KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,454 $742K 0.41% -249 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,453 $741K 0.4% -35 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,449 $740K 0.2% +141 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 2,440 $737K 0.4% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,427 $734K 0.02% +262 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,427 $733K 0.02% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,423 $732K 0.87% -1 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,407 $728K 0.33% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,398 $725K 0.04% +76 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,367 $715K 0.3% -1,256 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,360 $713K 0.06% -59 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,331 $711K 0.15% +2,220 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,340 $707K 0.06% -13 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,325 $703K 0.59% +189 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,320 $701K 0.13% +44 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,277 $688K 1.04% +219 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 2,272 $687K 0.48% -126 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,268 $686K 0.01% -19 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,267 $685K 0.32% -133 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,262 $684K 0.13% -114 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 2,257 $682K 0.73% 0 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 2,257 $682K 0.25% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 7,279 $682K 0.52% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 2,257 $682K 0.27% -20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,249 $680K 0.1% 0 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 2,244 $678K 0.23% -27,741 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,238 $676K 0.05% -38 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,224 $672K 0.28% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,222 $672K 0.22% -364 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,221 $671K 0.17% -133 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,216 $670K 0.23% -41 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,226 $668K 0.03% +140 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,187 $661K 0.28% -26 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 2,182 $659K 0.47% +86 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,181 $659K 0.03% +12 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 1,957 $656K 0.34% -189 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 2,200 $655K 1.01% +3 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,163 $654K 0.01% +1,355 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,157 $652K 0.26% -240 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,153 $651K 0.18% +11 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,148 $649K 0.1% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,135 $645K 0.09% -45 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,113 $639K 0.03% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,112 $638K 0.22% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,097 $634K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,092 $632K 0.04% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,067 $625K 0.16% -271 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,066 $624K 0.13% +39 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,062 $623K 0.03% -26 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,061 $623K 0.03% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,052 $620K 0.01% -85 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,040 $617K 0.05% -79 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,027 $613K <0.01% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,024 $612K 0.3% -10 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,017 $610K 0.12% -173 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,008 $607K 0.03% +157 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,997 $604K 0.22% -3,881 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,990 $601K 0.07% +195 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,977 $597K 0.2% -199 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,975 $597K 0.13% -92 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,962 $593K 0.36% +12 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,961 $593K 0.01% +207 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,959 $592K 0.26% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,954 $591K 0.08% +40 13F-HR Timeline InvesTrust More: the full row for InvesTrust 1,949 $589K 0.25% +70 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 1,952 $589K 0.3% 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 1,747 $588K 0.43% +17 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,946 $588K 0.03% +51 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 1,943 $587K 0.2% -17 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,942 $587K 0.03% +360 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,935 $585K 0.18% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,921 $581K 0.02% +1 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,912 $578K 0.02% +710 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,908 $577K 0.1% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 1,898 $574K 0.24% +2 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,885 $570K <0.01% +32 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,796 $567K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,875 $567K 0.28% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,864 $563K 0.12% -24 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,858 $562K 0.05% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,854 $560K 0.05% +13 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,829 $553K 0.01% +2 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,825 $552K 0.03% +70 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,816 $549K 0.05% -14 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 1,804 $545K 0.06% +12 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,803 $545K 0.29% -310 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,799 $544K 0.07% -303 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,794 $542K 0.05% -9 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,777 $537K 0.04% +1 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,776 $537K 0.06% -213 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,767 $534K 0.31% -602 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,753 $530K 0.18% +2 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,741 $526K 0.07% -7 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,738 $525K 0.28% +12 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,736 $525K 0.12% +63 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,731 $523K 0.01% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,729 $523K 0.43% +427 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,721 $520K 0.24% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,714 $518K 0.46% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,713 $518K 0.03% -30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,712 $517K 0.03% +407 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,710 $517K 0.03% -603 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,707 $516K 0.03% -28 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,703 $515K 0.04% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,696 $513K 0.24% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,688 $510K 0.03% +4 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,680 $508K <0.01% -6,080 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,679 $508K <0.01% -1,497 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,678 $507K 0.01% -160 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 1,676 $507K 0.55% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 1,667 $504K 0.17% +803 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,655 $500K 0.4% -88 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,650 $499K 0.2% -43 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,646 $498K 0.02% -3 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,640 $496K 0.15% +310 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 1,630 $493K 0.32% -24 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,506 $492K 0.12% -52 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,622 $490K 0.27% +75 13F-HR/A Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,620 $490K 0.15% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,611 $487K 0.01% -981 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,591 $486K 0.11% +113 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,604 $485K 0.01% +357 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,602 $484K 0.04% +7 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,600 $484K 0.33% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,598 $483K 0.05% +24 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 1,590 $481K 0.11% -5 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,590 $481K 0.04% +157 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,585 $479K 0.07% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,585 $479K 0.02% -10 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 1,580 $478K 0.29% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,579 $477K 0.02% -1,253 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,578 $477K 0.14% +90 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,570 $475K 0.21% -774 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,559 $471K 0.04% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,552 $469K 0.06% +45 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,401 $467K 0.19% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,541 $466K 0.11% -76 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,539 $465K 0.01% +8 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,535 $464K 0.03% 0 13F-HR/A Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,524 $461K 0.18% +1 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 1,502 $458K 0.4% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 1,511 $457K 0.37% +634 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,385 $456K 0.19% +11 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,510 $456K 0.1% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,500 $453K 0.08% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 1,500 $453K 0.13% +5 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 1,500 $453K 0.21% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,495 $452K 0.09% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,495 $452K 0.11% +365 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,488 $450K 0.05% +733 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 1,488 $450K 0.21% +45 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,487 $449K 0.03% -400 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,481 $448K 0.01% -433 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,476 $446K 0.29% -23 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,474 $446K 0.01% -750 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,473 $445K 0.24% +175 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,450 $438K 0.23% -140 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,450 $438K 0.07% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,449 $438K 0.14% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,445 $437K 0.02% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,444 $436K 0.16% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,431 $433K <0.01% +335 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,429 $432K 0.12% 0 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,427 $431K 0.03% -40 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,424 $430K 0.09% -175 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,422 $430K 0.14% 0 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,408 $426K 0.02% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,406 $425K 0.45% +594 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,405 $425K 0.13% 0 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,394 $421K 0.13% 0 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,393 $421K 0.02% -348 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,390 $420K 0.1% +1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,387 $419K 0.03% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,386 $419K 0.05% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,379 $417K 0.01% +9 13F-HR/A Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 1,376 $416K 0.17% +1 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,367 $413K 0.21% +56 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,363 $412K 0.03% +1 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,358 $410K 0.21% +26 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,356 $410K 0.16% -283 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,355 $410K 0.17% +2 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,351 $408K 0.05% new 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,350 $408K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,341 $405K <0.01% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,340 $405K 0.02% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,336 $404K 0.01% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,335 $404K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,332 $403K 0.01% -1,619 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,217 $401K 0.04% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,326 $401K 0.14% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,321 $399K 0.02% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,319 $399K 0.01% +58 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,319 $399K 0.18% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,316 $398K 0.12% +414 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 13,152 $397K 0.14% +11,841 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,294 $394K 0.03% +50 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,302 $394K 0.04% +1 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,289 $390K 0.12% +2 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,287 $389K 0.02% -684 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,281 $387K 0.01% +20 13F-HR/A Timeline