Kooman & Associates More: the full row for Kooman & Associates 936 $394K 0.11% -45 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 935 $393K 0.05% -9 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 935 $393K 0.02% -7 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 934 $393K 0.08% +10 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 932 $392K 0.12% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 932 $392K 0.14% +37 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 926 $389K 0.14% +3 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 925 $389K 0.07% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 927 $389K 0.11% +29 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 925 $389K 0.16% -14 13F-HR Timeline FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 924 $389K 0.46% +23 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 922 $388K 0.12% -113 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 921 $387K 0.1% +54 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 921 $387K 1.5% +87 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 920 $387K 0.08% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 920 $387K 0.15% -111 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 919 $387K 0.06% +17 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 919 $386K 0.03% -436 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 918 $386K 0.01% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 917 $386K 0.06% -9 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 915 $385K 0.17% +19 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 913 $384K 0.15% -9 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 913 $384K 0.02% -56 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 913 $384K 0.1% +81 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 911 $383K 0.29% +11 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 909 $382K 0.34% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 909 $382K 1.23% -200 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 908 $382K 0.12% +93 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 906 $381K 0.17% +6 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 912 $381K 0.08% +335 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 905 $381K 0.09% +22 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 905 $381K 0.11% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 903 $380K 0.24% +88 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 902 $379K 0.11% +14 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 900 $379K 0.01% 0 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 900 $379K 0.11% +100 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 899 $378K 0.07% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 898 $378K 0.12% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 897 $377K 0.14% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 895 $376K 0.1% -92 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 883 $376K 0.04% +148 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 951 $375K 0.06% +15 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 891 $375K 0.05% -58 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 891 $375K 0.31% -215 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 890 $374K 0.08% -1,911 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 890 $374K 0.02% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 890 $374K 0.15% +37 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 890 $374K 0.08% -52 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 920 $374K 0.18% +59 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 888 $373K 0.25% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 887 $373K 0.03% -272 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 889 $373K 0.13% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 885 $372K 0.1% +128 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 884 $372K 0.06% -24 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $372K 0.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 884 $372K 0.01% -314 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 882 $371K 0.04% -157 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 882 $371K 0.06% +171 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 881 $371K 0.13% -34 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 878 $369K 0.27% +86 13F-HR Timeline Dedeker Financial LLC More: the full row for Dedeker Financial LLC 878 $369K 0.21% -59 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 905 $369K 0.16% +41 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 876 $368K 0.16% +73 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 874 $368K 0.25% +9 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 873 $367K 0.06% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 871 $366K 0.19% -20 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,857 $366K 0.09% +2,197 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 870 $366K 0.04% +5 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 869 $366K 0.09% -45 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 869 $366K 0.26% -6 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 867 $365K 0.03% +20 13F-HR Timeline Town Capital LLC More: the full row for Town Capital LLC 866 $364K 0.23% +4 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 866 $364K 0.14% -12 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 866 $364K 0.25% +320 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 865 $364K 0.09% +2 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 864 $363K 0.03% -450 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 863 $363K 0.02% +44 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 863 $363K 0.3% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 860 $362K 0.1% -28 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 859 $361K 0.09% -23 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 858 $361K 0.09% 0 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 855 $360K 0.1% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 854 $359K 0.01% +21 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 852 $358K 0.1% -41 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 852 $358K 0.13% +3 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 852 $358K 0.03% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 851 $358K 0.02% -59 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 851 $358K 0.05% -4 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 883 $356K 0.11% -5 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 842 $354K 0.3% +1 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 841 $354K 0.34% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 840 $353K 0.12% +10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 839 $353K 0.04% -7 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 836 $352K 0.05% +4 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 834 $351K 0.22% +691 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 833 $350K 0.07% +145 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 833 $350K 0.04% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 830 $349K 0.03% +101 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 827 $348K 0.21% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,088 $348K 0.22% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 