CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,278 $729K 0.17% +21 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,277 $729K 0.53% +25 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,276 $728K 0.1% -12 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,274 $727K 0.75% +55 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,272 $726K 0.05% +15 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,272 $726K 0.06% -49 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,343 $726K 0.28% +13 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 1,270 $725K 0.01% -19 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,352 $724K 0.35% +367 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,266 $723K 0.41% -213 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,266 $723K 0.19% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,266 $723K 0.05% -25 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,265 $722K 0.25% -3,347 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,264 $722K 0.24% 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,261 $720K 0.15% -90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex LLC More: the full row for Essex LLC 1,261 $720K 0.13% -11 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,257 $717K 0.46% +12 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,256 $717K 0.39% +61 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 1,254 $716K 0.1% +177 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,255 $716K 0.35% -31 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,249 $713K 0.03% -125 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,248 $712K 0.4% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,245 $711K 0.05% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,243 $710K 0.08% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,241 $708K 0.22% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,235 $705K 0.03% -69 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 1,235 $705K 1.27% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,234 $704K 0.12% +29 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,227 $701K 0.03% -4 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,227 $701K 0.08% -168 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,227 $700K 0.57% -12 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,226 $700K 0.13% -90 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,222 $698K 0.13% +60 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,221 $697K 0.1% +65 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 1,221 $697K 0.48% +27 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,218 $695K 0.05% -98 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,218 $695K 0.04% -11 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,217 $695K 0.12% -206 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,265 $694K 0.1% +25 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,214 $693K 0.24% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,212 $692K 0.36% +7 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,207 $689K 0.19% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,204 $687K 0.45% +57 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,202 $686K 1.02% 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 1,201 $686K 1.25% 0 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 1,201 $686K 0.4% 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,950 $684K 0.33% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,191 $680K 0.12% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,187 $678K 0.32% 0 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,187 $678K 0.3% -72 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,186 $677K 0.26% -54 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,186 $677K 0.04% +793 13F-HR Timeline Group Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,184 $676K 0.22% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,182 $675K 0.45% -1,668 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,177 $672K 0.05% -71 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,176 $671K 0.1% -83 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,173 $670K 0.31% 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,170 $668K 0.53% -25 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,168 $667K 0.16% -13 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,165 $665K 0.44% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,161 $663K 0.04% +25 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,161 $663K 0.16% +278 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,160 $662K 0.11% +284 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 1,160 $662K 0.76% -155 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,160 $662K 0.2% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,159 $662K 0.02% +8 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,158 $661K 0.26% +2 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 1,157 $661K 0.2% -10 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,155 $659K 0.28% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,153 $658K 0.07% +255 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,150 $657K 0.23% +70 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,147 $655K 0.21% -134 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,147 $655K 0.07% +36 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 1,147 $655K 0.42% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,147 $655K 0.18% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,146 $654K 0.12% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,144 $653K 0.07% -84 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,142 $652K 0.02% -7 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,142 $652K 0.41% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,142 $652K 0.04% -64 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,140 $651K 0.14% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,139 $650K 0.09% +1 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,139 $650K 0.12% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,138 $650K 0.38% +147 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,137 $649K 0.08% +381 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,137 $649K 0.55% +1 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,136 $649K 0.09% +4 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,134 $647K 0.02% -222 13F-HR/A Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,131 $646K 0.15% +29 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,131 $645K 0.06% +1 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 1,130 $645K 0.19% +40 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 1,130 $645K 0.14% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,127 $644K 0.05% +31 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,125 $642K 0.35% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,125 $642K 0.12% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,121 $640K 0.02% +234 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,121 $640K 0.32% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,118 $638K 0.32% -22 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,117 $638K 0.26% -86 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,117 $638K 0.19% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 1,114 $636K 0.23% +23 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,110 $634K 0.32% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,124 $633K 0.1% -9,247 13F-HR/A Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,108 $633K 0.09% -206 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,107 $632K 0.16% 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,107 $632K 0.1% +274 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,105 $631K 0.16% +212 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,100 $628K 0.6% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,100 $628K 0.33% -14 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,100 $628K 0.01% new 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,100 $628K 0.18% -179 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,100 $628K 0.17% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,096 $626K 0.25% -65 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,096 $626K 0.18% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,095 $625K 0.04% -115 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,094 $625K 0.01% -8 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,094 $624K 0.16% +1 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 1,093 $624K 0.14% -20 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,090 $622K 0.16% +5 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,089 $622K 0.24% +137 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,144 $621K 0.06% 0 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,149 $620K 0.8% -4 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,085 $619K 0.26% +50 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,083 $618K 0.12% -7 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,083 $618K 0.32% -13 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,082 $618K 0.09% +14 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,081 $617K 0.14% +51 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,081 $617K 0.05% +163 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,076 $614K 0.76% -1,229 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,073 $613K 0.14% 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,070 $611K 0.02% -98 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 1,110 $609K 0.2% -532 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,065 $608K 0.07% +3 13F-HR Timeline FJ Capital Management LLC More: the full row for FJ Capital Management LLC 1,064 $607K 0.07% -830 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,062 $606K 0.39% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,057 $603K 0.33% -86 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,056 $603K 0.19% +7 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,056 $603K 0.04% -43 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,055 $602K 0.09% +10 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,055 $602K 0.17% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,055 $602K 0.03% -127 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,051 $600K 0.22% -41 13F-HR Timeline MOTCO More: the full row for MOTCO 1,046 $597K 0.05% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,045 $597K 0.09% +24 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,042 $595K 0.08% +41 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,036 $592K 0.38% +53 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,034 $590K 0.02% +85 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,031 $589K 0.36% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,030 $588K 0.04% -45 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,028 $587K 0.16% -117 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1,027 $586K 0.6% +1 13F-HR/A Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,025 $585K 0.58% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,038 $585K 0.53% +53 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,023 $584K 0.03% +146 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,118 $583K 0.06% -70 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,021 $583K 0.45% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,021 $583K 0.41% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,008 $582K 0.01% +330 13F-HR Timeline Group Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 1,019 $582K 0.45% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,019 $582K 0.02% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 1,017 $581K 0.13% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,015 $580K 0.49% +9 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,014 $579K 0.24% 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,012 $578K 0.52% 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 1,012 $578K 0.4% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,012 $578K 0.07% +552 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,012 $578K 0.1% +553 13F-HR/A Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,009 $576K 0.13% -16 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,008 $576K 0.56% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,006 $574K 0.11% +12 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 1,005 $574K 0.05% -5 13F-HR Timeline Group CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,004 $573K 0.25% +34 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,003 $573K 0.24% -2 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,000 $571K 0.8% 0 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 1,000 $571K 8.08% 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 1,029 $570K 0.44% 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 995 $568K 0.01% -60 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 993 $567K 0.48% +8 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 992 $566K 0.13% +38 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 991 $566K 0.11% -49 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 991 $566K 0.16% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 991 $566K 0.08% -99 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 989 $565K 0.41% 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 988 $564K 0.11% +202 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 985 $562K 0.15% +83 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 985 $562K 0.08% -12 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 984 $562K 0.37% 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 983 $561K 0.1% +413 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 983 $561K 0.13% -18 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 982 $561K 0.2% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 980 $559K 0.25% -348 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 979 $559K 0.09% +146 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 977 $558K 0.08% +40 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 977 $558K 0.04% +151 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,032 $557K 0.03% +30 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 975 $557K 0.17% +184 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 975 $557K 0.08% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 974 $556K 0.06% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 966 $556K 0.06% +4 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 973 $555K 0.04% 0 13F-HR Timeline