Betterment LLC More: the full row for Betterment LLC 837 $441K <0.01% +12 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 837 $441K 0.2% +10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 835 $440K 0.22% +10 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 835 $440K 0.08% 0 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 835 $440K 0.3% +8 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 835 $440K 0.39% 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 834 $439K 0.14% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for Harbor Group, Inc. 781 $411K 0.09% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 781 $411K 0.2% +25 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 778 $410K 0.06% +9 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 776 $409K 0.08% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 775 $408K 0.27% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 773 $407K 0.03% 0 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 772 $407K 0.16% +6 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 772 $407K 0.37% +2 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 772 $407K 0.22% +65 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 770 $406K 0.22% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 771 $406K 0.22% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 771 $406K 0.21% +316 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 771 $406K 0.28% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 770 $405K 0.06% +297 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 769 $405K 0.08% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 769 $405K 0.08% 0 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 765 $403K 0.09% +16 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 765 $403K 0.03% -64 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 765 $403K 0.04% +24 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 764 $402K 0.09% -12 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Traynor Capital Management, Inc. 757 $399K 0.03% +292 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 757 $399K 0.04% -259 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 751 $395K 0.05% new 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 750 $395K 0.02% -100 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 750 $395K 0.27% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 749 $394K 0.05% -50 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 748 $394K 0.12% -12 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 779 $393K 0.37% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 745 $392K 0.23% -5 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 742 $391K 0.31% 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 740 $390K 0.26% 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 740 $390K 0.26% 0 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 739 $389K 0.13% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 739 $389K 0.11% +101 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 738 $389K 0.22% +15 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 736 $388K 0.15% +19 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 735 $387K 0.44% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 735 $387K 0.06% -748 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 734 $387K 0.09% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 733 $386K 0.07% +209 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 732 $385K 0.26% -4 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 730 $384K 0.29% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 750 $383K 0.08% +201 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 725 $382K 0.06% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 724 $381K 0.15% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 721 $380K 0.1% -213 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 727 $380K 0.11% -14 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 721 $380K 0.16% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 720 $379K 0.31% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 720 $379K 0.08% -187 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 717 $378K 0.28% 0 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 716 $377K 0.02% -60 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 716 $377K 0.12% -36 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 715 $376K 0.17% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 714 $376K 0.05% -16 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 714 $376K 0.13% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 713 $375K 0.04% +3 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 712 $375K 0.1% -12 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 710 $374K 0.25% -18 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 710 $374K 0.13% +15 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 709 $373K 0.38% 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 661 $373K 0.15% 0 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 707 $372K 0.01% -87 13F-HR Timeline Group Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 713 $372K 0.14% +140 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 705 $371K 0.04% -18 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 705 $371K 0.12% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 700 $369K 0.02% +11 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 700 $369K 0.06% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 700 $369K 1.5% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 698 $368K 0.06% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 698 $367K 0.19% +26 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 697 $367K 0.33% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 696 $366K 0.1% +44 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 695 $366K 0.05% -9 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 693 $365K 0.1% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 692 $364K 0.03% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 692 $364K 0.14% +39 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 691 $364K 0.04% -30 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 689 $363K 0.16% 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 689 $363K 0.24% +165 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 689 $363K 0.06% +145 13F-HR/A Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 688 $362K 0.08% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 688 $362K 0.1% +21 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 684 $360K 0.08% 0 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 678 $357K 0.29% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 677 $356K 0.02% +30 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 676 $356K 0.1% +19 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 676 $356K 0.45% -50 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 676 $356K 0.03% -136 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 675 $355K 0.36% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 674 $355K 0.05% +15 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 674 $355K 0.24% -263 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 673 $354K 0.06% +91 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 626 $353K 0.26% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 669 $353K 0.05% -6 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 669 $352K 0.12% -23 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 668 $352K 0.1% -10 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 665 $350K 0.13% +17 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 663 $349K 0.11% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 661 $348K 0.04% +2 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 659 $347K 0.23% +28 13F-HR/A Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 659 $347K 0.05% +202 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 658 $346K 0.16% -4 13F-HR Timeline City State Bank More: the full row for City State Bank 657 $346K 0.12% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 656 $345K 0.04% +522 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 655 $345K 0.03% +22 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 655 $345K 0.15% -345 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 654 $344K 0.04% -6 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 652 $343K 0.23% +135 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 650 $342K 0.11% -44 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 651 $342K 0.02% +161 13F-HR/A Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 649 $342K 0.21% -1,233 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 647 $341K 0.07% +31 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 646 $340K 0.22% -26 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 645 $340K 0.1% -10 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 643 $339K 0.23% 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 642 $338K 0.16% +3 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 642 $338K 0.36% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 642 $338K 0.03% -70 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 635 $334K 0.07% new 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 635 $334K 0.44% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 635 $334K 0.02% +67 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 635 $334K 0.18% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 635 $334K 0.04% +30 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 607 $333K 0.18% +3 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 632 $333K 0.12% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 632 $333K 0.13% +55 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 631 $332K 0.1% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 630 $332K 0.02% -85 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 630 $332K 0.08% +85 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 629 $331K 0.17% -3 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 628 $331K 0.05% -1 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 627 $330K 0.1% -23 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 625 $329K 0.25% 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 625 $329K 0.05% new 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 624 $329K 0.02% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 624 $329K 0.13% +32 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 620 $326K 0.13% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 619 $326K 0.1% -97 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 615 $324K 0.15% -18 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 614 $323K 0.06% +27 13F-HR Timeline