Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,144 $1.08M 4.09% -17,389 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,143 $1.08M 0.23% +312 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,141 $1.08M 0.42% +96 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 1,141 $1.08M 0.74% +25 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,140 $1.08M 0.22% +155 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,134 $1.07M 0.69% -10 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,133 $1.07M 0.45% +15 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,133 $1.07M 0.7% +30 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,132 $1.07M 0.65% +13 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,131 $1.07M 0.1% -145 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,129 $1.07M 0.19% +137 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,123 $1.06M 0.32% +3 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,121 $1.06M 0.47% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,121 $1.06M 0.31% +25 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,121 $1.06M 0.47% -235 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,122 $1.06M 0.08% -835 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,120 $1.06M 0.36% +305 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,119 $1.06M 0.61% +207 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,118 $1.06M 0.59% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,116 $1.06M 0.95% -4 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,060 $1.05M 0.47% -2 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,114 $1.05M 0.41% 0 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,111 $1.05M 1.51% +50 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,111 $1.05M 0.16% +13 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,109 $1.05M 0.41% +165 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,108 $1.05M 0.25% +17 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,106 $1.05M 0.97% -105 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,106 $1.05M 1.06% +22 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,106 $1.05M 0.67% -129 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 1,105 $1.05M 0.62% -23 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,102 $1.04M 0.14% +12 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,101 $1.04M 0.63% 0 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,100 $1.04M 0.16% -24 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,100 $1.04M 1.18% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,099 $1.04M 0.56% 0 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,098 $1.04M 0.78% 0 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,098 $1.04M 0.09% +62 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,097 $1.04M 0.43% +99 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,096 $1.04M 0.14% -41 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,095 $1.04M 0.04% -32 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,093 $1.03M 0.35% +217 13F-HR/A Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 1,087 $1.03M 0.2% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,086 $1.03M 0.58% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,086 $1.03M 0.49% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,085 $1.03M 0.14% -236 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,052 $1.03M 0.42% +5 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,084 $1.02M 0.6% +259 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,082 $1.02M 0.44% -875 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,081 $1.02M 0.27% 0 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,099 $1.02M 0.72% -14 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,080 $1.02M 0.78% -10 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,080 $1.02M 0.16% -2,131 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,079 $1.02M 0.17% +22 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 1,057 $1.02M 0.55% +95 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 1,077 $1.02M 0.82% 0 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,076 $1.02M 0.1% +45 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,076 $1.02M 0.18% +876 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,074 $1.02M 0.52% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 1,074 $1.02M 0.67% +50 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,072 $1.01M 0.22% +7 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,069 $1.01M 0.96% +1 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,069 $1.01M 0.5% -2 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,065 $1.01M 0.02% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,063 $1M 0.46% +317 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,057 $1M 0.05% +270 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,057 $1000K 0.17% +200 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,052 $995K 0.21% +65 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,052 $995K 0.3% +264 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,048 $991K 0.27% +9 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 1,046 $989K -221 Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 998 $989K 0.38% +451 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 1,045 $988K 0.39% -89 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,045 $988K 0.27% -11 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 1,042 $986K 0.15% -125 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,042 $986K 0.39% -197 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,040 $984K 0.79% -32 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 1,040 $984K 0.72% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,040 $983K 0.52% +1 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,038 $982K 0.49% 0 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 1,035 $979K 0.91% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,034 $978K 0.47% -13 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,022 $975K 0.12% -1,388 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 1,031 $975K 1.41% +509 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,026 $970K 0.48% +2 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,003 $970K 0.35% -10 13F-HR/A Timeline Barton Investment Management More: the full row for Barton Investment Management 1,024 $968K 0.12% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,022 $967K 0.04% -16,391 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,021 $966K 0.24% +131 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,020 $965K 0.14% +1 13F-HR/A Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,018 $962K 0.21% +52 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1,017 $962K 0.24% +60 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,015 $960K 0.26% -91 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,015 $960K 0.76% -62 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,015 $960K 0.64% -32 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,014 $959K 0.04% +160 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,014 $959K 0.23% -45 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,012 $957K 0.18% +32 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,012 $957K 0.27% +24 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,011 $956K 1.07% +50 