StoryOne LLC More: the full row for StoryOne LLC 0 $412K 0.23% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 4,440 $412K <0.01% +222 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,421 $411K 0.23% -2 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 4,411 $410K 0.38% +1 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 4,411 $410K 0.09% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,402 $409K 0.3% -88 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 4,391 $408K <0.01% -30,235 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,388 $408K 0.3% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,374 $406K 0.28% -4,453 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,356 $405K 0.06% +1,001 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,353 $404K 0.03% -90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4,339 $403K 0.14% -3,680 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,334 $403K 0.05% +71 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,323 $402K 0.13% -155 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,320 $401K 0.02% +528 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 4,314 $401K 0.26% -56 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,083 $400K 0.08% +474 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,300 $399K 0.07% +16 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,297 $399K 0.15% -461 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,296 $399K 0.04% +1,942 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 4,295 $399K 0.34% +24 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,292 $399K 0.07% +884 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,290 $398K 0.03% -847 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,287 $398K 0.3% -590 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 4,288 $398K 0.12% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,284 $398K 0.04% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,270 $397K 0.14% -10 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,267 $396K 0.13% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,263 $396K 0.16% +4 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,259 $396K 0.08% +425 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 4,250 $395K 0.22% +84 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,250 $395K 0.09% -50 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 4,241 $394K 0.07% -15 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,229 $393K 0.01% +407 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 4,227 $393K 0.2% -432 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,225 $392K 0.24% +375 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,221 $392K 0.03% -3,729 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,220 $392K 0.11% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,217 $392K 0.04% -40 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 4,203 $390K 0.44% -1,979 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,196 $390K 0.17% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,185 $389K 0.12% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 4,185 $389K 0.11% -150 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,182 $388K 0.02% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,180 $388K 0.18% -872 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,178 $388K 0.12% +43 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 4,175 $388K 0.03% +19 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,173 $388K 0.01% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,171 $387K 0.22% +156 13F-HR Timeline Trust Co More: the full row for Trust Co 4,167 $387K 0.04% +280 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,159 $386K 0.02% -123 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,158 $386K 0.06% +821 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,148 $385K 0.11% -68 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,142 $385K 0.14% +56 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,140 $385K 0.04% -1 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,135 $384K 0.17% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,103 $381K 0.12% +474 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 4,099 $381K 0.1% 0 13F-HR/A Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,096 $380K 0.03% +118 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,075 $378K 0.16% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 4,070 $378K 0.15% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 4,065 $378K 0.56% +95 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,025 $377K 0.02% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 4,055 $377K 0.09% new 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 4,053 $376K 0.24% +5 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,053 $376K 0.05% +347 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 4,044 $376K 0.14% 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,019 $375K 0.24% +66 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,022 $374K 0.03% -270 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4,005 $372K 0.22% +857 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 4,001 $372K 0.12% -26 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 3,994 $371K 0.34% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,971 $369K 0.12% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,957 $368K 0.13% +171 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,955 $367K 0.1% +162 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,942 $366K 0.08% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3,940 $366K 0.07% -419 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,935 $365K 0.2% -1,000 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,923 $364K 0.06% new 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,921 $364K 0.31% -210 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,914 $364K 0.03% -90 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,918 $364K 0.35% +241 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,910 $363K 0.04% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,906 $363K 0.07% -63 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,901 $362K 0.24% +76 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 3,890 $361K 0.23% 0 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 3,880 $360K 0.04% -3 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,877 $360K 0.03% -650 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,873 $360K 0.06% +53 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,866 $359K 0.06% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,853 $358K 0.03% +8 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,851 $358K 0.12% +1,688 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,837 $356K 0.02% 0 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,828 $356K 0.15% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,827 $355K 0.02% -265 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,809 $354K 0.28% +5 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 3,806 $353K 0.09% -47 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 3,797 $353K 0.14% +10 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,796 $353K 0.03% +1,208 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,791 $352K 0.13% +182 