Next Capital Management LLC More: the full row for Next Capital Management LLC 5,656 $2.02M 0.55% -1,023 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 5,654 $2.02M 0.54% +2,173 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 5,651 $2.02M 1.37% +574 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 5,647 $2.02M 0.05% -2,194 13F-HR Timeline Group AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,640 $2.02M 0.16% +578 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,638 $2.01M 0.48% -2,392 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 5,602 $2M 0.97% +73 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,593 $2M 1.25% -1,323 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,574 $1.99M 0.15% -3,440 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 5,574 $1.99M 0.43% -125 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 5,568 $1.99M 0.38% +326 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 5,488 $1.99M 1.56% +84 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,554 $1.99M 0.4% +606 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,547 $1.98M 0.63% +233 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 5,518 $1.98M 1.17% -55 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 5,520 $1.97M 0.56% -92 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,502 $1.97M 0.19% +12 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 5,488 $1.96M 0.29% +811 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 5,483 $1.96M 0.53% -41 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,478 $1.96M 0.35% -59 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 5,475 $1.96M 1.51% +466 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,475 $1.96M 0.16% +15 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,459 $1.95M 0.62% +17 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,454 $1.95M 0.54% -2,898 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,446 $1.95M 1.07% +5,446 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 5,445 $1.95M 1.17% -19 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 5,444 $1.95M 0.19% -199 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,440 $1.94M 0.57% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,431 $1.94M 0.72% -290 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,431 $1.94M 0.43% +54 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 5,427 $1.94M 1.56% -418 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,425 $1.94M 1.73% -4,440 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,507 $1.94M 0.22% +214 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,420 $1.94M 1% -292 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,418 $1.94M 1.81% -211 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,416 $1.94M 0.31% +228 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 5,411 $1.93M 0.69% -68 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 5,410 $1.93M 0.95% +526 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 5,404 $1.93M 0.61% +1,167 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 5,384 $1.92M 0.45% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,379 $1.92M 0.4% +1 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,378 $1.92M 0.93% -235 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 5,377 $1.92M 0.85% 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 5,375 $1.92M 0.29% +150 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,368 $1.92M 0.19% +162 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,359 $1.92M 0.31% +2,984 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,356 $1.91M 0.49% -100 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 5,355 $1.91M 1.44% +477 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 5,345 $1.91M 0.37% +283 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 5,341 $1.91M 0.74% +292 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,313 $1.9M 1.1% +145 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 5,353 $1.9M 0.72% +18 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 5,288 $1.89M 1.27% +192 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,287 $1.89M 1.01% -271 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,273 $1.88M 0.42% +1,815 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 5,267 $1.88M 1.2% +820 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,261 $1.88M 0.67% +359 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 5,254 $1.88M 0.5% +115 13F-HR/A Timeline LuminArx Capital Management LP More: the full row for LuminArx Capital Management LP 37,500 $1.88M 0.87% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5,248 $1.88M 0.35% +579 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 5,246 $1.87M 0.47% +1 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,239 $1.87M 1.15% -490 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 5,237 $1.87M 0.55% -160 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 5,237 $1.87M 1.56% +105 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,228 $1.87M 1.03% +2,475 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,221 $1.87M 0.36% +86 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 5,217 $1.86M 1.39% -204 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,206 $1.86M 0.85% -56 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5,205 $1.86M 0.49% +52 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,200 $1.86M 1.19% +226 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 5,356 $1.86M 1.72% -1,340 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,189 $1.85M 1.74% +452 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,177 $1.85M 0.64% -2 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 5,179 $1.85M 1.58% +3 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 5,174 $1.85M 0.22% +162 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,171 $1.85M 0.74% 0 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 5,157 $1.84M 0.24% -330 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 5,156 $1.84M 1.37% -8 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 5,156 $1.84M 1.53% +888 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 5,151 $1.84M 0.23% -200 13F-HR/A Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 4,962 $1.84M 1.62% -209 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,143 $1.84M 0.55% -75 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 5,108 $1.83M 0.72% -355 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,106 $1.82M 0.76% +108 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 5,104 $1.82M 1.21% -365 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 5,099 $1.82M 0.35% -169 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 5,097 $1.82M 1.02% -1,109 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,096 $1.82M 0.51% -261 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 5,096 $1.82M 0.07% -226 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,092 $1.82M 0.34% +39 13F-HR/A Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,076 $1.81M 1.71% +440 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,207 $1.81M 0.44% +2,815 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,073 $1.81M 0.1% -8,773 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,068 $1.81M 0.33% +381 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 5,059 $1.81M 0.49% -60 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,054 $1.81M 0.08% +1,749 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 5,054 $1.81M 0.92% +28 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 5,045 $1.8M 1% +313 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,044 $1.8M 0.45% -134 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 