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,009 $954K 0.61% -35 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,009 $954K 0.96% +14 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,009 $954K 0.09% +7 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,008 $954K 0.1% +65 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,008 $953K 0.73% -15 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,008 $953K 0.82% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,006 $951K 0.21% +89 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,005 $951K 0.47% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,006 $950K 0.15% -15 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 1,001 $947K 0.28% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,033 $947K 0.08% 0 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 1,000 $946K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balentine LLC More: the full row for Balentine LLC 1,000 $946K 0.04% +764 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,000 $946K 1.06% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 999 $945K 0.27% -7 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 965 $944K 0.53% -2 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 998 $944K 0.07% -199 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 998 $944K 0.93% -9 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 998 $944K 0.33% +126 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 998 $943K 0.1% +1 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 997 $943K 0.43% -3 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 996 $942K 0.06% +26 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 996 $942K 0.18% -62 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 994 $940K 0.09% -109 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 990 $936K 0.17% -13 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 989 $936K 0.21% +171 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 986 $933K 0.08% -299 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 986 $932K 0.06% +80 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 985 $931K 0.76% -897 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 985 $931K 0.07% +5 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 984 $931K 0.55% +38 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 984 $931K 0.22% +1 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 983 $929K 0.06% -77 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 980 $927K 0.4% +95 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 978 $925K 1.04% +8 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 976 $923K 0.03% -503 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 970 $918K 0.21% +3 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 970 $917K 0.98% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 969 $917K 0.14% -330 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 968 $916K 0.18% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 967 $915K 0.3% +3 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 966 $914K 0.45% -1 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 964 $912K 0.3% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 963 $911K 0.02% +131 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 993 $910K 0.17% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 962 $910K 0.93% -37 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 959 $907K 0.15% -28 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 958 $906K 0.24% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 897 $906K 0.6% +20 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 957 $905K 0.19% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 956 $905K 0.39% -64 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 956 $904K 0.26% -11 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 955 $903K 0.49% +5 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 955 $903K 0.04% +6 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 955 $903K 0.17% -36 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 955 $903K 0.42% -9 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 907 $902K 1.01% -9 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 954 $902K 0.34% +90 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 949 $898K 0.03% +23 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 948 $897K 0.77% -36 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 947 $896K 0.1% new 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 946 $895K 0.88% -1,835 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 962 $894K 0.15% +1 13F-HR/A Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 945 $894K 0.23% -108 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 945 $894K 0.51% +178 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 945 $894K 0.11% -183 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 942 $891K 0.58% -227 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 941 $890K 0.18% +321 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 941 $890K 0.17% +34 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 940 $889K 0.22% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 939 $888K 0.17% +58 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 936 $885K 0.36% -124 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 935 $884K 0.12% +66 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 934 $883K 2.63% -672 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 930 $879K 1.53% -11,911 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 929 $879K 0.11% +235 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 928 $878K 0.19% -50 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 928 $878K 1.03% +47 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 925 $875K 0.24% -359 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 925 $874K 0.72% +1 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 924 $874K 0.11% +174 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 922 $872K <0.01% -135 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 921 $871K 0.48% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 921 $871K 0.07% 0 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 920 $870K 0.08% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 892 $870K 0.17% +118 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 919 $869K 0.14% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 918 $868K 0.83% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 917 $867K 0.33% -5 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 917 $867K 0.08% +21 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 915 $865K 0.14% +20 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 914 $865K 0.12% +60 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 913 $863K 0.45% +2 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 911 $862K 0.13% +315 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 911 $862K 0.14% 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 910 $861K 1.24% -638 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 910 $861K 0.16% +53 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 910 $861K 0.29% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 909 $860K 0.21% +35 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 907 $858K 0.23% -13 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 907 $858K 0.09% +59 13F-HR Timeline