Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,293 $375K 0.05% -1,167 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,288 $375K 0.02% +301 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,285 $375K 0.44% +231 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 5,274 $374K 0.08% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 5,267 $373K 0.03% -894 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,267 $373K 0.01% -79,551 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 5,213 $370K 0.03% -2,923 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 5,205 $369K 0.11% +19 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,203 $369K 0.09% -73 13F-HR/A Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5,200 $369K 0.18% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 5,200 $369K 0.14% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,192 $368K 0.07% +173 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,178 $367K 0.04% -373 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,144 $365K 0.03% +58 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,136 $364K 0.18% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 5,104 $362K 0.23% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,097 $361K 0.07% +23 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,075 $360K 0.44% +150 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,077 $360K 0.02% -142 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 5,076 $360K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,069 $359K 0.08% -475 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 5,069 $359K 0.02% +117 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,058 $359K 0.15% 0 13F-HR/A Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,056 $358K 0.14% +275 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,045 $358K 0.09% +1,168 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,043 $358K 0.04% -911 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,036 $357K 0.05% +182 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,040 $357K 0.09% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 5,033 $357K 0.04% +189 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,030 $357K 0.02% -1,146 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 5,011 $355K 0.27% -5 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,371 $355K 0.01% -93 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,006 $355K 0.03% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,994 $354K 0.3% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 4,985 $353K 0.09% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 4,984 $353K 0.05% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 4,981 $353K 0.13% -409 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,974 $353K 0.06% -1,152 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,974 $352K 0.05% -1,976 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,969 $352K 0.21% -890 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,926 $349K 0.05% -11,899 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,920 $349K 0.19% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,920 $349K 0.07% new 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,918 $349K 0.14% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,905 $348K 0.08% -1,231 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,903 $348K 0.26% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 4,883 $346K 0.24% -2 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,882 $346K 0.22% +63 13F-HR/A Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,877 $346K 0.09% -374 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4,875 $346K 0.1% -762 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,862 $345K 0.28% +76 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,847 $344K 0.02% -73 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 4,828 $342K 0.16% -815 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 4,824 $342K 0.01% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 4,823 $342K 0.2% +36 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,818 $342K 0.29% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,817 $341K 0.18% -129 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,809 $341K 0.02% +221 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,808 $341K 0.02% -89 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 4,836 $341K 0.36% -183 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 4,798 $340K 0.04% +203 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 4,785 $339K 0.1% 0 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 4,762 $338K 0.29% -23,198 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,757 $337K 0.24% 0 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 4,756 $337K 0.07% -19,711 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 4,754 $337K 0.37% -1,583 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,749 $337K 0.1% -402 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,743 $336K 0.18% -986 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,743 $336K 0.24% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,735 $336K 0.08% +217 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,730 $335K 0.04% +83 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,725 $335K 0.13% +87 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,725 $335K 0.2% -1,023 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,719 $335K 0.05% -21 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,711 $334K 0.16% -89 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 4,710 $334K 0.09% -1,461 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,706 $334K 0.28% +39 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,695 $333K 0.05% +71 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 4,697 $333K 0.22% -294 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 4,696 $333K 0.03% +36 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 4,696 $333K 0.25% +292 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,717 $332K 0.01% -3,147 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,630 $332K 0.03% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,678 $332K 0.04% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,672 $331K 0.14% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 4,666 $331K 0.3% -67 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,682 $331K 0.03% -836 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,662 $330K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 4,661 $330K 0.08% -3,943 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,660 $330K 0.18% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,654 $330K 0.09% +2,567 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,652 $330K 0.2% +28 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,676 $329K 0.04% -1,471 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,619 $327K 0.13% +29 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,605 $326K 0.28% +1,237 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,600 $326K 0.06% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 4,595 $326K 0.05% +1,551 13F-HR Timeline Group Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,583 $325K 0.08% +1,305 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,575 $324K 0.65% +175 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,567 $324K 0.09% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,567 $324K 0.06% -1,713 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,557 $323K 0.04% -131 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,548 $322K 0.01% -8,623 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,546 $322K 0.03% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,549 $322K 0.21% +47 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,544 $322K <0.01% +462 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,542 $322K 0.47% +149 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,527 $321K 0.17% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,526 $321K 0.09% +227 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,511 $320K 0.2% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 4,500 $319K 0.05% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,500 $319K 0.28% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,493 $319K 0.31% +2 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,475 $317K 0.15% +23 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,474 $317K 0.11% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,469 $317K 0.03% -368 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,461 $316K 0.01% +889 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,457 $316K 0.09% +30 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,458 $316K 0.04% new 13F-HR/A Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,454 $316K 0.03% +27 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 4,447 $315K 0.16% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 4,436 $314K 0.35% +144 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,428 $314K 0.03% +12 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 4,427 $314K 0.1% -400 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,422 $313K 0.06% -925 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 4,419 $313K 0.04% -686 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 4,404 $312K 0.12% -2,568 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 4,400 $312K <0.01% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 4,394 $311K <0.01% -5,646 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 4,394 $311K 0.12% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,390 $311K 0.01% +228 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,388 $311K 0.12% -324 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,385 $311K 0.22% +552 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,383 $311K 0.02% -30 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 4,381 $311K 0.26% 0 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 4,370 $310K 0.22% +12 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,361 $309K 0.1% -350 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 4,357 $309K 0.06% +41 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,355 $309K 0.06% -314 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 4,350 $308K 0.09% -37 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,335 $307K 0.05% +323 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,308 $305K 0.06% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,308 $305K 0.12% +15 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,299 $305K 0.03% -25 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 4,296 $305K 0.12% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,295 $304K 0.21% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,290 $304K 0.04% -307 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,290 $304K 0.1% -637 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,278 $303K 0.06% +5 13F-HR Timeline Essex LLC More: the full row for Essex LLC 4,269 $303K 0.07% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,261 $302K 0.46% -261 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,229 $300K 0.18% -29,775 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,226 $300K 0.03% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 4,223 $299K 0.06% -947 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,196 $297K 0.14% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 4,192 $297K 0.05% +495 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 4,187 $297K 0.04% +69 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 4,179 $296K 0.02% +1,116 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,162 $295K 0.11% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,141 $294K 0.04% +3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,136 $293K 0.11% 0 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 4,122 $292K 0.08% +26 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,107 $291K 0.37% -500 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,104 $291K 0.1% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 4,091 $290K 0.22% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,091 $290K 0.05% -267 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,081 $289K 0.04% +1,106 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,078 $289K 0.33% -4,395 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 4,075 $289K 0.01% -800 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,074 $289K 0.14% -907 13F-HR/A Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,047 $287K 0.02% -288 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,031 $286K 0.04% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,027 $284K 0.13% -36 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 4,003 $284K 0.09% +4 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,994 $283K 0.04% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,988 $283K 0.03% -279 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,986 $283K 0.1% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,978 $282K 0.02% -341 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,245 $281K 0.17% +384 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,966 $281K 0.11% -218 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,966 $281K 0.16% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 3,960 $281K 0.08% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,957 $281K 0.13% -85 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,954 $280K 0.15% -1,433 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,954 $280K 0.06% +557 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,952 $280K 0.02% 0 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,951 $280K 0.15% +31 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 3,950 $280K 0.03% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,947 $280K 0.18% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,943 $280K 0.12% -155 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,940 $279K 0.05% -1,086 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,936 $279K 0.12% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,912 $277K 0.1% -211 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,910 $277K 0.03% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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