Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,423 $939K 0.3% -63 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,422 $939K 0.33% +38 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,422 $939K 0.31% -175 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,421 $938K 0.01% -1,584 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 1,421 $938K 0.22% -580 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,417 $936K 0.12% -386 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,417 $935K 0.23% -62 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,416 $935K 0.79% +1 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,415 $934K 0.61% -54 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,415 $934K 0.22% +5 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,415 $934K 0.27% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,412 $932K 0.24% +969 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 3,488 $932K 0.23% 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,411 $932K 0.22% +432 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1,411 $931K 0.02% -6,589 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,409 $930K 0.08% -66 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,406 $929K 0.48% +124 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,406 $928K 2.13% -6,794 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 1,404 $927K 0.7% 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,401 $925K 0.87% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,401 $925K 0.56% +226 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,400 $925K 0.16% +65 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,400 $924K 0.12% -377 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,397 $924K 0.04% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,529 $924K 0.62% +44 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,398 $923K 0.13% +619 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 1,397 $922K 0.82% -1,697 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 1,396 $922K 0.74% +37 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,396 $921K 0.55% +85 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,395 $921K 0.33% +4 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,395 $921K 0.38% +1,046 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 1,394 $920K 0.52% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,394 $920K 0.87% 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,392 $919K 0.33% -704 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,391 $918K 0.28% +51 13F-HR/A Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,391 $918K 0.15% +465 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 1,387 $916K 0.12% +453 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,387 $916K 0.23% +31 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,382 $912K 0.76% +176 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,382 $912K 0.37% +146 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 1,382 $912K 0.32% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1,381 $912K 0.46% +1 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,380 $911K 0.28% -78 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,386 $911K 0.55% +35 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,379 $910K 1.68% -1,105 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,377 $909K 0.28% -16 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,377 $909K 0.59% +207 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,376 $908K 0.19% +78 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 1,376 $908K 1.27% +85 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 1,373 $908K 0.72% +55 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,373 $906K 0.18% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,372 $906K 0.26% +135 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,369 $904K 0.09% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,365 $901K 0.38% 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,362 $899K 0.86% 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,361 $898K 0.3% -7 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,357 $896K 0.06% +522 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,357 $896K 0.05% +830 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,356 $895K 0.53% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,353 $893K 0.31% +890 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,353 $893K 0.04% +49 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,350 $891K 0.57% +103 13F-HR/A Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,349 $891K 0.54% -30 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,346 $888K 0.4% -717 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,340 $885K 0.43% +96 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,340 $885K 1.67% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 1,337 $883K 0.1% -5,808 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,335 $881K 0.16% -10 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,333 $880K 0.18% +104 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,332 $879K 0.5% 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,374 $879K 0.68% +842 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,331 $879K 0.25% +52 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 1,329 $877K 0.36% -98 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 1,327 $876K 1.11% 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 1,326 $875K 0.45% +20 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,325 $875K 0.76% +288 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,324 $874K 0.54% +285 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,324 $874K 0.51% -32 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 1,324 $874K 0.67% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,323 $873K 0.16% +752 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,323 $873K 0.68% -56 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 1,323 $873K 0.79% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 1,320 $872K 0.4% +93 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,320 $871K 0.47% +340 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,319 $871K 0.07% +83 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,319 $870K 0.03% -9 13F-HR/A Timeline Whitford Management LLC More: the full row for Whitford Management LLC 1,318 $870K 0.88% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 1,316 $869K 0.42% +54 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,311 $865K 0.26% +142 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,310 $865K 0.49% -432 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,309 $864K 0.35% -122 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,308 $863K 0.04% +44 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,306 $862K 0.19% -77 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,281 $861K 0.54% -142 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,304 $861K 0.14% -34 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,303 $860K 0.18% +156 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,302 $860K 0.21% +13 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,301 $859K 0.47% +424 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 1,300 $858K 0.39% +170 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,300 $858K 0.06% -148 