Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,743 $795K 0.2% -15 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 4,999 $793K 0.65% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,715 $791K 0.93% +7 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,714 $790K 0.41% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,711 $790K 0.18% -83 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,704 $789K 0.04% +64 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,704 $789K 0.31% +193 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 4,702 $788K 0.14% +69 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,694 $787K 0.48% +117 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,688 $786K 0.61% +342 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,684 $785K 0.67% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,746 $784K 0.18% +82 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,674 $784K 0.32% -458 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,670 $783K 0.38% -585 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 4,668 $783K 0.15% +154 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,678 $783K 0.24% +493 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,665 $782K 0.21% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,660 $781K 0.3% -37 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 4,656 $781K 0.13% +30 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 4,654 $780K 0.16% +81 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,642 $778K 0.15% -76 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 4,640 $778K 0.56% -479 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 4,627 $776K 0.33% -3 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 4,623 $775K 0.22% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,623 $775K 0.12% +218 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,626 $775K 0.08% +1,561 13F-HR/A Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 4,619 $774K 0.42% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,616 $774K 0.1% +58 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,614 $774K 0.17% +366 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 4,607 $772K 0.08% -167 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 4,604 $772K 0.11% +461 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,600 $771K 0.21% -60 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,594 $770K 0.04% -4,828 13F-HR Timeline Group Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,590 $770K 0.04% -4,040 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,688 $769K 0.23% 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,586 $769K 0.24% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,586 $769K 0.64% -137 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,579 $768K 0.36% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,570 $766K 0.13% -140 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,564 $765K 0.12% +697 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,533 $764K 0.68% 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 4,555 $764K 0.51% -170 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,540 $761K 0.09% +73 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,535 $760K 0.21% -599 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 4,515 $757K 0.26% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 4,510 $756K 1.66% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,510 $756K 0.15% +3,000 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,500 $754K 0.24% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,496 $754K 0.44% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 4,492 $753K 0.16% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,485 $752K 0.48% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,704 $751K 0.29% -494 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,475 $750K 0.37% +26 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,466 $749K 0.09% +29 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 4,466 $749K 0.18% +27 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 4,463 $748K 0.07% +220 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,459 $748K 0.08% -19 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,453 $747K 0.17% +84 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,452 $746K 0.13% +56 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 4,449 $746K 0.27% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,445 $745K 0.2% +3,208 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,436 $744K 0.32% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,436 $744K 0.07% +50 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,429 $743K 0.66% -1,487 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 4,426 $742K 0.81% -99 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,420 $741K 0.42% 0 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,422 $741K 0.15% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,422 $741K 0.22% -28 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,416 $740K 0.2% -32 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 4,406 $739K 0.06% +432 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 4,404 $738K 0.77% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,358 $738K 0.16% +503 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 4,394 $737K 0.7% 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,610 $736K 0.1% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,373 $733K 0.58% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,362 $731K 0.15% +18 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,360 $731K 0.05% -278 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 4,359 $731K 0.46% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,354 $730K 0.32% +535 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,351 $729K 0.02% -210,146 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,350 $729K 0.21% +215 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,343 $728K 0.19% +548 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,336 $727K 0.04% -10 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,333 $726K 0.09% -58 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 4,327 $725K 0.2% -131 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 4,276 $725K 0.54% 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 4,315 $723K 0.22% new 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,309 $722K 0.09% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,307 $722K 0.22% +183 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 4,299 $721K 0.19% +75 13F-HR/A Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,249 $717K 0.2% -1,118 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,273 $716K 0.07% -870 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 4,272 $716K 0.02% 0 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,271 $716K 0.29% +163 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,269 $716K 0.15% 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,258 $714K 0.16% 0 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 4,250 $713K 0.09% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 4,249 $712K 0.13% -56 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 4,248 $712K 0.25% +35 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,403 $710K 0.15% -779 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 4,236 $710K 0.04% +2,024 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,232 $709K 0.08% +988 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,230 $709K 0.16% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 4,225 $708K 0.54% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,224 $708K 0.21% +16 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,222 $708K 0.29% +84 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4,210 $706K 0.56% -490 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,204 $705K 0.06% -450 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,066 $704K 0.04% -22 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 4,198 $704K 0.29% -28 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 4,233 $704K 0.44% +302 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,197 $704K 0.23% +2,233 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 4,196 $703K 0.07% -1,183 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,187 $702K 0.09% +40 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,170 $699K 0.21% -400 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 83,794 $698K 0.14% +12 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,162 $698K 0.36% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,163 $698K 0.47% +120 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,162 $698K 0.22% -27 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,162 $698K 0.31% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,157 $697K 0.59% -57 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,154 $696K 0.21% +4 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 4,152 $696K 0.29% -1,010 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 4,150 $696K 0.06% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 4,146 $695K 0.31% +13 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,145 $695K 0.2% -24 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 4,136 $693K 0.67% 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,132 $693K 0.33% +3 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 4,129 $692K 0.18% +4,108 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,127 $692K 0.59% 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,124 $691K 0.1% +100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,122 $691K 0.15% -175 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,112 $689K 0.34% -28 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 4,111 $689K 0.11% -1 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,107 $689K 0.14% +389 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,104 $688K 0.43% -218 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 4,101 $688K 0.39% -100 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 4,099 $687K 0.16% +524 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,099 $687K 0.19% +100 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,086 $685K <0.01% +499 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 4,074 $683K 0.27% +122 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,069 $682K 0.05% -675 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,065 $681K 0.41% +1,964 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,062 $681K 0.62% 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,062 $681K 0.38% -164 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4,061 $681K 0.3% 0 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 4,056 $680K 0.36% +135 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 4,051 $679K 0.12% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,045 $678K 0.47% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,034 $676K 0.5% +2 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,032 $676K 0.23% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,024 $675K 0.19% +453 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,022 $674K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,020 $674K 0.08% +51 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,016 $673K 0.25% +257 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,015 $673K 0.03% -25 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 4,049 $672K 0.26% +232 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 3,997 $670K 0.18% +213 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,994 $670K 0.43% -55 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,998 $668K 0.53% -30 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,984 $668K 0.67% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,979 $667K 0.16% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,974 $666K 0.07% -489 13F-HR/A Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 3,973 $666K 0.02% -4,000 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,963 $664K 0.15% +259 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 3,961 $664K 0.07% -618 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 3,962 $664K -9,924 Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 3,958 $664K 0.17% +23 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,954 $663K 0.28% +22 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 3,947 $662K 0.19% +101 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,938 $660K 0.24% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,929 $659K 0.5% +75 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,917 $657K 0.36% -50 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,917 $657K 0.49% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,913 $656K 0.18% +254 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,908 $655K 0.42% +109 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 3,906 $655K 0.24% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3,905 $655K 0.13% -45 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,902 $654K 0.04% -272 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,902 $654K 0.12% -112 13F-HR/A Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,896 $653K 0.02% -1,187 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 3,896 $653K 0.24% +28 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,881 $651K 0.1% -186 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,875 $650K 0.16% +246 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,869 $649K 0.29% -90 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,867 $648K 0.75% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,850 $645K 0.15% +1 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,847 $645K 0.33% -13 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,844 $644K 0.31% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,842 $644K 0.13% -93 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,840 $644K 0.26% +2 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 3,837 $643K 0.31% -113 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 3,831 $642K 0.33% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,829 $642K 0.08% +2,632 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,810 $639K 0.08% +613 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,801 $637K 0.21% +4 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,800 $637K 0.02% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,799 $637K 0.43% -419 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 3,786 $635K 0.07% -283 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 3,785 $634K 0.09% +48 13F-HR Timeline