Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,160 $346K -2,686 Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,158 $345K 0.01% -938 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,157 $345K 0.06% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,156 $344K 0.07% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,156 $344K 0.1% -95 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 1,152 $343K 0.33% 13F-HR/A Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 1,150 $343K 0.28% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 1,148 $342K 0.29% new 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,143 $340K 0.35% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,142 $340K 0.11% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,138 $339K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,138 $339K 0.05% -1,378 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,130 $337K 0.03% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,129 $336K 0.06% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,126 $335K 0.04% +71 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,777 $335K 0.13% +27 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,125 $335K 0.05% new 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,124 $335K 0.06% new 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 1,122 $334K 0.25% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,122 $334K 0.08% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,120 $334K 0.19% +760 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,120 $334K 0.07% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,581 $334K 0.2% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $333K 0.25% -3,064 13F-HR Timeline Amount filed as zero, left out of ratios. True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 3,350 $332K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,108 $330K 0.04% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,108 $330K 0.07% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,107 $330K 0.02% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,107 $330K 0.03% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,107 $330K 0.2% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,106 $330K 0.08% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,106 $330K 0.06% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,103 $329K 0.04% new 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 1,103 $329K 0.29% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,102 $328K 0.11% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,102 $328K 0.02% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,102 $328K 0.12% -2,377 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,093 $327K 0.12% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,095 $326K 0.16% new 13F-HR/A Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,094 $326K 0.04% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 1,093 $326K 0.34% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,093 $326K 0.06% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,090 $325K 0.03% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,089 $324K 0.14% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,088 $324K 0.09% +850 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,087 $324K 0.04% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,086 $324K 0.05% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,083 $323K 0.2% -2,196 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,080 $322K 0.15% new 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 1,080 $322K 0.04% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,078 $321K 0.02% +406 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,071 $319K 0.05% +1,039 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,071 $319K 0.09% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,378 $318K <0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,064 $317K 0.03% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,061 $316K 0.07% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,054 $314K 0.02% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,054 $314K 0.01% -27,890 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,054 $314K 0.09% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,053 $314K 0.12% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,053 $314K 0.12% new 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 1,053 $314K 0.27% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 1,049 $312K 0.05% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,047 $312K 0.03% -44,489 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,045 $311K 0.06% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,045 $311K 0.02% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,043 $311K 0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,037 $309K 0.05% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,034 $308K 0.03% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,033 $308K 0.04% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,030 $307K 0.03% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,030 $307K 0.09% -1,491 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,025 $305K 0.06% new 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,025 $305K 0.01% -6,387 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 1,024 $305K 0.16% new 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 1,019 $304K 0.14% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,019 $303K 0.01% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 1,018 $303K 0.09% new 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,018 $303K 0.11% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,015 $302K 0.02% +65 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,011 $301K 0.07% +861 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,373 $301K 0.1% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,010 $301K 0.16% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,010 $301K 0.01% new 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,010 $301K 0.2% -856 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 1,010 $301K 0.06% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,009 $301K 0.08% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,005 $299K 0.02% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,004 $299K 0.06% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,004 $299K 0.04% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,003 $299K 0.07% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,000 $298K 0.1% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,000 $298K 0.02% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,000 $298K 0.05% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,000 $298K 0.04% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 1,000 $298K 0.12% new 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,000 $298K 0.16% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 1,000 $298K 0.84% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 998 $297K 0.08% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 998 $297K 0.01% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 997 $297K 0.16% new 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 989 $295K 0.04% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 989 $295K 0.02% -1,070 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 985 $293K 0.16% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 982 $293K 0.12% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 979 $292K 0.03% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 975 $290K 0.05% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 972 $289K 0.02% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 971 $289K 0.05% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 967 $288K 0.09% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 965 $288K 0.09% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 963 $287K 0.06% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 963 $287K 0.01% new 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 960 $286K 0.22% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 957 $285K 0.02% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,710 $285K 0.07% new 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 956 $285K 0.28% 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 954 $284K 0.02% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 953 $284K 0.04% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 952 $284K 0.03% +750 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 951 $283K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 950 $283K 0.05% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 950 $283K 0.01% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 950 $283K 0.02% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 950 $283K 0.08% -1,244 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 945 $282K 0.07% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 945 $282K 0.19% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 944 $281K 0.06% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 941 $280K <0.01% new 13F-HR Timeline Group Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 940 $280K 0.2% new 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 943 $280K 0.04% 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 937 $279K 0.15% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 934 $278K 0.06% +187 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 932 $278K 0.08% new 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 931 $277K 0.23% new 13F-HR/A Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 926 $276K 0.06% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 924 $275K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 924 $275K 0.18% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 920 $274K 0.04% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 920 $274K 0.11% new 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 919 $274K 0.03% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 918 $273K 0.06% new 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 916 $273K 0.08% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 915 $273K 0.06% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 915 $273K 0.07% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 911 $271K 0.01% new 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 910 $271K 0.02% -1,555 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 910 $271K 0.04% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 908 $270K 0.03% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 908 $270K 0.06% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 992 $270K 0.12% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 906 $270K 0.2% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 905 $270K 0.05% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 903 $269K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 903 $269K 0.12% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 902 $269K 0.13% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 900 $268K 0.06% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 900 $268K 0.19% new 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 899 $268K 0.22% 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 899 $268K 0.02% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 899 $268K 0.05% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 898 $267K 0.05% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 892 $266K 0.01% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 892 $266K 0.16% new 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 890 $265K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 884 $263K <0.01% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 883 $263K <0.01% new 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 883 $263K 0.07% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,115 $260K 0.05% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 871 $259K 0.13% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 867 $258K 0.09% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 867 $258K 0.09% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 865 $258K 0.02% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 863 $257K 0.14% 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 862 $257K 0.16% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 861 $256K 0.04% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 860 $256K 0.18% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 859 $256K 0.03% new 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 858 $256K 0.05% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 853 $254K 0.08% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 852 $254K 0.02% new 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 851 $254K 0.1% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 850 $253K 0.04% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 850 $253K 0.02% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 849 $253K 0.04% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 848 $253K 0.03% new 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 847 $252K 0.08% -271 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 846 $252K 0.05% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 845 $252K 0.07% +50 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 844 $251K 0.02% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 842 $251K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 841 $251K 0.01% new 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 838 $250K 0.18% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 834 $248K 0.05% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,305 $246K 0.04% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 826 $246K 0.03% new 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 822 $245K 0.02% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 821 $245K 0.06% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 820 $244K 0.15% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 820 $244K 0.05% new 13F-HR Timeline