Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,201 $297K 0.05% new 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,200 $297K 0.02% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,200 $297K 0.08% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,200 $297K 0.03% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,196 $297K 0.14% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,193 $297K 0.01% +68 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,182 $296K 0.04% -49 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,180 $295K 0.14% new 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,179 $295K 0.2% +21 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,177 $295K 0.18% -1 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,175 $295K 0.09% -2,225 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,173 $295K 0.06% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,169 $294K 0.05% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 3,159 $293K 0.07% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,159 $293K 0.1% +399 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,158 $293K 0.19% -285 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 3,169 $293K 0.16% -370 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,156 $293K 0.19% -1,732 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,158 $293K 0.08% +2 13F-HR/A Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 3,149 $292K 0.19% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 3,147 $292K 0.22% -7 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,132 $291K 0.06% +130 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 3,132 $291K 0.15% 0 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 3,130 $291K 0.18% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,129 $291K 0.02% +830 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,129 $291K 0.2% -2 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,128 $291K 0.05% -126 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,122 $290K 0.1% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 3,116 $289K 0.03% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,115 $289K 0.1% -100 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,112 $289K 0.09% -1,100 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,111 $289K 0.02% +559 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 3,105 $288K 0.26% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,100 $288K 0.07% new 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 3,096 $288K 0.05% +436 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,091 $287K 0.05% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,089 $287K 0.02% +11 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,077 $286K 0.14% +18 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,067 $285K 0.04% -237 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 3,063 $284K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,064 $284K 0.04% -213 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 3,052 $283K 0.1% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,048 $283K 0.05% +247 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,044 $283K 0.07% +458 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,044 $283K 0.15% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,038 $282K 0.05% +35 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,058 $281K 0.11% -800 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,020 $280K 0.07% -1,743 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 3,745 $280K 0.15% 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 3,014 $280K 0.2% +14 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,014 $280K 0.13% +35 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,013 $280K 0.18% +300 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,997 $279K 0.02% +187 13F-HR Timeline FORMULATE FINANCIAL LLC More: the full row for FORMULATE FINANCIAL LLC 3,003 $279K 0.34% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,000 $279K 0.08% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 3,000 $279K 0.29% -150 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,989 $278K 0.13% -368 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,984 $277K 0.03% +93 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 2,981 $277K 0.25% 0 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 2,976 $276K 0.11% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,976 $276K 0.05% +116 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 2,975 $276K 0.05% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,974 $276K 0.12% +1 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,962 $275K 0.09% +211 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,961 $275K 0.02% +200 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,941 $273K 0.13% -3,863 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,935 $273K 0.07% +5 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,933 $272K 0.1% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 2,926 $272K 0.09% +45 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,925 $272K 0.07% -17 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,914 $271K 0.05% -6 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,914 $271K 0.15% +41 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,912 $270K 0.07% -449 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,906 $270K 0.31% +35 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,900 $269K 0.07% +141 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,899 $269K <0.01% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,898 $269K 0.03% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,896 $269K 0.05% +16 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,888 $268K 0.03% new 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 2,888 $268K 0.14% +30 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,885 $268K 0.12% -49 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,881 $268K 0.05% -19 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,874 $267K 0.03% -110 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,871 $267K 0.06% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,871 $267K 0.13% -165 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,868 $266K 0.09% -34 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,866 $266K 0.1% +216 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,860 $266K <0.01% -70 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,859 $266K 0.08% +152 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,858 $265K 0.04% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,852 $265K 0.01% -32 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,851 $265K 0.16% +194 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 2,848 $265K 0.13% +68 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,846 $264K 0.13% -213 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 2,842 $264K 0.12% 0 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 3,022 $263K 0.25% 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,834 $263K 0.17% +153 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,826 $262K 0.03% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,821 $262K 0.1% +190 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,817 $262K 0.13% +22 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,816 $262K 0.16% +135 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,807 $261K 0.04% +215 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 2,806 $261K 0.2% -29 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,800 $260K 0.14% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 2,800 $260K 0.27% -432 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 2,800 $260K 0.21% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,804 $260K 0.04% +1,501 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,797 $260K 0.11% -21 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,794 $260K 0.03% +56 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,794 $260K 0.12% -128 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 2,793 $259K 0.05% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,784 $259K 0.14% +45 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 2,784 $259K 0.18% -45 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,781 $258K 0.17% +113 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,775 $258K 0.02% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,206 $257K 0.19% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,769 $257K 0.06% -1,938 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 2,765 $257K 0.09% -94 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,760 $256K 0.01% +201 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,754 $256K 0.03% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 2,753 $256K 0.1% +200 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,750 $255K 0.03% +28 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 2,746 $255K 0.1% -101 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,746 $255K 0.05% +3 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,745 $255K 0.01% +19 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 2,695 $255K 0.03% +81 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,735 $254K 0.06% +30 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,731 $254K 0.09% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,731 $254K 0.25% +48 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,728 $253K 0.14% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,726 $253K 0.04% +52 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,725 $253K 0.02% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,720 $253K 0.04% -1,493 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,718 $252K 0.12% +77 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 2,716 $252K 0.25% +8 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,716 $252K 0.12% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 2,711 $252K 0.11% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,708 $251K 0.06% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,707 $251K 0.02% -302 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,702 $251K 0.15% -61 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,701 $251K 0.05% -122 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,690 $250K 0.14% +2 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 2,687 $250K 0.01% new 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 2,687 $250K 0.01% -114 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,683 $249K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,674 $249K 0.04% -122 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 2,670 $248K 0.12% -53 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 2,668 $248K 0.05% -1,732 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,667 $248K 0.06% 0 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 2,662 $247K 0.09% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,660 $247K 0.15% -204 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 2,655 $247K 0.09% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,652 $246K 0.08% +52 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,639 $245K 0.02% -57 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,624 $244K 0.12% +36 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,626 $244K 0.05% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,623 $244K 0.1% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,618 $243K 0.06% new 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 2,611 $243K 0.1% +77 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,609 $242K 0.06% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 2,609 $242K 0.04% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2,607 $242K 0.12% +100 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 2,604 $242K 0.11% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,603 $242K 0.04% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,600 $241K 0.02% -684 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,600 $241K 0.01% 0 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,600 $241K 0.21% -4,163 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,599 $241K 0.08% new 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,598 $241K 0.06% -660 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,594 $241K 0.16% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,576 $239K 0.02% +32 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,575 $239K 0.04% 0 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,574 $239K 0.14% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 2,569 $238K 0.23% new 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 2,560 $238K 0.14% +3 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,553 $237K 0.17% -59 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,549 $237K 0.05% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,545 $236K 0.14% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,544 $236K 0.07% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 2,541 $236K 0.05% -125 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,540 $236K 0.18% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,535 $235K 0.04% +1 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,531 $235K 0.08% -14 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,522 $234K 0.03% -460 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 2,519 $234K 0.16% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,519 $234K 0.1% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,518 $234K 0.14% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,515 $234K 0.04% new 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,509 $233K 0.12% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,507 $233K 0.08% -118 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,502 $232K 0.04% -109 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,500 $232K 0.14% -500 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,499 $232K 0.04% -91 13F-HR/A Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 2,496 $232K 0.03% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,491 $231K 0.04% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 2,491 $231K 0.07% -70 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 2,484 $231K 0.19% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,482 $231K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,476 $230K 0.06% -1,303 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 2,469 $229K 0.24% -796 13F-HR Timeline