ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,040 $855K 0.15% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,033 $853K 0.08% -51 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,859 $853K 0.28% +48 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 3,029 $852K 0.4% +5 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 3,027 $851K 0.18% -2,674 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,023 $850K 0.23% -1,450 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,022 $850K 0.05% -1,361 13F-HR Timeline Group INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,021 $850K 0.34% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,003 $844K 0.08% +1 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,001 $844K 0.58% -110 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,000 $844K 0.18% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 3,000 $844K 0.33% +72 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,000 $844K 0.03% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,992 $841K 0.16% +439 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,989 $841K 0.25% -1,653 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,988 $840K 0.06% +221 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 2,983 $839K 0.39% -13,025 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,982 $839K 0.09% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,981 $838K 0.12% -250 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,980 $838K 0.2% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,971 $836K 0.04% -25 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,967 $834K 0.2% -30 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,958 $832K 0.12% -19 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,949 $829K 0.07% -6 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,946 $829K 0.11% +77 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,945 $828K 0.06% -408 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,942 $827K 0.2% +287 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,941 $827K 0.1% -2,861 13F-HR/A Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,941 $827K 0.1% -116 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,940 $827K 0.08% -57 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,933 $825K 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,933 $825K 0.16% +1,584 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,931 $824K 0.12% -1,323 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 3,844 $823K 0.29% +2,332 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,927 $823K 0.27% -22 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,927 $823K 0.07% +63 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 2,927 $823K 0.49% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,918 $821K 0.15% +169 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,866 $820K 0.36% +194 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,916 $820K 0.4% -374 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,916 $820K 0.02% +95 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,915 $820K 0.05% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 2,914 $820K 0.1% -100 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,911 $819K 0.09% +665 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,911 $819K 0.21% +150 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,910 $818K 0.16% -49 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,904 $816K 0.19% +416 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,902 $816K 0.73% 0 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,900 $816K 0.02% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,893 $813K 0.32% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,892 $813K 0.44% -48 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,892 $813K 0.03% +6 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,887 $812K 0.06% -248 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,886 $811K 0.25% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,884 $811K 0.39% +29 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,882 $810K 0.08% -48,492 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,882 $810K 0.09% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,471 $810K 0.42% -349 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,868 $807K 0.13% +22 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,868 $807K 0.48% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 2,864 $805K 0.38% -171 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,864 $805K 0.19% +44 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,863 $805K 0.07% -65 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,858 $804K 0.18% +166 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,856 $803K 0.09% -148 13F-HR/A Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,851 $802K 0.2% +39 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 2,849 $801K 0.78% 13F-HR/A Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,848 $801K 0.18% -64 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,841 $799K 0.23% +23 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,839 $798K 0.31% -222 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,838 $798K 0.05% +105 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,835 $797K 0.04% -271 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,832 $796K 0.2% -100 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,832 $796K 0.07% +18 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,829 $796K 0.08% +433 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,827 $795K 0.04% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,822 $794K 0.12% -255 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,619 $793K 0.17% +253 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,816 $792K 0.17% +363 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,811 $791K 0.24% +297 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,810 $790K 0.14% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,809 $790K 0.08% -119 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 2,807 $789K 0.53% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,806 $789K 0.14% +2,319 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,801 $788K 0.06% +5 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,800 $787K 0.56% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 2,797 $787K 0.42% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,791 $785K 0.24% -378 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,789 $784K 0.47% +455 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,784 $783K 0.18% +79 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,776 $781K 0.19% +3 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,775 $780K 0.24% -535 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,773 $780K 0.48% -345 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,773 $780K 0.01% +429 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,767 $778K 0.07% -334 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,762 $777K 0.17% +351 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,759 $776K 0.09% +2 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,200 $776K 0.02% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,754 $775K 0.33% +256 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,754 $774K 0.29% +1,750 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,742 $771K 0.1% +12 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,742 $771K 1.49% +347 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 2,741 $771K 0.25% +74 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,736 $769K 0.1% +7 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,731 $768K 0.09% -243 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,730 $768K 0.17% -72 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,724 $766K 0.11% +66 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,724 $766K 0.06% +241 13F-HR Timeline United Bank More: the full row for United Bank 2,713 $763K 0.23% -170 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,712 $763K 0.27% +205 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,706 $761K 0.03% +135 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,704 $760K 0.3% -441 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 2,700 $759K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,700 $759K <0.01% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,689 $756K 0.14% +387 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,683 $754K 0.03% -68 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,680 $754K 0.51% -252 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,677 $753K 0.05% +193 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 2,676 $753K 13.56% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,672 $751K 0.09% -37 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,668 $750K 0.14% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,668 $750K 0.16% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,663 $749K 0.02% +126 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,661 $748K 0.21% -215 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 2,661 $748K 0.36% -2 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,663 $748K 0.28% +19 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,660 $748K 0.25% +434 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,659 $748K 0.12% +89 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 3,539 $748K 0.08% -134 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,651 $745K 0.08% +134 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,650 $745K 0.02% +57 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,648 $745K 0.14% +10 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,645 $744K 0.43% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,642 $743K 0.35% +1,061 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,635 $741K 0.2% -68 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,631 $740K 0.13% +190 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,628 $739K 0.28% 0 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,628 $739K 0.2% +19 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,624 $738K 0.04% -109 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,622 $737K 0.15% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,620 $737K 0.11% +65 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,620 $737K 0.22% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,619 $737K 0.2% +199 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,613 $735K 0.01% +533 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,610 $734K 0.17% +5 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,598 $731K 0.63% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,589 $728K 0.05% +154 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,584 $727K 0.45% +18 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,584 $727K 0.08% +12 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,582 $726K 0.33% -40 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,580 $726K 0.33% -53 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 2,579 $725K 0.04% 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,573 $724K 0.01% 0 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,570 $723K 0.2% -101 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,569 $722K 0.23% -133 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,567 $722K 0.11% +110 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,566 $722K 0.21% +227 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,566 $721K 0.49% +249 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,564 $721K <0.01% +2 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,563 $721K 0.06% -187 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,561 $720K 0.41% -9 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,559 $720K 0.13% +360 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,558 $719K 0.03% -477 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,587 $719K 0.55% -96 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 2,554 $718K 0.33% -200 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,551 $717K 0.39% -2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,550 $717K 0.05% -45 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,549 $717K 0.15% +25 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,546 $716K 0.03% +334 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,543 $715K 0.03% +458 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,542 $715K 0.32% +13 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,541 $714K 0.25% +770 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,538 $714K 0.03% +47 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,537 $713K 0.18% +363 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,536 $713K 0.46% -126 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 2,535 $713K 0.09% -2,101 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,532 $712K 0.16% -251 13F-HR Timeline Group Holistic Financial Partners More: the full row for Holistic Financial Partners 2,532 $712K 0.44% -770 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,527 $711K 0.09% -1,068 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,524 $710K 0.19% -43 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,522 $709K 0.01% new 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,522 $709K 0.35% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,517 $708K 0.06% -75 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,111 $708K 0.05% -3,979 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,513 $707K 0.31% +592 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,512 $707K 0.31% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,511 $706K 0.47% +6 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,508 $705K 0.11% +50 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,504 $704K 0.03% +433 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,501 $703K 0.03% -165 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,500 $703K 0.24% -82 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,455 $703K 0.06% -51 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,497 $702K 0.51% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,497 $702K 0.14% -17 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,496 $702K 0.07% +1,222 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,488 $700K 0.22% +14 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 2,487 $699K 0.24% 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 2,479 $697K 0.08% 0 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,479 $697K 0.14% +643 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 2,476 $696K 0.75% 13F-HR Timeline