Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 1,006 $654K 0.43% -40 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 1,005 $654K 0.83% +284 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,005 $653K 0.34% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,003 $652K 0.06% 0 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,002 $652K 0.56% +3 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,001 $651K 0.05% -704 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 936 $650K 0.15% -234 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 1,000 $650K 0.09% -17,150 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 999 $650K 0.2% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 998 $649K 0.07% +53 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 998 $649K <0.01% 0 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 997 $648K 0.03% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 996 $648K 0.11% +308 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 994 $646K 0.15% 0 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 918 $646K 0.45% 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 993 $646K 0.17% -59 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 990 $644K 0.26% +20 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 989 $643K 0.46% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 989 $643K 0.21% +37 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 989 $643K 0.07% +53 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 983 $639K 0.33% -47 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 977 $635K 0.08% +1 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 975 $634K 0.14% -25 13F-HR Timeline Compass Financial Group, Inc. More: the full row for Compass Financial Group, Inc. 973 $633K 0.29% 0 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 972 $632K 0.35% -100 13F-HR/A Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 971 $631K 0.28% -224 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 971 $631K 0.15% -16 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 970 $631K 0.13% -66 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 965 $628K 0.04% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 964 $627K 0.09% +26 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 963 $626K 0.01% -1,307 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 960 $624K 0.22% +167 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 959 $624K 0.2% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 956 $622K 0.32% +8 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 956 $622K 0.12% -50 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 955 $621K 0.41% +39 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 955 $621K 0.27% -10 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 955 $621K 0.6% +123 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 954 $620K 0.12% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 953 $620K 0.09% -188 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 953 $620K 0.04% +169 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 953 $620K 0.16% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 952 $619K 0.12% +2 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 951 $618K 0.22% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 949 $617K 0.57% -1 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 944 $614K 0.49% +2 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 943 $613K 0.1% +8 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 860 $612K 0.27% +140 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 941 $612K 0.41% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 940 $611K 0.45% -99 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 939 $611K 0.1% +435 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 937 $609K 0.81% 0 13F-HR Timeline Spectrum Advisors, Inc. More: the full row for Spectrum Advisors, Inc. 936 $609K 0.48% 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 935 $608K 0.4% +74 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 935 $608K 0.37% -93 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 935 $608K 0.24% -118 13F-HR/A Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 828 $606K 0.38% +133 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 930 $605K 0.18% +1 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 930 $605K <0.01% +830 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 930 $605K 0.13% 0 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 929 $604K 0.12% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 929 $604K 0.3% +21 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 929 $604K 0.62% 0 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 928 $603K 0.12% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 928 $603K 0.14% -109 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 926 $602K 0.29% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 924 $601K 0.06% -20 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 924 $601K 0.09% +45 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 923 $600K 0.1% +1 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 923 $600K 0.87% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 921 $599K 0.34% +6 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 920 $598K 0.33% -347 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 919 $598K 0.13% -44 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 920 $598K 0.03% -116 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 918 $597K 0.33% +320 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 918 $597K 0.13% new 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 915 $595K 0.41% +22 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 878 $594K 0.48% -32 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 912 $593K 0.24% -80 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 912 $593K 0.51% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 912 $593K 0.18% -498 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 910 $592K 0.1% +54 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 910 $592K 0.15% +58 13F-HR Timeline InvesTrust More: the full row for InvesTrust 909 $591K 0.25% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 908 $591K 0.32% -6 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 897 $590K 0.46% +20 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 907 $590K 0.13% -92 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 902 $586K 0.08% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 901 $586K 0.15% +40 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 901 $586K 0.18% -25 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 899 $585K 0.07% -13 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 898 $584K 0.08% +1 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 898 $584K 0.25% +1 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 896 $583K 0.39% +96 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 895 $582K 0.12% -122 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 893 $581K 0.02% +93 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 849 $579K 0.24% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 914 $577K 0.27% +222 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 887 $577K 0.11% -1,011 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 