826 $347K 0.08% -4 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 826 $347K 0.15% +27 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 825 $347K 0.07% -35 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 825 $347K 0.13% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 825 $347K 0.12% +191 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 824 $347K 0.02% 0 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 824 $347K 0.25% -13 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 822 $346K 0.11% -165 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 820 $345K 0.04% -201 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 818 $344K 0.07% -5 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 816 $343K 0.07% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 817 $343K 0.08% +137 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 815 $343K 0.2% +50 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 815 $343K 0.39% +16 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 813 $342K 0.17% -21 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 812 $342K 0.13% -202 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 813 $341K 0.14% +12 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 811 $341K 0.14% +30 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 810 $341K 0.07% +279 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 808 $340K 0.13% +40 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 808 $340K 0.07% +151 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 808 $340K 0.12% +89 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 807 $339K 0.01% -5 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 807 $339K 0.15% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 807 $339K 0.13% +14 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 889 $339K 0.11% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 804 $338K 0.05% -492 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 804 $338K 0.14% +238 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 804 $338K 0.02% +17 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 803 $338K 0.31% 0 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 800 $336K 0.4% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 800 $336K 0.06% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 799 $336K 0.05% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 798 $336K 0.03% -6 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 798 $336K 0.16% -11 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 798 $336K 0.13% new 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 796 $335K 0.13% +17 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 796 $335K 0.04% -2 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 796 $335K 0.1% -58 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 790 $332K 0.3% 0 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 789 $332K 0.22% -20 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 73,040 $332K 0.05% -9,784 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 789 $332K 0.16% -192 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 787 $331K 0.09% +15 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 785 $330K 0.09% 0 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 785 $330K 0.22% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 785 $330K 0.11% -4 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 784 $330K 0.01% +46 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 784 $330K 0.18% +5 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 784 $330K 0.22% +54 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 784 $330K 0.09% -21 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 783 $329K 0.17% -366 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 782 $329K 0.08% +6 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 782 $329K 0.22% +11 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $329K 0.24% -1 13F-HR Timeline Amount filed as zero, left out of ratios. TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 780 $328K 0.04% +15 13F-HR/A Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 779 $328K 0.12% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 779 $328K 0.27% +170 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 778 $327K 0.03% +27 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 778 $327K 0.01% -77 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 777 $327K 0.28% +66 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 777 $327K 0.08% 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 776 $326K 0.06% +40 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 776 $326K 0.05% -115 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 776 $326K 0.18% -321 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 776 $326K 0.08% +94 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 776 $326K 0.26% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 773 $325K 0.08% -984 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 770 $324K 0.2% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 770 $324K 0.08% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 768 $323K 0.1% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 768 $323K 0.09% +110 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 767 $323K 0.07% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 767 $323K 0.08% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 767 $323K 0.04% +92 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 766 $322K 0.08% -1 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 765 $322K 0.08% -21 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 764 $321K 0.19% -60 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 762 $321K 0.04% +50 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 762 $320K 0.04% -14 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 760 $320K 0.09% +1 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 760 $320K 0.02% 0 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 760 $320K 0.27% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 759 $319K 0.02% new 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 758 $319K 0.09% -122 13F-HR Timeline Kanen Wealth Management LLC More: the full row for Kanen Wealth Management LLC 758 $319K 0.08% 0 13F-HR Timeline CPWA, LLC More: the full row for CPWA, LLC 758 $319K 0.37% +5 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 757 $318K 0.05% +26 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 757 $318K 0.07% +20 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 756 $318K 0.32% 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 755 $318K 0.1% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 754 $317K 0.01% -134 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 754 $317K 0.04% +48 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 754 $317K 0.41% -28 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 754 $317K 0.15% 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 753 $317K 0.05% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 753 $317K 0.61% +110 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 752 $316K 0.12% +234 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 752 $316K 0.05% -5,518 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 749 $315K 0.08% 0 13F-HR Timeline