Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,116 $394K 0.05% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $394K 0.24% 13F-HR Timeline Amount filed as zero, left out of ratios. FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,108 $393K 0.05% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,105 $393K 0.11% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 5,094 $392K 0.28% -101 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 5,091 $392K 0.06% +27 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,085 $392K 0.1% +215 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 5,083 $392K 0.36% 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,070 $391K 0.01% +347 13F-HR Timeline Kaydan Wealth Management, Inc. 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More: the full row for Watchman Group, Inc. 5,052 $389K 0.09% +73 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,050 $389K 0.08% +706 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,045 $389K 0.21% +319 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 5,041 $388K 0.47% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 5,034 $388K 0.37% 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 5,029 $387K 0.14% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 5,028 $387K 0.3% -750 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 5,028 $387K 0.05% 13F-HR Timeline Lifestyle Asset Management, Inc. 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More: the full row for Peregrine Asset Advisers, Inc. 4,991 $384K 0.11% +25 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,983 $384K 0.05% -1,500 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,974 $383K 0.04% +701 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,970 $383K 0.09% +868 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 4,965 $382K 0.37% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,954 $382K 0.06% +191 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 4,951 $381K 0.33% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,949 $381K 0.09% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,948 $381K 0.28% 0 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,946 $381K 0.56% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,945 $381K 0.19% +40 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 57,517 $381K 0.26% new 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,936 $380K 0.28% +8 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,936 $380K 0.02% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,936 $380K 0.23% -395 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,933 $380K <0.01% -125 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,997 $380K 0.13% -59 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 4,929 $380K 0.02% +1,025 13F-HR Timeline Group Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,926 $379K 0.38% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,925 $379K 0.2% +161 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,472 $379K 0.27% -158 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 4,923 $379K 0.24% +385 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,920 $379K 0.11% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,916 $379K 0.15% -188 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,915 $379K 0.1% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,902 $378K 0.15% -300 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 4,899 $377K 0.1% +1,469 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,899 $377K 0.15% -259 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,897 $377K 0.09% -98 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,896 $377K 0.06% -3,027 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,896 $377K 0.2% -94 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,900 $377K <0.01% -6,818 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,881 $376K 0.04% -898 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 4,876 $376K 0.21% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,094 $375K 0.15% 0 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,863 $375K 0.04% +289 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 4,850 $374K 0.21% +1 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,841 $373K 0.1% +902 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,953 $373K 0.04% +231 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,835 $372K 0.05% -478 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,824 $372K 0.25% +22 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,822 $371K 0.03% +310 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,813 $371K 0.14% -44 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 4,806 $370K 0.09% -480 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 4,806 $370K 0.19% 0 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 4,800 $370K 0.04% -302 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,798 $370K 0.02% +152 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,778 $368K 0.03% +96 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,769 $367K 0.02% -500 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,759 $367K 0.3% +85 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,759 $367K 0.09% +191 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 4,756 $366K 0.17% +176 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 4,750 $366K 0.01% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 4,741 $365K 0.04% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,732 $364K 0.07% -491 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 4,731 $364K 0.38% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,726 $364K 0.05% +1,456 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,721 $364K 0.18% -257 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,719 $364K <0.01% new 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 4,719 $364K 0.05% +562 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,713 $363K 0.02% -222 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,708 $363K 0.07% +1,308 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 4,703 $362K 0.05% +231 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,702 $362K 0.23% +4 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,701 $362K 0.21% +4 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 5,898 $361K 0.13% +674 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,636 $357K 0.01% -44,554 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4,633 $357K 0.05% +512 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 4,630 $357K 0.12% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,619 $356K 0.05% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,618 $356K 0.04% -55 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 4,617 $356K 0.05% -306 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 4,609 $355K 0.09% -856 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 4,606 $355K 0.13% +1,205 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,598 $354K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4,790 $354K 0.07% -2,832 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,479 $354K 0.03% -200 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 4,577 $352K 0.39% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,567 $352K 0.09% +1,028 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,565 $352K 0.02% -139 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 4,561 $351K 0.09% -15,439 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 4,559 $351K 0.08% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 4,553 $351K 0.1% +963 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,528 $349K 0.1% +650 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,519 $348K 0.21% +90 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 4,517 $348K 0.13% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,508 $347K 0.05% +8 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,501 $347K 0.21% 0 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 4,500 $347K 0.18% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,500 $347K 0.23% 0 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,497 $346K 0.14% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,495 $346K 0.26% +931 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,494 $346K 0.19% -9 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,489 $346K 0.07% 0 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,481 $345K 0.14% -552 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 4,484 $345K 0.17% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,475 $345K 0.23% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 4,474 $345K 0.01% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 4,478 $344K 0.11% -27 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,465 $344K 0.09% -751 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 4,462 $344K 0.24% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 4,640 $343K 0.08% +241 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,456 $343K 0.07% +56 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,645 $343K 0.17% -239 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,951 $343K 0.1% +322 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,446 $342K 0.1% -154 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 4,444 $342K 0.05% -316 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 4,443 $342K 0.15% -1,000 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 4,435 $342K 0.29% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,433 $342K 0.06% +4 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 4,431 $341K 0.17% 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 4,428 $341K 0.05% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,410 $340K 0.19% -258 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,407 $339K 0.11% -20 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,400 $339K 0.2% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,398 $339K 0.09% -75 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,387 $338K 0.29% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,385 $338K 0.03% +15 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,383 $338K 0.17% +308 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,379 $337K 0.06% +310 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 4,378 $337K 0.21% +28 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,374 $337K 0.23% +40 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,369 $337K 0.13% 13F-HR/A Timeline City State Bank More: the full row for City State Bank 4,364 $336K 0.09% +19 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 4,361 $336K 0.31% +2 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,351 $335K 0.04% +147 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 4,332 $334K 0.03% +762 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,327 $333K 0.17% +326 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 4,315 $332K 0.25% 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 4,309 $332K 0.04% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,300 $331K 0.1% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,286 $330K 0.01% +27 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 4,284 $330K 0.45% +81 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,280 $330K 0.22% +43 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,276 $329K 0.28% 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,084 $329K 0.05% 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,275 $329K 0.02% 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 4,269 $329K 0.26% 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,267 $329K 0.14% -338 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 4,265 $329K 0.04% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 4,262 $328K 0.09% +866 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 4,262 $328K 0.24% 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,246 $327K 0.09% +100 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,245 $327K 0.13% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 4,242 $327K 0.07% -39 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 4,241 $327K 0.13% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,228 $326K 0.04% -20 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,226 $326K 0.09% +34 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,215 $325K 0.04% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 4,210 $324K 0.14% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,210 $324K 0.09% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 4,208 $324K 0.15% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,206 $324K 0.14% +11 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,205 $324K 0.16% +12 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,200 $324K 0.25% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 4,200 $324K 0.19% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 4,196 $323K 0.07% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,354 $323K <0.01% -5,780 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,188 $323K 0.07% -55 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,178 $322K 0.03% +32 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 4,174 $322K 0.1% new 13F-HR Timeline