LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,690 $1.39M 0.22% +7 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,621 $1.37M 0.71% -1,736 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 5,610 $1.37M 0.66% -39 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,597 $1.37M 0.88% -81 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 5,586 $1.37M 0.3% +27 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5,586 $1.37M 0.18% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,585 $1.37M 0.5% +10 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,574 $1.36M 0.18% -161 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,573 $1.36M 0.31% +482 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,567 $1.36M 1.01% +741 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,564 $1.36M 0.88% +35 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,559 $1.36M 0.31% -157 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 5,557 $1.36M 0.4% -241 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5,556 $1.36M 0.52% -135 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 5,553 $1.36M 1.02% +2,019 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,553 $1.36M 0.27% -464 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,544 $1.36M 0.9% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,537 $1.35M 1.31% -770 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,530 $1.35M 0.41% -62 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 5,579 $1.35M 0.69% +11 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,523 $1.35M 0.23% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,517 $1.35M 0.88% +300 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 5,515 $1.35M 0.21% -174 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,510 $1.35M 0.55% +164 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,500 $1.34M 1.02% -289 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,492 $1.34M 0.16% +187 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,490 $1.34M 0.2% +756 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 5,488 $1.34M 0.36% -411 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 5,486 $1.34M 0.88% +2,223 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for East Coast Asset Management, LLC. 5,358 $1.31M 0.43% -70 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 5,346 $1.31M 0.55% -67 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 5,341 $1.31M 0.35% -1,372 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 5,339 $1.31M 0.17% -20 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 5,338 $1.3M 0.28% -2,923 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,336 $1.3M 0.09% -166 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 5,317 $1.3M 0.14% -11 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,302 $1.3M 0.99% -128 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 5,299 $1.3M 0.44% -177 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,298 $1.3M 0.61% -187 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 5,296 $1.29M 0.72% -438 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 5,294 $1.29M 0.47% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 5,293 $1.29M 0.29% +1,523 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,288 $1.29M 0.46% -155 13F-HR Timeline Group Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 5,285 $1.29M 1.47% +7 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 5,276 $1.29M 0.97% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 5,269 $1.29M 0.58% -472 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 5,249 $1.28M 0.01% +316 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,242 $1.28M 0.71% -25 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 5,240 $1.28M 1.19% +519 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 5,221 $1.28M 0.3% -858 13F-HR Timeline Bell Bank More: the full row for Bell Bank 5,218 $1.28M 0.05% +61 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 5,209 $1.27M 0.3% -12 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,209 $1.27M 0.56% -84 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 5,212 $1.27M 1.21% -171 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,205 $1.27M 0.3% -1,845 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 5,204 $1.27M 0.68% -113 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 5,186 $1.27M 0.27% +1,069 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,185 $1.27M 0.71% +355 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,182 $1.27M 1.3% -165 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,184 $1.27M 0.74% +322 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,179 $1.27M 0.13% +1,158 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 5,163 $1.26M 0.31% +2,897 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,157 $1.26M 0.14% -562 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,156 $1.26M 0.13% +1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,153 $1.26M 0.08% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 5,147 $1.26M 0.24% +45 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,145 $1.26M 0.32% +1,591 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 5,140 $1.26M 0.32% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,136 $1.26M 0.36% +663 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 5,123 $1.25M 0.72% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,117 $1.25M 0.6% +200 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 5,115 $1.25M 0.26% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,107 $1.25M 0.96% -240 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,105 $1.25M 0.06% -241 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,100 $1.25M 0.6% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,098 $1.25M 0.43% 0 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,093 $1.25M 0.95% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 5,091 $1.24M 0.13% -91 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 5,090 $1.24M 0.62% +7 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,086 $1.24M 0.36% +380 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 5,085 $1.24M 0.32% +1,743 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 5,080 $1.24M 0.15% -76 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5,077 $1.24M 0.09% -241 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,075 $1.24M 0.54% +113 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 5,066 $1.24M 0.44% -2,019 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,074 $1.24M 0.13% -451 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,063 $1.24M 0.09% +557 13F-HR Timeline Stockman Wealth Management, Inc. 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More: the full row for Cambria Investment Management, L.P. 5,007 $1.22M 0.07% -304 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,006 $1.22M 0.95% +134 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,005 $1.22M 0.41% -3,410 13F-HR Timeline Group Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,001 $1.22M 0.46% +1,343 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,000 $1.22M 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Planning,Inc More: the full row for Asset Planning,Inc 4,996 $1.22M 0.87% +16 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,991 $1.22M 0.05% -43 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,979 $1.22M 0.72% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,977 $1.22M 0.18% -668 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 4,975 $1.22M 0.82% -385 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,962 $1.21M 0.1% -299 13F-HR Timeline Blom & Howell Financial Planning, Inc. 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More: the full row for Capstone Financial Advisors, Inc. 4,885 $1.19M 0.06% +7 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 4,872 $1.19M 0.06% +1,054 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,869 $1.19M 0.24% -54 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 4,866 $1.19M 0.77% +104 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,858 $1.19M 0.38% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 4,849 $1.19M 0.66% +995 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 4,849 $1.19M 0.06% -229 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,848 $1.19M 0.27% -100 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 4,841 $1.18M 0.59% -2,205 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,837 $1.18M 0.96% +3 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,836 $1.18M 0.57% +115 13F-HR Timeline Pathfinder Wealth Consulting, Inc. 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