Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 1,777 $1M 1.19% -1,241 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,776 $1M 0.26% -241 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,773 $999K 0.16% +143 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,770 $997K 0.34% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,770 $997K 0.62% +425 13F-HR Timeline William Mack & Associates, Inc. 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Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,762 $993K 0.19% -188 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,760 $991K 0.09% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,760 $991K 1.23% +40 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,756 $989K 0.06% -163 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,756 $989K 0.11% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,755 $988K 0.36% +15 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,754 $988K 0.58% +576 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,753 $987K 0.25% +39 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,752 $987K 0.12% -189 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,750 $986K 0.11% -273 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,769 $985K 0.13% -201 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,746 $984K 0.13% +530 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,746 $984K 0.58% +517 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,745 $983K 0.29% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for McLaughlin Asset Management, Inc. 1,715 $966K 0.74% -1,573 13F-HR/A Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,713 $965K 0.38% -80 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,712 $964K 0.47% +146 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,711 $964K 0.1% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,709 $963K 0.35% +7 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,709 $963K 0.08% +65 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,570 $962K 1.04% -391 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,705 $960K 0.48% -127 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,703 $959K 0.54% -289 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,701 $958K 0.54% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,701 $958K 0.56% +37 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,700 $958K 0.61% 0 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,699 $957K 0.88% +45 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,698 $956K 0.17% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,698 $956K 0.12% +124 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,696 $956K 0.24% +41 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,695 $955K 0.26% +65 13F-HR Timeline Aventus Investment Advisors, Inc. 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More: the full row for Wealth Management Associates, Inc. 1,649 $929K 0.26% +441 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,647 $928K 0.19% +20 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,646 $927K 0.48% -62 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,645 $926K 0.31% +562 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,644 $926K 0.07% +82 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,643 $926K 0.57% -80 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,642 $925K 0.79% -282 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,637 $922K 0.65% -1 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,636 $922K 0.11% -67 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,636 $922K 0.28% -718 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,636 $922K 0.3% +20 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,634 $920K 0.04% -499 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,633 $920K 0.29% +122 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,633 $920K 0.19% +94 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 1,633 $920K 0.42% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,632 $919K 0.34% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,632 $919K 0.49% -39 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,629 $918K 0.39% +23 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,626 $916K 0.06% -23 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,626 $916K 0.52% +59 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,622 $914K 0.44% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,621 $913K 0.05% -563 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,615 $910K 0.73% +643 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,613 $909K 0.39% +34 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,609 $906K 0.46% +79 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,601 $902K 0.15% -565 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,599 $901K 0.06% -17 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,598 $900K 0.29% +18 13F-HR Timeline Bouchey Financial Group, Ltd. 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W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,561 $879K 0.37% -5 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 1,557 $877K 0.14% +149 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,550 $873K 0.04% -100 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,548 $872K 0.35% -705 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,548 $872K 0.31% +22 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,546 $871K 0.26% +343 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,546 $871K 0.28% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,545 $870K 0.14% +39 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,533 $864K 0.06% 0 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,532 $863K 0.61% -502 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,530 $862K 0.4% +85 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,529 $861K 0.09% -627 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,528 $861K 0.11% +10 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,527 $860K 0.13% 0 13F-HR Timeline TAGStone Capital, Inc. 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