Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,430 $938K 0.06% -98 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 1,429 $937K 0.13% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,426 $936K 0.55% +143 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 1,672 $934K 0.96% -729 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,424 $934K 0.38% -43 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,423 $933K 0.19% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,418 $930K 0.19% +11 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 1,416 $928K 0.43% +129 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,404 $921K 0.04% +81 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,403 $920K 0.32% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,402 $920K 0.18% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,400 $918K 0.05% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,398 $917K 0.04% +353 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 1,395 $915K 0.74% 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,394 $914K 0.01% -41 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for BFI Infinity Ltd. 1,341 $880K 0.42% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,336 $876K 0.08% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,330 $872K 0.01% +419 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 1,487 $869K 0.57% -10 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,306 $857K 0.16% -4 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,305 $856K 0.1% -20 13F-HR Timeline Avantax Planning Partners, Inc. 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Brown & Associates Inc. 1,241 $814K 0.47% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,235 $810K 0.01% +202 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,232 $808K 0.01% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for IMG Wealth Management, Inc. 1,208 $792K 0.44% -21 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,201 $788K 0.04% +59 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,200 $788K <0.01% -1,400 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,200 $787K 0.01% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,195 $784K 0.12% +38 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,193 $783K 0.13% +122 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,192 $782K <0.01% +238 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,187 $779K 0.04% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 1,181 $774K 0.48% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,176 $771K 0.35% +3 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,172 $769K 0.24% +320 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,163 $763K 0.11% +636 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,161 $761K 0.16% +8 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,154 $757K 0.39% +34 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,153 $756K 0.14% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,147 $752K 0.08% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,147 $752K 0.03% 0 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,146 $752K 0.02% new 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 1,144 $750K 0.17% -561 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,143 $750K <0.01% new 13F-HR Timeline Group Somerset Group LLC More: the full row for Somerset Group LLC 1,224 $748K 0.52% +4 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,138 $746K 0.6% +5 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,135 $744K 0.21% -96 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 1,133 $743K 0.04% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,132 $742K 0.34% +6 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,127 $740K 0.08% +3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,126 $739K 0.03% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,125 $738K 0.04% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,125 $738K 0.07% -107 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 1,123 $737K 0.14% -4 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 1,110 $728K 0.3% +459 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,103 $723K 0.01% -6 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,101 $722K 0.02% +553 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,099 $721K 0.23% +899 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,098 $720K 0.42% -1 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,094 $718K 0.18% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,084 $711K 0.03% -423 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,078 $707K 0.22% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,077 $706K 0.42% +30 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,070 $702K 0.88% -1,262 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,060 $695K 0.22% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,057 $693K 0.29% -30 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 1,047 $687K 0.07% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 1,041 $683K 0.28% +394 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,041 $683K 0.2% +100 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,040 $682K 0.07% +10 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,039 $681K 0.3% 0 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,034 $678K 0.13% new 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,032 $677K 0.09% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,029 $675K <0.01% +265 13F-HR Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,025 $673K 0.29% +15 13F-HR/A Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,022 $670K 0.25% -350 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,019 $668K 0.11% +272 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,014 $665K 0.1% -30 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,014 $665K 0.17% +55 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,012 $664K 0.34% +178 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,012 $664K 0.12% -303 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 1,010 $662K 0.39% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,009 $662K 0.3% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 1,000 $656K 0.14% 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 1,000 $656K 1.72% 0 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 993 $651K 0.2% +149 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,194 $651K 0.04% new 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 989 $649K 0.31% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 984 $645K 0.23% -83 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 983 $645K 0.07% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 977 $641K 0.06% +120 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 971 $637K 0.04% 0 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 971 $637K 0.4% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 969 $636K 0.28% -16 13F-HR/A Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 969 $635K 0.32% +9 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 965 $633K 0.01% new 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 962 $631K 0.32% -46 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 961 $630K 0.15% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 960 $629K 0.14% +6 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 958 $629K 0.4% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 956 $627K 0.07% -185 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 950 $623K 0.05% +150 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 930 $610K 0.2% +7 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 928 $609K 0.05% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 924 $606K 0.01% new 13F-HR Timeline Cavalier Investments, LLC More: the full row for Cavalier Investments, LLC 923 $605K 0.22% -29,672 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 922 $605K 0.2% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 921 $604K 0.03% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 920 $603K 0.42% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 919 $603K 0.33% -194 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 918 $602K 0.01% new 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 913 $599K 0.08% +40 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 913 $599K 0.28% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 911 $598K <0.01% -178 13F-HR/A Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 910 $597K 0.05% new 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 908 $596K 0.13% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 905 $594K 0.19% 0 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 904 $593K 0.25% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 903 $592K 0.01% -36 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 900 $591K 0.15% -16 13F-HR Timeline Daviman Financial, LLC More: the full row for Daviman Financial, LLC 898 $589K 0.33% -3 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 893 $586K 0.02% -400 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 893 $586K 0.32% -65 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 891 $584K 0.05% -1 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 890 $584K <0.01% 0 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 887 $582K 0.07% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 935 $580K 0.06% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 883 $579K 0.23% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 880 $577K 0.21% -1 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 878 $576K 0.15% -877 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 878 $576K 0.42% +278 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 878 $576K 0.05% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 872 $572K 0.1% +83 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 870 $570K 0.18% -178 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 869 $570K 0.35% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 864 $567K 0.07% +1 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 863 $566K 0.26% -193 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 854 $560K 0.11% +8 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 1,002 $560K 0.28% -39 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 853 $559K 0.15% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 842 $552K 0.03% +35 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 841 $552K 0.22% -15 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 838 $550K 0.16% 0 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 902 $548K 0.07% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 833 $546K 0.12% +768 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 829 $544K 0.08% -180 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 825 $541K 0.13% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 825 $541K 0.11% +11 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 824 $540K 0.01% -103 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 823 $540K 0.01% +172 13F-HR Timeline Group Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 822 $540K 0.41% -238 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 820 $538K 0.01% -194 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 818 $537K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 811 $532K 0.48% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 810 $531K 0.12% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 802 $527K <0.01% 0 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 801 $525K 0.04% -122 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 800 $525K 0.33% 0 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 797 $523K 0.18% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 795 $523K 0.02% -649 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 796 $522K 0.03% +171 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 796 $522K 0.01% +610 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 796 $522K 0.04% -40 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 789 $517K 0.21% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 785 $515K 0.05% 0 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 784 $514K 0.22% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 773 $507K 0.17% -137 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 772 $506K 0.18% 0 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 772 $506K 0.26% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 771 $506K 0.31% +165 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 769 $504K 0.02% 0 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 768 $504K 0.17% +233 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 765 $502K 0.15% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 762 $500K 0.35% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 762 $500K 0.36% +27 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 759 $498K 0.1% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 753 $494K 0.05% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 746 $489K 0.07% new 13F-HR Timeline