WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,421 $1.06M 0.36% -579 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,407 $1.05M 0.43% -740 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,405 $1.05M 0.41% +400 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 5,401 $1.05M 0.22% -31 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 5,401 $1.05M 0.62% -963 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 5,400 $1.05M 0.01% -6,200 13F-HR/A Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,392 $1.05M 0.64% +6 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 5,384 $1.05M 0.1% +3,595 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,367 $1.05M 0.08% -1,527 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,361 $1.04M 0.22% +543 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 5,350 $1.04M 0.16% +1,763 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 5,338 $1.04M 0.09% +13 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 5,336 $1.04M 0.44% +21 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,334 $1.04M 0.72% +469 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,332 $1.04M 0.13% -181 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,326 $1.04M 0.12% -153 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 5,325 $1.04M 0.43% 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,312 $1.04M 0.18% -1 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 5,240 $1.03M 0.38% new 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 5,300 $1.03M 0.19% +3,970 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,298 $1.03M 0.4% +17 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 5,296 $1.03M 0.06% +1,598 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 5,259 $1.03M 0.5% -26 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 5,248 $1.02M 0.56% +300 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 5,247 $1.02M 0.29% +2,859 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,245 $1.02M 0.07% -463 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,244 $1.02M 0.23% +42 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,030 $1.02M 0.29% +24 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 5,242 $1.02M 0.29% -951 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 5,241 $1.02M 0.14% -2,355 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,236 $1.02M 0.03% +231 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 5,219 $1.02M 0.57% +309 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 5,213 $1.02M 0.54% 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 5,211 $1.02M 0.09% -50 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 5,208 $1.01M 0.06% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5,199 $1.01M 0.41% -403 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 5,197 $1.01M 0.66% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LCNB CORP More: the full row for LCNB CORP 5,188 $1.01M 0.34% -85 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,169 $1.01M 0.89% +300 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 5,162 $1.01M 0.19% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 5,162 $1.01M 0.06% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 5,162 $1.01M 0.09% +95 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,193 $1.01M 0.18% -126 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,144 $1M 0.37% +182 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 5,142 $1M 0.17% +2,130 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,130 $1000K 0.11% 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 5,128 $999K 0.07% -10 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 5,119 $998K 0.39% +595 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,109 $996K 0.15% +241 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 5,108 $996K 0.31% -143 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,097 $993K 0.34% +117 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,095 $993K 0.08% -38,677 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,096 $993K 0.03% +1,617 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,085 $991K 0.22% +3 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,083 $991K 0.26% -153 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 5,079 $990K 0.23% -475 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,079 $990K 0.16% -110 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,078 $990K 0.09% +168 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,067 $988K 0.19% +596 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 5,065 $987K 0.67% +4,000 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 5,054 $985K 0.48% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,051 $984K 0.46% -225 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 5,049 $984K 0.35% -40 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,044 $983K 0.05% -9 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 5,037 $982K 0.67% +232 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,033 $981K 0.13% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,021 $979K 0.2% +4,071 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,012 $977K 0.27% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,007 $976K 0.22% -1,010 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,004 $975K 0.07% -1,110 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 5,000 $975K 0.58% 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 5,000 $975K 0.96% 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,990 $973K 0.46% +2,872 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,980 $971K 0.56% -725 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 4,976 $970K 1.02% -2,784 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,970 $969K 0.12% +3,570 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,967 $968K 0.05% -41 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,959 $967K 0.04% +81 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,957 $966K 0.23% -2,418 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,943 $963K 0.14% -182 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,943 $963K 0.44% +2,248 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,943 $963K 0.55% +30 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 4,943 $963K 0.47% +164 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,938 $962K 0.24% new 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 4,934 $962K 0.14% -4,000 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,420 $961K 0.11% -1,707 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 4,930 $961K 0.54% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,925 $960K 0.08% +1 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4,914 $958K 0.52% -1,781 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 4,890 $953K 0.85% 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,091 $953K 0.39% +146 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,888 $953K 0.32% +81 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,878 $951K 0.05% -167 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,872 $950K 0.14% +2,469 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,866 $948K 0.2% +223 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 4,862 $948K 0.39% +12 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 4,854 $946K 0.55% +29 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,851 $946K 0.59% -80 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,847 $945K 0.1% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,843 $944K 0.23% +418 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,839 $943K 0.08% +90 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,828 $941K 0.06% +929 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,817 $939K 0.18% -223 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 4,817 $939K 0.3% -1,072 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 4,813 $938K 0.46% -594 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,812 $938K 0.34% +190 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,800 $936K 0.22% -9 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,789 $934K 0.15% +27 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 4,778 $931K 0.22% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,774 $930K 0.07% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,763 $928K 0.18% +365 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,740 $924K 0.23% +458 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,740 $924K 0.15% -12,455 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,740 $924K 0.37% -264 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 4,737 $923K 0.4% 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,728 $922K 0.38% -62 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,727 $921K 0.25% -371 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,724 $921K 0.55% +268 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 4,720 $920K 0.09% -15 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 4,707 $917K 0.08% +766 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 4,705 $917K 0.67% 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,696 $915K <0.01% -4,181,035 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 4,692 $915K 0.15% -303 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 4,690 $914K 0.06% -12,270 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 4,600 $913K 0.41% +1,600 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,683 $913K 0.26% -1,017 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 4,680 $912K 0.06% -11,243 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 4,676 $911K 0.42% 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 4,667 $910K 0.65% -24 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,664 $909K 0.52% +82 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 4,655 $907K 0.13% +16 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,642 $905K 0.08% -182 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,678 $904K 0.16% -273 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 4,632 $903K 0.07% +726 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 4,626 $902K 0.64% +37 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 4,621 $901K 0.31% 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 4,609 $898K 0.35% 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,607 $898K 0.1% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,595 $896K 0.22% +117 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,595 $896K 0.03% +361 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,594 $895K 0.13% +1,764 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,590 $895K 0.4% -145 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,826 $892K 0.34% +177 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,566 $890K 0.65% +630 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,552 $887K 0.1% +465 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 4,551 $887K 0.68% -2,138 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,547 $886K 0.11% +2,127 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,536 $884K 0.08% +336 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,533 $884K 0.24% +4 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,525 $882K 0.25% +1,204 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 4,520 $881K 0.08% +88 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 4,518 $881K 0.09% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,502 $878K 0.1% -33 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,499 $877K 0.16% +2,441 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,493 $876K 0.17% -10 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,492 $876K 0.87% +2,158 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,487 $875K 0.2% +2,356 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,484 $874K 0.55% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 4,471 $871K 0.18% -308 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,459 $869K 0.18% +2,118 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 4,440 $865K 0.28% -425 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,432 $864K 0.13% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,426 $863K 0.2% -246 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 4,423 $862K 0.42% +2,801 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,209 $861K 0.15% -61 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,416 $861K 0.5% 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,414 $860K 0.07% -292 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,413 $860K 0.11% +787 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,410 $860K 0.14% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,409 $859K 0.14% -65 13F-HR Timeline Trust Co More: the full row for Trust Co 4,398 $857K 0.08% +3,088 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,397 $857K 0.11% -1,483 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,389 $856K 0.39% -8,204 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,388 $855K 0.47% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 4,388 $855K 0.33% -26 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 4,373 $852K 0.51% +56 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4,370 $852K 0.43% +18 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,368 $851K 0.17% -9 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,365 $851K 0.21% +1,650 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4,362 $850K 0.13% -217 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4,360 $850K 0.67% 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,359 $850K 0.42% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,355 $849K 0.07% -199 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,353 $849K 0.17% +3,244 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 4,351 $848K 0.14% -35 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,336 $845K 0.31% -123 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,336 $845K 0.05% -7,479 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,335 $845K 0.55% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,329 $844K 0.07% +263 13F-HR Timeline Group Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 4,322 $842K 0.45% +234 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,311 $840K 0.48% -3,461 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,306 $839K 0.46% -262 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,871 $838K 0.6% -160 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,296 $837K 0.42% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,925 $837K 0.19% -765 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,294 $837K 0.2% -543 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 4,293 $837K 0.39% +40 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,287 $836K 0.19% +1,028 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,283 $835K 0.17% +1,750 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,275 $834K 0.1% 0 13F-HR Timeline Group