Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,438 $958K 0.39% +1,025 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,435 $958K 0.53% -7 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,417 $955K 0.17% +898 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,414 $954K 0.29% +525 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,410 $953K 0.6% -18 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,400 $952K 0.08% +160 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 5,372 $947K 1.03% -75 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 5,351 $943K 0.14% +24 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,340 $941K 0.1% -12 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,331 $939K 0.34% +326 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,325 $938K 0.41% +375 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,319 $937K 0.19% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 5,317 $937K 0.33% -33,071 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,314 $936K 0.35% -28 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,311 $936K 0.43% -14 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 5,307 $935K 0.21% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 5,304 $935K 0.48% -21,853 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 5,294 $933K 0.53% +350 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,292 $933K 0.26% +3,197 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 5,285 $931K 0.17% +69 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 5,282 $931K 0.31% +441 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5,280 $930K 0.67% +454 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,272 $928K 0.36% -813 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 5,263 $927K 0.62% +45 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,256 $926K 0.12% +254 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,247 $925K 0.56% +847 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 5,246 $925K 1.13% +66 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,243 $924K 0.22% -94 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,242 $924K 0.29% -18 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,241 $924K 0.11% +385 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5,240 $923K 0.26% +1,229 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,239 $923K 0.84% +646 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 5,195 $916K 0.14% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,190 $915K -5,982 Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,187 $914K 0.1% +825 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 5,179 $913K 0.34% +3,337 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,175 $912K 0.22% +3,735 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 5,174 $912K 0.48% +754 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,172 $911K 0.6% +522 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,150 $908K 0.52% -1,443 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,139 $906K 0.02% -79 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,139 $906K 0.61% +1,775 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,135 $905K 0.64% +1,256 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,125 $903K 0.5% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,123 $903K 0.71% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,122 $903K 0.34% -180 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,121 $902K 0.11% +296 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 5,119 $902K 0.34% +1 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,112 $901K 0.14% -703 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,108 $900K 0.69% +27 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,106 $900K 0.58% +1 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,100 $899K 0.14% +971 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 5,099 $899K 0.94% +1,410 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 5,095 $898K 0.05% -22 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 5,094 $898K 0.71% +24 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 5,083 $896K 0.49% -355 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,062 $892K 0.15% new 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 5,060 $892K 0.22% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 5,057 $891K 0.24% +147 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 5,057 $891K 0.93% +86 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 5,048 $890K 0.3% +29 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,048 $890K 2.49% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,043 $889K 0.23% +3,394 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 5,041 $888K 0.38% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,032 $887K 0.65% -285 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,027 $886K 0.67% -146 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 4,985 $884K 0.2% -485 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,604 $883K 0.42% -97 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 5,059 $882K 0.8% +206 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,000 $881K 0.01% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 5,000 $881K 0.5% +900 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,000 $881K 0.29% -80 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,999 $881K 0.27% -30 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,994 $880K 0.44% +2,621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,981 $878K 0.91% -484 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 4,139 $878K 0.97% 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,972 $876K 0.03% -127 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 4,968 $876K 0.27% -392 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,962 $874K 1.57% +166 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,956 $873K 0.14% +153 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 4,954 $873K 0.62% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,953 $873K 0.83% -140 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,948 $872K 0.21% +132 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,943 $871K 0.03% -176 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,465 $870K 0.39% +75 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,920 $869K 0.07% new 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,921 $867K 0.39% +281 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 4,910 $866K 0.44% +209 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,908 $865K 0.48% -6 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,900 $863K 0.42% -315 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,897 $863K 0.43% +737 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,900 $862K 0.4% +431 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,880 $860K 0.51% 0 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 4,700 $860K 0.33% +28 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,874 $859K 0.54% +874 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,863 $857K 0.31% -7 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 4,855 $856K 0.11% +122 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4,851 $855K 0.5% +133 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,843 $854K 0.64% +185 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 4,820 $849K 0.14% +2,277 