EWA, LLC More: the full row for EWA, LLC 8,702 $513K 0.19% +411 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 8,664 $511K 0.34% +144 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,645 $509K 0.04% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,632 $509K 0.29% +3,340 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 8,618 $508K 0.5% 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 8,609 $507K 0.17% -371 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 8,604 $507K 0.14% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,587 $506K 0.1% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,531 $503K 0.12% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,517 $502K 0.05% +5 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 8,476 $499K 0.25% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,411 $496K 0.42% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8,374 $493K 0.08% -778 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,357 $493K 0.13% -155 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,309 $490K <0.01% -1,503 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,309 $490K <0.01% -1,503 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,272 $487K 0.04% -782 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 8,197 $483K 0.02% +94 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,185 $482K 0.03% -1,312 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 8,170 $481K 0.21% 0 13F-HR/A Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 8,156 $481K 0.19% -78 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 8,061 $475K 0.14% 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 8,050 $474K 0.03% -1,500 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,999 $471K +13 Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,937 $468K 0.05% -10,165 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,937 $467K <0.01% -1,199 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 7,912 $466K 0.04% +821 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,882 $464K 0.04% -743 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,880 $464K 0.41% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,832 $462K 0.03% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,820 $461K 0.02% +560 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 7,800 $460K 0.09% +18 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 7,789 $459K 0.03% -1,159 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,784 $459K <0.01% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 7,728 $455K 0.33% +837 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,720 $455K 0.17% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,709 $454K 0.27% 0 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 7,591 $447K 0.11% +2,127 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,556 $445K 0.04% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,536 $444K 0.1% +3,895 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 7,510 $443K 0.15% +340 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 7,482 $441K 0.2% +513 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 7,473 $440K 0.14% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 7,460 $440K 0.18% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,452 $439K 0.06% 0 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 7,425 $439K 0.19% -216 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 7,450 $439K 0.4% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,387 $435K 0.04% +97 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,385 $435K 0.08% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 7,365 $434K 0.25% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,335 $432K 0.01% +1,818 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,329 $432K 0.09% +23 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 7,323 $432K 0.15% -1,490 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,319 $431K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,249 $427K 0.05% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,237 $426K 0.32% 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,227 $426K 0.01% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 7,221 $426K 0.3% 13F-HR/A Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 7,205 $425K 0.05% +1,593 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,191 $424K 0.11% +91 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,187 $424K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,160 $422K 0.22% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 7,144 $421K 0.35% 13F-HR/A Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 7,102 $419K 0.32% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,087 $418K 0.01% +57 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,025 $414K 0.01% +593 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,984 $412K 0.06% +38 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 6,964 $410K 0.12% +496 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,961 $410K 0.21% +117 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,948 $409K 0.14% +116 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 6,930 $408K 0.04% -178 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 6,909 $407K 0.28% +800 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,847 $403K 0.02% +322 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,836 $403K 0.21% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6,847 $399K 0.34% 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 6,747 $398K 0.15% -203 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,734 $397K 0.11% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 6,725 $396K 0.06% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,725 $396K 0.06% +52 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,448 $393K 0.18% 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,661 $393K 0.06% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 6,655 $392K 0.23% +336 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,652 $392K 0.32% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,626 $390K 0.01% +489 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,580 $388K 0.01% -286 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,521 $384K 0.01% new 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,516 $384K 0.06% 0 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 6,524 $384K 0.14% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,465 $381K 0.11% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 6,457 $381K 0.21% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 6,435 $379K 0.07% +92 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,417 $378K 0.27% -6,442 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,412 $378K 0.16% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 6,371 $375K 0.03% -137 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 6,325 $373K 0.15% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,303 $371K 0.14% 0 13F-HR Timeline Group HT Partners LLC More: the full row for HT Partners LLC 6,296 $371K 0.13% +286 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,290 $371K 0.04% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,247 $370K 0.01% -125 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,019 $369K 0.01% -4,917 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 6,213 $366K 0.39% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,066 $365K 0.06% -359 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 6,181 $364K 0.22% +528 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,150 $362K 0.03% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,139 $362K 0.03% +1,536 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 6,128 $361K 0.04% +12 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 6,116 $360K 0.07% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,114 $360K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,071 $358K 0.01% +619 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,049 $357K 0.02% +765 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 6,048 $356K 0.12% -872 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,037 $356K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,022 $355K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6,000 $354K 0.06% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 5,993 $353K 0.04% +3 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,986 $353K 0.06% -975 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,952 $351K <0.01% -80 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,925 $349K 0.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,915 $349K 0.03% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,888 $347K 0.14% +310 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,885 $347K 0.03% +426 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 5,883 $347K 0.11% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,857 $345K 0.04% +1,676 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 5,853 $345K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 5,829 $344K 0.13% -246 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5,831 $343K 0.19% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,804 $342K 0.04% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,700 $336K 0.07% 0 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 5,700 $336K 0.3% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 5,694 $335K 0.16% -38 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,651 $333K 0.01% +366 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,624 $331K 0.29% +94 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,610 $331K 0.07% +33 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,605 $330K 0.19% -217 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,569 $328K 0.03% +1,242 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,558 $328K 0.12% +957 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,531 $326K 0.01% +399 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 5,484 $323K 0.22% 0 13F-HR Timeline Maiden Cove Capital, LLC More: the full row for Maiden Cove Capital, LLC 5,476 $323K 0.3% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 5,449 $321K 0.07% -16 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 5,440 $321K 0.04% +405 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,410 $319K 0.09% -970 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 5,357 $316K 0.09% -10,438 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,336 $314K 0.09% -913 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,333 $314K 0.1% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,332 $314K 0.02% +3 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,039 $312K 0.09% +1 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,263 $310K 0.05% +388 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 5,218 $307K 0.08% -1,543 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,205 $307K 0.01% new 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,202 $307K 0.06% -840 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,195 $306K 0.02% +52 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 5,194 $306K 0.22% +92 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,183 $305K 0.01% 0 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,181 $305K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,173 $305K 0.03% -414 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,166 $304K 0.01% new 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 5,165 $304K 0.22% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,157 $304K 0.11% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5,147 $303K 0.24% +86 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,118 $302K 0.12% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 5,113 $301K 0.05% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,107 $301K 0.08% +71 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,097 $300K 0.2% -410 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 5,079 $299K 0.02% +34 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,071 $299K 0.01% +8 13F-HR/A Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,065 $298K 0.01% +1,261 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 5,045 $297K 0.15% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 5,015 $296K 0.08% +73 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,000 $295K 0.24% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,975 $293K 0.01% -3,867 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 4,972 $293K 0.12% +177 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,949 $292K 0.14% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,913 $290K 0.03% -1,919 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,903 $289K 0.07% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,900 $289K 0.16% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,885 $288K 0.09% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,832 $287K 0.1% 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 4,860 $286K 0.04% -7 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 4,856 $286K 0.05% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,838 $285K 0.08% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,803 $283K 0.01% -57 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 4,798 $283K 0.02% +3 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,791 $282K 0.18% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,782 $282K 0.06% +17 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,594 $281K 0.08% 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 4,755 $280K <0.01% new 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 4,751 $280K 0.07% -1,797 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,751 $280K 0.12% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,735 $279K 0.02% -287,976 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 4,716 $278K 0.02% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,707 $277K 0.05% -132 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,701 $277K 0.16% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,688 $276K 0.17% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,666 $275K 0.02% +2 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,654 $274K 0.03% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,651 $274K 0.01% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,651 $274K 0.01% +22 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,650 $274K 0.08% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,649 $274K 0.01% 0 13F-HR Timeline