Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,394 $1.03M 0.27% -149 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 1,394 $1.03M 0.14% +35 13F-HR Timeline Group Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,394 $1.03M 0.68% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,391 $1.03M 0.62% -23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,390 $1.03M 0.12% +155 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,390 $1.03M 0.8% +30 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,320 $1.02M 0.38% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,388 $1.02M 0.65% +436 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 1,386 $1.02M 0.16% +503 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,386 $1.02M 0.05% +72 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,386 $1.02M 0.67% -40 13F-HR Timeline HAMEL ASSOCIATES, INC. 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More: the full row for Argent Advisors, Inc. 1,330 $982K 0.3% +36 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,330 $982K 0.64% -10 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,323 $976K 0.18% -152 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,323 $976K 0.35% -76 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,322 $976K 1.15% +432 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,322 $976K 0.54% -43 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,321 $975K 0.67% +93 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,320 $974K 0.27% -7,574 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,320 $974K 0.17% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 1,319 $974K 0.69% +199 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 1,319 $974K 0.19% +58 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,319 $974K 0.22% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,314 $970K 0.06% -25 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,314 $970K 0.22% +54 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,312 $968K 0.15% -169 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,311 $968K 0.08% +471 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,311 $968K 0.4% +144 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,311 $968K 0.91% -8 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,307 $965K 0.16% +247 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,307 $965K 0.23% +521 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,306 $964K 0.07% +389 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,305 $963K 0.36% -1 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,304 $962K 0.11% +65 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,303 $962K 0.67% +362 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,302 $961K 0.51% +48 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,301 $960K 0.35% +83 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,296 $960K 0.57% -12 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,301 $960K 0.3% -5 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 1,700 $958K 1.13% 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,297 $957K 0.6% +31 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,297 $957K 0.67% 0 13F-HR Timeline Galaxy Digital Capital Management GP LLC in group Galaxy Group Investments LLC More: the full row for Galaxy Digital Capital Management GP LLC 1,293 $954K 1.19% -17 13F-HR Timeline Group MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,292 $954K 0.08% -491 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,239 $953K 0.39% +11 13F-HR Timeline Bouchey Financial Group, Ltd. 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More: the full row for Hurlow Wealth Management Group, Inc. 1,280 $945K 0.27% +285 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,278 $944K 0.57% -32 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,278 $943K 0.24% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,275 $941K 0.15% +108 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 1,275 $941K 0.36% -21 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,274 $941K 0.86% +141 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,274 $940K 0.5% +9 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,270 $937K 0.74% +4 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,269 $937K 0.18% +68 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,268 $936K 0.59% -49 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,267 $935K 0.1% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,296 $932K 0.65% +253 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,262 $931K 0.81% +216 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,262 $931K 0.36% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,262 $931K 1.5% +100 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,259 $929K 0.67% +80 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,255 $927K 0.57% +2 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,255 $926K 0.43% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,253 $925K 0.29% -33 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,252 $925K 0.58% +139 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,252 $924K 0.25% -17 13F-HR Timeline Center for Financial Planning, Inc. 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INC 1,150 $849K 0.24% 0 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,148 $847K 0.05% +33 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,144 $844K 0.29% -42 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,144 $844K 0.9% +144 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,188 $844K 0.67% -79 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,143 $844K 0.61% +2 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 1,140 $841K 0.19% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,140 $841K 0.39% 0 13F-HR Timeline First Business Financial Services, Inc. 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