Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,360 $429K 0.19% -322 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,519 $429K 0.06% -5 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,518 $428K 0.04% -10 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,516 $428K 0.16% +29 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,510 $426K 0.15% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,508 $426K 0.08% -157 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 1,504 $424K 0.22% new 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,500 $423K 0.19% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,498 $423K 0.4% +500 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,496 $422K 0.07% -108 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,496 $422K 0.02% +10 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,491 $421K 0.1% -250 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,491 $421K 0.22% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,427 $421K 0.11% -174 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,488 $420K 0.19% +43 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,487 $420K 0.13% +70 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,484 $419K 0.12% -22 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,484 $419K 0.04% -49 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,483 $419K 0.06% -18 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,483 $419K 0.03% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,480 $418K 0.04% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,476 $417K 0.02% -50 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 415 $415K 0.12% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,469 $415K 0.28% -65 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,469 $415K 0.3% -30 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 13,806 $414K 1.53% -10,088 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 1,461 $412K 0.16% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,460 $412K 0.11% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,455 $411K 0.08% +88 13F-HR/A Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,451 $409K 0.06% +1,449 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,449 $409K 0.05% +447 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,447 $408K 0.03% +103 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,447 $408K 0.09% +538 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,444 $407K 0.02% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,442 $407K 0.26% +48 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,440 $406K 0.23% -34 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,440 $406K 0.09% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,439 $406K 0.06% +130 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 1,431 $404K 0.05% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,430 $404K 0.27% +11 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,368 $403K 0.27% -356 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,426 $402K 0.23% -6 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,422 $401K 0.14% +28 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,419 $400K 0.13% +266 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Benin Management CORP More: the full row for Benin Management CORP 1,416 $400K 0.09% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,410 $398K 0.01% -20 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,409 $398K 0.25% -14 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,407 $397K 0.04% +14 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,407 $397K 0.1% -164 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 1,406 $397K 0.55% +61 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,406 $397K 0.08% -46 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,406 $397K 0.03% -100 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,406 $397K 0.52% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,405 $396K 0.02% 0 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 1,404 $396K 0.13% -75 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,402 $396K 0.09% +256 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,444 $396K 0.05% +3 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,440 $395K 0.03% -4,730 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,400 $395K 0.11% +17 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,399 $395K 0.04% +7 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,398 $395K 0.1% 0 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,397 $394K 0.64% +27 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,390 $392K 0.27% -46 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,387 $391K 0.08% +5 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 1,387 $391K 0.04% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 1,382 $390K 0.03% +39 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,381 $390K 0.09% -2,829 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,378 $389K 0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,377 $389K 0.23% -90 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,376 $388K 0.1% -62 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,376 $388K 0.09% +250 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,374 $388K 0.09% -3 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,374 $388K 0.07% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,372 $387K 0.03% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,371 $386K 0.17% -2 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,365 $385K 0.05% -831 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,365 $385K 0.24% -83 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,364 $385K 0.02% +110 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,364 $385K 0.01% -593 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,363 $385K 0.07% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,362 $384K 0.1% -7 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,362 $384K 0.11% -8 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,360 $384K 0.13% -49 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,359 $384K <0.01% +285 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,358 $383K 0.05% +2 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,358 $383K 0.16% -130 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,357 $383K 0.02% +128 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,356 $383K 0.16% -116 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,349 $381K 0.04% +599 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,347 $380K 0.09% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,345 $380K 0.09% -46 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,343 $379K 0.04% +1 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,338 $378K 0.02% +37 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,389 $377K 0.12% -51 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,334 $376K 0.3% -1,434 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,328 $375K 0.14% -7 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,326 $374K 0.04% -149 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,317 $372K 0.24% -138 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,315 $371K 0.03% +145 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,315 $371K 0.4% +180 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,314 $371K 0.09% -5 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 1,312 $370K 0.16% +1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,309 $369K 0.17% -9 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 1,307 $369K 0.23% +3 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,305 $368K 0.29% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,390 $367K 0.53% 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,301 $367K 0.15% +234 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,300 $367K 0.13% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,299 $367K 0.01% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,299 $367K 0.03% +320 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,295 $365K 0.03% +1 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,294 $365K 0.09% +74 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,293 $365K 0.2% +63 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,292 $365K 0.2% +17 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,290 $364K 0.06% +474 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,290 $364K 0.17% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,289 $364K 0.17% +15 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,288 $363K 0.08% +171 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 1,287 $363K 0.08% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,287 $363K 0.03% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,286 $363K 0.18% +8 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,285 $363K 0.29% -4 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,285 $363K 0.02% new 13F-HR/A Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,284 $362K 0.27% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,283 $362K 0.04% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,280 $361K 0.08% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,279 $361K 0.03% -400 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,278 $361K 0.04% -341 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,277 $360K 0.12% 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,274 $359K 0.18% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,271 $359K 0.2% +12 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,269 $358K 0.05% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,266 $357K 0.05% +6 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,265 $357K 0.08% -134 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,263 $356K 0.11% -116 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 1,258 $355K 0.15% -11 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,258 $355K 0.04% +3 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,257 $355K 0.12% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,254 $354K 0.01% 0 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,252 $353K 0.11% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,251 $353K 0.02% +353 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 1,250 $353K 0.22% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,250 $353K 0.17% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,250 $353K 0.04% -18 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,250 $353K 0.15% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,248 $352K 0.08% -5 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,246 $352K 0.07% -14 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,245 $351K 0.23% +142 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,245 $351K 0.01% 0 13F-HR/A Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,245 $351K 0.3% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,241 $350K 0.1% +5 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,241 $350K 0.31% +197 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,083 $350K 0.11% 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,237 $349K 0.08% 0 13F-HR/A Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 1,235 $349K 0.01% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,235 $349K 0.05% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,235 $349K 0.2% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,167 $348K 0.06% -11 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,233 $348K 0.16% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,241 $346K 0.02% +175 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,227 $346K 0.02% -45 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,221 $345K 0.14% -240 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,220 $344K 0.01% -3 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,218 $344K 0.1% +32 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,217 $343K 0.05% -6 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,216 $343K 0.07% -24 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,211 $342K 0.04% -73 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,209 $341K 0.02% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,209 $341K 0.09% -12 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,208 $341K 0.09% +1 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,141 $341K 0.08% -10,171 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,207 $340K 0.05% +107 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,206 $340K 0.06% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,205 $340K 0.04% -2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,205 $340K 0.02% +107 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,204 $340K 0.05% +805 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,200 $339K 0.08% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,200 $339K 0.05% -106 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,199 $338K 0.06% -40 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,191 $336K 0.19% -2,459 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,190 $336K 0.03% +7 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,188 $335K 0.03% 0 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,186 $335K 0.07% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,181 $333K 0.16% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,181 $333K 0.07% +50 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,177 $332K 0.04% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,177 $332K 0.1% -6 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,177 $332K 0.04% +24 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,175 $332K 0.03% -109 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,174 $331K 0.14% -38 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,173 $331K 0.02% -221 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,172 $331K 0.12% +1 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,172 $331K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,171 $331K 0.14% -5 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,171 $330K 0.04% -650 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,168 $330K 0.15% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,166 $329K 0.05% -10 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,165 $329K 0.15% +400 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,099 $328K 0.12% -10 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,162 $328K 0.08% 0 13F-HR Timeline