MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,998 $320K 0.03% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,987 $319K <0.01% +45 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,983 $318K 0.19% -63 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,980 $318K 0.11% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,983 $316K 0.15% -192 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,960 $316K 0.21% +46 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,940 $314K 0.05% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,930 $313K 0.04% +57 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,910 $311K 0.12% +4 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,902 $310K 0.01% -71 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,893 $309K 0.04% -703 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 2,875 $307K 0.09% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,840 $303K 0.04% -190 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,807 $302K <0.01% +595 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,826 $302K 0.07% +199 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,824 $301K 0.06% +124 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,824 $301K 0.03% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 2,817 $301K 0.3% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,810 $300K 0.03% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,807 $300K 0.02% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,787 $297K 0.12% +40 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,784 $297K 0.07% +4 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 2,779 $297K 0.21% 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,777 $296K 0.09% -75 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,775 $296K 0.08% -193 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,771 $296K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,769 $296K 0.03% +408 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,759 $294K 0.01% +336 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2,757 $294K 0.03% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,750 $293K 0.27% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 2,748 $293K 0.02% +176 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 2,740 $292K 0.26% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,739 $292K 0.06% +114 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,732 $292K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,727 $291K 0.01% +134 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,726 $291K 0.07% +88 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,723 $291K 0.06% +1 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 2,703 $288K 0.06% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 2,694 $287K 0.06% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,685 $286K 0.03% +31 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,669 $285K <0.01% +376 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,658 $284K 0.04% -34 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,647 $282K 0.02% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 2,591 $282K <0.01% +43 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,632 $281K 0.01% -877 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,624 $280K <0.01% +251 13F-HR Timeline von Borstel & Associates, Inc. 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More: the full row for SMITH, MOORE & CO. 2,509 $268K 0.02% -98 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,502 $267K 0.04% -31,754 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 2,492 $266K 0.22% 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,490 $266K 0.09% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,482 $265K 0.01% -2,402 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,469 $263K 0.01% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,444 $261K 0.03% -2 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,436 $260K 0.02% new 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,428 $259K 0.13% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,423 $259K <0.01% -83 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,410 $257K 0.01% -290 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,409 $257K 0.05% +164 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,398 $256K 0.05% +153 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,396 $256K 0.01% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,380 $253K 0.07% -103 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,354 $251K 0.12% +151 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 2,352 $251K 0.24% 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,346 $250K 0.19% 0 13F-HR Timeline truNorth Financial Services, Inc. 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More: the full row for CIBC WORLD MARKET INC. 2,304 $246K <0.01% +303 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,293 $245K 0.07% +8 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,260 $241K 0.04% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,256 $241K 0.06% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,234 $240K 0.01% +575 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,233 $238K 0.21% 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 2,210 $236K 0.11% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,209 $236K 0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,209 $236K 0.04% 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,204 $235K 0.09% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,200 $235K 0.01% +1,396 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,193 $234K 0.06% -223 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,189 $234K 0.16% +3 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,181 $233K 0.02% +3 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,177 $232K 0.09% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,177 $232K 0.04% +230 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,169 $231K 0.17% new 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 2,168 $231K 0.19% 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,152 $230K 0.06% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,152 $230K 0.06% -5 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,136 $228K 0.01% +130 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,113 $225K 0.04% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,107 $225K 0.02% +2 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,094 $223K 0.07% -23 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,091 $223K 0.07% +85 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,087 $223K 0.01% +57 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,071 $221K 0.02% +122 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,068 $221K 0.04% +1,100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,060 $220K 0.02% +51 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,059 $220K 0.11% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,056 $219K 0.05% +1,966 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 2,052 $219K 0.24% 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,044 $218K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,041 $218K <0.01% +767 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,034 $217K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,033 $217K <0.01% -911 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,031 $217K 0.03% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 2,027 $216K 0.16% 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,997 $213K <0.01% new 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,997 $213K 0.07% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,981 $211K 0.1% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,976 $211K 0.05% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,969 $210K <0.01% -52 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,943 $209K <0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,957 $209K 0.01% 0 13F-HR Timeline BAILARD, INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,780 $190K 0.05% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,775 $189K 0.03% -444 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,761 $188K 0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,703 $182K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,632 $174K 0.04% -55 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,600 $171K 0.04% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,593 $170K 0.01% +17 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,574 $168K 0.05% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,563 $167K 0.02% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,542 $165K 0.24% -30,044 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 1,520 $162K 0.04% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,520 $162K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,514 $162K <0.01% -7,438 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,490 $159K 0.05% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,475 $157K 0.02% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,460 $156K 0.09% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,372 $146K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,332 $142K <0.01% +14 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,330 $142K 0.08% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,327 $142K 0.01% +369 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 1,301 $139K 0.07% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,299 $139K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,273 $136K 0.03% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,245 $133K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,227 $131K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,218 $130K 0.05% +727 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,209 $129K 0.01% -37 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,183 $126K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,163 $124K 0.09% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,162 $124K 0.04% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,150 $123K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,098 $117K 0.03% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,052 $112K 0.02% +35 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,051 $112K 0.02% +346 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,040 $112K <0.01% +96 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,043 $111K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,029 $110K 0.05% +29 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,010 $108K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 970 $103K 0.01% +301 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 945 $101K 0.02% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 933 $99.6K 0.08% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 918 $98K 0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 911 $97K 0.1% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 908 $96.9K 0.07% -43 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 886 $94.5K 0.07% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 885 $94K 0.02% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 876 $93.5K 0.03% 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 876 $93.3K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 863 $92.1K 0.01% -173 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,034 $90.9K 0.54% +599 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 850 $90.7K 0.03% +15 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 768 $81.9K <0.01% +184 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 755 $80.6K 0.06% -190 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 736 $80.1K 0.01% -521 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 750 $80K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 730 $77.9K 0.03% +36 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 716 $76.4K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 709 $75.7K <0.01% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 700 $74.7K 0.02% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 697 $74.4K 0.04% 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 686 $73.2K 0.03% 0 13F-HR Timeline