DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,478 $1.08M 0.36% -7 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,474 $1.08M 0.2% +18 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,473 $1.08M 0.2% +115 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 3,473 $1.08M 0.72% +15 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,479 $1.07M 0.92% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,454 $1.07M 0.56% -1,047 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,439 $1.07M 0.01% +100 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,439 $1.07M 0.69% -30 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,436 $1.07M 0.06% -214 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,422 $1.06M 0.18% -118 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,417 $1.06M 0.06% -7 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,417 $1.06M 0.58% +264 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,409 $1.06M 0.43% +8 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,397 $1.06M 0.66% -11 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,394 $1.05M 0.12% +16 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,389 $1.05M 0.64% -50 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 3,387 $1.05M 0.54% -1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,383 $1.05M 0.12% +228 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,403 $1.05M 0.58% -1,027 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,372 $1.05M 0.1% +205 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,367 $1.05M 0.05% -501 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,364 $1.05M 0.06% -659 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,362 $1.04M 0.07% +84 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,362 $1.04M 0.52% -59 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,347 $1.04M 0.48% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,343 $1.04M 0.1% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 3,342 $1.04M 0.07% -22 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,342 $1.04M 0.22% -144 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,341 $1.04M 0.15% -37 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,340 $1.04M 0.04% +99 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,336 $1.04M 0.35% -617 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,332 $1.04M 0.61% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,321 $1.03M 0.11% +128 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,314 $1.03M 0.21% +74 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,311 $1.03M 0.52% -19 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 3,309 $1.03M 0.08% +27 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,308 $1.03M 0.04% -103 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 3,306 $1.03M 0.91% -9,134 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,382 $1.03M 0.26% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 3,305 $1.03M 0.06% +170 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,295 $1.02M 0.83% +199 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 3,281 $1.02M 0.06% +25 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,280 $1.02M 0.1% +97 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 3,280 $1.02M 0.55% -47 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,278 $1.02M 0.06% -294 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 3,275 $1.02M 0.94% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,257 $1.01M 0.48% +66 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,249 $1.01M 0.1% +17 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,245 $1.01M 0.07% +218 13F-HR/A Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 3,240 $1.01M 0.12% -933 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,235 $1.01M 0.23% +29 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 3,232 $1M 0.99% +305 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,231 $1M 0.25% -35 13F-HR Timeline TLWM More: the full row for TLWM 3,230 $1M 0.18% +108 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,227 $1M 0.18% +133 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,225 $1M 0.16% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,221 $1M 0.15% -244 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,214 $999K 0.13% 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,212 $998K 0.74% +337 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 3,209 $997K 0.22% 0 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,200 $995K 0.19% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,194 $993K 0.11% +193 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 3,193 $992K 0.13% +37 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,188 $991K 0.67% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,188 $991K 0.06% 0 13F-HR Timeline Teucrium Investment Advisors, LLC More: the full row for Teucrium Investment Advisors, LLC 3,181 $989K 0.77% new 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 3,155 $981K 0.75% +38 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,153 $980K 0.69% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,145 $977K 0.12% +134 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,141 $976K 0.03% +217 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 3,139 $976K 0.08% +466 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,137 $975K 0.1% +11 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,149 $975K 0.15% -689 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,135 $974K 0.06% +77 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,128 $972K 0.16% +2 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,121 $970K 0.22% -54 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,120 $970K 0.11% -32 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,119 $969K 0.3% -217 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,118 $969K 0.1% -258 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,098 $965K 0.15% +134 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,101 $964K 0.3% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,100 $963K 0.22% +28 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,097 $962K 0.09% +77 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,088 $960K 0.04% -16 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,268 $960K 0.08% +249 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,087 $960K 0.38% -215 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,077 $956K 0.08% -83 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,077 $956K 0.18% +1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,075 $956K 0.23% -839 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,073 $955K 0.07% -11 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,073 $955K 0.14% +17 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,068 $954K 0.29% +195 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,068 $953K 0.27% +2 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 3,062 $952K 0.24% -28 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,052 $949K 0.33% -113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,051 $948K 0.11% -362 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,050 $948K 0.29% -19 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 3,047 $947K 0.29% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,043 $946K 0.02% -1,424 