Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 5,680 $405K 0.14% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,668 $404K 0.09% new 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 5,663 $403K 0.1% +548 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,620 $400K 0.11% -3,549 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5,618 $400K 0.04% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 5,609 $400K 0.1% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 5,604 $399K 0.09% -950 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,596 $399K 0.01% 0 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 5,591 $398K 0.15% +948 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 5,587 $398K 0.36% -500 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 5,563 $396K 0.05% +384 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 5,561 $396K 0.03% +1,631 13F-HR Timeline Capstone Financial Advisors, Inc. 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P. 5,472 $390K 0.03% 0 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 5,463 $389K 0.32% +1,285 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,462 $389K 0.35% -41 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,462 $389K 0.05% -496 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 5,458 $389K 0.07% -139 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 5,454 $389K 0.28% 0 13F-HR/A Timeline GERBER, LLC More: the full row for GERBER, LLC 5,448 $388K 0.18% +738 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,438 $387K 0.01% +1,571 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,437 $387K 0.09% +1,228 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for CASCADE INVESTMENT GROUP, INC. 5,288 $377K 0.21% 0 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,274 $376K 0.03% +40 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,273 $376K 0.04% +8 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 5,249 $374K 0.16% +1,243 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,298 $373K 0.04% +146 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,220 $372K 0.04% +1,303 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 5,205 $371K 0.08% -1,381 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. 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More: the full row for Mason Investment Advisory Services, Inc. 4,848 $345K 0.01% +25 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,842 $345K 0.07% +10 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 4,832 $344K 0.4% -393 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,830 $344K 0.03% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,803 $342K 0.2% +16 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,798 $342K 0.02% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,796 $342K 0.05% +70 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,762 $339K 0.05% -38 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,730 $337K 0.03% -12,935 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 4,725 $337K 0.04% -26,032 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,713 $336K 0.06% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 4,681 $334K 0.1% -19 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,675 $333K 0.07% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,655 $332K 16.05% +1,131 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,643 $331K 0.07% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,632 $330K 0.03% -332 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,629 $330K 0.02% +112 13F-HR Timeline Fidelis Wealth Advisors LLC More: the full row for Fidelis Wealth Advisors LLC 6,553 $329K 0.49% new 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4,602 $328K 0.17% +31 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4,591 $327K 0.08% +314 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,582 $326K 0.06% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,560 $325K 0.08% +574 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 4,549 $324K 0.22% +14 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,541 $324K 0.06% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,528 $323K 0.16% +4 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 4,515 $322K 0.26% +967 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 4,513 $322K 0.19% +2,861 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,511 $321K 0.01% +602 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,501 $321K 0.05% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,497 $320K 0.03% +4 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,496 $320K 0.09% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,487 $320K 0.31% +416 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,486 $320K 0.03% +752 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,485 $320K 0.04% -315 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,472 $319K 0.03% -43 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,463 $318K 0.03% +47 13F-HR Timeline Index Fund Advisors, Inc. 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More: the full row for AMERIFLEX GROUP, INC. 4,324 $308K 0.13% +1,039 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 4,292 $306K 0.06% -205 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 4,288 $306K 0.04% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,280 $305K 0.07% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,254 $303K 0.11% +23 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,253 $303K 0.02% -975 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,223 $301K 0.15% new 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 4,221 $301K 0.1% +225 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,206 $300K 0.08% -5,336 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,189 $298K 0.06% new 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 4,187 $298K 0.07% +417 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,183 $298K 0.23% -74 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,176 $298K 0.14% +22 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,163 $297K 0.04% -344 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,159 $296K 0.1% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,149 $296K 0.02% -195 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,146 $295K 0.03% -1,030 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 4,143 $295K 0.12% +2 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,129 $294K 0.08% -44 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,125 $294K 0.07% -145 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 4,920 $294K 0.07% -642,474 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,116 $293K 0.05% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,108 $293K 0.05% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,106 $293K 0.13% -161 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,092 $292K 0.08% +159 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 4,086 $291K 0.01% new 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,069 $290K 0.12% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4,067 $290K 0.22% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,067 $290K 0.13% -27 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 4,058 $289K 0.35% +599 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,056 $289K 0.14% -98 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,046 $288K 0.12% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4,031 $287K 0.22% +20 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,032 $287K 0.1% -396 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,025 $287K 0.02% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,014 $286K 0.16% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,008 $286K 0.09% +63 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 4,008 $286K 0.11% +409 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,003 $285K 0.11% -30 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $285K 0.19% 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 3,997 $285K 0.07% +518 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 3,995 $285K 0.11% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,995 $285K 0.01% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,983 $284K 0.02% -844 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 3,982 $284K 0.43% 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 3,965 $283K 0.13% +12 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 3,947 $281K 0.16% -179 13F-HR Timeline Financial Guidance Group, Inc. 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