Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,503 $1.07M 0.08% -121 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,501 $1.07M 0.07% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,486 $1.07M 0.24% +1,220 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,485 $1.07M 0.35% +1 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,485 $1.07M 0.15% -2 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,484 $1.06M 0.4% -100 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,484 $1.06M 0.45% -161 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,483 $1.06M 0.1% +536 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,478 $1.06M 0.27% +1,038 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,478 $1.06M 0.18% +65 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,477 $1.06M 0.92% +99 13F-HR Timeline Partners Group Holding AG More: the full row for Partners Group Holding AG 3,477 $1.06M 0.07% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,471 $1.06M 0.12% +10 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,469 $1.06M 0.95% -41 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,469 $1.06M 0.66% -15 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,465 $1.06M 0.16% +216 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,458 $1.06M 0.71% 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,456 $1.06M 0.19% +2 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,451 $1.05M 0.02% +139 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,439 $1.05M 0.6% 0 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,436 $1.05M 0.91% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,424 $1.05M 0.06% 0 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,423 $1.05M 0.64% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,343 $1.05M 0.1% -22 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,421 $1.05M 0.55% +59 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,413 $1.04M 0.12% +94 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,411 $1.04M 0.04% +91 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,408 $1.04M 0.34% +80 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 3,407 $1.04M 0.24% 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,401 $1.04M 0.43% +1 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 3,391 $1.04M 0.02% -1,925 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,388 $1.04M 0.52% -4 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,385 $1.03M 0.25% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,382 $1.03M 0.24% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,378 $1.03M 0.11% -45 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,378 $1.03M 0.15% +20 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,376 $1.03M 0.11% -169 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,371 $1.03M 0.11% -15,708 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 3,369 $1.03M 0.02% -150 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,364 $1.03M 0.06% -112 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,358 $1.03M 0.22% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,347 $1.02M 0.48% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,339 $1.02M 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,336 $1.02M 0.3% -208 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,332 $1.02M 0.62% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,330 $1.02M 0.69% -17 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,327 $1.02M 0.55% -28 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,302 $1.01M 0.38% +18 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,256 $1.01M 0.11% -617 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,282 $1M 0.08% +422 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,278 $1M 0.07% +4 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,266 $998K 0.24% -11 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,265 $998K 0.8% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARR E S & CO More: the full row for BARR E S & CO 3,256 $995K 0.05% -75 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,241 $991K 0.04% +52 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,240 $990K 0.19% +1 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,236 $989K 0.76% +42 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,232 $988K 0.09% -12 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,231 $988K 0.27% +1,182 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,209 $981K 0.22% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,241 $980K <0.01% -164 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,206 $980K 0.21% -6 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,203 $979K 0.35% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,203 $979K 0.32% -365 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,200 $978K 0.19% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,199 $978K 0.03% +357 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,191 $975K 0.48% -253 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,190 $975K 0.13% -2,000 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,188 $974K 0.06% 0 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,188 $974K 0.73% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,183 $973K 0.09% -294 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,193 $971K 0.1% -54 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,175 $970K 0.21% -709 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,168 $968K 0.13% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,167 $968K 0.09% -80 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,165 $967K 0.31% -104 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,163 $967K 0.2% +1,043 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,163 $967K 0.06% +557 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,160 $966K 0.08% +182 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,156 $965K 0.12% -31 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 3,155 $965K 0.26% +244 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,155 $965K 0.11% +383 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,153 $964K 0.44% +39 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,153 $963K 0.69% -5 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,152 $963K 0.1% -254 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 3,150 $963K 0.26% 0 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,140 $960K 0.03% -245 13F-HR Timeline Group Lotus Technology Management, LP More: the full row for Lotus Technology Management, LP 3,141 $960K 0.53% 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,123 $960K 0.23% -348 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,135 $958K 0.06% +67 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,136 $958K 0.15% +785 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,131 $957K 0.1% +232 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,126 $956K 0.1% -22 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,126 $955K 0.16% +125 13F-HR Timeline TLWM More: the full row for TLWM 3,122 $954K 0.17% -47 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,117 $953K 0.69% +1 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,112 $951K 0.34% -87 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,110 $951K 0.06% -139 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,105 $949K 0.4% -156 