KWB Wealth More: the full row for KWB Wealth 1,710 $291K 0.04% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,746 $291K 0.29% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,742 $290K 0.11% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,742 $290K 0.1% 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,740 $290K 0.04% +149 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,740 $290K 0.02% 13F-HR/A Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,734 $289K 0.12% +67 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 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More: the full row for First Business Financial Services, Inc. 1,609 $268K 0.03% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,607 $268K 0.18% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,605 $267K 0.05% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,605 $267K <0.01% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,555 $267K 0.1% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,600 $267K 0.17% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,600 $267K 0.21% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,598 $266K 0.08% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 1,598 $266K 0.01% +1 13F-HR Timeline McClarren Financial Advisors, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,461 $244K 0.04% +28 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,459 $243K 0.06% +37 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,457 $243K 0.09% -9 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 1,456 $243K 0.3% +46 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,452 $242K 0.2% 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,450 $242K 0.15% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,450 $242K 0.12% -221 13F-HR Timeline EWG Elevate Inc. 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