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 1,299 $858K 0.31% -450 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,298 $857K 0.09% +208 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,297 $856K 0.61% -50 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,298 $856K 0.18% -10 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,297 $856K 0.52% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 1,297 $856K 0.34% +343 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,296 $855K 0.61% +400 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,295 $855K 0.1% +44 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,294 $854K 0.33% +81 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,294 $854K 0.17% +122 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,292 $854K 0.66% +22 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,386 $854K 0.4% +44 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 1,291 $852K 0.3% 0 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,290 $852K 0.66% 0 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 1,287 $850K 0.95% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,287 $849K 0.26% -84 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,285 $848K 0.33% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,284 $848K 0.1% 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 1,284 $848K 0.52% -91 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 1,272 $847K 0.32% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,283 $847K 0.06% +330 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,283 $847K 0.13% -194 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,281 $846K 0.13% +613 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,280 $845K 0.12% +126 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 1,278 $843K 0.88% +169 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,277 $843K <0.01% +587 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,276 $843K 0.24% +35 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,275 $842K 0.74% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,274 $841K 0.09% -187 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,273 $840K 0.52% +440 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 1,272 $840K 0.13% -106 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 1,271 $839K 0.72% 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 1,270 $839K 0.46% -2 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,261 $839K 0.16% +240 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,270 $838K 0.17% +225 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,269 $838K 0.13% 0 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 1,269 $838K 0.55% +18 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 1,269 $838K 0.42% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,265 $835K 0.49% +54 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,265 $835K 0.26% -34 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 1,264 $834K 0.43% 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,263 $834K 0.74% +141 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,263 $834K 0.79% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,262 $833K 0.48% -775 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,262 $833K 0.58% -67 13F-HR Timeline KETTLE HILL CAPITAL MANAGEMENT, LLC More: the full row for KETTLE HILL CAPITAL MANAGEMENT, LLC 1,260 $832K 0.19% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,259 $831K 0.18% +271 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,258 $830K 0.09% +8 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,258 $830K 0.35% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,258 $830K 0.36% +36 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,257 $830K 0.08% +100 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,257 $830K 0.71% +11 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,256 $829K 0.07% +47 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,253 $827K 0.19% -10 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,252 $826K 0.63% 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,251 $826K 0.27% +366 13F-HR Timeline Octahedron Capital Management L.P. More: the full row for Octahedron Capital Management L.P. 1,250 $825K 0.56% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,248 $824K 0.04% -63 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,246 $822K 0.82% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,244 $821K 0.2% +193 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,244 $821K 0.46% -42 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 1,243 $820K 0.37% -43 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,240 $819K 0.3% +1 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,240 $819K 0.33% +297 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,239 $818K 0.55% +455 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,238 $817K 0.86% 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,237 $817K 1.21% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,237 $817K 1.03% -35 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,235 $815K 0.05% -680 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 1,235 $815K 0.38% +2 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,252 $815K 0.31% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,232 $814K 0.33% +77 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,232 $813K 0.1% -220 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,231 $813K 0.17% +26 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,231 $813K 0.51% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,229 $812K 0.11% +55 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,229 $812K 0.82% +233 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,227 $810K 0.13% -52 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,225 $808K 0.12% -1 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,224 $808K 0.45% 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,224 $808K 0.18% +60 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,222 $807K 0.3% -40 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,221 $806K 0.06% +18 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,221 $806K 0.04% +334 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,220 $805K 0.26% +195 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,216 $803K 0.21% +65 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,216 $803K 0.58% +7 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,213 $800K 0.32% -18 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,212 $800K 0.45% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,211 $800K 0.45% -34 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,208 $798K 0.2% +577 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 1,207 $797K 0.69% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,207 $797K 0.14% +5 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,206 $796K 0.32% -93 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 1,205 $795K 0.65% 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,203 $794K 0.25% -126 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,203 $794K 0.28% +19 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,122 $793K 0.17% +207 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,200 $792K 0.33% new 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 1,200 $792K 0.51% +44 13F-HR Timeline