Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 7,923 $716K 1.51% 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,909 $715K 0.38% +488 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,907 $714K 0.42% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,906 $714K 0.2% +837 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,889 $713K 0.04% -955 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 7,882 $712K 0.54% +200 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,879 $712K 0.16% +902 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 7,867 $711K 0.08% +898 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,846 $711K 0.15% 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 7,862 $710K 0.71% 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 7,861 $710K 0.14% -835 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,858 $710K 0.1% -434 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,855 $710K 0.21% +202 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7,851 $709K 0.38% +1,177 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 7,845 $709K 0.44% -781 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,843 $709K 0.06% -1,163 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,827 $707K 0.15% -372 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,814 $707K 0.2% -115 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 7,819 $706K 0.15% +1,843 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 7,800 $705K 0.08% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,797 $704K 0.58% 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,779 $703K 0.12% -613 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 7,755 $702K 0.22% +187 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 7,763 $701K 0.7% -192 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,762 $701K 0.38% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 7,764 $701K 0.1% -135 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 7,132 $700K 0.57% 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 7,747 $700K 0.08% -2,626 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 7,743 $700K 0.05% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 7,740 $699K 0.14% +3,090 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 7,737 $699K 0.13% -396 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,733 $699K 0.08% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 7,727 $698K 0.36% -431 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 7,718 $697K 0.37% -252 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 7,695 $695K 0.08% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,693 $695K 0.12% +200 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,689 $695K 0.12% +1,647 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 7,677 $694K 0.5% -396 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 7,677 $694K 0.19% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,649 $691K 0.23% +1,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,647 $691K 0.37% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,890 $690K 0.05% new 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,666 $690K 0.37% -9 13F-HR/A Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,604 $689K 0.26% +237 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 7,620 $688K 0.64% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,570 $684K 0.52% +228 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,555 $683K 0.27% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,554 $683K 0.24% -96 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 7,514 $679K 0.26% +953 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,512 $679K 0.67% 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,505 $678K 0.12% -1,081 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 7,500 $678K 0.28% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 7,501 $678K 0.01% +146 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 7,500 $678K 0.16% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 7,500 $678K 0.36% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 7,500 $677K 0.05% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,491 $677K 0.1% +504 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 7,488 $677K 0.62% 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,479 $676K 0.04% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 7,469 $675K 0.01% +332 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 7,470 $675K 0.35% +36 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,453 $673K 0.36% +6 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,449 $673K 0.62% 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 7,312 $672K 0.29% -625 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 7,440 $672K 0.44% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 7,440 $672K 0.12% 0 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 7,500 $671K 0.01% -96 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,387 $667K 0.16% +277 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,380 $667K 0.07% 0 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 7,370 $666K 0.26% -62,033 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 7,326 $662K 0.59% 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 7,304 $660K 0.23% -4,164 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,295 $659K 0.07% +219 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 7,292 $659K 0.75% 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 7,281 $658K 0.31% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,278 $658K 0.13% -85 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7,277 $657K 0.24% -99 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 7,276 $657K 0.52% -407 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 7,266 $656K 0.54% +1 13F-HR Timeline 25 LLC More: the full row for 25 LLC 7,254 $655K 0.28% +25 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 7,247 $655K 0.35% -531 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,244 $655K 0.38% -2,235 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 7,227 $653K 0.18% +958 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 7,206 $651K 0.23% +50 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,206 $651K 0.19% +867 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 7,199 $650K 1.25% +319 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,185 $649K 0.45% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,181 $649K 0.05% +1,435 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,179 $649K 0.34% 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 7,173 $648K 0.34% +42 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 7,146 $646K 0.05% +9 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 7,138 $645K 0.55% -187 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 6,919 $644K 0.15% +155 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,103 $642K 0.01% new 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,096 $641K 0.1% +1,016 13F-HR Timeline United Bank More: the full row for United Bank 7,083 $640K 0.27% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,079 $640K 0.23% +326 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 7,077 $639K 0.46% -425 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 7,074 $639K 0.03% -425 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,057 $638K 0.41% +2,050 