MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,507 $208K 0.08% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,504 $207K 0.04% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,504 $207K 0.23% 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 3,499 $207K 0.12% new 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,496 $207K 0.04% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,495 $207K 0.13% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,492 $207K 0.05% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,486 $206K 0.03% -384 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 3,486 $206K 0.14% -415 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,478 $206K 0.13% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 3,474 $206K 0.18% 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,471 $205K 0.02% new 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 3,471 $205K 0.17% 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,468 $205K 0.07% -1,421 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,464 $205K 0.09% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,464 $205K 0.1% -879 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 3,459 $205K 0.11% new 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 3,454 $204K 0.15% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,453 $204K 0.02% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 3,446 $204K 0.09% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,452 $204K 0.11% new 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,441 $204K 0.01% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,446 $204K 0.11% 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,444 $204K 0.18% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,441 $204K 0.11% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,440 $204K 0.09% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,435 $203K 0.09% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,433 $203K 0.06% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,423 $203K 0.06% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,420 $202K 0.04% -18,556 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,411 $202K 0.21% new 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 3,409 $202K 0.2% -10 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,406 $202K 0.02% -2,629 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,401 $201K 0.02% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,400 $201K 0.05% +2,998 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,396 $201K 0.11% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,392 $201K 0.04% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,387 $201K 0.04% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3,386 $200K 0.06% -130 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,380 $200K 0.18% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,375 $200K 0.02% +4 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 3,335 $197K 0.14% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3,313 $196K 0.07% -351 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,256 $193K 0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,223 $191K 0.12% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,212 $190K 0.14% -59 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,200 $189K 0.08% -660 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 3,196 $189K 0.1% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 3,966 $188K 0.12% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,130 $185K 0.01% +2,913 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,130 $185K 0.17% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,114 $184K 0.2% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,112 $184K 0.04% +4 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,084 $183K 0.04% +805 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,064 $181K 0.03% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,011 $178K 0.04% +398 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,992 $177K 0.08% 0 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,949 $175K 0.05% -130 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,934 $174K 0.01% -376 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,908 $172K 0.06% -516 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,882 $171K 0.06% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,861 $169K 0.16% -15 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,851 $169K 0.1% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,831 $168K 0.02% -1,737 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 2,813 $167K 0.25% -2,299 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,788 $165K 0.09% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,788 $165K 0.03% -452 13F-HR Timeline Group Promethos Capital, LLC More: the full row for Promethos Capital, LLC 2,755 $163K 0.06% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,661 $158K 0.06% +65 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 2,620 $155K 0.06% -1,784 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2,582 $153K 0.22% +14 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 2,573 $152K 0.11% -2,791 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,542 $150K 0.01% -45 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,438 $144K 0.07% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 2,426 $144K 0.07% -575 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 2,421 $143K 0.08% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,419 $143K 0.03% +2 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 2,429 $143K 0.06% +529 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,414 $143K 0.04% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,400 $142K 0.04% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,340 $138K 0.05% +119 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,333 $138K 0.11% 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,314 $137K 0.03% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,313 $137K 0.05% +128 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,304 $136K 0.12% -2,877 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,276 $135K 0.13% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,276 $135K 0.08% -5,784 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 2,232 $132K 0.09% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,207 $131K 0.02% -35 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 2,200 $130K 0.12% -400 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,198 $130K 0.08% -9,056 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 2,154 $128K 0.1% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,134 $126K 0.09% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,125 $126K 0.08% -61 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,123 $125K 0.04% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,097 $124K 0.04% -3,039 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,090 $124K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,081 $123K 0.24% +301 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,070 $123K 0.04% +166 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,049 $121K 0.11% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,013 $119K 0.02% +311 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,987 $118K 0.06% -188 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,972 $117K 0.06% -85 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,958 $116K 0.04% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,910 $113K 0.07% -1,343 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,908 $113K 0.11% 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,901 $112K 0.07% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,855 $110K 0.01% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,854 $110K 0.03% +21 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,847 $109K 0.01% -339 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,819 $108K 0.06% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,719 $102K 0.02% -32 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,900 $101K 0.06% 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 1,721 $101K 0.28% -10 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,706 $101K <0.01% +796 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,701 $101K 0.04% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,660 $98.3K 0.07% -500 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,659 $98.2K 0.09% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,651 $97.7K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,649 $97.6K 0.03% -312 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,625 $96.2K 0.03% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,636 $96.1K 0.08% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,600 $94.7K 0.21% +1,590 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,574 $93.2K 0.04% -80 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,553 $91.9K 0.04% +11 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,541 $91K 0.03% -124 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,515 $89.7K 0.07% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,512 $89.5K 0.04% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,512 $89.5K 0.01% -70 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,500 $88.8K 0.04% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,500 $88.3K 0.04% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,491 $88.3K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,480 $87.6K 0.07% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,463 $86.6K 0.02% +608 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,459 $86.4K 0.03% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,455 $86.1K 0.03% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,436 $85K 0.05% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,446 $85K 0.05% +4 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,432 $84.8K 0.06% -129 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,424 $84.3K 0.01% -2,204 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,416 $83.8K 0.05% -871 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,366 $80.9K 0.06% +904 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,357 $80.3K 0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,350 $79.9K 0.05% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,343 $79.5K 0.05% 0 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,322 $78.3K 0.02% +107 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,322 $78.2K 0.01% +22 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,309 $77K 0.02% +30 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,294 $76.6K 0.02% +23 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,288 $76.3K 0.02% +3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,288 $76.3K 0.07% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,282 $75.9K 0.07% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,279 $75.7K 0.03% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,260 $74.6K 0.03% +65 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,247 $73.8K 0.02% -404 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,246 $73.8K 0.01% +1,200 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,220 $72.2K 0.01% -611 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,217 $72K <0.01% -812 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 1,216 $71K 0.01% -47 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,179 $69K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,154 $68.3K 0.04% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,119 $66.2K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,100 $65.1K 0.03% 0 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,096 $64.9K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,093 $64.7K 0.02% +290 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,092 $64.6K 0.02% +141 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,082 $64.1K 0.02% -99 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,066 $63.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,062 $62.7K 0.02% +40 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,053 $62.2K 0.03% -43 13F-HR/A Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,040 $61.6K 0.02% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 1,022 $60.5K 0.03% -25,247 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 1,019 $60.3K 0.02% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,000 $59.2K 0.02% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,000 $59.2K 1.37% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 971 $57.5K 0.04% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 954 $56.5K 0.03% -12 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 953 $56.4K 0.03% -684 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 937 $55.5K 0.04% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 932 $55.1K 0.03% +18 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 923 $54.6K 0.02% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 896 $53K 0.03% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 879 $52K 0.02% -35 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 863 $51.1K 0.02% -186 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 835 $49.4K 0.03% +43 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 834 $49.4K 0.03% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 819 $48.5K 0.05% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 818 $48.4K 0.01% +8 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 810 $48K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 803 $47.5K 0.03% -101 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 792 $46.9K 0.05% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 786 $46.5K 0.04% 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 770 $45.6K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 742 $43.9K 0.02% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 707 $41.9K 0.01% +356 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 704 $41.7K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 700 $41.4K 0.01% +500 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 700 $41.4K 0.11% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 682 $40.4K 0.03% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 645 $38.2K <0.01% 0 13F-HR Timeline