Innova Wealth Partners More: the full row for Innova Wealth Partners 4,105 $788K 0.37% +2,816 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,095 $786K 0.32% +189 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,090 $785K 0.12% 0 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 4,090 $785K 1.44% new 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 4,089 $785K 0.24% +18 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,084 $784K 0.01% -382 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 4,074 $782K 0.29% +129 13F-HR Timeline Bedel Financial Consulting, Inc. 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LLC 3,820 $733K 0.5% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,601 $733K 0.46% -2,066 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,656 $733K 0.05% -428 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,802 $730K 0.07% +2,340 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,799 $729K 0.17% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,786 $727K 0.04% new 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 3,766 $723K 0.39% +369 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. 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More: the full row for Argent Advisors, Inc. 3,486 $669K 0.18% -1,830 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 3,377 $669K 0.08% +14 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,485 $669K 0.16% -185 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,485 $669K 0.1% +27 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 3,481 $668K 0.13% +194 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 3,480 $668K 0.27% +514 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $666K 0.29% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,453 $663K 0.09% +41 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,451 $662K 0.04% +1,943 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,450 $662K 0.17% -403 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,450 $662K 1.05% new 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 3,447 $662K 0.58% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,228 $658K 0.03% +1,184 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,426 $658K 0.05% +231 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,423 $657K 0.4% +91 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,417 $656K 0.06% -1 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,403 $653K 0.03% -10,635 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,388 $650K 0.32% +2,191 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,361 $645K 0.11% -2 13F-HR Timeline Cordant, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 3,265 $627K <0.01% +539 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 3,260 $626K 0.15% +374 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,249 $624K 0.36% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 3,245 $623K 0.17% +109 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,235 $621K 0.32% -28 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,203 $620K 0.37% -9 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 3,214 $617K 0.44% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,211 $616K 0.25% +1,675 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 3,210 $616K 0.18% -39 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,198 $614K 0.05% +36 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,187 $612K 0.07% +1,085 13F-HR Timeline Group Claro Advisors Inc. 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A. 3,001 $576K 0.05% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,000 $576K 0.01% new 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. 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