CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,526 $237K 0.19% +1 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,525 $237K 0.03% +6 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,520 $236K 0.1% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,517 $236K 0.11% new 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,519 $236K 0.09% -571 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,519 $236K 0.28% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,516 $235K 0.04% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,507 $234K 0.05% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,500 $233K 0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,500 $233K 0.19% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 1,499 $233K 0.09% +30 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,496 $232K 0.03% new 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,492 $232K 0.07% 0 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,490 $231K 0.11% +4 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,483 $230K 0.09% -225 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,483 $230K 0.07% -203 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,480 $230K 0.05% new 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. 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More: the full row for ACT Advisors, LLC. 1,455 $226K 0.09% new 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,452 $226K 0.05% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 1,450 $225K 0.08% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,450 $225K 0.04% +20 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 1,449 $225K 0.04% -909 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,446 $225K 0.11% -1,597 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,448 $225K 0.06% +64 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,448 $225K 0.19% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,444 $224K 0.02% new 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 1,443 $224K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,443 $224K 0.04% -350 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,441 $224K 0.05% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,426 $224K 0.1% -586 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,440 $224K <0.01% -79,919 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,440 $224K 0.13% -200 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,437 $223K 0.21% -40 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,437 $223K 0.04% -48 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,436 $223K 0.16% -11 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,436 $223K 0.01% +29 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,435 $223K 0.07% new 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,441 $223K 0.08% -4,787 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,429 $222K 0.08% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 1,428 $222K 0.14% -6 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,427 $222K 0.09% -7 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 1,422 $221K 0.09% +24 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,422 $221K 0.1% -688 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,418 $220K 0.02% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,416 $220K 0.06% -303 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,415 $220K 0.07% -766 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,415 $220K 0.03% -158 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,413 $219K 0.13% +332 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,419 $219K 0.06% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,411 $219K 0.09% new 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 1,410 $219K 0.11% -1,044 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,406 $218K 0.18% +5 13F-HR Timeline GARLAND CAPITAL MANAGEMENT INC More: the full row for GARLAND CAPITAL MANAGEMENT INC 1,405 $218K 3% -5,063 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 1,404 $218K 0.15% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,404 $218K 0.24% +1 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 1,403 $218K 0.02% new 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 1,400 $217K 0.09% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,400 $217K 0.08% new 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 1,395 $217K 0.07% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,393 $216K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,390 $216K 0.09% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,389 $216K 0.02% -47 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,389 $215K 0.03% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,386 $215K 0.07% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,386 $215K <0.01% -287 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,385 $215K 0.07% new 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,381 $215K 0.16% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,379 $214K 0.07% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,379 $214K 0.04% new 13F-HR Timeline Group Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,378 $214K 0.09% -47 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 1,377 $214K 0.15% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,368 $214K 0.15% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,373 $213K 0.05% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,371 $213K 0.03% -150 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,365 $212K 0.08% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,364 $212K 0.05% +1,194 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 1,358 $211K 0.14% -135 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,356 $211K 0.08% new 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,384 $211K 0.43% new 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,355 $210K 0.03% -91 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,353 $210K 0.1% +1 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,351 $210K 0.02% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,351 $210K 0.15% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,350 $210K 0.07% new 13F-HR/A Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,350 $210K 0.01% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,349 $209K 0.1% new 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 1,346 $209K 0.12% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,346 $209K 0.06% new 13F-HR/A Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,345 $209K 0.18% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,341 $208K 0.07% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,340 $208K 0.03% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 1,339 $208K 0.08% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,338 $208K 0.08% +55 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,337 $208K 0.12% +18 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,337 $208K 0.06% new 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,335 $207K 0.03% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,332 $207K 0.05% -302 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,329 $206K 0.05% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,324 $206K 0.03% -239 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 1,322 $205K 0.07% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,322 $205K 0.13% new 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 1,321 $205K 0.04% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 1,321 $205K 0.18% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,317 $205K 0.09% -558 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1,315 $204K 0.12% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,314 $204K 0.12% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,308 $203K 0.05% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1,308 $203K 0.08% +11 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,313 $203K 0.1% new 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,306 $203K 0.15% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,303 $202K 0.03% new 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 1,303 $202K 0.08% -1,141 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,300 $202K 0.03% new 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,299 $202K 0.11% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,296 $201K 0.07% new 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 1,294 $201K 0.1% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,293 $201K 0.15% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 1,292 $201K 0.06% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,292 $201K 0.03% -122 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,292 $201K 0.05% -2,546 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,291 $201K 0.09% +6 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,296 $200K 0.02% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,271 $197K 0.06% -419 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,255 $195K 0.13% +8 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,242 $193K 0.12% +501 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,239 $193K 0.03% +8 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,202 $187K 0.01% +344 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,200 $186K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,157 $180K 0.07% -919 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,140 $177K 0.1% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,127 $175K 0.35% -23,649 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,109 $172K <0.01% 0 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,117 $172K 0.2% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,088 $169K 0.02% +27 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,082 $168K 0.06% +977 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,068 $166K 0.06% +10 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,040 $162K 0.09% -287 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,040 $162K 0.07% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,035 $161K 0.02% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,021 $159K 0.07% -63 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,004 $156K 0.03% -156 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,000 $155K 0.1% -955 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 994 $153K 0.04% +33 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 968 $150K 0.07% -122 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 963 $150K 0.01% -45,492 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 959 $150K 0.21% 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 959 $149K 0.07% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 953 $148K 0.05% +736 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 950 $148K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 951 $148K 0.09% +10 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 939 $146K 0.05% +141 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 932 $145K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 916 $142K 0.01% -115 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 893 $139K 0.07% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 893 $139K 0.01% +100 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 886 $138K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 881 $137K 0.03% +177 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 870 $135K 0.04% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 865 $134K 0.11% +32 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 871 $134K 0.02% +269 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 853 $132K 0.06% -25,187 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 851 $132K 0.02% +194 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 834 $130K 0.09% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 828 $129K 0.1% +251 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 818 $127K 0.04% +462 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 812 $126K 0.03% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 812 $126K 0.04% +55 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 800 $124K 0.16% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 798 $124K 0.03% +598 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 795 $123K 0.06% -23 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 790 $123K 0.02% -367 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 772 $120K 0.06% +748 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 766 $119K 0.03% +62 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 754 $117K 0.01% +22 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 707 $114K 0.01% +16 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 719 $112K 0.19% -31 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 718 $111K 0.08% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 703 $109K 0.05% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 694 $108K 0.06% +18 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 682 $106K 0.01% +6 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 667 $104K 0.07% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 656 $102K 0.04% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 655 $102K 0.06% +400 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 647 $100K 0.03% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 638 $99K 0.04% +7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 636 $98.8K 0.03% +52 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 631 $98K 0.03% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 628 $97.5K 0.03% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 622 $96.7K <0.01% +542 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 618 $96K <0.01% -745 13F-HR Timeline Group