Meredith Wealth Planning More: the full row for Meredith Wealth Planning 17,947 $4.1M 1.02% -926 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 17,757 $4.06M 1.04% -90 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17,706 $4.04M 2.4% +110 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 17,677 $4.04M 1.99% +67 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 17,628 $4.03M 0.77% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 17,428 $3.98M 1.42% +2,060 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 17,337 $3.96M 2.16% +39 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 17,310 $3.95M 0.15% -837 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,262 $3.94M 0.78% +7 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,230 $3.93M 0.42% +6,100 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 17,049 $3.89M 1.5% -16 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 17,017 $3.89M 0.42% +7,668 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16,864 $3.85M 0.99% +510 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 16,759 $3.83M 2.92% +3,452 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 19,443 $3.8M 1.19% 0 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 16,615 $3.79M 1.09% +697 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 16,568 $3.78M 1.83% new 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 16,506 $3.77M 2.03% +431 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 16,469 $3.76M 0.52% -10,457 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 16,400 $3.75M 3.18% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 16,392 $3.74M 0.29% -825 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 16,309 $3.72M 1.49% -833 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 16,229 $3.71M 2.15% +1,059 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 16,197 $3.7M 1.94% -8,741 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 16,066 $3.67M 1.83% -1,015 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 15,971 $3.65M 2.59% +918 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 15,886 $3.63M 0.46% -197 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 15,740 $3.59M 3.39% -212 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 15,696 $3.58M 0.65% +1,667 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 15,665 $3.58M 1.71% +855 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 15,608 $3.56M 1.82% +35 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 15,588 $3.56M 2.46% -120 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 15,530 $3.55M 0.83% -607 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,469 $3.53M 1.95% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 15,464 $3.53M 1.3% +788 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 15,375 $3.51M 0.67% +560 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 15,372 $3.51M 0.31% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 15,248 $3.48M 0.83% +246 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 15,095 $3.45M 2.15% +3,480 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 15,041 $3.44M 1.12% -21 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 14,982 $3.42M 2.06% -715 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 14,902 $3.4M 1.95% -47 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 14,901 $3.4M 1.01% -179 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 14,900 $3.4M 2.47% -326 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 14,871 $3.4M 1.82% 0 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 14,806 $3.38M 0.87% +393 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 14,570 $3.33M 2.32% -1,105 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 14,331 $3.27M 1.95% +183 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 14,148 $3.23M 2.66% -59 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 14,097 $3.22M 0.39% -304 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 13,932 $3.18M 0.63% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 13,814 $3.15M 0.22% +1,111 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 13,779 $3.15M 1.27% -752 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 13,657 $3.12M 1.12% +722 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13,633 $3.11M 0.53% +96 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 13,630 $3.11M 1.57% +2,076 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 13,598 $3.11M 0.54% +914 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13,596 $3.11M 1.42% +1,619 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 12,953 $3.08M 0.44% -238 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 13,406 $3.06M 2.25% +1,204 13F-HR Timeline Trust Co More: the full row for Trust Co 13,384 $3.06M 0.27% +3,155 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,340 $3.05M 0.49% -75 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 12,630 $3.02M 1.21% -755 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 13,065 $2.98M 0.79% +790 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 13,065 $2.98M 1.52% +1,075 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 13,062 $2.98M 1.13% +669 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 13,007 $2.97M 0.61% -102 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 12,939 $2.96M 2.37% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,915 $2.95M 0.8% +791 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 12,757 $2.91M 0.93% -101 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 12,376 $2.9M 0.33% -223 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 12,548 $2.87M 1.2% +1,347 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 12,478 $2.85M 3.02% -2,225 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,332 $2.82M 1.74% -42 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 12,324 $2.81M 0.23% -668 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 12,316 $2.81M 1.12% +242 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 12,094 $2.76M 1.5% +883 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 12,006 $2.74M 1.43% +656 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,003 $2.74M 1.66% -251 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 11,984 $2.74M 1% +579 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 11,909 $2.72M 1.79% +67 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 11,897 $2.72M 2.36% -677 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 11,860 $2.71M 0.92% +234 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,856 $2.71M 0.61% +513 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 11,826 $2.7M 0.58% -31 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 11,763 $2.7M 0.98% -6,266 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 11,125 $2.66M 0.58% -957 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 11,629 $2.66M 0.49% +2,002 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,610 $2.65M 2.39% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 11,437 $2.61M 0.66% -245 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,365 $2.6M 0.58% +2,896 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 11,201 $2.58M 0.39% -599 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,143 $2.54M 0.47% +3,595 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 11,007 $2.51M 0.62% +374 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 10,854 $2.5M 1.73% new 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 10,893 $2.49M 0.77% -69 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 10,802 $2.47M 0.76% +167 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 10,789 $2.46M 0.63% -2,374 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 10,690 $2.44M 0.39% -8 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,631 $2.43M 0.28% +453 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 10,629 $2.43M 0.26% +508 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 10,619 $2.43M 2.54% +1,080 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 10,610 $2.42M 0.57% +961 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10,496 $2.4M 1.15% -105 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,134 $2.37M 1.18% -212 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 10,322 $2.36M 0.35% +1,982 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 10,168 $2.32M 0.98% -156 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 10,140 $2.32M 0.7% +9,162 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 10,032 $2.29M 0.27% +77 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crane Advisory, LLC More: the full row for Crane Advisory, LLC 9,575 $2.29M 0.32% +37 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 9,997 $2.28M 2.78% +57 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 9,785 $2.23M 1.34% -325 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 9,734 $2.22M 0.7% +2,200 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 9,699 $2.22M 0.37% -1,656 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,661 $2.21M 1.24% -432 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 9,607 $2.19M 0.97% +773 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 9,600 $2.19M 1.55% -1 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 9,541 $2.18M 1.09% -137 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 9,481 $2.17M 1.57% +81 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 9,412 $2.15M 0.74% +155 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 9,404 $2.15M 0.73% -518 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 9,397 $2.15M 1.54% +5 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 9,332 $2.13M 0.3% +606 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 9,321 $2.13M 6.11% +3,018 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 9,288 $2.12M 0.73% +185 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 9,251 $2.11M 1.28% -326 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,247 $2.11M 1.27% +50 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 9,203 $2.1M 1.7% +1,392 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 9,200 $2.1M 1.51% -4 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 9,115 $2.08M 1.17% +248 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 9,032 $2.06M 0.48% +1,128 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 8,964 $2.05M 0.34% +211 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 8,953 $2.04M 0.19% +83 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 8,944 $2.04M 0.79% +638 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 8,941 $2.04M 1.13% -1,409 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 8,915 $2.04M 0.63% +2,055 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 8,902 $2.03M 0.57% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,849 $2.02M 0.16% -285 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 8,845 $2.02M 0.71% +3,951 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 8,844 $2.02M 0.22% +60 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 8,791 $2.01M 0.91% +1,382 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 8,778 $2.01M 0.32% +2,645 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 8,690 $2.01M 0.41% +7,330 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 8,752 $2M 1.37% +120 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 8,678 $1.98M 0.49% +5,550 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,551 $1.97M 0.45% -1,337 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 8,496 $1.94M 0.52% +27 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 8,475 $1.94M 0.29% +36 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 8,471 $1.93M 1.07% -92 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 8,470 $1.93M 1.49% +7 13F-HR Timeline DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 8,454 $1.92M 1.33% +468 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 8,351 $1.91M 0.31% +253 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,267 $1.89M 1.6% +7 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 8,264 $1.89M 0.85% -264 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,261 $1.89M 1.62% -261 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 8,050 $1.84M 0.99% -176 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 8,000 $1.83M 0.55% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 8,000 $1.83M 0.42% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 7,980 $1.82M 1.63% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 7,899 $1.8M 1.15% -1,714 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,642 $1.79M 0.33% -4,096 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 7,804 $1.78M 0.36% +1,662 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 7,804 $1.78M 0.57% -21 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 7,737 $1.77M 0.94% -1,911 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,638 $1.74M 0.7% -744 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 7,625 $1.74M 0.8% +200 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 7,507 $1.71M 0.76% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 7,411 $1.71M 1.21% +3,592 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 7,469 $1.71M 0.52% +289 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 7,387 $1.69M 1.07% +4,368 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 7,329 $1.67M 0.51% +2,115 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 8,238 $1.65M 1.24% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 7,213 $1.65M 0.98% -59 13F-HR Timeline Eleva Capital SAS More: the full row for Eleva Capital SAS 7,179 $1.64M 1.45% -44,823 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 7,029 $1.61M 0.36% +789 13F-HR Timeline Friday Financial More: the full row for Friday Financial 6,922 $1.6M 0.32% +2,031 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,966 $1.59M 1.22% -503 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 6,946 $1.59M 0.22% -2,096 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 6,909 $1.58M 0.69% -744 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 6,879 $1.57M 0.69% -18 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,844 $1.56M 0.27% +189 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6,803 $1.55M 1.03% +983 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 6,742 $1.54M 0.54% -150 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 6,711 $1.53M 1.17% -882 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,661 $1.52M 0.67% -2,486 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 6,623 $1.51M 1.13% +188 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 6,610 $1.51M 1.02% +609 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 6,479 $1.48M 1.08% 0 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,471 $1.48M 0.7% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 6,464 $1.48M 0.38% -237 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 6,421 $1.47M 1.65% +27 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 6,337 $1.45M 0.82% +362 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 6,174 $1.41M 0.56% +1,134 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 6,171 $1.41M 0.21% -121 13F-HR Timeline APS Management Group, Inc. 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