Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 1,050 $867K 0.3% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,047 $865K 0.44% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,047 $864K 0.38% -41 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,045 $863K 0.41% -1,673 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 974 $862K 0.34% -5 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,042 $861K 0.29% -16 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,041 $860K 0.18% -20 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,040 $859K 0.05% -5 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,040 $859K 0.21% 0 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,039 $858K 0.78% -81 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,038 $857K 0.37% +139 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,035 $855K 0.06% +21 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 1,033 $853K 0.41% +21 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,032 $853K 0.1% +629 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,030 $851K 0.39% -265 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,030 $850K 0.45% -100 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,101 $850K 0.59% +738 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,029 $850K 0.36% 0 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,026 $847K 0.35% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,153 $847K 0.57% +180 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,123 $847K 0.37% +62 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,025 $847K 0.82% +15 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,025 $847K 0.52% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,007 $846K 0.11% +504 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 1,020 $842K 0.44% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,020 $842K 0.19% -14 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,020 $842K 0.6% +57 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,019 $842K 0.13% +85 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,019 $842K 0.17% +355 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 1,018 $841K 0.15% -406 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,018 $841K 0.87% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,015 $838K 1.02% 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 1,012 $836K 0.3% -80 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,010 $834K 0.36% +27 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,006 $831K 0.55% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,006 $831K 0.35% +20 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,005 $830K 0.05% -131 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 1,005 $830K 0.28% -20 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,004 $829K 0.85% -81 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,003 $829K 0.13% +1 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,001 $827K 0.43% -10 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,000 $826K 0.13% +649 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 1,000 $826K 1.11% -1,000 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 1,000 $826K 0.53% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 997 $823K 0.23% -13 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 997 $823K 0.22% +44 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 995 $822K 0.68% -51 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 991 $819K 0.22% +5 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 990 $818K 0.43% -200 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 990 $818K 0.85% -79 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 986 $815K 0.29% -72 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 985 $814K 0.25% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 985 $814K 0.64% -485 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 985 $813K 0.13% +124 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 984 $813K 0.43% +284 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 983 $812K 0.05% -64 13F-HR/A Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 982 $811K 0.27% -1 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 979 $809K 0.22% +523 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 914 $808K 0.35% +421 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 975 $805K 0.21% -50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 974 $804K 0.1% -49 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 973 $804K 0.37% +46 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 972 $803K 0.11% +129 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 971 $802K 0.09% -97 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 970 $801K 0.31% +46 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 968 $800K 0.09% +85 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 968 $799K 0.07% -124 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 966 $798K 0.25% +114 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 966 $798K 0.27% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 964 $796K 0.13% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 964 $796K 0.18% -12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 963 $795K 0.25% -53 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 962 $795K 0.31% +362 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 959 $792K 0.34% +9 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 958 $792K 0.25% +63 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 958 $791K 0.22% -141 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 956 $790K 0.61% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 955 $789K 0.41% +92 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 955 $789K 0.47% -400 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 954 $788K 0.48% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 951 $786K 0.18% +302 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 950 $785K 0.33% +2 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 950 $785K 0.5% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 949 $783K 0.23% -10 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 947 $782K 0.17% +5 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 946 $782K 0.52% -14 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 945 $781K 0.08% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 945 $780K 0.32% +385 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 944 $780K 0.17% -30 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 942 $778K 0.16% new 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 941 $777K 0.46% new 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 940 $776K 0.63% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 938 $774K 0.15% +39 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 937 $774K 0.42% +647 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 936 $773K 0.2% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 935 $773K 0.16% -10 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 934 $772K <0.01% -540 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 931 $769K 0.31% -265 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 931 $769K 0.36% +4 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 926 $765K 0.29% -10 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 1,015 $765K 0.41% +115 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 923 $762K 0.23% +433 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 921 $761K 0.31% -684 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 920 $760K 0.21% -242 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 919 $759K 0.15% +20 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 919 $759K 0.45% -28 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 918 $758K 0.22% +19 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 980 $757K 0.24% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 916 $757K 0.14% +61 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 916 $757K 0.43% +116 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 915 $756K 0.44% +141 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 914 $755K 0.99% -718 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 914 $755K 0.68% +103 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 912 $753K 0.36% +55 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 912 $753K 0.16% -487 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 911 $752K 0.39% 0 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 910 $752K 0.11% +9 13F-HR/A Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 909 $751K 0.41% +71 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 908 $750K 0.89% -14 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 908 $750K 0.15% -54 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 907 $749K 0.07% -8 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 900 $743K 0.13% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 900 $743K 0.08% -76 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 898 $741K 0.19% +85 13F-HR/A Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 896 $740K 2.2% -982 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 895 $739K 0.18% +25 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 895 $739K 0.15% +275 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 893 $738K 0.31% +54 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 892 $737K 0.37% -29 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 892 $737K 0.2% +279 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 892 $737K 0.63% +20 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 891 $736K 0.41% +1 13F-HR/A Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 890 $735K 0.34% -57 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 890 $735K 0.35% +5 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 890 $735K 0.05% -666 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 890 $735K 0.44% -82 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 889 $734K 0.11% -2 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 889 $734K 0.4% -36 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 911 $734K 0.41% -66 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 888 $733K 0.16% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 888 $733K 0.4% -1,122 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 887 $733K 0.39% -467 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 887 $733K 0.49% -15 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 886 $732K 0.24% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 886 $732K 0.41% -86 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 885 $731K 0.28% +27 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 885 $731K 0.21% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 883 $729K 0.18% -24 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 881 $728K 0.02% -130 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 881 $728K 0.06% 0 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 881 $728K 0.16% +6 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 880 $727K 0.16% +207 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 880 $727K 0.11% +315 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 880 $726K 0.45% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 878 $725K 0.13% +14 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 877 $724K 0.73% +217 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 877 $724K 0.03% +16 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 876 $723K 0.19% +56 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 875 $723K 0.15% +77 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 876 $723K 0.28% -461 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 875 $723K 0.18% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 873 $721K 0.01% +453 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 872 $720K 0.35% +109 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 933 $720K 0.24% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 870 $719K 0.11% 0 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 870 $719K 0.25% 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 870 $719K 0.05% -137 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 867 $716K 0.18% -23 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 865 $715K 0.68% -5,150 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 865 $714K 0.38% -665 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 865 $714K 0.22% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 924 $713K 0.47% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 860 $710K 0.15% -162 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 859 $709K 0.77% +469 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 857 $708K 0.35% +12 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 856 $707K 0.07% +30 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 855 $706K 0.34% +320 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 855 $706K 0.22% -3 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 854 $705K 0.65% +13 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 852 $704K 0.05% -11 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 852 $703K 0.14% -26 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 850 $702K 0.47% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 849 $701K 0.04% +17 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 870 $701K 0.29% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 846 $699K 0.2% +113 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 846 $699K 0.24% +53 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 846 $698K 0.23% +79 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 845 $698K 0.22% +37 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 845 $698K 0.37% -29 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 843 $696K 0.53% +23 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 843 $696K 0.11% +51 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 842 $695K 0.16% +1 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 841 $694K 0.09% +150 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 831 $686K 0.43% +37 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 831 $686K 0.32% -5 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 830 $685K 0.16% +416 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 829 $685K 0.46% 0 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 828 $684K 0.44% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 881 $683K 0.45% +71 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 825 $681K 0.8% +260 13F-HR Timeline