Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 839 $242K 0.04% new 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 864 $241K 0.02% -115 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 859 $240K 0.03% new 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 855 $239K 0.09% -440 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 854 $239K <0.01% new 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 854 $239K 0.06% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 853 $238K 0.03% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 850 $237K 0.08% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 850 $237K 0.03% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 779 $237K 0.06% -126 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 849 $237K 0.04% new 13F-HR Timeline GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 844 $236K 0.05% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 844 $236K 0.13% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 843 $235K 0.08% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 771 $234K 0.28% -70 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 838 $234K 0.18% -50 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 838 $234K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 832 $232K 0.03% +183 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 830 $231K 0.08% new 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 826 $231K 0.39% 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 825 $231K 0.12% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 825 $230K 0.08% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 811 $230K 0.32% 13F-HR/A Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 823 $230K 0.02% -3,081 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 822 $230K 0.02% -766 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 820 $229K 0.03% 0 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 819 $229K 0.04% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 817 $228K 0.21% -15 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 816 $228K 0.04% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 812 $227K 0.03% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 808 $226K 0.05% new 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 808 $226K 0.05% new 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 806 $225K 0.06% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 806 $225K 0.05% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 803 $224K 0.01% +37 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 802 $224K 0.19% new 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 800 $223K 0.14% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 800 $223K 0.04% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 800 $223K 0.45% new 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 800 $223K 0.15% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 800 $223K 0.19% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 791 $221K 0.03% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 760 $219K 0.04% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 745 $219K 0.03% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 784 $219K 0.06% -216 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 782 $218K 0.06% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 781 $218K 0.12% new 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 777 $217K 0.04% new 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 777 $217K 0.02% new 13F-HR Timeline Group Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 777 $217K 0.08% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 776 $217K 0.02% -189 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 776 $217K 0.12% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 775 $217K 0.06% new 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 767 $214K 0.12% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 765 $214K 0.05% -133 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 720 $213K 0.12% new 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 762 $213K 0.07% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 759 $212K 0.04% new 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 758 $212K 0.17% 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 755 $211K 0.1% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 755 $211K 0.01% +32 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 754 $211K 0.07% -150 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 753 $210K 0.07% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 750 $210K 0.01% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 750 $209K 0.05% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 750 $209K 0.13% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 749 $209K 0.12% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 748 $209K 0.05% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 748 $209K 0.08% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 747 $209K 0.02% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 723 $209K 0.1% +167 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 742 $207K 0.1% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 738 $206K 0.06% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 738 $206K 0.05% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 735 $206K 0.04% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 735 $205K 0.15% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 733 $205K 0.01% -34,485 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 732 $204K 0.01% -1,241 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 731 $204K 0.02% -225 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 731 $204K 0.08% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 729 $204K 0.02% new 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 679 $204K 0.08% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 729 $204K 0.03% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 729 $204K 0.01% +322 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 726 $203K 0.08% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 728 $203K <0.01% -218 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 726 $203K 0.14% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 690 $203K 0.04% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 725 $202K 0.02% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 722 $202K 0.07% new 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 720 $201K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 719 $201K 0.04% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 719 $201K 0.07% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 718 $201K 0.11% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 718 $201K 0.12% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 708 $198K 0.02% -2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 707 $197K 0.02% -60 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 704 $197K 0.07% +167 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 700 $196K 0.06% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 689 $192K 0.06% +20 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 688 $192K 0.06% 0 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 680 $190K <0.01% +176 13F-HR/A Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 676 $189K 2.44% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 679 $189K 0.06% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 663 $185K 0.08% -7,780 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 663 $185K 0.37% -7,994 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 662 $185K 0.03% -43 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 653 $182K 0.03% +25 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 642 $179K 0.03% -4,127 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 642 $179K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 636 $178K 0.08% 0 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 621 $173K 0.03% -173 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 620 $173K 0.02% -35 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 609 $170K 0.11% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 606 $169K 0.02% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 582 $163K 0.02% +113 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 561 $157K 0.11% +36 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 554 $155K 0.09% -2 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 553 $154K 0.05% +1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 541 $151K 0.13% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 535 $149K 0.05% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 534 $149K 0.01% +45 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 530 $148K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Costello Asset Management, INC More: the full row for Costello Asset Management, INC 525 $147K 0.05% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 524 $146K 0.05% +5 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 521 $146K 0.11% +188 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 521 $146K 0.09% +4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 520 $145K 0.05% +22 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 509 $142K 0.04% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 504 $141K 0.04% -66 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 501 $140K 0.02% -1,000 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 500 $140K 0.07% +35 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 486 $136K 0.03% +135 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 469 $131K 0.06% +48 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 468 $131K 0.1% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 467 $130K 0.01% +44 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 459 $128K 0.03% +156 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 459 $128K 0.06% +50 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 450 $126K 0.06% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 450 $126K 0.08% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $126K 0.11% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 445 $125K 0.05% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 431 $120K 6.53% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 425 $119K 0.2% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 421 $118K 0.02% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 412 $115K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 400 $112K 0.04% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 400 $112K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 395 $110K 0.07% +125 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 391 $109K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 383 $107K 0.01% +109 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 382 $107K 0.07% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 381 $106K 0.06% -23 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 381 $106K 0.02% +16 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 379 $106K 0.03% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 363 $101K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 361 $101K 0.04% +66 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 127 $101K 0.03% -234 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 356 $99.4K 0.04% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 354 $99K 0.01% -356 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 352 $98.3K 0.03% +79 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 349 $97.5K 0.09% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 347 $96.9K 0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 345 $96.4K 0.01% +7 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 338 $94.4K 0.02% +85 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 335 $93.5K 0.02% +130 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 334 $93.3K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 333 $93K 0.07% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 330 $92K 0.01% +80 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 324 $90.5K 0.04% +30 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 320 $89.4K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 317 $88.6K 0.01% +15 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 313 $87.4K 0.01% +22 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 312 $87.1K <0.01% +153 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 315 $87K 0.02% +10 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 300 $86.8K 0.01% +29 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 287 $86.5K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 301 $84.1K 0.05% +30 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 300 $83.8K 0.02% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 287 $80.2K 0.02% -67 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 286 $79.9K 0.01% +47 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 285 $79.6K 0.02% -75 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 282 $78.8K <0.01% +232 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 275 $76.8K 0.03% -100 13F-HR/A Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 335 $75.9K 0.07% -100 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 270 $75.6K <0.01% +75 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 271 $75.6K 0.02% +9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 266 $74K 0.02% 0 13F-HR Timeline Troy Asset Management Ltd More: the full row for Troy Asset Management Ltd 255 $71.2K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 255 $71.2K 0.02% -9 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 253 $70.7K 0.02% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 252 $70.3K 0.05% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 250 $69.8K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 238 $66.5K 0.03% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 237 $66K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 226 $63.1K 0.05% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 225 $62.8K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 214 $59.8K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 213 $59.7K 0.03% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 210 $58.7K 0.03% 0 13F-HR Timeline