Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,770 $1.01M 0.36% +1 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,766 $1.01M 0.28% +30 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,763 $1.01M 0.74% +35 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,763 $1.01M 0.17% +185 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,762 $1.01M 0.66% +582 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,760 $1.01M 0.11% +465 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,602 $1.01M 0.07% +51 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,756 $1M 0.12% -13 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,755 $1M 0.61% -373 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,755 $1M 1% +38 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,752 $1M 0.15% +469 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,750 $1M 0.4% -15 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,749 $1M 0.45% +85 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,574 $999K 0.29% +21 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,743 $997K 0.26% +45 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,742 $997K 0.28% -820 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,740 $996K 0.43% +4 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,740 $996K 0.5% +108 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,739 $995K 0.17% -3,815 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,737 $994K 0.71% -339 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,728 $988K 0.23% +79 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,724 $987K 0.65% +21 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 1,723 $986K 0.68% +119 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,723 $986K 0.21% +15 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,720 $984K 1.51% +255 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 1,720 $984K 0.97% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,718 $983K 0.22% +56 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,188 $981K 0.42% +220 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,714 $981K 0.29% +51 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,711 $979K 0.11% 0 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,710 $978K 0.2% +62 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,709 $978K 0.34% +26 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,708 $977K 0.6% -2,695 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,706 $976K 0.55% -1,410 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,704 $975K 0.55% +36 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,704 $975K 0.1% +447 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,703 $974K 0.51% +211 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,703 $974K 0.12% -124 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,703 $974K 0.6% 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,702 $974K 0.41% -16 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,701 $973K 0.61% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,700 $973K 0.74% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,700 $972K 0.57% +438 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,698 $971K 0.17% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,696 $970K 0.86% 0 13F-HR Timeline Group Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,693 $968K 0.13% 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,692 $968K 0.08% +70 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,690 $967K 0.43% +1,200 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,686 $965K 0.04% -11 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,683 $963K 0.97% +68 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,681 $962K 0.71% +21 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,678 $960K 0.16% +14 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,678 $960K 0.32% -2 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 1,674 $958K 0.24% +176 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,674 $958K 0.11% +501 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,673 $957K 0.34% -34 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,424 $956K 0.62% -105 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,671 $956K 0.58% -45 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,668 $954K 0.8% -199 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,664 $952K 0.62% +16 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,663 $951K 0.4% -297 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,661 $950K 0.12% -260 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,656 $947K 0.44% -250 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 1,655 $947K 0.27% +10 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,655 $947K 0.48% -1,180 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 1,655 $947K 0.45% -32 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 1,654 $946K 0.98% +105 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 1,654 $946K 0.68% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,651 $945K 0.18% +153 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,650 $944K 0.06% -150 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,650 $944K 0.1% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,649 $943K 0.07% -268 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,648 $943K 0.88% +513 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,647 $942K 0.57% +50 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,387 $941K 0.13% +483 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,644 $940K 0.1% -67,801 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,642 $939K 0.28% +9 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 1,641 $939K 0.93% +22 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,640 $938K 0.67% -21,618 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 1,639 $938K 0.85% +703 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,638 $937K 0.68% +100 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,637 $937K 0.86% -3 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,632 $934K 0.44% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,631 $933K 0.51% -960 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,631 $933K 0.21% -40 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,630 $933K 0.29% +771 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,630 $933K 0.17% -556 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,627 $931K 0.22% -17 13F-HR Timeline Tradewinds, LLC. 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More: the full row for RATIONAL ADVISORS, INC. 1,620 $927K 0.09% -4,774 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,616 $925K 0.06% -55 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,616 $925K 0.35% +376 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,510 $924K 0.05% -11,802 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,614 $924K 0.52% -2,172 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,606 $919K 0.43% +28 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,600 $915K 0.5% +299 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,595 $913K 0.28% +46 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,595 $913K 0.63% +937 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,593 $911K 0.16% +386 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,591 $910K 0.44% +9 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,587 $908K 0.12% +44 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,584 $906K 0.5% +25 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,584 $906K 0.33% +293 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 1,580 $904K 0.33% +35 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,579 $903K 0.45% -20 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,575 $901K 0.36% +8 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,574 $901K 0.45% +94 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,574 $900K 0.12% +33 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 1,569 $898K 0.11% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,568 $897K 0.26% +2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,568 $897K 0.42% +8 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,567 $897K 0.6% -11 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,566 $896K 0.49% -2 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,566 $896K 0.43% -88 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,547 $896K 0.32% +5 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,565 $895K 0.42% -110 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,564 $895K 0.65% +312 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,564 $895K 0.43% -74 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,563 $894K 0.54% -413 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,562 $893K 0.08% +120 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,560 $893K 0.57% +8 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,346 $892K 0.22% -180 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,557 $891K 0.84% +16 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,555 $890K 0.2% +95 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 1,553 $889K 0.35% -36 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,553 $889K 0.32% +350 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,551 $888K 0.61% +136 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,549 $886K 0.27% +188 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,549 $886K 0.71% +176 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,546 $885K 0.34% 0 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 $877K 0.06% -93 13F-HR Timeline Group MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,298 $876K 0.52% +17 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 1,530 $875K 0.5% -29 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 1,528 $874K 0.16% -38 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,527 $874K 0.15% +25 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,526 $873K 0.07% +57 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. 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More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,520 $870K 0.24% -1,020 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,519 $869K 0.38% +15 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,518 $868K 0.12% +11 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,516 $868K 0.09% +242 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,516 $867K 0.03% +10 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,515 $867K 0.77% +13 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,514 $866K 0.27% +53 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,511 $865K 0.31% +89 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,511 $864K 0.78% +541 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,510 $864K 0.67% -19,814 13F-HR Timeline S&A Financial Services, Inc. More: the full row for S&A Financial Services, Inc. 1,508 $863K 0.59% 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,507 $862K 0.29% +130 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,506 $862K 0.15% +1 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,505 $861K 0.37% -16 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,504 $860K 0.44% +7 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,501 $859K 0.55% +151 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,500 $858K 0.34% -15 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,500 $858K <0.01% -500 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,499 $858K 0.83% -347 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,498 $857K 0.13% +866 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,495 $855K 0.28% +244 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,492 $853K 0.3% +252 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,489 $852K 0.12% -321 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,486 $850K 0.19% -233 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,485 $849K 0.26% -414 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 1,482 $848K 0.59% +32 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,481 $847K 0.3% -6 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,480 $847K 0.42% +1,114 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,479 $846K 0.39% -42 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,479 $846K 0.85% -53 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,478 $845K 0.19% +61 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,477 $845K 0.28% +82 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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More: the full row for Foguth Wealth Management, LLC. 1,318 $833K 0.1% +523 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,452 $831K 0.48% +128 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,452 $831K 0.22% -12 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 1,548 $830K 0.57% +276 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,451 $830K 0.16% -24 13F-HR Timeline