HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 610 $245K 0.05% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 609 $245K 0.04% -60 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 605 $243K 0.02% +4 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 604 $243K 0.07% new 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 603 $242K 0.11% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 602 $242K 0.06% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 602 $242K 0.05% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 600 $241K 0.01% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 600 $241K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 598 $240K 0.01% -182 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 598 $240K 0.05% +34 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 597 $240K 0.05% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 596 $239K 0.07% 0 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 600 $239K 0.2% 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 592 $238K 0.16% +7 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 591 $237K 0.16% 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 578 $237K 0.09% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 588 $236K 0.02% 0 13F-HR Timeline Group New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 584 $235K 0.12% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 584 $235K 0.04% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 583 $234K 0.04% -15 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 632 $234K 0.12% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 580 $233K 0.04% 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 577 $232K 0.21% 0 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 577 $232K 0.12% 0 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 575 $231K <0.01% 0 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 573 $230K <0.01% 0 13F-HR Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 572 $230K 0.08% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 572 $230K 0.06% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 570 $229K 0.08% +170 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 569 $228K 0.03% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 569 $228K 0.03% -39 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 567 $228K 0.08% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 566 $227K 0.06% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 566 $227K 0.13% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 565 $227K 0.09% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 565 $227K 0.24% 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 563 $226K 0.05% 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 560 $225K 0.1% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 560 $225K 0.21% 13F-HR/A Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 557 $224K 0.03% new 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 556 $223K 0.05% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 553 $222K 0.03% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 552 $222K 0.03% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 550 $221K 0.03% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 550 $221K 0.2% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 547 $220K 0.11% -9,377 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 547 $220K 0.02% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 527 $219K 0.06% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 545 $219K 0.08% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 545 $219K 0.06% 0 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 544 $218K 0.08% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 543 $218K 0.17% 13F-HR/A Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 542 $218K 0.02% new 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 542 $218K 0.07% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 539 $216K 0.01% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 539 $216K 0.05% -418 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 538 $216K 0.07% -19 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 536 $215K 0.17% -37 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 535 $215K 0.06% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 534 $214K 0.04% 0 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 534 $214K 0.12% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 532 $214K 0.04% +232 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 531 $213K 0.09% 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 531 $213K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 530 $213K 0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 530 $213K 0.03% -4 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 529 $213K 0.19% 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 529 $212K 0.06% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 528 $212K 0.15% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 528 $212K 0.14% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 527 $212K 0.07% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 525 $211K 0.03% -121 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 525 $211K 0.08% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 525 $211K 0.11% 0 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 523 $210K 0.07% new 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 505 $210K 0.08% new 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 522 $210K 0.11% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 521 $209K 0.07% -362 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 521 $209K 0.07% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 519 $209K 0.18% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 519 $208K 0.04% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 517 $207K 0.12% +1 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 514 $206K 0.07% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 515 $206K 0.12% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 508 $206K 0.15% -55 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 512 $206K 0.09% 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 510 $205K 0.04% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 502 $205K 0.06% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 508 $204K 0.01% new 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 507 $204K 0.14% 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 505 $203K 0.1% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 504 $202K 0.03% +4 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 504 $202K 0.13% -675 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 504 $202K 0.07% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 502 $202K 0.05% new 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 503 $202K 0.02% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 503 $202K 0.15% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 502 $202K 0.08% -59 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 501 $201K 0.07% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 501 $201K 0.01% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 501 $201K 0.16% 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 500 $201K 0.07% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 500 $201K 0.12% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 499 $200K 0.15% -60 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 495 $200K 0.11% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 494 $198K 0.06% -21 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 483 $194K 0.05% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 480 $193K 0.07% -8 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 466 $192K 0.12% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 476 $191K 0.16% -25 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 474 $190K 0.09% 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 465 $190K 0.12% +42 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 465 $190K 0.12% +42 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 462 $186K 0.12% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 450 $181K 0.05% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 442 $177K 0.13% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 438 $176K 0.03% +13 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 435 $175K 0.1% -91 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 431 $173K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 428 $172K 0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 422 $169K 0.04% -97 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 427 $169K 0.17% -64 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 420 $169K 0.05% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 400 $167K 0.06% -37 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 414 $166K 0.1% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 410 $165K 0.13% 13F-HR/A Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 401 $161K 0.08% -905 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 401 $161K 0.41% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 400 $161K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 398 $160K 0.11% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 395 $159K 0.06% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 393 $158K 0.14% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 385 $155K 0.08% 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 381 $153K <0.01% +349 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 378 $152K 0.08% +1 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 375 $151K 0.05% -479 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 374 $150K 0.01% +103 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 373 $150K 0.15% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 371 $149K 0.03% -80 13F-HR Timeline Group Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 371 $149K 0.06% -53 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 362 $145K 0.08% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 360 $145K 0.06% +139 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 360 $145K 0.06% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 356 $143K 0.04% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 354 $142K 0.12% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 354 $142K 0.05% 0 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 351 $141K <0.01% new 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 350 $141K 0.1% -14 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 349 $140K 0.04% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 338 $136K 0.03% -22 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 337 $135K <0.01% +3 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 336 $135K 0.03% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 332 $133K 0.09% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 331 $133K 0.06% -275 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 327 $131K 0.11% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 325 $130K 0.03% +253 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 323 $130K 0.07% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 313 $126K 0.06% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 310 $124K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 301 $122K 0.01% -39 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 300 $120K 0.1% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 300 $120K 0.03% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 293 $118K 0.02% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 291 $117K 0.05% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 278 $112K 0.04% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 275 $110K 0.03% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 270 $108K 0.04% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 266 $107K 0.02% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 257 $103K 0.13% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 256 $103K 0.1% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 255 $102K 0.03% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 255 $102K 0.04% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 250 $100K 0.06% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 250 $100K 0.04% -22 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 245 $98.5K 0.01% +8 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 242 $97.2K 0.06% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 240 $96.4K 0.09% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 240 $96.2K 0.01% +1 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 227 $91K 0.08% +10 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 227 $91K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 227 $91K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 226 $90.8K 0.02% -57 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 225 $90.2K 0.04% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 224 $90K 0.03% +106 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 221 $88.7K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 210 $84.2K 0.07% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 203 $81.5K 0.07% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 202 $81.1K 0.01% -2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 202 $81.1K 0.06% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 202 $81K 0.05% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 200 $81K 0.02% new 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 200 $80.3K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 184 $73.9K 0.03% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 183 $73.5K 0.04% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 183 $73K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 179 $71.9K 0.06% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 178 $71.6K 0.05% -86 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 166 $66.7K <0.01% -555 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 157 $63.1K 0.05% -15 13F-HR Timeline