Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,271 $1.13M 0.4% +492 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,268 $1.13M 0.56% +354 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,262 $1.12M 0.84% 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,260 $1.12M 0.3% +29 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,253 $1.12M 0.78% +194 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. 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Ltd. 2,000 $995K 0.56% -28,010 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,994 $992K 0.54% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 1,993 $991K 0.65% -366 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 1,990 $990K 0.6% +6 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,990 $990K 0.84% -21 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,985 $988K 0.63% -713 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 1,985 $987K 0.25% +3 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,980 $985K 0.65% -5 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,975 $982K 0.65% -801 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,972 $981K 0.75% +23 13F-HR Timeline SUMMIT INVESTMENT ADVISORS, INC. More: the full row for SUMMIT INVESTMENT ADVISORS, INC. 1,870 $980K 0.81% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,967 $978K 0.25% -486 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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More: the full row for Vermillion Wealth Management, Inc. 1,938 $964K 0.46% +82 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,936 $963K 0.64% +42 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,930 $960K 1.18% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 1,925 $958K 0.88% +3 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 1,922 $956K 0.47% -1,600 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,919 $954K 0.91% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,915 $952K 0.31% -518 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,914 $952K 0.28% 0 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 1,912 $951K 0.54% +17 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,911 $951K 0.48% +227 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 1,911 $951K 0.04% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,908 $949K 0.85% +127 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 1,905 $948K 0.19% +66 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 1,903 $947K 0.37% 0 13F-HR Timeline Sterling Manor Financial, LLC More: the full row for Sterling Manor Financial, LLC 1,899 $945K 0.63% +13 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,895 $943K 0.36% 0 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 1,894 $942K 0.54% +94 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,889 $940K 0.67% 0 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 1,885 $937K 0.54% -23 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,883 $937K 0.37% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,878 $935K 0.39% -150 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,879 $935K 0.87% +2 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,877 $934K 0.5% +1 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,875 $933K 1.91% +1 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 1,874 $932K 0.65% -74 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,873 $932K 0.58% +57 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 1,842 $931K 0.36% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,869 $930K 0.69% +200 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,869 $930K 0.15% -426 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,867 $929K 0.46% -4 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,867 $929K 0.75% -262 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 1,867 $929K 0.4% -435 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,859 $925K 0.52% -2,360 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,858 $924K 0.4% +10 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,855 $923K 0.26% -48 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,851 $921K 0.44% -37 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,847 $919K 0.24% +1 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,846 $918K 0.45% -35 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 1,846 $918K 0.42% +246 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,844 $917K 0.51% +168 13F-HR/A Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 1,836 $913K 0.75% +489 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 1,835 $913K 0.62% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 1,833 $912K 0.74% +275 13F-HR/A Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,833 $912K 0.24% +25 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,832 $912K 0.83% -295 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,830 $910K 0.33% +196 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,830 $910K 0.82% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,828 $909K 0.17% +211 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 1,825 $908K 0.53% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,824 $907K 0.4% -1,486 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,824 $907K 0.16% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,819 $905K 0.11% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,811 $904K 0.45% -850 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 1,808 $899K 0.27% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,806 $898K 0.18% -66 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 1,803 $897K 0.52% +133 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 1,802 $896K 0.59% +110 13F-HR/A Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 1,802 $896K 0.43% +378 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,795 $895K 0.59% +531 13F-HR Timeline Chicago Wealth Management, Inc. 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More: the full row for Compass Financial Group, Inc. 1,784 $887K 0.44% 0 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 1,781 $886K 0.75% +5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,780 $886K 0.53% -39 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,780 $885K 0.6% +66 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,779 $885K 0.52% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,776 $883K 0.3% -173 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,775 $883K 0.71% -90 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,773 $882K 0.73% -12 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,762 $877K 0.61% -84 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,761 $876K 0.61% +15 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 1,761 $876K 0.76% +26 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,757 $874K 0.82% -56 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,757 $874K 0.25% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,757 $874K 0.34% +205 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,754 $872K 0.3% +1,045 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,749 $870K 0.67% -303 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,630 $870K 0.43% +2 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,746 $868K 1.82% -51 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 1,744 $867K 0.51% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,741 $866K 0.13% +30 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,695 $865K 0.13% 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 1,736 $864K 0.44% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,649 $861K 0.52% -81 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,646 $857K 0.38% -123 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,701 $856K 0.47% +3 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,710 $851K 0.66% +565 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,709 $850K 0.66% -110 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,707 $849K 0.57% +198 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,702 $847K 0.8% +333 13F-HR Timeline Politan Capital Management LP More: the full row for Politan Capital Management LP 1,701 $846K 0.06% new 13F-HR Timeline Karpus Management, Inc. 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