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,104 $949K 0.04% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,101 $948K 0.29% 0 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,098 $947K 0.06% +170 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,096 $946K 0.77% 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,094 $946K 0.17% -10 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 3,090 $944K 0.23% -83 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,089 $944K 0.3% -75 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,087 $943K 0.28% -16 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,084 $942K 0.07% -1,857 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,078 $941K 0.09% -55 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,076 $940K 0.17% +991 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,072 $939K 0.21% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,065 $938K 0.27% +5 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,069 $938K 0.29% 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,066 $937K 0.26% -21 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,065 $937K 0.07% -47 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,058 $935K 0.06% -5 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,056 $934K 0.14% +7 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,964 $934K 0.14% -75 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,019 $932K 0.08% +107 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,047 $931K 0.29% -5 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,043 $930K 0.39% -48 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,038 $929K 0.69% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,846 $928K 0.57% +45 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,029 $926K 0.18% +90 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,027 $925K 0.07% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,025 $925K 0.86% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,020 $923K 0.09% +22 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,011 $920K 0.12% -121 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $920K 0.39% -3,079 13F-HR Timeline Amount filed as zero, left out of ratios. Intellus Advisors LLC More: the full row for Intellus Advisors LLC 3,010 $920K 0.12% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,001 $917K 0.1% 0 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $917K 0.05% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,996 $916K 0.08% +6 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,996 $916K 0.05% -109 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,995 $915K 0.18% +43 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,994 $915K 0.03% +1 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 2,991 $914K 0.18% -25 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,991 $914K 0.11% +638 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,988 $913K 0.01% +16 13F-HR Timeline Group BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,984 $912K 0.64% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,981 $911K 0.22% 0 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,980 $911K 0.02% new 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,979 $911K 0.13% -121 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,975 $909K 0.56% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,974 $909K 0.11% +431 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,974 $909K 0.44% -10 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,974 $909K 0.05% -92 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,969 $907K 0.2% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,966 $906K 0.05% +1,240 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,961 $906K 0.04% -210 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,986 $906K 0.16% +185 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,951 $902K 0.04% -22 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,924 $901K 0.68% 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,943 $899K 0.08% -100 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,940 $898K 0.09% -46 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,939 $898K 0.14% +42 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 2,931 $896K 0.13% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,929 $895K 0.56% +257 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 2,927 $895K 0.96% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,925 $894K 0.31% -25 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,924 $894K 0.02% +514 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,923 $893K 0.51% +4 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,922 $893K 0.11% -297 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,917 $892K 0.55% -14 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,917 $891K 0.15% +84 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,914 $891K 0.21% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,911 $890K 0.39% +39 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,908 $889K 0.06% -30 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,904 $888K 0.91% -100 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,898 $887K 0.23% +80 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,894 $884K 0.04% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,893 $884K 0.15% +247 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,893 $884K 0.4% +153 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,891 $884K 0.72% -28 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,885 $882K 0.03% +953 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,883 $881K 0.12% +63 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,883 $881K 0.29% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,882 $881K 0.06% -13 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,881 $881K 0.24% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,877 $879K 0.54% -13 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,875 $879K 0.67% -164 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,873 $878K 0.29% +36 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,869 $877K 0.04% -77 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,863 $875K 0.15% 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,860 $874K 0.09% -101 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,854 $872K 0.15% +64 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,852 $872K 0.6% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,844 $869K 0.23% +1,214 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,840 $868K 0.47% -33 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,831 $865K 0.2% +406 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,829 $865K 0.46% +2 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 2,826 $864K 0.08% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,823 $863K 0.09% +49 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 2,822 $863K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,817 $861K 0.04% +494 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,812 $859K 0.07% +132 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,812 $859K 0.1% 0 13F-HR Timeline Group CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 2,810 $859K 0.81% 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,808 $858K 0.06% +28 13F-HR/A Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,800 $856K 0.57% 0 13F-HR Timeline