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,786 $352K 0.05% -238 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 5,058 $351K 0.15% -161 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,780 $351K 0.08% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,775 $351K 0.23% -24,220 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 3,569 $349K 0.18% +19 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,761 $349K 0.07% +3,265 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,757 $349K 0.14% -25 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,739 $347K 0.02% -844 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,731 $347K 0.19% +28 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3,716 $345K 0.36% +1,198 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,714 $345K 0.06% -59 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,702 $344K 1.16% -83 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,683 $342K 0.08% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,678 $342K 0.22% +8 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,677 $341K 0.22% -274 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,663 $340K 0.11% +255 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,660 $340K 0.16% 0 13F-HR Timeline Group Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 3,660 $340K 0.11% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,900 $339K 0.04% +810 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,649 $339K 0.07% +73 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,649 $339K 0.06% new 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,631 $337K 0.09% +937 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 3,630 $337K 0.03% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,630 $337K 0.06% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,624 $337K 0.03% +94 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,614 $336K <0.01% new 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,608 $335K 0.1% -42 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,604 $335K 0.23% +694 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,590 $333K 0.18% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,588 $333K 0.04% +275 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 3,563 $331K 0.08% +122 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,558 $330K 0.05% +43 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,539 $329K 0.02% -210 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,536 $328K 0.12% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,527 $328K 0.03% -115 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,524 $327K 0.13% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,555 $327K 0.09% -98 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,517 $327K 0.07% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,517 $327K 0.07% +790 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,516 $327K 0.09% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,502 $325K 0.17% -240 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 3,500 $325K 0.1% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 3,495 $325K 0.05% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,482 $323K 0.17% -269 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,477 $323K 0.04% +44 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,564 $323K 0.04% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,476 $323K 0.08% -61 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,461 $321K 0.08% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,460 $321K 0.32% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,459 $321K 0.02% -234 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,457 $321K 0.02% +33 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,457 $321K 0.07% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,435 $319K 0.27% 0 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 3,432 $319K 0.04% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,434 $319K 0.21% -4,311 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,433 $319K 0.07% +35 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 3,429 $319K 0.16% +20 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,428 $318K 0.02% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,421 $318K 0.14% +837 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,420 $318K 0.05% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 3,415 $317K 0.15% new 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 3,420 $317K 0.22% 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 3,349 $317K 0.19% -1,028 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,408 $317K 0.11% -100 13F-HR Timeline Group Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,397 $316K 0.11% 0 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,389 $315K 0.57% 0 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,418 $315K 0.01% +485 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,384 $314K 0.19% 0 13F-HR Timeline Group Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,378 $314K 0.06% -71 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 3,371 $313K 0.05% +195 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,364 $312K 0.09% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,418 $312K 0.13% -7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,360 $312K 0.23% -4,181 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,339 $310K 0.3% -97 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,335 $310K 0.17% +118 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,334 $310K 0.07% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,325 $309K 0.01% +175 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,324 $309K 0.27% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,322 $309K 0.05% +287 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 3,311 $308K 0.39% +52 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,303 $307K 0.09% new 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 3,301 $307K 0.16% -73 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,295 $306K 0.25% +6 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,294 $306K 0.07% -62 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,280 $305K 0.19% 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 3,277 $304K 0.08% +610 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,275 $304K 0.19% 0 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,272 $304K 0.15% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,271 $304K 0.15% +310 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,260 $303K 0.02% -589 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 3,247 $302K 0.66% -77 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,240 $300K 0.07% -260 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 3,233 $300K 0.06% -164 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 3,232 $300K 0.22% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,230 $300K 0.04% -58 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,227 $300K 0.04% +186 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,225 $300K 0.05% +293 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,219 $299K 0.05% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,217 $299K 0.2% -130 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,202 $297K 0.03% +39 13F-HR Timeline