886 $577K 0.14% +9 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 1,500 $575K 0.26% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 884 $575K 0.15% 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 883 $575K 0.42% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 883 $574K 0.25% -84 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 880 $572K 0.17% +169 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 880 $572K 0.37% +271 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 878 $571K 0.53% 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 876 $570K 0.17% +450 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 875 $569K 0.22% -174 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 875 $569K 0.11% -7 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 874 $568K 0.45% 0 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 874 $568K 0.52% +79 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 872 $567K <0.01% -12,050 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 870 $566K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 870 $565K 0.51% +3 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 869 $565K 0.07% +120 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 864 $562K 0.21% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 861 $560K 0.26% 0 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 860 $559K 0.06% 0 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 859 $559K 0.35% 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 858 $558K 0.17% -3,401 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 858 $558K 0.14% -17 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 858 $558K 0.1% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 858 $558K 0.3% +77 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 856 $557K 0.11% +38 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 856 $556K 0.52% +1 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 855 $556K 0.09% -84 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 855 $556K 0.05% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 854 $555K 0.39% +56 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 845 $555K 0.15% -13 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 853 $554K 0.02% -4,816 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 850 $553K 0.41% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 849 $552K 0.19% +443 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 849 $551K 0.26% +40 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 847 $551K 0.14% new 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 845 $550K 0.24% -22 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 843 $548K 0.27% -5 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 841 $547K 0.14% -32 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 840 $546K 0.51% -355 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 838 $546K 0.46% 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 839 $546K 0.07% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 839 $546K 0.45% 0 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 838 $545K 0.21% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 837 $544K 0.16% 0 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 827 $542K 0.09% +2 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 831 $540K 0.2% +15 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 831 $540K 0.18% +6 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 828 $538K 0.32% -50 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 828 $538K 0.23% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 828 $538K 0.46% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 828 $538K 0.49% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 828 $538K 0.19% +228 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 824 $536K 0.06% -130 13F-HR Timeline Torque Asset Management LLC More: the full row for Torque Asset Management LLC 824 $536K 0.21% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 824 $536K 0.24% +412 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 823 $535K 0.12% -44 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 787 $535K 0.07% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 822 $535K 0.47% -26 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 820 $533K 0.2% +290 13F-HR Timeline SMH CAPITAL ADVISORS INC More: the full row for SMH CAPITAL ADVISORS INC 820 $533K 1.51% +1 13F-HR/A Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 819 $532K 0.34% -40 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 818 $532K 0.19% -23 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 818 $532K 0.14% -131 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 816 $531K 0.22% -77 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 812 $528K 0.14% -117 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 812 $528K 0.46% 0 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 807 $525K 0.26% +100 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 806 $524K 0.27% -20 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 806 $524K 0.08% -20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 805 $524K 0.8% -1,007 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 804 $523K 0.13% -29 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 802 $522K 0.13% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 804 $521K 0.07% -474 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 800 $520K 0.59% -7,000 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 727 $520K 0.08% -326 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 799 $520K 0.23% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 797 $518K 0.1% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 797 $518K 0.16% -28 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 797 $518K 0.5% -855 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 796 $518K 0.32% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 795 $517K 0.41% +2 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 795 $517K <0.01% +473 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 794 $516K 0.16% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $516K 0.22% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 792 $516K 0.16% -1,886 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 793 $515K 0.37% +143 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 792 $515K 0.09% +10 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 792 $515K 0.29% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 791 $514K 0.28% -36 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 789 $513K 0.36% -185 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 788 $512K 0.05% -1 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 787 $512K 0.2% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 783 $509K 0.52% +1 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 783 $509K 0.33% +199 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 782 $509K 0.34% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 782 $508K 0.26% +369 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 781 $508K 0.31% -126 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 777 $505K 0.38% 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 776 $505K 0.52% +102 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 775 $504K 0.45% +2 13F-HR Timeline