LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 7,288 $1.59M 1% -41 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 7,272 $1.58M 0.37% -2 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 7,269 $1.58M 0.29% +111 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,248 $1.58M 0.7% -1,696 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,236 $1.57M 0.93% -33 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,207 $1.57M 0.2% -211 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 7,181 $1.56M 0.04% -1,175 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,180 $1.56M 1.29% +8 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,180 $1.56M 0.21% +380 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 7,176 $1.56M 0.12% -98 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,174 $1.56M 0.45% +90 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,173 $1.56M 1.01% +4,686 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 7,166 $1.56M 0.14% +326 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,164 $1.56M 0.88% -425 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 7,157 $1.56M 0.46% +35 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 7,134 $1.55M 0.09% -487 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 7,128 $1.55M 0.21% -550 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 7,118 $1.55M 0.14% -35 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 7,100 $1.54M 0.37% +383 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,074 $1.54M 0.02% -176 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,071 $1.54M 0.06% +603 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,063 $1.54M 0.36% +34 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 7,054 $1.53M 1.52% +855 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,030 $1.53M 0.87% -223 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,029 $1.53M 0.51% +133 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 7,027 $1.53M 0.59% -71 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,025 $1.53M 0.22% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,013 $1.53M 0.13% -558 13F-HR Timeline Group DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 7,024 $1.52M 0.21% -47 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,001 $1.52M 0.32% +932 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 7,000 $1.52M 0.82% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,000 $1.52M 0.31% +914 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,997 $1.52M 0.11% +562 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,993 $1.52M 0.24% +899 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,993 $1.52M 0.05% -218 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 6,992 $1.52M 0.1% +2,609 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,988 $1.52M 0.07% -50 13F-HR Timeline Grand Central Investment Group More: the full row for Grand Central Investment Group 6,987 $1.52M 1.12% -42 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 6,986 $1.52M 0.16% +286 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,979 $1.52M 0.41% +28 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 6,966 $1.52M 0.78% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,954 $1.51M 0.78% +318 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 6,945 $1.51M 1.3% -1,400 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 6,939 $1.51M 0.19% -286 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,937 $1.51M 0.08% -223 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 6,930 $1.51M 0.21% -84 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 6,925 $1.51M 0.44% 0 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 6,919 $1.5M 0.66% +5,717 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 6,906 $1.5M 0.2% +1,156 13F-HR Timeline CROBAN More: the full row for CROBAN 6,905 $1.5M 0.71% +47 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 6,903 $1.5M 0.91% +705 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,899 $1.5M 0.1% +98 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 6,883 $1.5M 0.16% -226 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,078 $1.5M 0.12% +177 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,875 $1.5M 0.38% -5 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,861 $1.49M 0.04% -352 13F-HR Timeline Group CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,860 $1.49M 0.88% -120 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 6,848 $1.49M 0.47% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,837 $1.49M 0.31% +149 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,832 $1.49M 0.33% -125 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 6,830 $1.49M 0.21% +71 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 6,818 $1.48M 0.35% +159 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,794 $1.48M 0.12% +54 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,788 $1.48M 0.18% +410 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 6,779 $1.47M 1.48% -110 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,765 $1.47M 0.53% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 6,764 $1.47M 0.2% +390 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,755 $1.47M 0.82% -141 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,749 $1.47M 0.34% -20 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,748 $1.47M 0.24% +517 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,743 $1.47M 0.07% -757 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,740 $1.47M 0.61% -204 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,732 $1.46M 0.26% -1,111 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,730 $1.46M 0.07% +589 13F-HR Timeline Group RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,728 $1.46M 0.11% -185 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,725 $1.46M 0.27% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,722 $1.46M 0.46% +61 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 6,710 $1.46M 0.23% +110 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,706 $1.46M 1.15% +37 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,690 $1.46M 0.22% +213 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 6,686 $1.45M 0.8% -5 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,683 $1.45M 0.53% +96 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,662 $1.45M 0.49% +304 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 6,659 $1.45M 0.5% +377 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,631 $1.44M 0.97% +642 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,618 $1.44M 0.28% +275 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,596 $1.43M 0.09% -774 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 6,594 $1.43M 0.32% +6 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 6,589 $1.43M 0.75% -51 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,567 $1.43M 0.27% +600 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 6,550 $1.42M 0.48% -165 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,539 $1.42M 0.36% +1,113 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 6,803 $1.42M 1.05% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,513 $1.42M 0.1% -1,136 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,506 $1.41M 0.49% +5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,504 $1.41M 0.82% +30 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,500 $1.41M 0.44% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,486 $1.41M 0.34% -88 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,474 $1.41M 0.07% +380 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,474 $1.41M 0.3% -158 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,471 $1.41M 0.93% -175 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6,470 $1.41M 1.34% +189 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 6,463 $1.41M 0.91% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 6,446 $1.4M 1.12% -120 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 6,427 $1.4M 0.2% +403 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,425 $1.4M 0.29% -247 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 6,420 $1.4M 0.73% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,419 $1.4M 0.2% -811 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,417 $1.4M 0.45% +268 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,404 $1.39M 1.11% +1,385 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 6,399 $1.39M 1.02% -550 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,393 $1.39M 0.05% -12,357 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,392 $1.39M 0.01% +4,852 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,389 $1.39M 0.15% -4 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 6,562 $1.39M 0.87% -544 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 6,359 $1.38M 0.1% +326 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 6,358 $1.38M 0.07% +2,866 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6,335 $1.38M 0.35% -3,139 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 6,335 $1.38M 0.54% +696 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,334 $1.38M 0.09% +546 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 6,341 $1.38M 0.27% new 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 6,330 $1.38M 0.28% +196 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,313 $1.37M 0.65% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,303 $1.37M 0.16% +39 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 6,295 $1.37M 1.55% +543 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,287 $1.37M 0.05% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,280 $1.37M 0.18% +232 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,270 $1.36M 0.51% -155 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,268 $1.36M 0.08% +586 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,722 $1.36M 1.03% +364 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,259 $1.36M 0.14% +403 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,256 $1.36M 0.05% -766 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,244 $1.36M 0.08% +1,827 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,230 $1.36M 0.49% -149 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 6,219 $1.35M 0.14% -449 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,204 $1.35M 0.07% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,198 $1.35M 0.07% -188 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,183 $1.34M 0.34% -28 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,420 $1.34M 0.37% -11 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,164 $1.34M 0.64% -6 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 6,163 $1.34M 0.22% -139 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,155 $1.34M 0.21% -63 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 6,154 $1.34M 0.14% +64 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,153 $1.34M 0.08% +567 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,147 $1.34M 0.65% -93 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 6,128 $1.33M 0.24% +2,062 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 6,126 $1.33M 0.52% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,122 $1.33M 0.08% +99 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,121 $1.33M 0.36% +1,684 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6,119 $1.33M 0.01% -1,305 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,115 $1.33M 0.21% +1,969 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,111 $1.33M 0.42% -5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,092 $1.32M 0.23% +154 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,083 $1.32M 0.16% -40 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,076 $1.32M 0.07% -151 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6,229 $1.32M 0.79% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,122 $1.32M 0.1% -132 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,024 $1.31M 0.09% +194 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,021 $1.31M 0.15% +470 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 5,996 $1.3M 0.23% +379 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 5,987 $1.3M 0.98% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,973 $1.3M 0.46% +1,899 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,965 $1.3M 0.41% +1,018 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,963 $1.3M 0.19% +152 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 5,962 $1.3M 0.02% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,956 $1.3M 0.64% -200 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 5,951 $1.29M 0.5% -45 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,950 $1.29M 0.21% +490 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,923 $1.29M 0.87% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,922 $1.29M 0.42% +653 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 5,908 $1.28M 1.06% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,907 $1.28M 0.08% +1 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 5,901 $1.28M 0.66% +974 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,899 $1.28M 0.13% -270 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 5,897 $1.28M 0.13% +994 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,888 $1.28M 0.17% +279 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,888 $1.28M 0.28% +983 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 5,884 $1.28M 1.46% -140 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 5,882 $1.28M 0.88% +591 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 5,872 $1.28M 0.69% -96 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 5,870 $1.28M 0.7% -671 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,864 $1.28M 0.1% +297 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,860 $1.27M 0.18% +17 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,856 $1.27M 0.44% -158 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,854 $1.27M 0.18% -568 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,857 $1.27M 0.08% -235 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,843 $1.27M 0.17% -9 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 5,830 $1.27M 0.34% -335 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 5,826 $1.27M 0.19% +3,036 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 5,820 $1.27M 0.46% +91 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 5,816 $1.26M 0.58% -575 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,813 $1.26M 0.03% +5,005 13F-HR Timeline Group WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,809 $1.26M 0.94% -6 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 5,805 $1.26M <0.01% -20,042 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,807 $1.26M 0.49% +679 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,794 $1.26M 0.23% -103 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 5,790 $1.26M 0.75% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,767 $1.25M 1.24% +1,796 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,750 $1.25M 0.15% +53 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,737 $1.25M 0.14% +461 13F-HR Timeline