Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,000 $370K 0.16% -2,487 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,999 $369K 0.1% +121 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,998 $369K <0.01% -973 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 1,997 $369K 0.26% -259 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 1,997 $369K 0.05% +64 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,996 $369K 0.03% -290 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,068 $368K 0.22% -4,306 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,017 $367K 0.16% -25 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,985 $367K 0.04% +178 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,984 $367K 0.03% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,987 $366K 0.01% -19 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 1,980 $366K 0.28% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,980 $366K 0.1% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $366K 0.09% new 13F-HR Timeline Amount filed as zero, left out of ratios. TFB Advisors LLC More: the full row for TFB Advisors LLC 1,978 $366K 0.16% -87 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,974 $365K 0.04% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,970 $364K 0.02% +150 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,966 $363K 0.17% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,240 $363K 0.13% +18 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,962 $363K 0.07% -4 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,961 $362K 0.02% -74 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,960 $362K 0.18% +240 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,960 $362K 0.03% -204 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,996 $362K 0.04% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,958 $362K 0.03% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,949 $360K 0.02% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,947 $360K 0.15% +1 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,942 $359K <0.01% -83,668 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 1,936 $358K 0.04% -5,528 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,936 $358K 0.02% +42 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 1,934 $357K 0.16% -39,438 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,929 $356K 0.21% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,925 $356K 0.1% -4 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,925 $356K 0.19% 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,924 $356K 0.12% +38 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,921 $355K 0.06% +101 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,910 $353K 0.19% -210 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,910 $353K 0.05% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 1,910 $353K 0.19% -434 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,905 $352K 0.16% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,905 $352K 0.07% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,909 $352K 0.13% -11 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,903 $352K 0.13% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,901 $351K 0.11% -1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,899 $351K 0.07% +104 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,894 $350K 0.01% 0 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 1,891 $349K 0.3% -17 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 1,888 $349K 0.17% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,878 $347K 0.12% -3,226 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,877 $347K 0.02% -520 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,874 $346K 0.02% +129 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 1,873 $346K 0.23% +47 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,872 $346K 0.07% -151 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,868 $345K 0.67% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,861 $344K 0.04% new 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,856 $343K 0.14% -2 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,851 $342K 0.01% +1 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,847 $341K 0.09% -246 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 1,846 $341K 0.22% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,840 $340K 0.02% -102 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,838 $340K 0.06% new 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Lifestyle Asset Management, Inc. 1,818 $336K 0.09% +33 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,817 $336K 0.26% -284 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,812 $335K 0.1% +49 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,812 $335K 0.04% -8 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 1,805 $334K 0.32% -46 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,804 $333K 0.1% +184 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,800 $333K 0.15% -150 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,798 $332K 0.1% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,794 $332K 0.05% -25 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,789 $331K 0.09% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,785 $330K 0.02% -541 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 1,783 $329K 0.17% -215 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 1,780 $329K 0.16% -1,182 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,778 $328K 0.02% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,792 $328K 0.24% +357 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,772 $327K 0.15% new 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,772 $327K 1.02% -67 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,769 $327K 0.3% +8 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,768 $327K 0.08% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,768 $327K 0.08% +123 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,763 $326K 0.12% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,759 $325K 0.12% +10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,758 $325K 0.12% +141 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,756 $324K 0.02% -250 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,753 $324K 0.04% +111 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,756 $324K 0.17% -3,428 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,753 $324K 0.21% -15 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,746 $323K 0.22% -343 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 1,742 $322K 0.04% -495 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 1,742 $322K 0.03% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,741 $322K 0.05% -1,012 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,740 $322K 0.01% +109 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,740 $321K 0.07% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,731 $320K 0.03% +445 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,731 $320K 0.03% -30 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,730 $320K 0.02% +4 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,721 $318K 0.22% +6 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,718 $317K 0.04% +101 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,718 $317K 0.18% -332 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,717 $317K 0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 1,715 $317K 0.14% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,714 $317K 0.03% -52 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,711 $316K 0.04% +11 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,708 $316K 0.21% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,708 $316K 0.14% +23 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,705 $315K 0.01% 0 13F-HR Timeline Group X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,703 $315K 0.08% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,704 $315K 0.19% +165 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,703 $315K 0.05% -65 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,703 $315K 0.02% new 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,702 $315K 0.05% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,700 $314K 0.06% new 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,700 $314K 0.07% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,699 $314K 0.06% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,698 $314K 0.22% -5 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,696 $313K 0.06% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,695 $313K 0.02% -64 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,695 $313K 0.09% +40 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,693 $313K 0.14% +99 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,692 $313K 0.03% -991 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,687 $312K 0.03% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,686 $312K 0.03% +2 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,682 $311K 0.03% -484 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,682 $311K 0.08% -271 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,681 $311K 0.18% -124 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,680 $310K 0.02% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,679 $310K 0.1% +44 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,678 $310K 0.05% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,678 $310K 0.04% -115 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,677 $310K 0.14% -187 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,676 $310K 0.11% new 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 1,676 $310K 0.14% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,675 $310K 0.03% -116 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,671 $309K 0.05% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,671 $309K 0.05% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,670 $309K 0.07% -54 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,670 $309K 0.05% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,668 $308K 0.09% +85 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,665 $308K 0.17% +11 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,662 $307K 0.12% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,662 $307K 0.13% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,661 $307K 0.03% -239 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 1,723 $307K 0.11% +5 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,659 $307K 0.11% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,657 $306K 0.09% -51 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,656 $306K <0.01% new 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,655 $306K 0.21% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,648 $304K 0.01% +1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,647 $304K 0.05% -57 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,642 $303K 0.12% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 1,641 $303K 0.03% +38 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,645 $303K 0.12% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,638 $303K 0.1% +29 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,638 $303K 0.15% +1 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,637 $303K 0.14% +58 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,636 $302K 0.03% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,636 $302K 0.02% +1 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,635 $302K 0.06% -20 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,624 $300K 0.09% -904 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,624 $300K 0.17% -129 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,623 $300K 0.07% new 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,621 $300K 0.05% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,620 $299K 0.06% -45 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,620 $299K 0.03% -84 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,619 $299K 0.23% +10 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,618 $299K 0.07% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,618 $299K 0.05% -11,654 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for Widmann Financial Services, Inc. 1,597 $295K 0.16% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 1,656 $295K 0.2% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,596 $295K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,595 $295K 0.15% -10,013 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,595 $295K 0.01% +53 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,594 $295K 0.02% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,592 $294K 0.04% -478 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,591 $294K 0.04% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,590 $294K 0.02% new 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,584 $293K 0.08% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,574 $291K 0.2% 0 13F-HR Timeline