Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 15,167 $947K 0.15% +4,046 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 15,134 $945K 0.72% -1,750 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 15,121 $945K 0.66% -223 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 15,115 $944K 0.17% -1,944 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 15,065 $941K 0.33% +8,776 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 15,063 $941K 0.34% +489 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 15,045 $940K 0.39% -106,599 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 15,020 $938K 0.36% +890 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 15,015 $938K 0.3% -64 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 14,968 $935K 0.26% -137 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 14,918 $932K 1.13% +449 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 14,869 $929K 0.11% -131 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 14,858 $928K 0.57% +13 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 14,841 $927K 0.42% 0 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for Koesten, Hirschmann & Crabtree, INC. 13,251 $828K 0.41% -455 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 12,798 $821K 0.1% -1,030 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 13,135 $821K 0.1% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 13,128 $820K 0.71% 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 13,118 $819K 0.36% +300 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 13,083 $817K 0.23% +909 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 13,049 $815K 0.21% +214 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 13,048 $815K 0.14% +496 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 13,000 $812K 0.04% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,966 $810K 0.11% -399 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 12,672 $809K 0.36% +4,113 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 12,888 $805K 0.18% +600 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 12,875 $804K 0.52% -70 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 12,871 $804K 0.1% -730 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,337 $804K 0.04% +2,982 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 12,853 $803K 0.04% -10,568 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 12,809 $800K 0.23% -6,787 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12,789 $799K 0.18% -36 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 12,785 $799K 0.03% +191 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,782 $798K 0.09% +3,616 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 12,710 $794K 0.05% +3,601 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 12,676 $792K 0.14% +179 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,640 $790K 0.8% 0 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 12,577 $786K 0.88% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,560 $785K 0.09% +55 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,550 $784K 0.37% -110,345 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 12,550 $784K 0.44% -13 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 12,545 $784K 0.2% +15 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 12,515 $782K 0.38% +8 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 12,508 $781K 0.29% +965 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 12,478 $779K 0.01% -3,929 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 12,459 $778K 0.61% +2,271 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for VeraBank, N.A. 12,267 $766K 0.14% -34 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 12,253 $765K 0.15% -16,849 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12,206 $763K 0.22% -55 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 12,201 $762K 0.03% +8,400 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 12,167 $760K 0.22% -85 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 12,154 $759K 0.23% -501 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,143 $759K 0.09% +161 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. 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More: the full row for HTG Investment Advisors, Inc. 11,879 $742K 0.23% +179 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11,830 $739K 0.12% +5,112 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 11,826 $739K 0.02% -962 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 11,810 $738K 0.63% +14 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 11,792 $737K 0.14% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11,769 $735K 0.4% -14,329 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 11,757 $734K 0.74% 0 13F-HR Timeline Asset Management Group, Inc. 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More: the full row for Kingdom Financial Group LLC. 11,683 $730K 0.23% +8,298 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 11,672 $729K 0.31% +191 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 11,672 $729K 0.18% -1,567 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 11,660 $728K 0.27% +48 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 11,642 $727K 0.05% +466 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 11,640 $727K 0.59% 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 11,610 $725K 0.07% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 11,471 $725K 0.2% +2,448 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,572 $723K 0.08% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 11,572 $723K 0.62% 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 11,549 $721K 0.41% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,523 $720K 0.06% -105 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,523 $720K 0.02% new 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 11,498 $718K 0.28% +171 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,488 $718K 0.15% -184 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 11,458 $716K 0.05% +2,335 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,605 $710K 0.2% -302 13F-HR Timeline Bedel Financial Consulting, Inc. 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More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 10,266 $678K 0.45% +1,925 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 10,848 $678K 0.51% 0 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,418 $677K 0.21% +225 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10,803 $675K 0.12% -460 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,792 $674K 0.21% -872 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 10,738 $671K 0.16% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 10,624 $664K 0.19% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 10,609 $663K 0.41% +2,454 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,590 $662K 0.32% +1,490 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 10,580 $661K 0.46% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,571 $660K 0.48% +595 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 10,567 $660K 0.65% -58 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,547 $658K 0.14% new 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 10,230 $656K 0.1% +5,115 13F-HR Timeline Yeomans Consulting Group, Inc. 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