HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,461 $319K 0.04% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,461 $319K 0.07% new 13F-HR Timeline American Trust More: the full row for American Trust 1,460 $319K 0.03% new 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,460 $319K 0.27% +10 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,459 $319K 0.23% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,456 $318K 0.13% new 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,265 $318K 0.29% 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 1,452 $317K 0.01% new 13F-HR/A Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 1,452 $317K 0.2% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,450 $317K 0.09% new 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 1,450 $317K 0.18% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,443 $315K 0.15% +2 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 1,440 $315K 0.24% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,437 $314K 0.04% -85 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,437 $314K 0.02% -7,089 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 1,436 $314K 0.26% +6 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,436 $314K 0.14% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,434 $314K 0.17% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,347 $313K 0.11% new 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,430 $313K 0.07% -47 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,428 $312K 0.08% -95 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,427 $312K 0.31% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,426 $312K 0.03% -56 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,423 $311K 0.04% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,421 $311K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,421 $311K 0.12% +296 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,416 $310K 0.05% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,414 $309K 0.14% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 1,412 $309K 0.2% new 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 1,410 $308K 0.06% new 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,403 $307K 0.16% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,226 $306K 0.18% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,398 $306K 0.11% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,395 $305K 0.2% new 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,390 $304K 0.08% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,390 $304K 0.09% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,387 $303K 0.1% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,387 $303K 0.08% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,387 $303K 0.18% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,384 $303K 0.17% -651 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,382 $302K 0.04% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,382 $302K 0.1% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,380 $302K 0.03% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,380 $302K 0.02% -145 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,379 $301K 0.09% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,379 $301K 0.07% new 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 1,376 $301K 0.09% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,375 $301K 0.03% -135 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,373 $300K 0.14% new 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,373 $300K 0.27% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,370 $300K <0.01% +39 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,371 $300K 0.15% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,370 $300K 0.25% -6 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,136 $299K 0.14% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,366 $299K 0.06% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,364 $298K 0.02% -262 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,364 $298K 0.14% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,363 $298K 0.02% -216,226 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,361 $298K 0.12% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,360 $297K 0.24% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,359 $297K 0.12% -584 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,355 $296K 0.21% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,353 $296K 0.03% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,352 $296K 0.17% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,352 $296K 0.09% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,352 $296K 0.08% new 13F-HR/A Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,351 $295K 0.04% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 1,350 $295K 0.03% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,350 $295K 0.01% -265 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,350 $295K 0.1% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,350 $295K 0.35% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,342 $293K 0.19% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,182 $293K 0.1% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,339 $293K 0.01% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,269 $293K 0.16% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,336 $292K 0.11% +5 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,335 $292K 0.09% new 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 1,335 $292K 0.42% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,335 $292K 0.13% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,330 $291K 0.14% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,326 $290K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,233 $289K 0.03% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,322 $289K 0.05% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,320 $289K 0.07% new 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 1,320 $289K 0.02% new 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,320 $289K 0.05% new 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,317 $288K 0.01% new 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 1,317 $288K 0.15% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,315 $288K 0.13% +154 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,310 $286K <0.01% -118,822 13F-HR/A Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,309 $286K 0.1% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,305 $285K 0.04% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,304 $285K 0.1% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,304 $285K 0.15% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,300 $284K 0.07% new 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,300 $284K 0.03% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,300 $284K 0.07% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,300 $284K 0.26% 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 1,300 $284K 0.08% -230 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,292 $283K 0.11% new 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,290 $282K 0.03% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,289 $282K 0.18% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,108 $281K 0.2% +333 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,286 $281K 0.09% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,198 $281K 0.03% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,283 $281K 0.09% +36 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,283 $281K 0.06% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,281 $280K 0.1% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,009 $280K 0.24% +169 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,279 $280K 0.05% -666 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,278 $279K 0.1% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,276 $279K 0.08% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,275 $279K 0.07% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,275 $279K 0.06% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 1,275 $279K 0.07% new 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 1,275 $279K 0.05% new 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,174 $278K 0.23% +180 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,271 $278K 0.02% new 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,267 $277K 0.06% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,262 $276K 0.18% -200 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,260 $275K 0.17% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,254 $274K 0.1% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,254 $274K 0.25% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 1,253 $274K 0.07% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,252 $274K 0.15% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,251 $274K 0.1% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,701 $273K 0.16% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,250 $273K 0.1% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,248 $273K 0.05% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,247 $273K 0.12% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,246 $272K 0.16% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,242 $272K 0.04% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,241 $271K 0.05% -205 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,240 $271K -525 Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,239 $271K 0.18% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,238 $271K 0.07% -131 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,238 $271K 0.28% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,236 $270K 0.08% new 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,235 $270K 0.12% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,234 $270K 0.12% +15 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 1,233 $270K 0.09% -336 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,232 $269K 0.69% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,230 $269K 0.05% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,230 $269K 0.03% new 13F-HR/A Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,230 $269K 0.02% -218 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,230 $269K 0.14% new 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 1,077 $269K 0.18% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,228 $268K 0.06% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,277 $268K 0.04% new 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,225 $268K 0.06% +223 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,222 $267K 0.15% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,221 $267K 0.13% -145 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,221 $267K 0.21% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,221 $267K 0.23% +29 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 1,221 $267K 0.1% -1,161 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,220 $267K 0.04% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,216 $266K 0.04% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,215 $266K 0.1% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,213 $265K 0.05% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,210 $265K 0.06% new 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,211 $265K 0.13% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,209 $264K 0.26% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 1,206 $264K 0.19% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,204 $263K 0.08% new 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,200 $262K 0.08% new 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,200 $262K 0.01% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 1,200 $262K 0.13% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,199 $262K 0.08% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,199 $262K 0.11% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,197 $262K 0.06% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,197 $262K 0.02% new 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,559 $260K 0.18% -93 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,191 $260K 0.25% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,188 $260K 0.08% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,186 $259K 0.07% -3,113 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,181 $259K 0.06% -102 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,182 $258K 0.03% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,180 $258K 0.19% -927 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,180 $258K 0.07% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,179 $258K 0.04% +59 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,178 $258K 0.13% new 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,174 $257K 0.09% -2,191 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 1,170 $256K 0.1% new 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 1,169 $256K 0.07% new 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 1,163 $254K 0.09% -809 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,163 $254K 0.17% -11 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,160 $254K 0.09% 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,156 $253K 0.07% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,156 $253K 0.02% new 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 1,156 $253K 0.21% new 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 1,010 $253K 0.1% new 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,155 $253K 0.06% -442 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,154 $252K 0.11% -2,556 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,152 $252K 0.26% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,152 $252K 0.04% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,151 $252K 0.03% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,151 $252K 0.11% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,149 $251K 0.14% +27 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,145 $250K 0.03% -701 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,145 $250K 0.15% -15 13F-HR Timeline