Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 3,358 $1.05M 0.59% +501 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,354 $1.05M 0.32% -62 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,350 $1.05M 0.21% +87 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 3,328 $1.05M 0.16% -5,973 13F-HR/A Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 3,342 $1.05M 0.75% -18 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,339 $1.05M 0.28% 0 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,332 $1.05M 0.15% +1,355 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 3,327 $1.04M 0.29% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 3,326 $1.04M 0.82% -203 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 3,323 $1.04M 0.24% +69 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,320 $1.04M 0.44% +8 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,316 $1.04M 0.7% -166 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,305 $1.04M 0.27% -350 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 3,295 $1.03M 0.27% -875 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 3,293 $1.03M 0.42% -76 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,292 $1.03M 0.16% -130 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,292 $1.03M 0.69% 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,288 $1.03M 0.3% +29 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,283 $1.03M 0.31% +354 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,280 $1.03M 0.42% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,279 $1.03M 0.29% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,275 $1.03M 0.3% -751 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,275 $1.03M 0.71% +690 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,272 $1.03M 0.3% 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,270 $1.03M 0.15% +144 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,270 $1.03M 0.91% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,267 $1.03M 0.63% -1,326 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 3,265 $1.02M 0.71% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,264 $1.02M 0.33% +2,391 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 3,262 $1.02M 0.21% +250 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,261 $1.02M 0.7% 0 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 3,258 $1.02M 1.06% 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,258 $1.02M 0.01% -43 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,256 $1.02M 0.14% -781 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,251 $1.02M 0.27% +174 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 3,245 $1.02M 0.67% -228 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,245 $1.02M 0.63% -37 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,242 $1.02M 0.31% -25 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,241 $1.02M 0.32% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,241 $1.02M 0.3% -10 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,237 $1.02M 0.4% 0 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,231 $1.01M 0.49% +31 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,229 $1.01M 0.17% +1 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,226 $1.01M 0.21% +1,249 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,224 $1.01M 0.38% +92 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,223 $1.01M 0.32% -45 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 3,223 $1.01M 0.23% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,221 $1.01M 0.4% -182 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 3,220 $1.01M 0.13% +454 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,003 $1.01M 0.16% +2,963 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,215 $1.01M 0.03% +1,068 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,213 $1.01M 0.2% +508 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 3,209 $1.01M 0.22% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,205 $1.01M 0.56% -1,052 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 3,204 $1.01M 0.71% -660 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,203 $1.01M 0.27% -23 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,202 $1M 0.23% +237 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,201 $1M 0.19% +48 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,198 $1M 0.28% 0 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,195 $1M 0.35% +72 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 3,192 $1M 0.48% -48 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,190 $1M 0.36% -125 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,187 $1M 0.42% +1 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,168 $999K 0.15% 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 3,172 $995K 0.19% +130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,168 $994K 0.12% +59 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,166 $993K 0.67% +34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,161 $992K 0.84% -13,528 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 3,156 $990K 0.09% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,155 $990K 0.23% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,152 $989K 0.74% +48 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,151 $989K 0.35% -154 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,146 $987K 0.52% -40 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,142 $986K 0.31% +21 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 3,133 $983K 0.28% -125 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,129 $982K 0.51% -297 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,128 $982K 0.28% -162 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,128 $982K 0.2% +9 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 3,121 $979K 0.65% 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,120 $979K 0.94% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,105 $974K 0.06% +308 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,103 $974K 0.35% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3,102 $973K 0.52% 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 3,100 $973K 0.69% -80 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,097 $972K 0.17% +167 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,091 $970K 0.32% -156 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 3,084 $968K 0.48% 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,081 $967K 0.03% +400 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,077 $966K 0.26% 0 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 3,076 $965K 0.56% -77 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,073 $964K 0.47% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,071 $964K 0.32% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,071 $964K 0.14% +406 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,068 $963K 0.07% +961 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,062 $961K 0.33% +27 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,060 $960K 0.54% +143 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,060 $960K 0.76% -76 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,059 $960K 0.26% +7 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 3,049 $957K 0.2% -3 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 3,049 $957K 0.37% -100 