FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 589 $680K 0.57% -201 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 589 $680K 0.42% new 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 586 $677K 0.36% 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 586 $676K 0.21% -290 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 585 $676K 0.11% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 584 $674K 0.14% -501 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 584 $674K 0.13% -90 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 584 $674K 0.11% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 584 $674K 0.11% -1,568 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 583 $673K 0.03% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 583 $673K 0.36% -9 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 581 $671K 0.23% -53 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 580 $669K 0.56% -294 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 579 $668K 0.35% -3,417 13F-HR Timeline NBH Bank More: the full row for NBH Bank 579 $668K 0.28% 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 578 $668K 0.43% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 578 $667K 0.11% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 578 $667K 0.64% -151 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 578 $667K 0.22% new 13F-HR/A Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 577 $666K 0.29% -25 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 576 $665K 0.2% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 576 $665K 0.15% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 576 $665K 0.15% new 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 575 $664K 0.49% -365 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 573 $661K 0.21% -694 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 572 $660K 0.45% -100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 572 $660K 0.09% new 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 572 $660K 0.51% new 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 570 $658K 0.2% new 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 569 $657K 0.31% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 568 $656K 0.38% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 567 $654K 0.37% new 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 566 $653K 0.33% new 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 565 $652K 0.16% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 565 $652K 0.06% +249 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 565 $652K 0.03% -259 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 565 $652K 0.23% -72 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 564 $651K 0.58% -92 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 564 $650K 0.06% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 563 $650K 0.17% -153 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 562 $649K 0.06% -158 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 559 $645K 0.22% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 558 $644K 0.12% -3,815 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 558 $644K 0.25% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 558 $644K 0.28% +425 13F-HR/A Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 554 $639K 0.13% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 554 $639K 0.12% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 552 $637K 0.17% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 551 $636K 0.18% -272 13F-HR Timeline MOTCO More: the full row for MOTCO 550 $635K 0.05% +131 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 550 $634K 0.47% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 548 $633K 0.12% -98 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 547 $632K 0.24% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 546 $630K 0.57% -94 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 545 $629K 0.08% -75 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 545 $629K 0.33% new 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 544 $628K 0.11% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 543 $627K 0.01% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 542 $626K 0.08% new 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 542 $626K 0.1% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 542 $626K 0.21% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 542 $625K 0.1% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 540 $624K 0.23% -4 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 540 $623K 0.2% +530 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 539 $622K 0.02% -2,681 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 538 $621K 0.11% -123 13F-HR Timeline Jeter Robert S II More: the full row for Jeter Robert S II 633 $620K 0.59% +44 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 537 $620K 0.24% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 536 $619K <0.01% -140 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 536 $619K 0.08% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 536 $619K 0.24% +47 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 536 $619K 0.38% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 400 $618K 0.21% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 535 $618K 0.11% new 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 535 $618K 0.13% new 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 534 $617K 0.17% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 534 $616K 0.12% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 534 $616K 0.12% 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 533 $615K 0.18% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 532 $614K 0.14% -373 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 532 $614K 0.27% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 530 $612K 0.31% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 618 $611K 0.15% +354 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 529 $611K 0.26% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 528 $609K 0.37% -590 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 528 $609K 0.26% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 525 $606K 0.05% -96 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 523 $604K 0.23% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 523 $604K 0.12% -230 13F-HR/A Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 522 $603K 0.18% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 522 $602K 0.06% new 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 521 $601K 0.19% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 521 $601K 0.49% new 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 521 $601K 0.15% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 520 $600K 0.35% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 519 $599K 0.29% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 518 $598K 0.09% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 517 $597K 0.12% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 517 $597K 0.04% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 515 $594K 0.13% new 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 514 $593K 0.1% new 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 514 $593K 0.43% -96 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,754 $593K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 511 $590K 0.09% +27 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 510 $589K 0.04% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 510 $589K 0.05% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 509 $588K 0.11% -310 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 509 $588K 0.16% new 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 509 $588K 0.25% -104 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 508 $586K 0.01% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 508 $586K 0.05% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 507 $585K 0.07% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 505 $583K 0.05% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 505 $583K 0.11% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 505 $583K 0.18% -125 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 503 $581K 0.13% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 502 $579K 0.09% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 501 $578K 0.4% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 500 $577K 0.03% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 500 $577K 0.03% -2,000 13F-HR Timeline New Paradigm Capital Management, LLC in group New Paradigm Capital Manageme… More: the full row for New Paradigm Capital Management, LLC 500 $577K 1.23% -10,000 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $577K 0.31% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 500 $577K 0.11% new 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 500 $577K 0.25% -670 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 499 $576K 0.15% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 496 $573K 0.25% -1,016 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 495 $572K 0.22% new 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 496 $572K 0.08% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 494 $571K 0.06% -200 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 494 $570K 0.39% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 494 $570K 0.07% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 494 $570K 0.11% -3 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 494 $570K 0.28% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 493 $569K 0.26% -6 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 493 $569K 1.18% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 492 $568K 0.07% new 13F-HR/A Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 490 $566K 0.48% new 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 490 $566K 0.48% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 489 $564K 0.32% new 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 489 $564K 0.61% 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 489 $564K 0.18% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 488 $564K 0.3% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 488 $563K 0.26% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 488 $563K 0.08% -6,321 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 488 $563K 0.17% new 13F-HR Timeline Group VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 488 $563K 0.22% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 488 $563K 0.21% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 485 $560K 0.21% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 541 $558K 0.05% +28 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 482 $557K 0.15% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 482 $556K 0.28% -50 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 480 $554K 0.14% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 480 $554K 0.1% -145 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 480 $554K 0.41% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 479 $553K 0.02% new 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 479 $553K 0.4% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 478 $552K 0.05% -3,938 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 645 $551K 0.12% -28 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 476 $550K 0.08% -120 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 476 $549K 0.34% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 476 $549K 0.05% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 475 $548K 0.03% -175 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 474 $547K 0.27% 0 13F-HR Timeline INVESTOR AB More: the full row for INVESTOR AB 470 $543K <0.01% new 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 470 $543K 0.23% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 469 $541K 0.09% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 468 $541K 0.07% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 468 $541K 0.44% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 468 $540K 0.09% -103 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 468 $540K 0.06% +126 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 467 $539K 0.18% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 465 $537K 0.13% new 13F-HR Timeline HEMMING& WEALTH MANAGEMENT, INC. More: the full row for HEMMING& WEALTH MANAGEMENT, INC. 465 $537K 0.33% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 464 $536K 0.15% -35 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 464 $536K 0.15% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 464 $536K 0.29% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 463 $534K 0.26% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 557 $534K 0.07% +23 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 462 $533K 0.04% -30 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 462 $533K 0.3% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 460 $531K 0.05% +230 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 460 $531K 0.29% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 460 $531K 0.23% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 459 $530K 0.2% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 458 $529K 0.23% -142 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 458 $528K 0.45% 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 457 $528K 0.25% -141 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 457 $527K 0.32% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 457 $527K 0.19% +175 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 456 $527K 0.06% -452 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 456 $526K 0.44% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 456 $526K 0.12% +66 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 456 $526K 0.22% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 455 $525K 0.07% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 455 $525K 0.12% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 454 $524K 0.19% +4 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 561 $523K 0.11% +26 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 453 $523K 0.26% new 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 452 $522K 0.21% new 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 452 $522K 0.17% new 13F-HR Timeline