Roxbury Financial LLC More: the full row for Roxbury Financial LLC 334 $386K 0.3% +3 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 334 $386K 0.16% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 334 $385K 0.2% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 333 $384K 0.05% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 395 $384K 0.13% -369 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 331 $382K 0.2% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 330 $381K <0.01% new 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 330 $381K 0.01% new 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 330 $381K 0.13% -301 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 330 $381K 0.06% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 329 $380K 0.14% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 327 $378K 0.13% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 327 $377K 0.08% new 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $377K 0.25% new 13F-HR Timeline Amount filed as zero, left out of ratios. HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 326 $376K 0.27% -268 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 325 $375K 0.04% new 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 325 $375K 0.15% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 324 $374K 0.01% new 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 324 $374K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 322 $372K 0.04% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 322 $371K 0.2% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 322 $371K 0.02% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 321 $371K 0.13% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 321 $371K 0.18% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 321 $371K 0.21% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 321 $371K 0.05% +43 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 320 $370K 0.16% new 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 320 $369K 0.12% new 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 320 $369K 0.23% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 322 $369K 0.28% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 319 $368K 0.16% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 319 $368K 0.13% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 318 $367K 0.17% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 317 $366K 0.2% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 317 $366K 0.2% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 316 $365K 0.08% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 316 $365K 0.31% new 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 314 $363K 0.18% new 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 314 $362K 0.11% new 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 314 $362K 0.23% new 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 313 $361K 0.05% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 313 $361K 0.21% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 312 $360K 0.05% new 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 311 $359K 0.19% -18,607 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 311 $359K 0.34% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 311 $359K 0.07% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 310 $358K 0.05% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 310 $358K 0.02% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 310 $358K 0.13% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 309 $357K 0.17% new 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 309 $357K 0.14% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 308 $356K 0.21% new 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 307 $355K 0.32% new 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 307 $354K 0.26% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 305 $352K 0.04% new 13F-HR/A Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 305 $352K 0.2% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 305 $352K 0.17% -462 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 305 $352K 0.25% new 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 305 $352K 0.04% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 304 $351K 0.27% +35 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 303 $350K <0.01% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 303 $350K 0.05% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 303 $350K 0.15% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 302 $349K 0.08% new 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 302 $349K 0.28% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 302 $349K 0.04% new 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 302 $349K 0.28% +70 13F-HR/A Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 302 $348K 0.11% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 301 $347K 0.06% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 301 $347K 0.49% new 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 301 $347K 0.18% new 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 300 $346K 0.08% -522 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 300 $346K 0.23% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 300 $346K 0.13% new 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 300 $346K 0.06% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 300 $346K 0.11% new 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 300 $346K 0.11% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 300 $346K 0.24% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 300 $346K 0.15% new 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 300 $346K 0.29% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 299 $346K 0.04% -127 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 299 $345K 0.14% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 299 $345K 0.13% -5 13F-HR Timeline 25 LLC More: the full row for 25 LLC 299 $345K 0.09% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 299 $345K 0.04% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 298 $344K 0.04% -435 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 297 $343K 0.32% new 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 297 $343K 0.01% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 297 $343K 0.1% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 297 $343K 0.31% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 296 $342K 0.25% +62 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 296 $342K 0.07% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 296 $342K 0.21% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 296 $342K 0.24% new 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 296 $341K 0.27% -321 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 295 $341K 0.12% new 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 295 $341K 0.04% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 294 $339K 0.14% new 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 292 $337K 0.19% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 292 $337K 0.03% +45 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 289 $334K 0.06% -24 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 289 $333K 0.07% new 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 288 $332K 0.08% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 288 $332K 0.04% new 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 287 $332K 0.11% new 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 286 $331K 0.12% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 286 $330K 0.26% +14 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 286 $330K 0.1% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 285 $329K 0.01% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 284 $328K 0.19% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 284 $328K 0.13% +24 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 284 $327K 0.32% 13F-HR/A Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 283 $327K 0.15% new 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 283 $327K 0.16% new 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 282 $326K 0.03% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 282 $326K 0.08% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 282 $326K 0.05% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 282 $325K 0.14% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 281 $324K 0.13% new 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 280 $323K 0.25% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 280 $323K 0.01% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 280 $323K 0.18% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 330 $323K 0.19% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 279 $322K 0.18% new 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 278 $321K 0.15% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 277 $320K 0.02% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 277 $320K 0.02% new 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 276 $319K 0.36% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 276 $319K 0.03% +10 13F-HR Timeline Group RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 941 $318K 0.18% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 275 $318K 0.02% new 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 275 $318K 0.26% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 275 $317K 0.05% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 275 $317K 0.05% new 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 275 $317K 0.02% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 275 $317K 0.23% +70 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 273 $316K 0.1% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 273 $315K 0.54% -327 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 272 $314K 0.21% new 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 272 $314K 0.11% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 271 $313K 0.18% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 270 $312K 0.15% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 270 $312K 0.18% -980 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 270 $312K 0.04% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 268 $309K 0.04% -757 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 267 $308K 0.07% new 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 266 $307K 0.3% new 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 266 $307K 0.11% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 266 $307K 0.03% new 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 266 $307K 0.15% new 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 266 $307K 0.35% -29,794 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 265 $306K 0.05% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 265 $306K 0.1% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 265 $306K 0.19% new 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 265 $306K 0.26% new 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 264 $305K 0.14% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 264 $305K 0.14% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 264 $305K 0.09% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 264 $305K 0.22% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 264 $305K 0.18% new 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 264 $305K 0.23% new 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 264 $305K 0.86% new 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 263 $304K 0.13% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 263 $304K 0.12% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 263 $304K 0.05% new 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 262 $302K 0.18% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 262 $302K 0.02% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 261 $302K 0.3% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 261 $301K 0.21% new 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 261 $301K 0.13% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 261 $301K 0.23% new 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 260 $300K 0.14% new 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 260 $300K 0.16% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 260 $300K 0.05% -1,886 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 259 $299K 0.06% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,296 $299K 0.04% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 258 $298K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 258 $298K 0.09% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 258 $298K 0.18% new 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 258 $298K 0.22% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 257 $297K 0.1% -14 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 257 $297K 0.11% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 257 $297K 0.08% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 257 $297K 0.1% -209 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 257 $297K 0.12% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 257 $296K 0.22% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 256 $296K 0.06% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 256 $295K 0.19% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 256 $295K 0.15% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 255 $294K 0.1% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 254 $293K 0.12% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 254 $293K 0.1% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 323 $292K 0.03% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 253 $292K 0.2% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 338 $291K 0.14% -92 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 252 $291K 0.01% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 251 $290K 0.08% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 251 $290K 0.1% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 251 $290K 0.1% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 250 $289K 0.05% new 13F-HR Timeline