YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 11,902 $786K 0.34% +241 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,895 $785K 0.13% +812 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 11,877 $784K 0.66% -244 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 11,805 $779K 0.09% +37 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,787 $778K 0.06% -75 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,761 $776K 0.28% +2 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 11,721 $774K 0.23% +125 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 11,675 $771K 0.2% -851 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 11,677 $771K 0.07% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 11,650 $769K 0.09% 0 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 11,649 $769K 0.07% -1,184 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,628 $767K 0.1% -719 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 11,595 $765K 0.04% 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,593 $765K 0.23% -79 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 11,585 $765K 0.35% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 11,566 $763K 0.17% +1,188 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,501 $759K 0.39% +7,031 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,983 $759K 0.17% new 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,492 $758K 0.16% +8,170 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 11,403 $753K 0.22% -5,584 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 11,395 $752K 0.09% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 11,380 $751K 0.71% -1,400 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,366 $750K 0.1% +1 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,310 $746K 0.05% -50 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,295 $745K 0.59% -1,005 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,285 $745K 0.08% 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 11,285 $745K 0.23% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,273 $744K 0.14% +183 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,249 $742K 0.41% -184 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,876 $742K 0.08% -269 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,242 $742K 0.05% -796 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,240 $742K 0.21% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,236 $742K 0.01% +853 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,226 $741K 0.29% -206 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 11,213 $740K 0.06% +451 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,201 $739K 0.05% -237 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 11,198 $739K 0.06% -230 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 11,188 $738K 0.26% +2 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 11,175 $738K 0.25% +1,335 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,163 $737K 0.75% +222 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 11,157 $736K 0.23% +93 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,143 $735K 0.21% -125 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,132 $735K 0.16% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,129 $735K 0.02% +352 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,125 $734K 0.02% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,117 $734K 0.14% -1,696 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 11,097 $732K 0.33% +55 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,519 $732K 0.02% -556 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 11,069 $731K 0.6% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,046 $729K 0.05% +279 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,044 $729K 0.02% -1,805 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 11,043 $729K 0.47% +45 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 11,036 $728K 0.05% -11 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 11,033 $728K 0.24% +39 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 11,168 $728K +3 Timeline MOTCO More: the full row for MOTCO 11,023 $728K 0.07% -580 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 10,991 $725K 0.02% -58 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,984 $725K <0.01% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,984 $725K 0.35% -150 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,369 $725K 0.09% -227 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 10,979 $725K 0.08% +972 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 10,940 $722K 0.4% +101 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 10,939 $722K 0.12% -142 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,917 $721K 0.01% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,893 $719K 0.02% -6,507 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 10,845 $716K 0.02% -4,544 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,823 $714K 0.23% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 10,819 $714K 0.02% -246 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,805 $713K 0.05% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 10,800 $713K 0.18% -1,325 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 10,786 $712K 0.01% -489 13F-HR Timeline Group Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 10,784 $712K 0.13% -236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 10,782 $712K 0.31% -1,007 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 10,776 $711K 0.22% 0 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 10,736 $709K 0.48% +2 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,721 $708K 0.01% +919 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,697 $706K 0.2% -2,165 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 10,693 $706K 0.29% +430 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 10,641 $702K 0.24% -1,671 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,624 $701K 0.13% +1,785 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 10,621 $701K 0.31% +332 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 10,621 $701K 0.54% -170 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,189 $700K 0.31% -189 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 10,034 $698K 0.46% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 10,572 $698K 0.04% +3,190 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10,570 $698K 0.08% -50 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 10,567 $697K 0.09% 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 10,547 $696K 0.21% +494 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 10,531 $695K 0.25% -459 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9,977 $692K 0.43% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 10,488 $692K 0.16% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 10,465 $691K 0.23% 13F-HR/A Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 10,448 $690K 0.24% +143 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 10,440 $689K 0.06% -475 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 10,430 $688K 0.11% +2,474 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 10,403 $687K 0.38% 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,396 $686K 0.11% +32 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 10,361 $684K 0.15% -1,397 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 10,353 $683K 0.42% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,330 $682K 