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 7,056 $638K 0.11% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,037 $636K 0.19% +727 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 7,031 $635K 0.16% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 7,028 $635K 0.83% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 7,011 $633K 0.75% -7,021 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,009 $633K 0.28% -59 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,991 $632K 0.16% -151 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 6,989 $631K 0.12% -20 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,962 $629K 0.4% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,948 $628K 0.48% +3,201 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,926 $626K 0.19% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 6,926 $626K 0.16% +111 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 6,914 $625K 0.07% +2,001 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 6,899 $623K 0.22% +677 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 6,890 $623K 0.09% +72 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,877 $621K 0.26% +3,439 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,875 $621K 0.08% -1,067 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 6,874 $621K 0.17% -454 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,868 $621K 0.07% -20 13F-HR/A Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 6,867 $620K 0.11% 0 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 6,829 $620K 0.09% +70 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,863 $620K 0.07% +66 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,857 $619K 0.05% -130 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,849 $619K 0.23% +108 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,845 $618K 0.2% +1,183 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,843 $618K 0.05% -96 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 6,823 $618K 0.16% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 6,826 $617K 0.07% +2,799 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,805 $615K 0.13% +302 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 6,768 $612K 0.3% +1,334 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 6,756 $610K 0.54% 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,752 $610K 0.37% -300 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 6,753 $610K 0.21% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,753 $610K 0.26% -360 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,751 $610K 0.2% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,750 $610K 0.16% -160 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,746 $610K 0.19% +250 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 6,745 $609K 0.28% +160 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 6,732 $608K 0.12% -363 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,719 $607K 0.56% 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,716 $607K 0.44% +495 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 6,711 $606K 0.12% +3 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,078 $605K 0.29% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 6,689 $604K 0.07% +12 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 6,670 $603K 0.54% -48 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,672 $603K 0.35% +193 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,671 $603K 0.21% +1,562 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 6,658 $602K 0.49% -125 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,643 $600K 0.55% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,641 $600K 0.11% -155 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,628 $599K 0.37% -1,482 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 6,603 $597K 0.42% 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 6,600 $596K 0.05% -58 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 6,598 $596K 0.46% +227 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,594 $596K 0.15% 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,579 $594K 0.01% -54 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6,055 $594K 0.27% 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,568 $593K 0.05% -325 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,558 $593K 0.08% -5 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 6,558 $593K 0.16% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,553 $592K 0.49% +633 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,536 $591K 0.01% +468 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 6,529 $590K 0.46% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 6,513 $588K 0.63% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,509 $588K 0.2% -65 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,508 $588K 0.26% -1,503 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 6,507 $588K 0.45% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 6,492 $587K 0.24% +738 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,491 $586K 0.63% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,479 $585K 0.1% +14 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 6,465 $584K 0.22% +400 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,469 $584K 0.15% +1,821 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,460 $584K 0.29% +265 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,459 $584K 0.18% +423 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,454 $583K 0.03% +370 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,453 $583K 0.17% +150 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 6,451 $583K 0.33% +3,427 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 6,444 $582K 0.15% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,418 $580K <0.01% +958 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,405 $579K 0.29% +300 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 6,403 $579K 0.1% +3,450 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,402 $578K 0.01% +2,716 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 6,401 $578K 0.16% +155 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 6,389 $577K 0.27% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 6,388 $577K 0.43% -1,098 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,388 $577K 0.05% +147 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 6,386 $577K 0.42% +750 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,372 $576K 0.11% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,364 $575K 0.06% -50 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,361 $575K 0.15% -550 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,356 $574K 0.04% +19 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 6,357 $574K 0.07% +300 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,353 $574K 0.26% +260 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,332 $573K 0.09% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,317 $571K 0.22% -127 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,314 $570K 0.31% -2,100 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 6,314 $570K 0.09% -315 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 6,300 $569K 0.29% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,295 $569K 0.12% -699 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6,265 $566K 0.19% 13F-HR Timeline