CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,002 $287K 0.13% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,000 $287K 0.12% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,980 $287K 0.04% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,997 $287K 0.03% +97 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,990 $286K 0.19% -43 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,981 $284K 0.23% +13 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,978 $284K 0.23% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 1,972 $283K 0.09% new 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,971 $283K 0.09% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,994 $281K 0.02% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 1,953 $280K 0.02% -2,417 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 1,946 $279K 0.03% -699 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,945 $279K 0.1% -30 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,932 $277K 0.02% +6 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,788 $277K 0.22% 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 1,931 $277K 0.06% -84 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,930 $277K 0.35% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,929 $277K 0.07% +1 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,916 $275K 0.11% -51 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 1,914 $275K 0.02% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,914 $275K 0.19% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,914 $275K 0.05% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,914 $275K 0.03% +370 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 1,911 $274K 0.05% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,910 $274K 0.01% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,908 $274K 0.06% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,906 $274K 0.04% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,900 $273K 0.1% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,897 $272K 0.08% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,897 $272K 0.08% 0 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 1,892 $272K 0.16% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,886 $271K 0.08% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,881 $270K 0.06% -940 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,881 $270K 0.08% +93 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,880 $270K 0.05% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,874 $269K 0.1% +8 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,874 $269K 0.27% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,726 $269K 0.08% +299 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,873 $269K 0.07% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,873 $269K 0.07% -1,054 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,871 $269K 0.01% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 1,869 $268K 0.13% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,867 $268K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,864 $268K 0.14% -1,008 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,779 $267K 0.1% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,863 $267K 0.06% -1,152 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,863 $267K 0.07% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,853 $267K 0.08% -24 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,846 $265K 0.17% -142 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,844 $265K 0.05% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,840 $264K 0.01% 0 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 1,697 $264K 0.07% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,836 $264K 0.01% new 13F-HR Timeline Group ETF Store, Inc. More: the full row for ETF Store, Inc. 1,830 $263K 0.27% +12 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,829 $262K 0.02% -107 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,827 $262K 0.01% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,825 $262K 0.06% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,820 $261K 0.03% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,816 $261K 0.16% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,809 $260K 0.13% +5 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,805 $259K 0.19% +187 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,802 $259K 0.02% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 1,801 $258K 0.3% 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,800 $258K 0.11% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,798 $258K 0.01% -1,799 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 1,793 $257K 0.17% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,792 $257K 0.11% +37 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,791 $257K 0.04% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,789 $257K 0.03% +23 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,784 $256K 0.11% -20 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,787 $256K 0.02% +16 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,783 $256K 0.21% +8 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,783 $256K 0.13% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,782 $256K 0.07% +18 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,779 $255K 0.12% 0 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 1,778 $255K 0.22% -489 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,778 $255K 0.14% 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 1,759 $255K 0.1% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,774 $255K 0.13% +10 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,772 $254K 0.16% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,769 $254K 0.07% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,766 $253K 0.14% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,764 $253K 0.08% +4 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,765 $253K 0.02% 0 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 1,762 $253K 0.11% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,757 $252K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,750 $251K 0.02% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 1,750 $251K 0.14% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,743 $250K 0.11% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,740 $250K 0.59% +117 13F-HR/A Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,736 $249K 0.07% +136 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,736 $249K 0.06% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,730 $248K 0.06% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,729 $248K 0.02% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,721 $247K 0.03% new 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 1,716 $246K 0.25% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,714 $246K 0.13% -15 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,700 $244K <0.01% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,700 $244K 0.03% +100 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,691 $243K 0.02% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 1,687 $242K 0.04% 0 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,686 $242K 0.1% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,685 $242K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,678 $241K 0.01% -120 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,673 $240K 0.02% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,678 $240K 0.1% 0 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,668 $239K 0.06% new 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 1,663 $239K 0.02% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,663 $239K 0.04% +87 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,660 $238K 0.04% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,649 $237K 0.08% +8 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,648 $236K 0.04% new 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 1,640 $235K 0.36% -100 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,638 $235K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,637 $235K 0.04% +466 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,632 $234K 0.06% +10 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,631 $234K 0.27% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,630 $234K 0.03% -1,941 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 1,628 $234K 0.13% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,625 $233K 0.01% -509 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,621 $233K 0.09% +28 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,614 $232K 0.18% +50 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,603 $230K 0.02% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,596 $229K 0.07% -96 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,595 $229K 0.13% +3 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,590 $228K 0.01% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,580 $227K 0.04% -20 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,579 $227K 0.16% +61 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,575 $226K 0.08% -2 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,575 $226K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,588 $226K 0.07% +2 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 1,574 $226K 0.15% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,572 $226K 0.03% +6 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,565 $225K 0.02% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,565 $225K <0.01% -1,163 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,564 $224K 0.02% new 13F-HR/A Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,552 $224K 0.02% -115 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,555 $223K 0.12% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,555 $223K 0.05% 0 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,554 $223K 0.08% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,541 $221K 0.03% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,539 $221K 0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,538 $221K 0.07% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,537 $221K 0.18% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,534 $220K 0.06% 0 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 1,533 $220K 0.2% 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,525 $219K 0.04% -58 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,522 $218K 0.01% -325 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,517 $218K 0.06% +2 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,516 $218K 0.15% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,510 $217K 0.12% +10 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,508 $216K 0.08% -62 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,500 $215K 0.12% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,495 $215K 0.06% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,495 $215K 0.04% 0 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 1,495 $215K 0.18% 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,490 $214K 0.07% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,485 $213K 0.04% +2 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,479 $212K 0.03% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,478 $212K 0.02% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,478 $212K 0.13% +10 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,476 $212K 0.02% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,476 $212K 0.02% 0 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 1,471 $211K 0.09% +3 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 1,471 $211K 0.11% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,467 $211K 0.01% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,467 $211K 0.11% +7 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 1,466 $210K 0.07% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,464 $210K 0.01% new 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,464 $210K 0.12% -36 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,462 $210K 0.17% 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,460 $210K 0.02% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,458 $209K 0.02% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,455 $209K 0.04% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,453 $209K 0.11% -4 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,452 $208K 0.02% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,450 $208K 0.02% -49 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 1,450 $208K 0.22% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,449 $208K 0.18% +6 13F-HR/A Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 1,442 $207K 0.17% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,439 $207K 0.03% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,439 $207K 0.15% -102 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,438 $206K 0.06% -235 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,434 $206K 0.09% -21 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,436 $206K 0.08% +1 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 1,436 $206K 0.19% 0 13F-HR Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 1,432 $206K 0.08% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 1,432 $206K 0.07% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,431 $205K 0.13% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,430 $205K 0.04% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,428 $205K 0.07% new 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,428 $205K 0.08% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,423 $204K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,422 $204K 0.15% +29 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,417 $203K 0.01% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,415 $203K 0.02% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,403 $201K 0.04% new 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 1,398 $201K 0.14% 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,397 $201K 0.04% -169 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,397 $200K 0.02% new 13F-HR Timeline