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 3,039 $944K 0.04% +145 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,038 $944K 0.72% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,038 $944K 0.06% +64 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,025 $940K 0.86% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,020 $939K 0.13% -170 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 3,013 $936K 0.15% +583 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,009 $935K 0.06% +197 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3,008 $935K 0.18% -21 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,002 $933K 0.18% +7 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 3,000 $932K 0.05% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,999 $932K 0.07% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,998 $932K 0.08% +2 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,996 $931K 0.28% -91 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,995 $931K 0.23% +1,156 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,995 $931K 0.05% -1 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 3,026 $930K 0.09% +1,358 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,991 $930K 0.47% +17 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 2,989 $929K 0.29% -100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,985 $928K 0.05% +19 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,984 $927K 0.73% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,983 $927K 0.06% -127 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,981 $927K 0.23% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,971 $925K 0.42% +78 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,975 $925K 0.59% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 2,984 $924K 0.17% -2 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,969 $923K 0.13% -10 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 2,969 $923K 0.14% -764 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 2,970 $923K 0.04% +9 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,968 $922K 0.34% -144 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 2,965 $922K 0.33% 0 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,962 $921K 0.32% -241 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,961 $920K 0.32% +353 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,981 $915K 0.25% +83 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,940 $914K 0.26% -2,400 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,926 $909K 0.31% +1 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 2,923 $908K 0.5% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,919 $907K 0.13% -20 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,917 $907K 0.54% 0 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 2,916 $906K 0.19% -75 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,914 $905K 0.16% +889 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,911 $905K 0.41% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,906 $903K 0.2% -63 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,905 $903K 0.88% +1 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,900 $901K 0.15% -17 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,898 $901K 0.04% +81 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,897 $901K 0.08% +387 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,897 $900K 0.86% +167 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 2,895 $900K 0.23% -19 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,893 $899K 0.18% -2,899 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,924 $898K 0.66% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,888 $898K 0.04% -900 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,883 $896K 0.12% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,883 $896K 0.3% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,881 $895K 0.26% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,246 $895K 0.09% -10 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,875 $894K 0.06% -2,183 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,872 $893K 0.37% +91 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,871 $892K 0.54% -6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,868 $891K 0.04% -1 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,866 $891K 0.77% -25 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 2,864 $890K 0.06% +1,710 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,863 $890K 0.64% +11 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,860 $889K 0.27% +402 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,860 $889K 0.43% -69 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,860 $889K 0.09% 0 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 2,849 $886K 0.49% +9 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,942 $883K 0.17% +400 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 2,840 $883K 0.03% -111 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,839 $882K 0.03% -141 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,837 $882K 0.04% +142 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,831 $880K 0.19% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,818 $876K 0.15% -45 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,817 $876K 0.32% +94 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,813 $874K 0.07% +211 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,800 $870K 0.58% 0 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,800 $870K 0.82% +311 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 2,785 $865K 0.56% +13 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 2,780 $864K 0.12% -230 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,777 $863K 0.06% -105 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,773 $862K 0.03% -221 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,762 $858K 0.11% -50 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,751 $855K 0.04% +7 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 2,731 $849K 0.45% -98 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,731 $849K 0.02% +217 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,714 $843K 0.31% 0 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,713 $843K 0.27% -5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,713 $843K 0.06% -52 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 2,712 $843K 0.5% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $839K 0.06% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,699 $839K 0.15% -155 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,692 $837K 0.03% -2,227 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,691 $836K 0.2% +108 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,687 $835K 0.61% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,686 $835K 0.08% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,682 $834K 0.39% +267 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 2,682 $834K 0.35% +191 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,672 $830K 0.18% +1,165 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,670 $830K 0.21% +40 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 2,669 $830K 0.19% +15 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 2,667 $829K 0.45% -46 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,664 $828K 0.04% -49 13F-HR Timeline