0.72% +104 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 10,322 $681K 0.42% 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,295 $679K 0.13% +1,540 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,291 $679K 0.06% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 10,295 $679K 0.27% -2,759 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,265 $677K 0.02% +2,959 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,251 $677K 0.01% -847 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,231 $675K 0.08% +1,000 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,215 $674K 0.11% -351 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 10,210 $674K 0.66% 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,198 $673K 0.59% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 10,185 $672K 0.04% +4,965 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,137 $669K 0.18% 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,125 $668K 0.02% -41 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 10,096 $666K 0.05% +2,426 13F-HR/A Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 10,058 $664K 0.04% -5,388 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,050 $663K 0.04% +185 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 10,046 $663K 0.06% +313 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,036 $662K 0.21% +206 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,003 $660K 0.19% -15 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 10,000 $660K 0.05% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 9,986 $659K 0.5% -61 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9,985 $659K 0.31% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,966 $658K 0.16% +651 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 9,952 $657K 0.11% -552 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 9,936 $656K 0.1% -211 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,915 $654K 0.15% +80 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,898 $653K 0.05% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 9,888 $653K 0.4% -99 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 9,885 $652K 0.08% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 9,872 $652K 0.07% -30 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,873 $652K 0.07% +175 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 9,871 $652K 0.59% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 9,854 $650K 0.26% -6,713 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 9,834 $649K 0.2% -137 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,830 $649K 0.02% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,815 $648K 0.08% -674 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 9,794 $646K 0.51% new 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 9,791 $646K 0.11% -1,110 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 9,750 $644K 0.01% new 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 9,747 $643K 0.03% -7,972 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 9,738 $643K 0.04% +948 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 9,684 $639K 0.43% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 9,654 $637K 0.44% +197 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 9,637 $636K 0.15% -211 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,623 $635K 0.06% +1,645 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 9,604 $634K 0.03% +260 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 9,600 $634K 0.4% 13F-HR Timeline EQ LLC More: the full row for EQ LLC 9,568 $631K 0.18% -192 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 9,553 $631K 0.17% +297 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 9,545 $630K 0.73% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,479 $626K 0.04% -988 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,463 $625K 0.12% -91 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 9,457 $624K 0.32% -184 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,443 $623K 0.37% -25 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,436 $623K 0.08% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,876 $622K 0.03% +2,516 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 9,417 $622K 0.07% -550 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 9,415 $621K 0.54% 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 9,413 $621K 0.24% new 13F-HR/A Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,365 $618K 0.02% +3,925 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 9,335 $616K 0.09% +735 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8,565 $615K 0.18% -40 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,311 $615K 0.09% -17,517 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 9,271 $612K 0.11% -547 13F-HR/A Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 9,255 $611K 0.43% -716 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 9,250 $610K 0.35% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,228 $609K 0.06% +1,920 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,749 $607K 0.11% +1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9,203 $607K 0.2% +140 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 9,185 $606K 0.17% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 9,181 $606K 0.23% +1,581 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 9,171 $605K 0.05% -1,846 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 9,165 $605K 0.11% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 9,145 $604K 0.03% +2,127 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,136 $603K 0.06% -1,045 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,135 $603K 0.07% +205 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 9,097 $600K 0.04% -32 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 9,070 $599K 0.08% +316 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 9,050 $597K 0.01% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,045 $597K 0.37% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 9,008 $595K 0.43% -145 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 8,997 $594K 0.32% 0 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 8,982 $593K 0.2% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 8,974 $592K 0.07% +22 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8,848 $592K 0.26% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 8,970 $592K 0.16% +395 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,950 $591K 0.01% 0 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 8,950 $591K 0.09% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 8,938 $590K 0.05% +412 13F-HR Timeline Group DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 8,936 $590K 0.74% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 8,928 $589K 0.2% -15 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,923 $589K 0.54% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 8,820 $582K 0.21% +1 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 8,819 $582K 0.15% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 8,800 $581K 0.33% +410 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 8,786 $580K 0.19% -40 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 8,715 $575K 0.06% +33 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 8,667 $572K 0.12% +35 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 8,643 $570K 0.83% +2,343 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 8,636 $570K 0.05% 0 13F-HR Timeline