MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,025 $626K 0.16% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,023 $626K 0.11% +155 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,022 $625K 0.08% +7 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,017 $624K 0.21% +458 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3,016 $624K 0.47% -30 13F-HR/A Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 3,012 $623K 0.3% 0 13F-HR Timeline Truepoint, Inc. 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More: the full row for Coordinated Financial Services, Inc. 2,728 $565K 0.32% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,725 $564K 0.53% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,724 $564K 0.11% +99 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,723 $564K 0.16% +51 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,720 $563K 0.12% +276 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 2,716 $562K 0.03% 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,713 $561K 0.38% -447 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,713 $561K 0.15% -501 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,711 $561K 0.28% +344 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 2,705 $560K 0.43% -7 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,702 $559K 0.06% +1,318 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 2,701 $559K 0.32% -333 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,697 $558K 0.05% +264 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,689 $558K 0.09% -194 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,692 $557K 0.07% +1 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 2,691 $557K 0.09% -36 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,688 $556K 0.3% -126 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,686 $556K 0.08% 0 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 2,678 $554K 0.55% 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,675 $554K 0.1% -151 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,674 $553K 0.36% -751 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,674 $553K 0.45% +762 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,359 $553K 0.25% -26 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 2,674 $553K 0.22% 0 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,668 $552K 0.53% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,666 $552K 0.28% +78 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,660 $550K 0.31% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,660 $550K 0.06% +183 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,651 $549K 0.12% +335 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,640 $546K 0.26% -85 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,638 $546K 0.08% -230 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,636 $546K 0.07% -484 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 2,635 $545K 0.21% 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,634 $545K 0.14% +205 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 2,634 $545K 0.22% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,633 $545K 0.07% -5,172 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,633 $545K 0.12% new 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 2,628 $544K 0.54% 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 2,627 $544K 0.3% +38 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,625 $543K 0.38% +14 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,619 $542K 0.24% -33 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 2,617 $542K 0.15% -105 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 2,615 $541K 0.13% 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,614 $541K 0.12% -24 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,608 $540K 0.02% +25 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,605 $539K 0.8% 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 2,602 $538K 0.05% -580 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,595 $537K 0.08% +14 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,592 $537K 0.18% +15 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 2,591 $536K 0.19% +79 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,590 $536K 0.09% 0 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,583 $535K 0.17% -94 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,582 $534K 0.22% 0 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 2,580 $534K 0.16% +95 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $534K 0.32% 13F-HR Timeline Amount filed as zero, left out of ratios. BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,576 $533K 0.27% -910 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,574 $533K 0.6% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,570 $532K 0.05% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,562 $530K 0.19% +109 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,559 $530K 0.15% +206 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,558 $529K 0.27% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,552 $528K 0.03% +627 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,551 $528K 0.15% -20 13F-HR Timeline PEAVINE CAPITAL, LLC More: the full row for PEAVINE CAPITAL, LLC 2,550 $528K 0.11% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,549 $528K 0.08% +333 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,541 $526K 0.12% +92 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 2,536 $525K 0.3% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,533 $524K 0.07% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,531 $524K 0.31% -50 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,526 $523K 0.26% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,520 $523K 0.2% -118 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,518 $522K 0.18% +1 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,521 $522K 0.32% -13 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,519 $521K 0.33% +5 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 2,518 $521K 0.14% 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,517 $521K 0.31% +308 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,512 $520K 0.16% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 2,510 $520K 0.21% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,508 $519K 0.47% +410 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2,355 $519K 0.07% -427 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,503 $518K 0.02% -38 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 2,503 $518K 0.02% -10,204 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,502 $518K 0.29% -397 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,501 $518K 0.22% 13F-HR Timeline Group Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,500 $517K 0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,500 $517K 0.1% +630 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 2,500 $517K 0.64% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,496 $517K 0.07% +10 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 2,494 $516K 0.11% +1,082 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,493 $516K 0.14% +425 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 2,484 $514K 0.48% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,487 $512K <0.01% -4,095 13F-HR Timeline Group