5,038 $1.8M 0.61% +2,299 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,024 $1.8M 0.17% 0 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 5,019 $1.79M 1.47% +3 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 5,005 $1.79M 0.5% -328 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 5,000 $1.79M 0.02% 0 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 5,000 $1.79M 0.49% -5,000 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 5,000 $1.79M 1.5% -17,500 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,994 $1.78M 0.21% -164 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,982 $1.78M 0.55% -53 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,970 $1.78M 0.42% -61 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,966 $1.77M 0.18% -40 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 4,964 $1.77M +2,783 Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 4,961 $1.77M 0.65% -375 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 4,950 $1.77M 1.55% +24 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,950 $1.77M 0.7% +584 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,948 $1.77M 0.23% +23 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,945 $1.77M 1.02% +992 13F-HR Timeline PAULSON & CO. INC. More: the full row for PAULSON & CO. INC. 5,000 $1.77M 0.07% new 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 4,941 $1.77M 0.23% +65 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 4,940 $1.77M 0.71% +66 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 4,957 $1.77M 0.57% -1,202 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5,160 $1.77M 0.22% +69 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4,936 $1.76M 1.46% -1,736 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 4,930 $1.76M 1.48% -50 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 4,928 $1.76M 1.3% +55 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,919 $1.76M 1.33% +249 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,911 $1.76M 0.37% -8,200 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,896 $1.75M 0.26% +493 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,826 $1.75M 0.54% +447 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,880 $1.74M 0.81% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 4,878 $1.74M 0.25% -38 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 4,876 $1.74M 0.64% +79 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,875 $1.74M 0.15% +78 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4,861 $1.74M 0.52% +71 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,851 $1.73M 0.96% -92 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 4,842 $1.73M 0.21% -34 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 4,841 $1.73M 0.29% +318 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 4,808 $1.72M 1.5% -229 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,805 $1.72M 0.94% -43 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 4,800 $1.72M 0.43% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,800 $1.72M 0.8% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,798 $1.71M 0.55% -2,119 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,787 $1.71M 0.69% -32 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,783 $1.71M 1.16% -36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,766 $1.7M 0.39% -3,635 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,759 $1.7M 0.27% +1,616 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,798 $1.7M 0.24% -14 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,753 $1.7M 0.79% +51 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 4,750 $1.7M 0.67% +267 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 4,749 $1.7M 1.26% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 4,740 $1.69M 0.19% +318 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 4,881 $1.69M 0.44% +591 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 4,736 $1.69M 0.45% -82 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 4,732 $1.69M 0.36% 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 4,731 $1.69M 0.99% +394 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,725 $1.69M 0.07% +110 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,723 $1.69M 0.53% -7,106 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,722 $1.69M 0.52% -1,065 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 4,721 $1.69M 1.66% +1,018 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,591 $1.69M 1.24% +71 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,715 $1.69M 0.99% +950 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,715 $1.68M 0.2% -522 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,711 $1.68M 0.22% +675 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 4,702 $1.68M 0.64% +143 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,696 $1.68M 0.11% -267 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,695 $1.68M 0.92% +1,078 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,694 $1.68M 0.62% +363 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,687 $1.68M 0.21% +817 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,686 $1.67M 0.89% +20 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,682 $1.67M 0.86% +1,511 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,673 $1.67M 0.19% +161 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 4,657 $1.66M 0.11% -15 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,651 $1.66M 0.45% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,649 $1.66M 0.42% +545 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,640 $1.66M 0.68% +1,651 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 4,638 $1.66M 1.42% -682 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,773 $1.66M 0.35% -72 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,624 $1.65M 0.4% -39 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 4,612 $1.65M 0.74% +32 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 4,610 $1.65M 0.44% +150 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,600 $1.64M 0.53% +718 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,593 $1.64M 0.7% +38 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,588 $1.64M 0.13% +197 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 4,571 $1.63M 0.47% +200 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,563 $1.63M 1.17% -177 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,562 $1.63M 0.56% -832 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 4,560 $1.63M 0.03% -208 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,552 $1.63M 0.47% -53 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,544 $1.62M 0.66% +962 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,544 $1.62M 0.12% +197 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,541 $1.62M 0.71% -19 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 4,538 $1.62M 0.52% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $1.62M 1.06% -4,790 13F-HR Timeline Amount filed as zero, left out of ratios. WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,531 $1.62M 0.36% -222 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,524 $1.62M 0.74% +328 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 4,518 $1.61M 0.65% -590 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 4,516 $1.61M 0.51% -18 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 4,512 $1.61M 0.18% +3,030 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,512 $1.61M 0.2% -433 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,511 $1.61M 0.08% -467 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 4,788 $1.61M 0.75% -409 13F-HR Timeline