BCS Wealth Management More: the full row for BCS Wealth Management 1,654 $944K 0.1% +834 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 1,653 $944K 0.12% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,651 $942K 0.23% +3 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,651 $942K 0.05% -39 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,655 $941K 0.57% 0 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,648 $941K 0.2% -268 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,642 $937K 0.23% +59 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 1,640 $936K 0.31% -703 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,640 $936K 0.68% -68 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,638 $935K 0.34% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,632 $932K 0.04% 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 1,630 $931K 0.48% -40 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,626 $928K 0.13% +414 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,622 $926K 0.41% +12 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,620 $925K 1.05% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,619 $924K 0.38% -36 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,619 $924K 0.16% -62 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,617 $923K 0.01% -4,535 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,614 $921K 0.2% +48 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,611 $920K 0.36% -38 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,610 $919K 0.21% -57 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,609 $919K 0.51% +85 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,609 $918K 0.15% -80 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,608 $918K 0.08% -73 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,608 $918K 0.21% +384 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,607 $917K 0.23% +7 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,606 $917K 0.18% 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 1,605 $916K 0.55% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,604 $916K 0.01% +114 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,602 $914K 0.16% -50 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,598 $914K 0.32% +1,122 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,599 $913K 0.05% +436 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,599 $913K 0.21% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,596 $911K 0.46% -1 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,592 $909K 0.21% -37 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,590 $908K 0.5% -61 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,590 $908K 0.24% +36 13F-HR/A Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,586 $905K 0.86% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,584 $904K 0.54% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,582 $903K 0.4% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,566 $901K 0.58% 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,577 $900K 0.29% +47 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,576 $900K 0.16% -98 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,576 $900K 0.32% -4 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,575 $899K 0.45% +1 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,572 $897K 0.05% -40 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 1,570 $896K 0.69% +79 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,565 $893K 0.07% -43 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,564 $893K 0.16% +1 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,560 $891K 0.07% +652 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,552 $886K 0.1% +2 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 1,540 $879K 0.59% 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 1,535 $876K 0.65% -32 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,535 $876K 0.62% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,534 $876K 0.49% -42 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 1,533 $875K 0.05% +182 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,533 $875K 0.11% -124 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,531 $874K 0.24% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,531 $874K 0.31% 13F-HR Timeline QVR LLC More: the full row for QVR LLC 1,531 $874K 0.61% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,927 $874K 0.15% +362 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,528 $872K 0.03% +27 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,526 $871K 0.33% +12 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,525 $871K 0.1% -20 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,523 $869K 0.06% +63 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,590 $868K 0.19% -78 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,521 $868K 0.04% +10 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,518 $867K 0.18% +13 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 1,518 $867K 0.38% -340 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,518 $866K 0.34% 0 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,516 $865K 0.35% -42 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,511 $863K 0.31% -164 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,509 $861K 0.06% -65 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,508 $861K 0.33% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,506 $860K 1.01% -12 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,505 $859K 0.02% -94 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,502 $857K 0.13% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,501 $857K 0.28% +9 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,500 $856K 0.07% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,499 $856K 0.12% +50 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,498 $855K 0.07% -27 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,497 $854K 0.36% +284 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,601 $851K 0.19% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,491 $851K 0.05% +320 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,489 $850K 0.16% -122 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,488 $850K 0.26% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,486 $848K 0.25% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,483 $847K 0.17% -197 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,482 $846K 0.06% +637 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 1,481 $845K 0.15% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,481 $845K 0.11% -50 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,481 $845K 0.08% +43 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,480 $845K 0.31% -48 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 1,478 $844K 0.13% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,477 $843K 0.15% -21 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,477 $843K 0.23% +11 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,476 $843K 0.09% -2,257 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 1,458 $842K 0.32% +126 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,470 $839K 0.53% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,472 $838K 0.01% -109,367 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,467 $837K 0.01% -30 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,464 $836K 0.24% -624 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,463 $835K 0.23% -83 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,461 $834K 0.04% +91 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 1,460 $833K 0.29% +60 13F-HR/A Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,459 $833K 0.78% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,456 $831K 0.23% +125 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,455 $831K 0.51% 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 1,455 $831K 0.08% -50 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,455 $830K 0.06% +13 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,450 $828K 0.67% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,536 $827K 0.05% -244 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,447 $826K 0.01% -90 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,446 $826K 0.71% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,441 $823K 0.2% +175 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,440 $822K 0.01% -3,245 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 1,440 $822K 0.34% +675 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,440 $822K 0.53% +126 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,439 $821K 0.46% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,435 $819K 0.2% +73 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,433 $818K 0.22% +263 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 1,429 $816K 0.29% +99 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 1,426 $814K 0.78% 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,424 $813K 0.25% -18 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,419 $810K 0.04% -48 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,417 $809K 0.11% +127 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 1,412 $806K 0.25% -2 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 1,411 $806K 0.71% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,411 $805K 0.6% -165 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,404 $802K 0.08% +853 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,519 $801K 0.33% -75 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,402 $800K 0.34% +23 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,400 $799K 0.03% +79 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,400 $799K 0.18% -20 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,400 $799K 0.02% -836 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,393 $795K 0.11% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,391 $794K 0.26% +59 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,383 $790K 0.16% -7 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,381 $788K 0.08% -10 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 1,380 $788K 0.06% 0 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,363 $787K 0.24% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,372 $783K 0.35% -419 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,370 $782K 0.07% +8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,370 $782K 0.25% -465 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,368 $781K 0.09% +42 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,363 $778K 0.19% -1 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 1,360 $776K 0.14% -37 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,357 $775K 0.27% +36 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,356 $774K 0.08% +68 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,354 $773K 0.27% +109 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,353 $772K 0.05% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 1,353 $772K 0.35% +5 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,352 $772K 0.04% -91 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,352 $772K 0.16% +544 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,351 $771K 0.15% +70 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,349 $770K 1.7% +179 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 1,349 $770K 0.83% 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,348 $770K 0.3% 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,347 $769K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,546 $767K 0.17% -1,894 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,341 $766K 0.3% +62 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,338 $765K 0.21% +16 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,339 $764K 0.15% +763 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,336 $763K 0.27% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,336 $763K 0.25% +30 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,334 $762K 0.37% +90 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,333 $761K 0.05% +166 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,332 $760K 0.19% -11 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,401 $760K 0.2% +396 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,331 $760K 0.34% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,330 $759K 0.23% +11 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,327 $757K 0.23% -265 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,326 $757K 0.17% +4 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,325 $757K 0.19% +2 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,325 $756K 0.36% 0 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,322 $755K 0.54% -169 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,322 $755K 0.38% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,321 $754K 0.03% +168 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,313 $749K 0.12% +125 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 1,312 $749K 0.63% 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,308 $747K 0.34% +36 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,307 $746K 0.22% -2 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 1,307 $746K 0.4% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,303 $744K 0.08% +90 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,303 $744K 0.35% -11 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,299 $742K 0.07% -79 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,298 $741K 0.05% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,298 $741K 0.01% +62 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,297 $740K 0.31% +1 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,292 $738K 0.5% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,291 $737K 0.21% +489 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,291 $737K 0.04% +11 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,291 $737K 0.12% -149 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,287 $735K 0.47% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,287 $735K 0.38% +28 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,284 $733K 0.05% -88 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,283 $732K 0.06% +301 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,318 $732K 0.37% 0 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 1,281 $731K 0.05% -143 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 1,278 $730K 0.55% 13F-HR Timeline