NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,865 $367K 0.06% -130 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,838 $365K 0.08% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,812 $363K 0.05% +31 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,791 $361K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,788 $361K 0.09% +4,502 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. 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P. 4,401 $332K 0.03% -475 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,398 $332K 0.06% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,377 $330K 0.04% +1,082 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,373 $330K 0.17% -154 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 4,370 $330K 0.18% +78 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,363 $329K 0.06% +390 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,354 $328K 0.04% +348 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. 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More: the full row for Williams Jones Wealth Management, LLC. 4,136 $312K <0.01% -100 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 4,132 $312K 0.15% -167 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 4,132 $312K 0.11% +15 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 4,119 $311K 0.24% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,106 $310K 0.08% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 4,106 $310K 0.23% 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,103 $310K 0.06% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,085 $308K 0.01% 0 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Beaumont Asset Management, L.L.C. 4,007 $302K 0.15% +14 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 4,000 $302K 0.07% +1,000 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,975 $300K 0.21% +958 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,968 $299K 0.01% +661 13F-HR Timeline Nicholas Wealth, LLC. 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Roy Papp & Associates, LLP 3,854 $291K 0.03% +87 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 3,852 $291K 0.17% +336 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 3,495 $290K 0.09% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,845 $290K 0.02% +273 13F-HR Timeline BCS Private Wealth Management, Inc. 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Prunier Capital Management LLC 3,828 $289K 0.12% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,814 $288K 0.02% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,798 $287K 0.09% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,787 $286K 0.03% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. 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More: the full row for Heritage Wealth Management, Inc. 3,331 $251K 0.07% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,322 $251K 0.04% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 3,319 $250K 0.19% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,313 $250K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,308 $250K 0.03% +60 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 3,305 $249K 0.11% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 3,304 $249K 0.05% 0 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 3,304 $249K 0.17% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,303 $249K 0.09% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,300 $249K 0.03% 0 13F-HR Timeline American Investment Services, Inc. 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More: the full row for OMNI 360 Wealth, Inc. 3,030 $238K 0.12% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,141 $237K 0.1% +2 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,141 $237K 0.03% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,130 $236K 0.05% -117 13F-HR Timeline