 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,270 $355K 0.12% +50 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,267 $354K 0.07% +775 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,266 $354K 0.13% -12 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,260 $353K 0.3% +60 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 2,259 $353K 0.16% +97 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,258 $353K 0.26% +86 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 2,280 $353K 0.23% -23,398 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 2,252 $352K 0.09% +728 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,250 $352K 0.25% -40 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,250 $351K 0.03% -90 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,247 $351K 0.28% -854 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,244 $351K 0.14% +116 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 2,242 $350K 0.14% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,240 $350K 0.05% -660 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,228 $348K 0.19% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,162 $348K 0.16% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,222 $347K 0.2% 0 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,220 $347K 0.23% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,220 $347K 0.18% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,218 $347K 0.35% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,215 $346K 0.01% +995 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,213 $346K 0.05% new 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 2,210 $345K 0.01% 0 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 2,209 $345K <0.01% +20 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 2,204 $344K 0.14% -40 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,203 $344K 0.14% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2,202 $344K 0.07% -466 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 2,200 $344K 0.09% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,200 $344K 0.05% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,199 $344K 0.05% -481 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,199 $344K 0.19% +1,125 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 2,197 $343K 0.18% -30 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,195 $343K 0.19% +2 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 2,195 $343K 0.29% +35 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,191 $342K 0.03% 0 13F-HR/A Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,186 $342K 0.12% +432 13F-HR/A Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,182 $341K 0.11% -39 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,179 $340K 0.16% +55 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 2,143 $340K 0.35% +242 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,179 $340K 0.06% -4,238 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,174 $340K 0.08% +675 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,174 $340K 0.09% -297 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,170 $339K 0.08% -500 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,167 $339K 0.01% -15,593 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,160 $338K 0.01% +100 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,160 $337K 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,159 $337K 0.07% -17 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,159 $337K 0.26% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,153 $336K 0.18% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,152 $336K 0.21% +51 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 2,141 $335K 0.11% -26 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,138 $334K 0.14% -134 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 2,137 $334K 0.26% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,136 $334K 0.32% -824 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,131 $333K 0.03% +134 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,131 $333K 0.12% -129 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,131 $333K 0.2% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,125 $332K 0.23% +55 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,123 $332K 0.06% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,123 $332K 0.08% -70 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,122 $331K <0.01% -116 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 2,116 $331K 0.47% 0 13F-HR/A Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,115 $330K 0.02% -1,100 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,111 $330K 0.08% +96 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,110 $330K 0.21% +1 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 2,103 $329K 0.26% +8 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,100 $328K 0.12% 0 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 2,100 $328K 0.09% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,095 $327K 0.26% -58 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,095 $327K 0.05% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,091 $327K 0.17% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,087 $326K 0.21% +79 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,045 $326K 0.14% -23 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,084 $326K 0.15% +36 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,083 $325K 0.42% -1,860 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,081 $325K 0.04% +40 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,080 $325K 0.31% -108 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,072 $324K 0.14% +590 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,070 $323K 0.07% -457 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 2,068 $323K 0.27% +48 13F-HR/A Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 2,064 $322K 0.23% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 2,061 $322K 0.08% -216 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 2,053 $321K 0.15% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 2,085 $320K 0.14% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,046 $320K 0.09% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 2,040 $319K 0.18% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 2,032 $317K 0.09% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,025 $316K 0.04% -301 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,021 $316K 0.08% -100 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,022 $316K 0.24% +277 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,016 $315K 0.18% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,010 $314K 0.26% +2 13F-HR Timeline