VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,338 $783K 0.06% +59 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,337 $783K 0.39% +1,051 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,336 $782K 0.11% +95 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,336 $782K 0.46% +251 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,335 $782K 0.13% 0 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,334 $781K 0.59% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,333 $780K 0.75% +136 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,327 $777K 0.2% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 1,326 $777K 0.13% +99 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,326 $776K 0.09% +119 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,325 $776K 0.27% -48 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,323 $775K 0.84% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,320 $774K 0.5% -24 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,319 $772K 0.13% +28 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,319 $772K 0.4% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,318 $772K 0.28% +266 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,318 $772K 0.59% 13F-HR/A Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,311 $768K 0.24% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,311 $768K 0.31% +31 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,311 $768K 0.94% 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,307 $765K 0.31% +1 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,305 $764K 0.43% +3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,303 $763K 0.08% +17 13F-HR/A Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,302 $763K 0.04% +202 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,301 $762K 0.37% -14 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 1,300 $761K 0.02% +920 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,298 $760K 0.31% +44 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 1,296 $759K 0.16% +623 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,294 $758K 0.2% -405,083 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,293 $757K 0.45% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,291 $756K 0.11% -1,013 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,291 $756K 0.07% +168 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 1,288 $754K 0.32% 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,287 $754K 0.37% -51 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,284 $752K 0.14% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,282 $751K 0.27% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,282 $750K 0.12% +13 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,281 $750K 0.08% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,248 $731K 0.31% +100 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,248 $731K 0.43% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,247 $730K 0.75% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,247 $730K 0.68% +5 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,242 $727K 0.06% -5 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,239 $725K 0.37% +160 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,239 $725K 0.35% -204 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 1,120 $725K 0.33% -45 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 1,233 $722K 0.15% -12 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,233 $722K 0.39% -200 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,230 $720K 0.28% +41 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for Bouchey Financial Group, Ltd. 1,202 $704K 0.06% +101 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,202 $704K 0.11% +595 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,200 $703K 0.53% 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,200 $703K 0.69% -600 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,197 $701K 0.08% -67 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,493 $701K 0.23% +113 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,197 $700K 0.18% +194 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,190 $697K 0.15% -40 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,190 $696K 0.08% +194 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,189 $696K 0.75% 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,189 $696K 0.24% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,186 $694K 0.24% -153 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,182 $692K 0.25% +30 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,180 $691K 0.2% +112 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,179 $690K 0.37% +32 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,177 $689K 0.35% -35 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,175 $687K 1.51% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,173 $687K 0.25% -57 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,098 $685K 0.26% +20 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,166 $684K 0.21% +296 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,166 $683K 0.67% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,166 $683K 0.25% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,164 $682K 0.06% +20 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,163 $681K 0.6% 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,162 $680K 0.72% +3 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,162 $680K 0.3% -100 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,161 $680K 0.6% -143 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,160 $679K 0.25% +65 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 985 $679K 0.33% -1 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 1,159 $679K 0.64% 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 1,157 $678K 0.42% 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,156 $677K 0.76% 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,155 $676K 0.14% +53 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,151 $674K 0.12% +44 13F-HR Timeline WINMILL & CO. INC in group WINMILL & CO. INC More: the full row for WINMILL & CO. INC 1,150 $673K 0.22% 0 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,149 $673K 0.3% +183 13F-HR Timeline Hudock, Inc. 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More: the full row for GenWealth Group, Inc. 1,144 $670K 0.15% +3 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 1,143 $669K 0.39% -20 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,115 $668K 0.25% +10 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,141 $668K 0.42% -486 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,140 $668K 0.24% +115 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,140 $667K 0.23% -150 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,140 $667K 0.36% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,138 $666K 0.17% +402 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,135 $664K 0.14% +417 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,133 $663K 0.17% -24 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,130 $662K 0.47% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,129 $661K 0.51% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,128 $661K 0.48% 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,125 $659K 0.4% -53 13F-HR Timeline Gray Wealth Management Inc. 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More: the full row for Kera Capital Partners, Inc. 1,063 $622K 0.18% 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 1,060 $621K 0.61% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,059 $620K 0.18% 0 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 1,058 $620K 0.5% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,058 $619K 0.3% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,057 $619K 0.29% 13F-HR/A Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 1,057 $619K 0.16% -190 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,056 $618K 0.04% +304 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 1,012 $618K 0.06% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,054 $617K 0.08% +208 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,053 $617K 0.51% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,052 $616K 0.23% -525 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,050 $615K 0.44% -50 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,050 $615K 0.31% -25 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,048 $614K <0.01% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,045 $612K 0.8% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,045 $612K 0.74% 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,044 $611K 0.15% 0 13F-HR Timeline Advance Capital Management, Inc. 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