Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,054 $314K 0.01% +117 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,053 $314K 0.05% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,071 $314K 0.36% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,052 $314K 0.34% 0 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,049 $313K 0.11% +18 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,045 $311K 0.03% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,044 $311K 0.02% +7 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,044 $311K 0.03% +7 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 1,043 $311K 0.08% +5 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,042 $311K 0.08% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,041 $310K 0.12% -14 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,041 $310K 0.14% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,039 $310K 0.04% -22 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,039 $310K 0.09% new 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Legal Advantage Investments, Inc. 1,000 $298K 0.1% new 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,000 $298K 0.03% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,000 $298K 0.02% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 997 $297K 0.03% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 997 $297K 0.03% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 996 $297K 0.08% -198 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 994 $296K 0.05% new 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 993 $296K 0.08% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 991 $295K 0.04% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 990 $295K 0.02% 0 13F-HR Timeline Heritage Wealth Management, Inc. 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More: the full row for Mathes Company, Inc. 975 $291K 0.09% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 976 $291K 0.18% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 971 $289K 0.03% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 970 $289K 0.06% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 969 $289K 0.06% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 968 $289K 0.06% new 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 964 $287K 0.06% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 963 $287K 0.06% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 962 $287K 0.06% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 961 $286K 0.13% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 960 $286K 0.21% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 960 $286K 0.2% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 957 $285K 0.02% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 957 $285K 0.01% new 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 955 $285K 0.06% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 954 $284K 0.04% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 953 $284K 0.02% -744 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 953 $284K 0.09% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 953 $284K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 953 $284K 0.05% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 952 $284K 0.11% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 952 $284K 0.01% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 950 $283K 0.02% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 950 $283K 0.13% new 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 949 $283K 0.15% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 948 $283K 0.05% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 947 $282K 0.05% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 946 $282K 0.03% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 945 $282K 0.01% +277 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 945 $282K 0.1% new 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 944 $281K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 942 $281K 0.03% +27 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 941 $280K 0.02% new 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 940 $280K 0.08% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 938 $280K <0.01% new 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 937 $279K 0.03% -354 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 937 $279K 0.04% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 937 $279K 0.05% new 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 937 $279K 0.13% -256 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 936 $279K 0.13% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 935 $279K 0.37% new 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 935 $279K 0.08% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 932 $278K 0.03% +220 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 932 $278K 0.03% new 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 931 $278K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 927 $276K 0.02% -47 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 927 $276K 0.06% -511 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 926 $276K 0.19% -144 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 926 $276K 0.24% new 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 925 $276K 0.04% new 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 925 $276K 0.05% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 924 $275K 0.07% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 923 $275K 0.06% new 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 923 $275K 0.16% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 923 $275K 0.04% +79 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 922 $275K 0.04% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 922 $275K 0.1% -208 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 920 $274K 0.02% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 920 $274K 0.08% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 917 $273K 0.01% +509 13F-HR Timeline Quarry LP More: the full row for Quarry LP 914 $272K 0.04% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 914 $272K 0.03% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 909 $271K 0.14% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 908 $271K 0.07% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 907 $270K 0.03% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 906 $270K 0.02% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 904 $269K 0.11% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 902 $269K 0.04% new 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 902 $269K 0.03% -252 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 900 $268K 0.35% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 899 $268K 0.19% new 13F-HR Timeline 4WEALTH ADVISORS, INC. 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More: the full row for Strategic Wealth Partners, Ltd. 887 $264K 0.02% -1 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 893 $264K 0.16% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 886 $264K 0.15% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 885 $264K 0.1% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 883 $263K 0.14% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 882 $263K 0.15% new 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 881 $263K 0.01% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 881 $263K 0.03% new 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 880 $262K 0.02% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 878 $262K 0.14% new 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 897 $261K 0.1% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 875 $261K 0.05% -1,214 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 875 $261K 0.03% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 875 $261K 0.07% new 13F-HR Timeline Almanack Investment Partners, LLC. 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More: the full row for Graves Light Lenhart Wealth, Inc. 867 $258K 0.02% new 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 865 $258K 0.08% -200 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 862 $257K 0.01% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 856 $255K 0.06% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 855 $255K 0.07% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 855 $255K 0.01% +6 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 853 $254K 0.02% -1,092 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 853 $254K 0.06% -7,662 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 849 $253K 0.01% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 849 $253K 0.13% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 886 $253K 0.01% -8,056 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 846 $252K 0.14% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 845 $252K 0.09% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 844 $252K 0.06% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 842 $251K 0.01% -612 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 841 $251K 0.01% -15,996 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 840 $250K 0.02% new 13F-HR Timeline Tower Wealth Partners, Inc. 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More: the full row for Mraz, Amerine & Associates, Inc. 836 $249K 0.04% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 836 $249K 0.24% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 835 $249K -8,816 Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 832 $248K 0.1% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 832 $248K 0.1% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 831 $248K 0.18% new 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 831 $248K 0.05% new 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 831 $248K 0.04% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 826 $246K 0.06% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 825 $246K 0.03% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 825 $246K 0.07% -82 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 822 $245K 0.09% 0 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 820 $245K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 820 $244K 0.09% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 818 $244K 0.03% new 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 815 $243K 0.05% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 814 $243K 0.15% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 853 $242K 0.09% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 810 $241K 0.06% new 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 792 $241K 0.05% new 13F-HR Timeline Clarus Group, Inc. 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