ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 488 $345K 0.04% +9 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 487 $345K 0.03% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 484 $343K 0.19% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 483 $342K 0.14% +108 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 479 $339K 0.06% -5 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 478 $338K 0.02% -73 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 489 $338K 0.3% -6 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 476 $337K 0.15% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 475 $336K 0.12% -2,200 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 475 $336K 0.06% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 474 $336K 0.27% +64 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 463 $336K 0.27% +2 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 473 $335K 0.02% +67 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 473 $335K 0.96% +38 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 472 $334K 0.11% +2 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 471 $333K 0.21% +6 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 471 $333K 0.25% +20 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 470 $333K <0.01% 0 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 470 $333K 0.11% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 469 $332K 0.15% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 469 $332K 0.23% 0 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 469 $332K 0.03% -2,235 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 468 $331K 0.18% -51 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 465 $329K 0.06% -343 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 463 $328K 0.02% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 463 $328K 0.06% +32 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 463 $328K 0.16% +10 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 463 $327K 0.15% +1 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 462 $327K 0.11% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 461 $326K 0.17% -15 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 460 $326K 0.3% +16 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 460 $326K 0.06% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 459 $325K 0.06% new 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 458 $324K 0.09% -71 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 457 $323K 0.15% -550 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 457 $323K 0.04% -105 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 455 $323K 0.05% +63 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 457 $323K 0.05% -268 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 457 $323K 0.1% -9 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 456 $323K 0.04% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 455 $322K 0.02% -175 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 454 $321K 0.25% -128 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 453 $321K 0.25% -3,458 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $321K 0.01% -74 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 453 $321K 0.09% +72 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 452 $320K 0.01% -95 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 450 $319K 0.21% -91 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 451 $319K 0.11% +1 13F-HR Timeline TOBAM More: the full row for TOBAM 450 $318K 0.12% +262 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 448 $317K 0.06% +14 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 448 $317K 0.15% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 447 $316K 0.26% -26 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 445 $315K 0.09% +10 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 445 $315K 0.03% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 450 $314K 0.06% -8 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 443 $314K 0.15% -63 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 443 $314K 0.1% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 443 $314K 0.05% +52 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 442 $313K 0.07% -16,946 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 441 $312K 0.19% -2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 441 $312K 0.12% +10 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 441 $312K 0.17% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 440 $312K 0.09% new 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 439 $311K 0.2% +20 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 438 $310K 0.03% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 438 $310K 0.04% -3 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 437 $309K 0.03% -32 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 436 $309K 0.08% +8 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 435 $308K 0.05% -5 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 435 $308K 0.12% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 435 $308K 0.13% new 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 435 $308K 0.19% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 434 $307K 0.06% +66 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 432 $306K 0.04% -72 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 433 $305K 0.2% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 430 $304K 0.01% -83 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 429 $304K 0.26% +22 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 429 $303K 0.03% +14 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 428 $303K 0.09% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 426 $302K 0.02% -9 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 426 $302K 0.09% -629 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 425 $301K 0.02% -2 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 425 $301K 0.05% -50 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 431 $301K 0.14% -49 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 424 $300K 0.11% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 424 $300K 0.01% +3 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 423 $299K 0.04% -5 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 421 $298K 0.15% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 421 $298K 0.04% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 421 $298K 0.15% -16 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 420 $297K 0.12% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 418 $296K 0.07% +31 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 417 $295K 0.09% +7 13F-HR/A Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 416 $294K 0.07% +1 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 413 $292K 0.06% -23 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 411 $291K 0.03% 0 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 411 $291K 0.3% -34 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 411 $291K 0.07% +11 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 411 $291K 0.06% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 411 $291K 0.14% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 411 $291K 0.14% +32 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 410 $290K 0.04% -17 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 409 $289K 0.01% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 409 $289K 0.26% -9 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 408 $289K 0.2% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 407 $288K 0.05% new 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 407 $288K 0.34% -165 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 405 $288K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 405 $286K 0.06% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 403 $285K 0.02% +3 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 403 $285K 0.06% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 403 $285K 0.13% +8 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 400 $283K 0.07% -11 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 400 $283K 0.02% 0 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 400 $283K 0.09% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 400 $283K 0.19% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 400 $283K 0.04% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 399 $282K 0.22% -20 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $282K 0.21% +178 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 398 $282K 0.02% +13 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 398 $282K 0.03% -222 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 398 $282K 0.11% -22 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 398 $282K 0.06% -121 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 397 $281K 0.04% -37 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 397 $281K 0.04% new 13F-HR/A Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 397 $281K 0.04% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 396 $280K 0.01% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 395 $280K 0.02% -100 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 395 $280K 0.09% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 393 $278K 0.23% -127 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 392 $277K 0.01% -5 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 392 $277K 0.07% -252 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 390 $276K 0.18% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 390 $276K 0.15% -3 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 387 $274K 0.03% +347 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 386 $274K 0.06% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 386 $273K 0.68% new 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 385 $273K <0.01% -35 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 384 $272K 0.05% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 383 $271K 0.09% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 382 $271K 0.03% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 380 $269K 0.19% +1 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 379 $268K 0.06% new 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 379 $268K 0.05% +1 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 378 $268K 0.08% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 378 $268K 0.05% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 378 $268K 0.09% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 377 $267K 0.22% +5 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 376 $266K 0.18% +5 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 375 $265K 0.15% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 375 $265K 0.09% +6 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 375 $265K 0.02% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 375 $265K 0.19% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 372 $263K 0.05% +2 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 371 $263K 0.07% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 371 $263K 0.04% -31 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 370 $262K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 370 $262K 0.09% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 368 $260K 0.03% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 365 $258K 0.05% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 362 $256K 0.06% -131 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 359 $256K 0.07% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 361 $255K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 360 $255K 0.06% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 360 $255K 0.02% -126 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 360 $255K 0.07% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 358 $253K 0.01% new 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 358 $253K 0.22% new 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 358 $253K 0.09% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 357 $253K 0.08% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 357 $253K 0.03% -60 13F-HR Timeline Group MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 355 $251K 0.11% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 354 $251K 0.17% new 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 353 $250K 0.09% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 353 $250K 0.03% new 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 352 $249K 0.05% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 352 $249K 0.08% new 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 351 $248K 0.12% new 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 350 $248K 0.03% new 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 350 $248K 0.15% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 350 $248K 0.02% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 350 $248K 0.07% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 350 $248K 0.03% -44 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 350 $248K 0.14% -75 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 349 $247K 0.01% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 349 $247K 0.01% +3 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 348 $246K 0.04% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 347 $246K 0.03% -12 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 347 $246K 0.06% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 347 $246K 0.02% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 347 $246K 0.2% new 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 347 $246K 0.06% -260 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 346 $245K 0.16% -34 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 345 $244K 0.02% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 345 $244K 0.17% new 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 345 $244K 0.1% -234 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 344 $243K 0.11% new 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 341 $241K 0.04% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 341 $241K 0.02% new 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 340 $241K 0.08% new 13F-HR Timeline