Veridan Wealth LLC More: the full row for Veridan Wealth LLC 605 $226K 0.08% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 605 $226K 0.1% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 605 $226K 0.04% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 605 $226K 0.02% new 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 605 $226K 0.12% new 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 603 $225K 0.11% new 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 603 $225K 0.08% new 13F-HR Timeline Group jvl associates llc More: the full row for jvl associates llc 601 $225K 0.06% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 600 $224K 0.04% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 600 $224K 0.04% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 598 $223K 0.07% +598 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 598 $223K 0.06% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 598 $223K 0.13% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 596 $223K 0.03% new 13F-HR/A Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 595 $222K 0.19% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 595 $222K 0.06% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 594 $222K 0.05% +524 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 594 $222K 0.08% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 593 $221K 0.05% new 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 592 $221K 0.25% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 591 $221K 0.07% new 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 591 $221K 0.04% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 591 $221K 0.09% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 586 $219K 0.02% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 585 $218K 0.1% -2,209 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 640 $218K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 639 $218K 0.03% +52 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 583 $218K 0.15% new 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 582 $218K 0.16% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 582 $218K 0.01% new 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 582 $218K 0.05% new 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 581 $217K 0.04% -250 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 579 $216K 0.13% -138 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 579 $216K 0.07% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 579 $216K 0.14% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 599 $216K 0.02% new 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 576 $215K 0.12% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 575 $215K 0.1% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 575 $215K 0.03% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 574 $215K 0.03% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 574 $215K 0.05% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 573 $214K 0.05% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 573 $214K 0.07% -345 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 572 $214K 0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 581 $213K 0.05% +182 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 570 $213K 0.02% -616 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 570 $213K 0.07% new 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 570 $213K 0.15% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 568 $212K 0.06% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 567 $212K 0.13% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 566 $212K 0.06% -183 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 566 $212K 0.02% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 565 $211K 0.05% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 565 $211K 0.07% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 567 $211K 0.05% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 564 $211K 0.11% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 563 $210K 0.03% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 563 $210K 0.16% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 562 $210K 0.09% new 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 562 $210K 0.09% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 561 $210K 0.05% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 561 $210K 0.07% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 561 $210K 0.02% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 560 $209K 0.02% new 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 559 $209K 0.13% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 557 $208K 0.07% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 556 $208K 0.11% new 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 556 $208K 0.15% -383 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 556 $208K 0.04% -302 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 555 $207K 0.12% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 555 $207K 0.06% new 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 554 $207K 0.04% new 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 554 $207K 0.1% new 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 553 $207K 0.08% new 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 553 $207K 0.04% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 552 $206K 0.05% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 551 $206K 0.06% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 550 $206K 0.05% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 550 $206K 0.05% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 550 $206K 0.06% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 550 $206K 0.02% new 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 549 $205K 0.1% new 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 548 $205K 0.04% new 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 547 $204K 0.07% new 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 541 $204K 0.17% new 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 546 $204K 0.05% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 545 $204K 0.1% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 545 $204K 0.07% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 543 $203K 0.07% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 540 $202K 0.05% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 540 $202K 0.08% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 539 $201K 0.04% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 538 $201K 0.04% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 538 $201K 0.09% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 538 $201K 0.02% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 537 $201K 0.08% new 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 537 $201K 0.2% 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 535 $200K 0.09% -553 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 534 $200K 0.12% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 534 $200K <0.01% -256 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 533 $199K 0.01% +220 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 531 $198K 0.06% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 530 $198K 0.08% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 525 $196K 0.06% -56 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 524 $196K 0.04% +374 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 521 $195K 0.02% +2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 519 $194K 0.06% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 518 $194K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 524 $191K 0.02% +52 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 492 $184K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 476 $178K <0.01% +46 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 475 $178K 0.06% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 475 $177K 0.02% -146 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 473 $177K 0.09% -1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 468 $175K <0.01% -7 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 463 $173K 0.02% +301 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 454 $170K <0.01% +368 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 450 $168K 0.03% +11 13F-HR Timeline MOTCO More: the full row for MOTCO 450 $168K 0.01% -233 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 444 $166K 0.05% +4 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 443 $166K <0.01% -657 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 441 $165K 0.13% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 441 $165K 0.15% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 437 $163K 0.05% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 437 $163K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 437 $163K 0.03% +3 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 436 $163K 0.11% +71 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 426 $161K 0.05% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 429 $160K 0.06% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 428 $160K 0.14% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 421 $157K 0.12% -19 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 421 $157K 0.08% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 419 $157K 0.01% -12 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 402 $150K 0.17% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 400 $149K 0.05% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 400 $149K 0.08% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 399 $149K 0.05% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 399 $149K 0.12% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 393 $147K 0.11% -25 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 392 $147K 0.03% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 390 $146K 0.05% +3 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 385 $144K 0.07% +119 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 381 $143K 0.03% -85 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 381 $142K 0.05% +1 13F-HR Timeline NI ACQUISITIONS COMPANY, LLC More: the full row for NI ACQUISITIONS COMPANY, LLC 378 $141K 0.06% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 377 $141K 0.19% -24 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 375 $140K 0.11% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 375 $140K 0.21% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 377 $140K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 368 $137K 0.03% +53 13F-HR Timeline TOBAM More: the full row for TOBAM 365 $136K 0.03% +92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 362 $135K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 361 $135K 0.04% +33 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 361 $135K 0.11% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 360 $134K 0.03% 0 13F-HR/A Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 355 $133K 0.04% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 353 $132K 0.07% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 350 $131K 0.04% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 349 $131K 0.08% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 345 $129K 0.02% -492 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 343 $128K 0.1% +38 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 341 $127K 0.05% -12 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 342 $127K 0.07% +5 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 338 $126K 0.01% +136 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 333 $124K 0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 333 $124K 0.06% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 330 $123K 0.02% -39 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 329 $123K 0.07% +210 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 328 $123K 0.02% +13 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 328 $123K 0.06% +43 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 325 $122K 0.04% +18 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 325 $121K 0.07% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 316 $118K 0.08% +51 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 316 $118K 0.04% -21 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 313 $117K 0.04% +186 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 308 $115K 0.04% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 307 $115K 0.05% 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 305 $114K 0.43% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 304 $114K 0.13% -670 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 303 $113K 0.08% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 370 $113K 0.1% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 302 $113K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 300 $112K 0.01% +118 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 300 $112K 0.04% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 292 $109K 0.03% +43 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 289 $108K 0.07% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 286 $107K 0.04% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 281 $105K 0.05% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 281 $105K 0.02% +28 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 278 $104K 0.01% new 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 278 $104K 0.01% +113 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 278 $104K 0.06% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 276 $103K 0.03% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 272 $101K <0.01% +14 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 266 $99.4K 0.4% -10 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 264 $98.7K 0.03% +86 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 262 $97.9K 0.01% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 260 $97.2K 0.09% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 260 $97.2K 0.02% +92 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 255 $95.3K 0.04% new 13F-HR Timeline