Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 4,250 $749K 0.19% -36 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,247 $748K 0.39% +72 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 4,246 $748K 0.26% +39 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,244 $748K 0.14% +401 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,237 $747K 0.14% +721 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,231 $746K 0.36% -422 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 4,226 $745K 0.48% +418 13F-HR Timeline Grant Street Asset Management, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,014 $707K 0.07% -1,465 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,012 $707K 0.23% -257 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 4,011 $707K 0.13% -355 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 4,009 $707K 0.4% +120 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 4,008 $706K 0.26% -418 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,004 $706K 0.13% -279 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 4,004 $706K 0.7% new 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 4,000 $705K 0.06% 0 13F-HR Timeline Group Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 4,000 $705K 0.49% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4,000 $705K 0.16% -94 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 4,000 $705K 0.39% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,995 $704K 0.66% +40 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,992 $704K 0.07% +493 13F-HR Timeline Willis Johnson & Associates, Inc. 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More: the full row for Front Street Capital Management, Inc. 3,938 $698K 0.13% -682 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,960 $698K 0.34% -1,011 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,958 $697K 0.36% -1,054 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,946 $695K 0.29% -60 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,944 $695K 2% -109 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,943 $695K 0.23% 0 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 3,942 $695K 0.38% +113 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 3,942 $695K 0.49% +130 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,936 $694K 0.55% -610 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,911 $689K 0.43% -446 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,910 $689K 0.32% -95 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,908 $689K 0.31% 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 3,900 $687K 0.44% -1,500 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,896 $687K 0.55% +1 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 3,891 $686K 0.14% +1,089 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,888 $685K 0.07% +581 13F-HR/A Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,878 $683K 0.14% -42 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,869 $682K 0.16% 0 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 3,464 $681K 0.45% -699 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,859 $680K 0.19% +7 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 3,850 $678K 0.26% +52 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 4,026 $678K 0.06% 0 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Peak Financial Management, Inc. 3,813 $672K 0.19% -402 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,811 $672K 0.25% +17 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,809 $671K 0.2% +1,320 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,809 $671K 0.45% +50 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,808 $671K 0.1% -64 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,802 $670K 0.07% +116 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,798 $669K 0.33% -51,033 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,792 $668K 0.52% +186 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 3,832 $667K 0.47% -193 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 3,783 $667K 0.2% +74 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 3,781 $666K 0.22% -4,726 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,771 $665K 0.2% -1,025 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,770 $664K 0.1% +197 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. 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