Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,809 $649K 0.15% -41 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,815 $649K 0.14% +11,913 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,804 $648K 0.09% +1,264 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,801 $648K 0.38% -300 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 3,801 $648K 0.17% -157 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,800 $648K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,799 $647K 0.16% +43 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,799 $647K 0.27% +136 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,789 $646K 0.34% +19 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,763 $641K 0.15% +708 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 3,760 $641K 2.16% 0 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 3,750 $639K 0.37% +1 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,741 $638K 0.28% 0 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 3,735 $637K 0.97% +1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,724 $635K 0.08% +1,889 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 3,724 $635K 0.09% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,720 $634K 0.21% -81 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 3,712 $633K 0.53% -71 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,711 $632K 0.35% -959 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 3,695 $630K 0.7% +3 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,689 $629K 0.07% +622 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,689 $629K 0.04% -547 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,676 $627K 0.66% -728 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 3,672 $626K 0.23% -27 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 3,672 $626K 0.01% 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,664 $624K 0.35% +64 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 3,660 $624K 0.06% -536 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,657 $623K 0.1% -907 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,656 $623K 0.48% -44 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,648 $622K 0.07% +2 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,647 $622K 0.15% +458 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 3,644 $621K 0.33% -200 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 3,641 $620K 0.09% -609 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,636 $620K 0.67% +593 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 3,635 $619K 0.15% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,635 $619K 0.03% -380 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,632 $619K 0.26% -639 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,629 $618K 0.14% +1,862 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,627 $618K 0.33% -136 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,801 $617K 0.27% +11 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,616 $616K 0.2% +27 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 3,602 $614K 0.18% +98 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3,600 $614K 0.31% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,600 $614K 0.06% -181 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,597 $613K 0.45% 0 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 3,597 $613K 0.6% +132 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,586 $611K 0.25% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,585 $611K 0.2% +6 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,809 $610K 0.29% -78 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,580 $610K 0.48% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3,575 $609K 0.38% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,571 $609K 0.2% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,569 $608K 0.09% -52 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 3,570 $608K 0.61% 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 3,622 $607K 0.11% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,563 $607K 0.01% new 13F-HR Timeline Group Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 3,600 $605K 0.02% 0 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 3,550 $605K 0.18% +9 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 3,546 $604K 0.04% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3,544 $604K 0.49% +7 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,543 $604K 0.13% -1,338 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,542 $604K 0.15% +378 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3,541 $603K 0.36% +18 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,538 $603K 0.22% -478 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,532 $602K 0.36% +296 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 3,532 $602K 0.15% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3,515 $599K 0.09% -192 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,514 $599K 0.4% -8,768 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,513 $599K 0.66% +329 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 3,501 $597K 0.17% -7,228 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 3,501 $597K 0.13% +248 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,499 $596K 0.53% +768 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 3,498 $596K 0.25% -456 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 3,673 $596K 0.31% -67 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 3,489 $595K 0.11% +38 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,488 $594K 0.18% -811 13F-HR/A Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,484 $594K 0.16% 0 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,483 $594K 0.29% +2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,479 $593K 0.59% -53 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,474 $592K 0.39% -50 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,473 $592K 0.56% -2 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,472 $592K 0.32% +3,029 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 3,471 $591K 0.28% +6 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,466 $591K 0.36% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,465 $590K 0.53% -145 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,461 $590K 0.35% -50 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,458 $589K 0.29% -3,723 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3,455 $589K 0.15% +7 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 3,453 $588K 0.29% -250 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,453 $588K 0.06% -521 13F-HR/A Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,445 $587K 0.2% -77 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,437 $586K 0.06% +223 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,436 $586K 0.02% -299 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,414 $582K 0.43% +35 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 3,381 $576K 0.27% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,380 $576K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,379 $576K 0.3% +1,099 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 3,373 $575K 0.74% -92 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 3,369 $574K 0.24% +30 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,367 $574K 0.18% +52 