Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,663 $1.05M 0.39% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,663 $1.05M 0.38% +288 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 2,626 $1.05M 1.32% +109 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,634 $1.04M 0.17% +83 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,632 $1.04M 0.69% -100,547 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 3,628 $1.04M 0.37% +639 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,628 $1.04M 0.33% new 13F-HR Timeline Eaton-Cambridge Inc. 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More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,458 $994K 0.46% -1,563 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,454 $993K 0.18% +681 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,452 $992K 0.26% -16 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 3,442 $990K 0.35% -181 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Finivi Inc. 3,312 $952K 0.52% +192 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,312 $952K 0.76% +22 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,306 $951K 0.26% +65 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 3,305 $950K 0.59% +842 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,305 $950K 0.05% +1,772 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 3,305 $950K 0.59% -170 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,298 $948K 0.45% +82 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,292 $947K 0.14% -168 13F-HR Timeline J. Team Financial, Inc. 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Team Financial, Inc. 3,290 $946K 1.06% -1,008 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,289 $946K 0.59% -105 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,284 $944K 0.44% -222 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 3,280 $943K 0.54% +336 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,274 $941K 0.71% -885 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 3,272 $941K 0.29% -204 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 3,272 $941K 0.59% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3,270 $940K 0.56% -77 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,825 $940K 0.2% +19 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,267 $939K 0.38% -286 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,250 $935K 0.18% -610 13F-HR Timeline Reyes Financial Architecture, Inc. 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More: the full row for Flavin Financial Services, Inc. 3,209 $923K 0.62% +420 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 3,208 $922K 0.6% +8 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,208 $921K 0.44% +1,730 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,203 $921K 0.09% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,200 $920K 0.13% -825 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,200 $920K 0.11% -25,650 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,199 $920K 0.4% +75 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,189 $917K 0.52% +193 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,187 $917K 0.49% +153 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,072 $914K 0.68% +1,360 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 3,175 $913K 0.9% -75 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 3,172 $912K 0.13% +91 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3,172 $912K 0.28% +46 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,171 $912K 0.53% +34 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 3,166 $910K 0.81% 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 3,157 $908K 1.18% +18 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 3,151 $906K 0.15% +1 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,149 $906K 0.43% +359 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 3,146 $905K 0.25% +617 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 3,143 $904K 0.18% -509 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 3,140 $903K 0.5% 0 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 3,134 $901K 0.23% +43 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,584 $901K 0.64% +378 13F-HR/A Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,133 $901K 0.48% +4 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 3,126 $899K 0.59% -124 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,123 $898K 0.32% -400 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,122 $898K 0.54% -212 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,119 $897K 0.27% -5 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,114 $896K 0.23% -173 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 3,103 $892K 0.09% -325,234 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 3,100 $891K 0.39% -100 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,100 $891K 0.25% 0 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 3,099 $891K 0.36% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,095 $890K 0.23% +795 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 3,084 $887K 0.22% +252 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,081 $886K 0.35% -301 13F-HR Timeline Macro Advisors, Inc. 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More: the full row for Meixler Investment Management, Ltd. 2,948 $872K 0.47% -10 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,023 $869K 0.58% +26 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,021 $869K 0.03% -45 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,020 $868K 0.46% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 3,018 $868K 0.7% +28 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 3,016 $867K 0.36% -135 13F-HR Timeline Tarbox Family Office, Inc. 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