Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 979 $621K 0.11% -295 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 979 $621K 0.26% -38 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 976 $619K 0.02% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 975 $619K 0.22% -32 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 973 $618K 0.5% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 972 $617K 0.04% +5 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 969 $615K 0.17% +298 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 969 $614K 0.04% -2 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 967 $613K 0.21% +53 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 976 $613K 0.01% +119 13F-HR Timeline SBI Securities Co., Ltd. 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Mason LLC 820 $520K 0.16% 0 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 818 $519K 0.12% -445 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 826 $516K 0.38% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 812 $516K 0.03% +69 13F-HR Timeline Fortitude Advisory Group L.L.C. 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More: the full row for CARLSON FINANCIAL, INC. 798 $506K 0.26% +19 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 797 $506K 0.04% -103 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 796 $505K 0.14% +1 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 795 $504K 0.39% -25 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 794 $504K 0.02% +2 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 794 $503K 0.01% +99 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 800 $502K 0.08% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 791 $502K 0.01% -325 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 790 $501K 0.12% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 788 $500K 0.02% -41 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 786 $499K 0.08% -116 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 786 $499K 0.18% -65 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 786 $499K 0.2% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 786 $499K 0.2% -2 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 785 $498K 0.11% -638 13F-HR Timeline FWG Investments, LLC. 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More: the full row for SOA Wealth Advisors, LLC. 767 $487K 0.08% -62 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 767 $487K 0.29% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 765 $485K 0.37% -20 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 762 $483K 0.04% +12 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 762 $483K 0.05% -12 13F-HR Timeline West Family Investments, Inc. 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More: the full row for Seed Wealth Management, Inc. 726 $461K 0.29% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 725 $460K 0.03% -15 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 723 $460K 0.08% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 724 $459K 0.07% +134 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 722 $458K 0.03% -323 13F-HR Timeline Group Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 718 $458K 0.32% new 13F-HR Timeline Total Clarity Wealth Management, Inc. 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