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 3,364 $573K 0.21% -410 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 3,363 $573K 0.13% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,362 $573K 0.13% +185 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,358 $572K 0.44% +321 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 3,351 $571K 0.64% -516 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 3,350 $571K 0.27% +111 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,345 $570K 0.09% +73 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,343 $570K 0.22% -357 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,343 $570K 0.14% -367 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,342 $570K 0.07% -40 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,324 $566K 0.12% -148 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 3,322 $566K 0.07% -488 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 3,321 $566K 0.17% +43 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,320 $566K 0.17% +2 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3,315 $565K 0.22% +311 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 9,600 $565K 0.01% -16,509 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,311 $564K 0.21% -4 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 3,302 $563K 0.23% +546 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,302 $563K 0.16% +68 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,300 $562K 0.11% -31 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 3,295 $562K 0.18% -102 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 3,293 $561K 0.28% +451 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,291 $561K 0.56% 0 13F-HR/A Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,286 $560K 0.11% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,278 $559K 0.05% -441 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,275 $558K 0.08% -67 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 3,272 $558K 0.55% -79 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,270 $557K 0.2% -97 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 3,269 $557K 0.31% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 3,268 $557K 0.31% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,264 $556K 0.08% +409 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,262 $556K 0.13% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,261 $556K 0.22% -300 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,256 $555K 0.09% +259 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,255 $555K 0.34% +1,240 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,249 $554K 0.14% -59 13F-HR Timeline Savior LLC More: the full row for Savior LLC 3,245 $553K 3.32% -23 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,242 $552K 0.11% +203 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,241 $552K 0.4% -4,372 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,240 $552K 0.32% -822 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,220 $549K 0.09% +53 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 3,373 $548K 0.2% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,215 $548K 0.22% -3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,214 $548K 0.22% -1,862 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 3,212 $547K 0.22% -23 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,211 $547K 0.44% +318 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,210 $547K 0.3% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,207 $547K 0.15% -274 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 3,205 $546K 0.29% -205 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,201 $546K 0.79% +261 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,195 $545K 0.06% -1,037 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,176 $541K 0.21% -219 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,175 $541K 0.05% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,176 $541K 0.19% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 3,174 $541K 0.54% +14 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 3,169 $540K 0.17% +536 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,166 $540K 0.3% -610 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 3,165 $539K 0.29% +21 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 3,165 $539K 0.09% +221 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,164 $539K 0.04% -240 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,160 $539K 0.34% -85 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,160 $539K 0.46% +142 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,158 $538K 0.01% -420 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,154 $538K 0.21% -5 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 82,783 $536K 0.12% -1,011 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,146 $536K 0.44% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 3,145 $536K 0.14% -984 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,144 $536K 0.18% -7 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 3,131 $534K 0.05% -481 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 3,126 $533K 0.06% +360 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,126 $533K 0.42% -233 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,125 $533K 0.03% 0 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 3,123 $532K 0.12% +448 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 3,121 $532K 0.11% +736 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 3,119 $532K 0.31% +119 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,117 $531K 0.08% -19 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 3,121 $531K 0.08% +61 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,115 $531K 0.28% +425 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3,108 $530K 0.19% 0 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 3,102 $529K 0.36% -25 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 3,101 $528K 0.55% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 3,101 $528K 0.16% +242 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,100 $528K 0.02% +100 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3,098 $528K 0.17% +1 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,096 $528K 0.21% +87 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,096 $528K 0.26% +96 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,091 $527K 0.11% -70 13F-HR Timeline ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 3,090 $527K 0.31% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,087 $526K 0.29% +3 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 3,082 $525K 0.4% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 3,082 $525K 0.18% -3 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,081 $525K 0.11% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,084 $525K 0.18% +18 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,634 $525K 0.22% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,076 $524K 0.29% -124 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,073 $524K 0.01% -260 13F-HR Timeline Group Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 3,066 $523K 0.13% -87 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 3,064 $522K 0.13% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,063 $522K 0.14% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,062 $522K 0.29% +694 13F-HR Timeline