Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,118 $908K 0.61% -52 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,060 $907K 0.16% +209 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,059 $906K 0.5% +149 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 3,055 $905K 0.22% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,055 $905K 0.66% 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,050 $904K 0.26% +27 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,049 $903K 0.24% +61 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 3,046 $902K 0.15% -146 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,039 $900K 0.09% +36 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,036 $899K 0.27% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,033 $899K 0.07% -351 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,030 $898K 0.25% -27 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,030 $898K 0.78% -1,400 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,027 $897K 0.06% -243 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 3,027 $897K 0.4% -22 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,027 $897K 0.1% +24 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,021 $895K 0.24% +1,501 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,020 $895K 0.11% +41 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,019 $894K 0.23% +303 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,015 $893K 0.16% +893 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 3,011 $892K 0.06% +226 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 3,008 $891K 0.22% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,902 $890K 0.83% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,997 $888K 0.09% -8 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,993 $887K 0.12% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 2,986 $884K 0.88% -60 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 2,982 $883K 0.1% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,980 $883K 0.21% -38 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,977 $882K 0.12% +21 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,977 $882K 0.2% 0 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 2,977 $882K 0.54% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,960 $877K 0.1% -364 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,960 $877K <0.01% +1,002 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,953 $875K 0.25% -559 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,949 $874K 0.05% +284 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 2,934 $869K 0.24% +67 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,934 $869K 0.11% -527 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,933 $869K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens Business Bank More: the full row for Citizens Business Bank 2,933 $869K 0.14% -3 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,932 $868K 0.61% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,927 $867K 0.23% +51 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 2,927 $867K 0.55% -195 13F-HR/A Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,925 $866K 0.19% +115 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,923 $866K 0.01% +673 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,922 $866K 0.15% +799 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 2,915 $863K 0.27% +8 13F-HR/A Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 2,914 $863K 0.39% +2 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,908 $861K 0.04% +417 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,908 $861K 0.3% -90 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 2,907 $861K 0.72% 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,905 $860K 0.18% +1,317 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,902 $860K 0.16% +1,475 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 2,900 $859K 0.04% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,897 $858K 0.12% new 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,897 $858K 0.2% 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,892 $857K 0.04% -115 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 2,889 $856K 0.03% +451 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 2,884 $854K 0.09% -160 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 2,882 $854K 0.09% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,882 $854K 0.3% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,877 $852K 0.39% -150 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,871 $850K 0.25% +547 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,871 $850K 0.46% -46 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,868 $850K 0.55% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,812 $849K 0.01% +175 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,867 $849K 0.33% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,865 $849K 0.19% +65 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,860 $847K 0.47% +990 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,859 $847K 0.39% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,859 $847K 0.46% -726 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,857 $846K 0.06% +19 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 2,851 $844K 0.13% +37 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 2,850 $844K 0.53% 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 2,846 $843K 0.11% -17 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,835 $840K 0.07% +264 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,835 $840K 0.08% +1,547 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,833 $839K 0.27% -316 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,832 $839K 0.21% -27 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,823 $836K 0.45% -55 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,814 $834K 0.08% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,812 $833K 0.23% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,810 $832K 0.16% +438 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,800 $829K 0.59% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 2,791 $827K 0.55% -274 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,687 $826K 0.58% -2,437 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,787 $825K 0.09% +220 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,786 $825K 0.43% -78 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,784 $825K 0.28% +120 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,769 $820K 0.08% +2,761 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,766 $819K 0.07% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,765 $819K 0.21% +170 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,762 $818K 0.16% -30 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,761 $818K 0.5% +41 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,760 $818K 0.06% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,757 $817K 0.04% 13F-HR Timeline Group MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,756 $816K 0.37% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,755 $816K 0.22% -31 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,603 $815K 0.29% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,750 $815K 0.28% -534 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,749 $814K 0.2% -50 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,744 $813K 0.06% +310 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,744 $813K 0.44% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 2,743 $813K 1.45% -2 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,743 $812K 0.24% +205 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,737 $811K 0.1% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,735 $810K 0.13% +72 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,733 $810K 0.04% -5 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,733 $810K 0.25% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,732 $809K 0.03% +203 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 2,728 $808K 0.42% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,715 $804K 0.09% -5,027 13F-HR/A Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,704 $801K 0.12% +11 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,703 $801K 0.21% +1,910 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 2,700 $800K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,699 $799K 0.48% +150 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 2,697 $799K 0.34% +1,165 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,696 $799K 0.21% -158 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 2,694 $798K 0.36% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,760 $798K 0.2% +280 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,693 $798K 0.1% +33 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,687 $796K 0.11% +102 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,687 $796K 0.15% +61 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,686 $796K 0.45% +39 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,686 $796K 0.12% -29 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,681 $794K 0.24% -49 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,678 $793K 0.74% 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 2,676 $793K 8.15% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,675 $792K 0.77% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,671 $791K 0.12% +269 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,668 $790K 0.17% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 2,668 $790K 0.22% -16 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 2,658 $787K 0.58% 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,657 $787K 0.17% -265 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,657 $787K 0.03% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,656 $787K 0.08% +39 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,650 $785K 0.19% -47 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 2,645 $783K 0.75% 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 2,644 $783K 0.42% -15 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,645 $783K 0.48% -20 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 2,640 $782K 0.55% +145 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,632 $780K 0.68% +9 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,627 $778K 0.15% -113 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,627 $778K 0.08% +23 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,621 $776K 0.07% +716 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,620 $776K 0.39% -280 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,615 $775K 0.11% +36 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,612 $774K 0.27% -160 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,608 $773K 0.04% +17 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 2,608 $773K 0.36% -52 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 2,598 $769K 0.78% +1 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,597 $769K 0.39% +36 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,590 $767K 0.2% -20 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,590 $767K 0.07% -65 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,589 $767K 0.06% +100 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,589 $767K 0.08% -34 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,584 $765K 0.08% +1,354 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,582 $765K 0.04% -97 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,582 $764K 0.32% -49 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 2,573 $762K 0.02% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,521 $762K 0.1% -4,329 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,569 $761K 0.13% +79 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,561 $759K 0.03% -8,450 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,559 $758K 0.52% -27 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,552 $756K 0.37% -25 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,550 $755K 0.46% +253 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,549 $755K 0.25% +105 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 2,540 $752K 0.11% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,532 $750K 0.18% -444 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,530 $750K 0.06% -72 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,527 $748K 0.25% +737 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,518 $746K 0.04% +1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,517 $746K 0.03% +127 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,517 $746K 0.08% +53 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 2,515 $745K 0.62% -103 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,525 $745K 0.07% -441 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,512 $744K 0.37% 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 2,362 $743K 0.16% +1 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,509 $743K 0.04% -150 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,508 $743K 0.04% -381 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,507 $742K 0.02% +33 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,504 $742K 0.08% -297 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,528 $741K 0.25% -202 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,500 $741K 0.67% 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,499 $740K 0.41% +76 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 2,497 $740K 0.64% 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 2,490 $738K 0.15% -89 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,489 $737K 0.3% -252 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,529 $737K 0.12% +8 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,486 $736K 0.06% +199 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,483 $735K 0.07% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,483 $735K 0.17% -2,619 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,481 $735K 0.2% 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,481 $735K 0.38% +101 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,480 $734K 0.23% +190 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,478 $734K 0.05% +128 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,475 $733K 0.16% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,472 $732K 0.06% +66 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,472 $732K 0.08% -79 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,468 $731K 0.06% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,468 $731K 0.2% -141 13F-HR Timeline