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 4,820 $849K 0.3% +1,069 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,816 $849K 0.14% +10 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,811 $848K 0.75% -150 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 4,810 $848K 0.08% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,808 $847K 0.28% -105 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 4,808 $847K 0.45% -16 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,806 $847K 0.1% +321 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 4,802 $846K 0.5% +290 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $846K 0.48% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,794 $845K 0.14% -303 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,790 $844K 0.32% +98 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,783 $843K 0.84% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,768 $840K 0.2% -97 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,663 $840K 0.14% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,759 $839K 0.32% +79 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,752 $837K 0.21% +700 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 4,739 $835K 0.12% +1,114 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,727 $835K 0.27% +333 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,343 $835K 0.36% 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 4,735 $834K 0.19% -975 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 4,732 $834K 0.19% -419 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,731 $834K 0.24% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,657 $831K 0.74% +53 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 4,710 $830K 0.7% -803 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,710 $830K 0.08% +82 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,708 $830K 0.33% +226 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 4,703 $829K 0.51% +37 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,703 $829K 0.21% +423 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,702 $829K 0.17% +9 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,699 $828K 0.39% -362 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 4,698 $828K 0.37% +300 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 4,698 $828K 0.04% +80 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,691 $827K 0.13% +677 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,681 $825K 0.61% +50 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,679 $825K 0.18% +797 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,678 $824K <0.01% -142 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,716 $822K 0.4% +696 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,662 $822K 0.7% +149 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,640 $818K 0.61% -25 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 4,630 $816K 0.51% -217 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,619 $814K 0.19% +238 13F-HR Timeline Castellan Group More: the full row for Castellan Group 4,600 $811K 0.15% 0 13F-HR/A Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,593 $809K 0.73% 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,592 $809K 0.42% +1,102 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 4,204 $807K 0.35% +4 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,472 $806K 0.43% -92 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,570 $805K 0.2% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,570 $805K 0.08% +562 13F-HR Timeline Group Horan Securities, Inc. More: the full row for Horan Securities, Inc. 4,558 $803K 0.28% +207 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 4,555 $803K 0.34% -454 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 4,553 $802K 0.06% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,549 $802K 0.77% -1,413 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,542 $801K 0.2% +132 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,538 $800K 0.35% +320 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,536 $799K 0.11% new 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,526 $798K 0.23% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4,527 $797K 0.18% +831 13F-HR/A Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,075 $797K 0.47% +950 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,509 $795K 0.25% -951 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,505 $794K 0.76% 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,504 $794K 0.31% +1,241 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,501 $793K 0.05% +84 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,489 $791K 0.21% -1,946 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,475 $789K 0.1% -50 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 4,475 $789K 0.4% +247 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,472 $788K 0.32% +31 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,467 $787K 0.45% -360 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 4,464 $787K 0.36% +181 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,445 $783K 0.19% +214 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 4,442 $783K 0.35% -3 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 4,439 $782K 0.04% +2,019 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,434 $781K 0.26% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 4,130 $781K 0.22% -5 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,432 $781K 1% +456 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,425 $780K 0.28% +20 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,417 $778K 0.07% +1,196 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 4,408 $777K 0.47% -2,417 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 4,397 $774K 0.29% +229 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,380 $772K 0.18% +221 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,371 $770K 0.19% +24 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 4,227 $769K 0.68% +110 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,360 $767K 0.28% -500 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,342 $765K 0.06% -53 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 4,331 $763K 0.17% +100 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,326 $762K 0.42% +1,116 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,322 $762K 0.7% +187 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 4,320 $761K 0.51% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 4,319 $761K 0.39% -14 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 4,317 $761K 0.28% +55 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,363 $761K 0.09% +265 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,312 $760K 0.08% -12 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4,310 $760K 0.55% +229 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,300 $758K 0.19% new 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,301 $758K 0.11% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 4,285 $755K 0.52% -302 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,280 $754K 0.04% -137 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 4,274 $753K 0.67% +318 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,269 $752K 0.6% +757 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 4,269 $752K 0.15% +10 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,266 $752K 0.33% -71 13F-HR Timeline