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 3,049 $957K 0.12% -18 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 3,048 $956K 0.89% 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,046 $956K 0.2% +183 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,044 $955K 0.59% +1,020 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 3,042 $955K 0.55% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,037 $953K 0.24% 0 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 3,035 $952K 0.73% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,034 $952K 0.13% -53 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,033 $952K 0.21% +663 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,024 $949K 0.24% -54 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,023 $949K 0.23% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,018 $947K 0.38% -4 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 3,017 $947K 0.88% +61 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,015 $946K 0.1% -114 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 3,015 $946K 1.12% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,007 $944K 0.23% +83 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 3,000 $941K 0.1% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,986 $937K 0.63% -200 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 2,980 $935K 3.51% +11 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,974 $933K 0.31% +317 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 2,971 $932K 0.4% +12 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,971 $932K 0.52% 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,966 $931K 0.22% -618 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,964 $930K 0.52% +904 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 2,962 $929K 0.26% +23 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 2,784 $929K 0.62% +266 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,959 $929K 0.54% 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,957 $928K 0.44% +603 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 2,953 $927K 0.85% 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 2,946 $924K 0.58% 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,944 $924K 0.82% 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,943 $924K 0.62% -1,283 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 2,942 $923K 0.57% 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,940 $923K 0.19% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,940 $923K 0.67% +2 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,939 $922K 0.26% +1,288 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,939 $922K 0.6% -510 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 2,932 $920K 0.84% 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 2,931 $920K 0.17% -369 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,930 $919K 0.33% -468 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 2,921 $917K 0.56% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,906 $916K 0.36% +11 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,917 $915K 0.21% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 2,917 $915K 0.77% 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,915 $915K 0.08% +24 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 2,915 $915K 0.57% +35 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,913 $914K 0.14% -150 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,904 $911K 0.23% +310 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,902 $911K 0.49% +80 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 2,893 $908K 0.02% -10 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,893 $908K 0.5% -108 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,885 $905K 0.12% +10 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 2,877 $903K 0.23% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 2,875 $902K 0.33% +336 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,873 $902K 0.28% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 2,861 $898K 0.29% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,852 $895K 0.23% +53 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,855 $895K 0.28% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,852 $895K 0.44% -153 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,850 $894K 0.16% -88 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,643 $894K 0.41% 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,844 $893K 0.18% +1,425 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 2,843 $892K 0.1% -23 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,842 $892K 0.41% +480 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,838 $891K 0.34% -26 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 2,837 $890K 0.38% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,830 $888K 0.33% -3,795 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 2,829 $888K 0.5% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,824 $886K 0.17% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,821 $885K 0.38% -52 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 2,818 $884K 0.23% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,813 $883K 0.45% +148 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,804 $880K 0.41% +44 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,800 $879K 0.36% 0 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 2,798 $878K 0.71% 13F-HR Timeline Markin Asset Management, LP in group Markin Asset Management, LP More: the full row for Markin Asset Management, LP 2,790 $876K 0.96% 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,789 $875K 0.6% -183 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 2,753 $874K 0.38% +11 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,786 $874K 0.16% -18 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,785 $874K 0.4% -269 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 2,784 $874K 0.39% new 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 2,781 $873K 1.4% 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 2,780 $872K 1.11% 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,777 $871K 0.29% -190 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,775 $871K 0.37% +273 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,775 $871K 0.2% -107 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,772 $870K 0.12% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,771 $870K 0.24% +866 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,765 $868K 0.46% 0 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 2,763 $867K 0.63% 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,763 $867K 0.86% 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,762 $867K 0.2% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,762 $867K 0.2% +80 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,754 $864K 0.26% +751 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,750 $863K 0.22% +40 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 2,748 $862K 0.1% +38 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,748 $862K 0.13% +184 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,746 $862K 0.14% +106 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,745 $861K 0.24% -627 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,744 $861K 0.21% +26 13F-HR Timeline