Addison Advisors LLC More: the full row for Addison Advisors LLC 352 $471K 0.12% +4 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 351 $470K 0.32% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 350 $469K 0.04% -25 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 350 $469K 0.24% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 350 $469K 0.14% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 350 $469K 0.15% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 350 $469K 0.06% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 349 $467K 0.11% +4 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 349 $467K 0.28% -68 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 347 $465K 0.23% 0 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 347 $465K 0.16% +6 13F-HR Timeline Group Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 347 $465K 0.51% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 344 $461K 0.04% -3 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 344 $461K 0.23% -85 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 342 $458K 0.03% -54 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 355 $456K 0.17% 0 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 340 $455K 0.08% -1 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 340 $455K 0.04% -219 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 378 $455K 0.31% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 340 $455K 0.07% +15 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 339 $454K 0.02% +10 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 339 $454K 0.34% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 339 $454K 0.14% -31 13F-HR/A Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 339 $454K 0.38% 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 338 $453K 0.17% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 337 $451K 0.37% +38 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 348 $450K 0.3% +30 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 336 $450K 0.1% -32 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 336 $449K 0.1% +63 13F-HR/A Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 335 $448K 0.07% -107 13F-HR Timeline Marest Capital, LLC More: the full row for Marest Capital, LLC 334 $447K 0.35% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 345 $445K 0.08% -23 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 332 $445K 0.28% +15 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 332 $445K 0.13% -18 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 330 $442K 0.05% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 330 $442K 0.11% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 328 $439K 0.06% -1 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 328 $439K 0.03% -15 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 328 $439K 0.08% +38 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 328 $439K 0.22% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 328 $439K 0.1% +143 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 328 $439K 0.29% +28 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 328 $439K 0.1% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 325 $435K 0.21% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 325 $435K 0.11% +93 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 324 $434K 0.25% -8 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 323 $433K 0.08% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 323 $433K 0.11% -19 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 322 $431K 0.04% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 322 $431K 0.24% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 322 $431K 0.33% +41 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 321 $430K 0.41% -4 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 321 $430K 0.09% +10 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 345 $430K 0.16% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 320 $429K 0.12% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 320 $429K 0.04% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 319 $427K 0.08% -54 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 319 $427K 0.03% +46 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 318 $426K 0.01% 0 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 318 $426K 0.29% -30 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 317 $425K 0.13% +30 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 317 $425K 0.41% -5 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 317 $425K 0.12% -13 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 317 $425K 0.29% +5 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 316 $423K 0.04% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 316 $423K 0.06% +11 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 316 $423K 0.27% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 315 $422K 0.2% +107 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 315 $421K 0.01% +40 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 314 $420K 0.04% -5 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 314 $420K 0.16% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 314 $420K 0.08% +3 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 314 $420K 0.13% +18 13F-HR Timeline Group W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 314 $420K 0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 313 $419K 0.15% -9 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 312 $418K 0.05% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 312 $417K 0.02% new 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 311 $416K <0.01% 0 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 311 $416K 0.11% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 310 $415K 0.2% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 309 $414K 0.07% +14 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 309 $414K 0.11% 0 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 308 $413K 0.16% -86 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 308 $412K 0.07% -16 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 308 $412K 0.33% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 308 $412K 0.01% +17 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 308 $412K 0.02% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 308 $412K 0.1% +5 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 308 $412K 0.07% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 308 $412K 0.09% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 307 $411K 0.04% -20 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 307 $411K 0.17% 0 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 349 $411K 0.09% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 306 $410K 0.04% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 303 $406K 0.34% -7 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 303 $406K 0.04% -119 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 303 $406K 0.39% +100 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 303 $406K 0.16% +1 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 303 $406K 0.19% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 302 $404K 0.21% +3 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 302 $404K 0.01% +73 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 301 $403K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 301 $403K 0.06% +73 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 300 $402K 0.71% 0 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 300 $402K 0.06% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 300 $402K 0.25% -339 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 300 $402K 0.21% +50 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 300 $402K 0.08% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 300 $402K 0.05% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 300 $402K 0.03% -200 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 300 $402K 0.28% +7 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 300 $402K 0.04% 0 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 300 $402K 0.13% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 300 $402K 0.08% +15 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 300 $402K 0.03% -51 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 300 $402K 0.29% +32 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 299 $401K 0.04% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 309 $400K 0.18% +5 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 298 $399K 0.08% +34 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 298 $399K 0.09% -8 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 298 $399K 0.07% +9 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 298 $399K 0.12% +21 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 298 $398K 0.09% -2 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 297 $398K 0.01% -4,053 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 297 $398K 0.23% new 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 297 $398K 0.33% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 296 $396K 0.18% +37 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 296 $396K 0.19% +70 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 295 $395K 0.04% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 295 $395K 0.11% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 295 $395K 0.05% -11 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 295 $395K 0.32% -7 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 295 $395K 0.04% +56 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 295 $395K 0.05% +106 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 294 $394K 0.11% -512 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 294 $394K 0.59% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 294 $394K 0.12% +1 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 293 $392K 0.36% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 292 $391K 0.03% 0 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 302 $391K 0.15% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 417 $389K 0.15% 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 290 $388K 0.13% +55 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 290 $388K 0.22% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 287 $384K 0.3% -196 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 297 $384K 0.14% +14 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 286 $383K 0.04% -61 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 286 $383K 0.14% +2 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 286 $383K 0.02% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 285 $382K 0.18% +28 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 285 $382K 0.05% +25 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 284 $380K 0.01% +19 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 284 $380K 0.03% +2 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 284 $380K 0.24% +20 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 283 $379K 0.16% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 283 $379K 0.04% -8 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 283 $379K 0.15% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 282 $378K 0.34% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 281 $376K 0.13% +3 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 281 $376K 0.36% 0 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 280 $375K 0.13% -11 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 280 $375K 0.08% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 279 $374K 0.12% new 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 279 $374K 0.15% -1 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 279 $374K 0.24% -75 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 279 $374K 0.07% +33 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 279 $374K 0.27% -26 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 278 $372K 0.08% new 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 278 $372K 0.09% +20 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 278 $372K 0.03% +9 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 278 $372K 0.3% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 277 $371K 0.11% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 277 $371K 0.09% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 276 $370K 0.11% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 276 $370K 0.23% -5 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 276 $370K 0.12% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 275 $368K 0.06% +36 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 275 $368K 0.23% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 274 $367K 0.07% +8 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 273 $366K 0.03% -2 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 273 $365K 0.31% -13 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 272 $364K 0.06% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 272 $364K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 272 $364K 0.17% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 272 $364K 0.11% +31 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 308 $363K 0.09% -24 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 271 $363K 0.03% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 270 $362K 0.04% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 283 $361K 0.04% +14 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 269 $360K 0.09% +4 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 269 $360K 0.06% 0 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 269 $360K 5.53% -16 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 269 $360K 0.11% -50 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 269 $360K 0.15% -19 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 268 $359K 0.06% +31 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 268 $359K 0.09% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 268 $359K 0.28% +42 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 266 $356K 0.19% -3 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 266 $356K 0.09% +21 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 266 $356K 0.11% +27 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 307 $356K 0.15% 0 13F-HR Timeline