Apexium Financial, LP More: the full row for Apexium Financial, LP 1,085 $263K 0.02% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,083 $262K 0.2% 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,081 $262K 0.07% -328 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,075 $260K 0.07% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,075 $260K 0.14% +10 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,070 $259K 0.13% +40 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 1,067 $258K 0.26% -310 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,065 $258K 0.56% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,064 $258K 0.04% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,060 $257K 0.08% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,027 $255K 0.06% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,051 $254K 0.12% -350 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,051 $254K 0.02% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,050 $254K 0.03% 0 13F-HR/A Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 1,050 $254K 0.05% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,050 $254K 0.02% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,050 $254K 0.14% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,047 $254K 0.1% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,045 $253K 0.02% +85 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,045 $253K 0.16% +100 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,045 $253K 0.08% 0 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,043 $253K 0.07% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,038 $251K 0.06% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,027 $249K 0.11% -56 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,016 $246K 0.06% +45 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,015 $246K 0.07% +98 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,012 $245K 0.18% -65 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,011 $245K 0.03% new 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 1,011 $245K 0.07% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,009 $244K 0.09% -134 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,008 $244K 0.14% -2,469 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 1,005 $243K 0.09% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,004 $243K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,003 $243K 0.07% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,002 $243K 0.04% 0 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 1,001 $242K 0.19% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,001 $242K 0.03% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 1,000 $242K 0.12% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 1,000 $242K 0.03% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $242K 0.17% 0 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,000 $242K 0.1% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,000 $242K 0.07% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,000 $242K 0.09% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,000 $242K 0.02% 0 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,000 $242K 0.06% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,000 $242K 0.04% 0 13F-HR/A Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,000 $242K 0.19% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,000 $242K 0.1% 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 999 $242K 0.08% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,005 $242K 0.03% -145 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 998 $242K 0.14% +16 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 997 $241K 0.15% +7 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 993 $240K 0.01% +3 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 993 $240K 0.05% -572 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 993 $240K 0.23% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 991 $240K 0.09% 0 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 990 $240K 0.12% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 987 $239K 0.03% +163 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 884 $239K 0.22% -114 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 986 $239K 0.11% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 986 $239K <0.01% -266 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 985 $238K 0.08% -3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 980 $237K 0.02% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 976 $237K 0.1% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 976 $236K 0.11% +10 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 976 $236K 0.12% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 975 $236K 0.23% 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 974 $236K 0.05% -68,118 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 974 $236K 0.11% +139 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 973 $236K 0.24% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 972 $235K 0.02% +25 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 972 $235K 0.23% 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 969 $235K 0.05% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 969 $235K 0.12% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 967 $234K 0.02% new 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 966 $234K 0.03% -3,000 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 950 $233K 0.04% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 962 $233K 0.03% 0 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 959 $232K 0.05% -200 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 963 $232K 0.13% -832 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 957 $232K 0.01% -42 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 957 $232K 0.13% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 954 $231K 0.04% +64 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 953 $231K 0.01% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 950 $230K 0.04% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 950 $230K 0.14% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 950 $230K 0.15% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 946 $229K 0.08% +10 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 942 $228K 0.07% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 941 $228K 0.03% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 940 $228K 0.03% 0 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 939 $227K 0.02% -135 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 938 $227K 0.09% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 939 $227K 0.02% -25 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 935 $226K 0.11% -133 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 934 $226K 0.15% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 933 $226K 0.05% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 931 $225K 0.03% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 931 $225K 0.09% 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 931 $225K 0.18% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 930 $225K 0.06% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 923 $223K 0.07% +24 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 922 $223K 0.25% 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 921 $223K 0.19% new 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 920 $223K 0.04% 0 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 919 $223K 0.18% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 918 $222K 0.28% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 914 $222K 0.13% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 917 $222K 0.05% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 917 $222K 0.08% +46 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 920 $222K 0.01% 0 13F-HR/A Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 916 $222K 0.06% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 915 $222K 0.02% new 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 914 $221K 0.02% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 830 $221K 0.08% 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 912 $221K 0.14% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 910 $220K 0.13% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 909 $220K 0.12% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 907 $220K 0.06% +31 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 906 $219K 0.15% 0 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 904 $219K 0.08% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 904 $219K 0.09% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 903 $219K 0.02% -235 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 902 $218K 0.02% -75 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 902 $218K 0.04% -34 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 900 $218K 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 893 $217K 0.01% -19 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 896 $217K 0.07% +65 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 895 $217K 0.15% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 894 $216K 0.05% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 893 $216K 0.04% -5 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 892 $216K 0.09% -40 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 891 $216K 0.09% -1 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 890 $215K 0.16% 0 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 885 $214K 0.08% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 884 $214K 0.01% new 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 884 $214K 0.04% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 884 $214K 0.09% 0 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 877 $212K 0.21% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 875 $212K 0.02% 0 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 875 $212K 0.1% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 875 $212K 0.19% 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 873 $211K 0.21% 13F-HR Timeline BLACK POINT WEALTH MANAGEMENT More: the full row for BLACK POINT WEALTH MANAGEMENT 872 $211K 0.24% -111 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 870 $211K 0.16% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 868 $210K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 865 $209K 0.02% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 863 $209K 0.1% -158 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 861 $208K 0.2% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 859 $208K 0.07% +7 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 804 $208K 0.11% new 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 857 $208K 0.03% 0 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 857 $208K 0.16% new 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 857 $208K 0.15% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 850 $206K 1.03% new 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 849 $206K 0.09% 0 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 847 $205K 0.16% 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 845 $205K 0.04% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 843 $204K 0.16% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 840 $203K 0.04% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 828 $203K 0.19% 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 839 $203K 0.13% -200 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 835 $202K 0.02% +4 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 833 $202K 0.03% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 833 $202K 0.15% -57 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 833 $202K 0.08% -990 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 832 $201K 0.13% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 831 $201K 0.03% -86 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 832 $201K 0.05% -27 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 830 $201K 0.03% +5 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 828 $200K 0.19% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 827 $200K 0.14% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 827 $200K 0.16% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 826 $200K 0.06% -50 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 818 $198K 0.15% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 800 $194K 0.09% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 798 $193K 0.06% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 797 $193K 0.15% -443 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 790 $191K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 784 $190K 0.02% -2,700 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 775 $188K 0.1% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 761 $184K 0.07% +20 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 759 $184K 0.03% +100 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 740 $179K 0.09% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 714 $173K 0.01% +132 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 711 $172K 0.05% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 705 $171K 0.05% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 677 $164K 0.02% -2,628 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 672 $163K 0.07% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 655 $159K 0.01% -100 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 652 $158K 0.01% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 652 $158K 0.02% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 651 $158K 0.09% +20 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 650 $157K 0.09% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 642 $155K 0.06% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 631 $153K 0.02% +441 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 627 $152K 0.03% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 618 $150K 0.06% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 615 $149K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 600 $145K 0.01% -226 13F-HR Timeline