Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 7,466 $436K 0.11% +33 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 7,421 $433K 0.05% +123 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,388 $431K 0.05% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 7,370 $430K 0.03% -250 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 7,355 $429K 0.07% +9 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,304 $426K 0.29% +1,071 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,296 $426K 0.04% +263 13F-HR Timeline Mason Investment Advisory Services, Inc. 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Bainbridge & Co., Inc. 6,573 $384K 0.04% -50 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,573 $384K 0.64% -226 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 6,553 $382K 0.12% -87 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,546 $382K 0.22% -656 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,535 $381K 0.19% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 6,535 $381K 0.19% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 6,526 $381K 0.06% +275 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,510 $380K 0.06% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,510 $380K <0.01% new 13F-HR Timeline Group WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 7,076 $379K 0.16% +262 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,492 $379K 0.08% new 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 6,457 $377K 0.19% -106 13F-HR Timeline Tradewinds, LLC. 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Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,295 $367K 0.06% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,264 $366K 0.01% +1,814 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,251 $365K 0.1% -131 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 6,250 $365K 0.09% 0 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 6,244 $364K 0.07% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,699 $364K 0.38% +308 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 6,238 $364K 0.16% +101 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 6,234 $364K 0.07% +107 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,226 $363K 0.02% +255 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,204 $362K 0.13% -134,733 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,183 $361K 0.05% -8,682 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 6,175 $360K 0.29% 0 13F-HR Timeline Financial Guidance Group, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 6,068 $354K 0.17% -1,557 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,043 $353K 0.09% +17 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,035 $352K 0.13% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,034 $352K 0.03% +359 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,016 $351K 0.05% +170 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 6,015 $351K 0.18% -500 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,003 $350K 0.07% -85 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 5,991 $350K 0.17% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 5,986 $349K 0.02% +126 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,974 $349K 0.12% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,946 $347K 0.06% -2,303 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 5,931 $346K 0.22% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,925 $346K 0.08% new 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 5,925 $346K 0.06% -135 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 5,900 $344K 0.1% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,894 $344K 0.05% +2 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 5,890 $344K 0.02% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,890 $344K 0.12% 0 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 5,884 $343K 0.22% -381 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,874 $343K 0.14% +77 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,855 $342K 0.04% -15 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,851 $341K 0.05% +71 13F-HR Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,840 $341K 0.32% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,793 $338K 0.13% +167 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,783 $337K 0.08% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,775 $337K 0.05% +225 13F-HR Timeline Houlihan Financial Resource Group, Ltd. 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More: the full row for Edgestream Partners, L.P. 5,739 $335K 0.01% +2,490 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,725 $334K 0.07% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,725 $334K 0.23% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 5,724 $334K 0.08% +1 13F-HR/A Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,705 $333K 0.07% +1,692 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 5,705 $333K 0.07% -130 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 5,684 $332K 0.13% -73 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 5,656 $330K 0.17% -492 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,644 $329K 0.22% +94 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,635 $329K <0.01% 0 13F-HR Timeline Group Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 5,625 $328K 0.13% +554 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 5,620 $328K 0.11% +92 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,605 $327K 0.11% 0 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 5,600 $327K 0.16% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 4,791 $324K 0.3% 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 5,520 $322K 0.04% +191 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,520 $322K 0.16% +4 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 5,500 $321K 0.12% -6,500 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 5,513 $321K 0.01% +604 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,470 $319K 0.01% -1,585 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,475 $319K 0.15% +1,004 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 5,455 $318K 0.1% -425 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 5,454 $318K 0.12% +700 13F-HR Timeline Selective Wealth Management, Inc. 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Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 5,240 $306K 0.09% +1,058 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,213 $304K 0.06% +72 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,201 $303K 0.12% +521 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,153 $301K 0.18% +111 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,147 $300K 0.04% 0 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,097 $297K 0.25% +1,149 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 5,090 $297K 0.03% -712 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,089 $297K 0.16% +6 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,215 $297K 0.11% +220 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 5,039 $294K 0.17% +1 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,021 $294K 0.01% -654 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,034 $294K 0.03% +1,702 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,027 $293K 0.01% -523 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 5,014 $293K 0.14% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 5,000 $292K 0.14% 0 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 4,998 $292K 0.05% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,015 $291K 0.15% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,977 $290K 0.23% -66 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,955 $289K 0.07% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 4,937 $288K 0.05% +111 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,936 $288K 0.07% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 5,238 $288K 0.11% new 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 4,930 $288K 0.07% -35 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,928 $288K 0.08% +24 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 4,905 $286K 0.18% -20 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 4,903 $286K 0.08% -192 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,900 $286K 0.03% +37 13F-HR Timeline Group