Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,624 $1M 0.07% -2,744 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,610 $1M 0.23% +10 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,609 $1M 0.26% -809 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,604 $1M 0.1% -59 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,601 $1000K 0.05% +13 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,583 $996K 0.02% +246 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,393 $993K 0.06% -184 13F-HR/A Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 4,549 $988K 0.98% -620 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 4,545 $987K 0.53% +3,387 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 4,491 $976K 1.76% -721 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,489 $975K 0.53% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,482 $974K 0.38% -151 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,481 $974K 0.69% +55 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,478 $973K 0.19% -247 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,474 $972K 0.04% -44 13F-HR/A Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,433 $963K 0.27% +789 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,421 $961K 0.48% 0 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 4,389 $954K 0.17% +1 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,382 $952K 0.13% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 4,364 $948K 0.1% +39 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,334 $942K 0.15% +5 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 4,329 $941K 0.69% -214 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 4,326 $940K 0.38% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,306 $936K 0.15% +282 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,298 $934K 0.03% +448 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 4,296 $933K 0.9% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,292 $933K 0.21% -528 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 4,269 $928K 0.32% -45,707 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,261 $926K 0.21% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,248 $923K 0.05% -22 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,248 $923K 0.24% +20 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,237 $921K 0.03% +7 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 4,223 $917K 0.58% -167 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,218 $916K 0.55% +115 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,176 $907K 0.08% +137 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,175 $907K 0.06% -2,809 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,161 $904K 0.01% -95 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 4,126 $896K 0.33% +563 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,123 $896K 0.09% +663 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,117 $894K 0.17% +13 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,116 $894K 0.18% -590 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 4,112 $893K 0.17% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4,196 $893K 0.14% +3 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,110 $893K 0.01% -2,799 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 4,096 $890K 0.67% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 4,088 $888K 0.54% -7 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 4,087 $888K 0.2% +44 13F-HR/A Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 4,086 $888K 0.12% 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,086 $888K 0.04% -378 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 4,079 $886K 0.32% +5 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,077 $886K 0.43% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,072 $885K 0.14% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,067 $884K 0.01% -470 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,779 $882K 0.23% +667 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,051 $880K 0.57% +614 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 4,027 $875K 0.22% +49 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,982 $865K 0.3% +2,512 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,977 $864K 0.31% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,975 $863K 0.04% -7 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,969 $862K 0.08% 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 3,951 $858K 0.14% -8 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,950 $858K 0.1% +5 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,937 $856K 0.03% new 13F-HR Timeline Group Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 3,921 $852K 0.72% +21 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,898 $847K 0.28% -46 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,882 $843K 0.17% +159 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,881 $843K 0.11% -137 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,873 $841K 0.63% -42 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,861 $839K 0.03% -190 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,830 $832K 0.69% +108 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,809 $831K 0.17% +3,581 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,815 $829K 0.16% +30 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,777 $821K 0.86% +1,356 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3,776 $820K 0.11% +56 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 3,776 $820K 0.09% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 3,774 $820K 0.13% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,756 $816K 0.08% +2,407 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,749 $815K 0.1% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,738 $812K 0.27% +319 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,734 $811K 0.01% +637 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,729 $810K 0.38% +11 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 3,725 $809K 0.84% -462 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,723 $809K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,696 $803K 0.03% +39 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 3,688 $801K 0.34% -142 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,666 $796K 0.61% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,666 $796K 0.28% -164 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,650 $793K 1.26% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,620 $786K 0.21% -808 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,614 $785K 0.13% -297 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 3,606 $783K 0.18% +172 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,593 $782K 0.04% +670 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 3,595 $781K 0.07% +30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,589 $780K 0.11% +2 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,587 $779K 0.03% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 3,581 $778K 0.16% -3,031 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,553 $772K 0.26% -3 13F-HR/A Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,545 $770K 0.16% -3,692 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,513 $765K <0.01% +1,344 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,518 $764K 0.05% +1,529 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,515 $764K 0.01% +1,107 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 3,503 $761K 0.3% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,489 $760K 0.04% -2,958 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 3,492 $759K 0.41% 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,483 $757K 0.26% -12 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,479 $756K 0.21% -148 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,478 $756K 0.3% +4 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,438 $747K 0.07% -213 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,434 $746K 0.13% +406 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,430 $745K <0.01% -2,654 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,419 $743K 0.05% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,416 $742K 0.04% +1,830 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,409 $741K 0.07% +874 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 3,471 $737K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,363 $731K 0.02% -175 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 3,355 $729K 0.08% +16 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,350 $728K 0.02% +1,501 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 3,304 $718K 0.48% +19 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 3,097 $714K 0.37% +120 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 3,283 $713K 0.21% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,282 $713K 0.08% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,281 $713K 0.02% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,272 $711K 0.05% +172 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,264 $709K 0.3% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,259 $708K 0.02% -119 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,324 $706K 0.02% 0 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 3,243 $705K 0.22% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,019 $704K 0.25% -420 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,237 $703K 0.12% +325 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,234 $702K 0.78% +451 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,225 $701K 0.02% new 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,217 $699K 0.38% -105 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,215 $699K 0.07% -47 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,207 $697K 0.06% +106 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,189 $693K 0.57% -272 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,180 $691K 0.44% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 2,953 $683K 0.5% +140 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,144 $683K 0.28% +18 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,140 $682K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,140 $682K 0.02% +3 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 3,134 $681K 0.32% +18 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 3,167 $672K 0.04% +57 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,091 $672K 0.1% +80 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,089 $671K 0.04% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,085 $670K 0.03% +36 13F-HR Timeline American Trust More: the full row for American Trust 3,081 $669K 0.06% +181 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,080 $669K 0.01% -38 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,078 $669K 0.09% +206 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 3,074 $668K 0.4% -111 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,074 $668K 0.33% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 3,054 $664K 0.16% -8,217 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,040 $660K 0.11% +169 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,039 $660K 0.24% +239 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3,036 $660K 0.42% -578 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,025 $657K 0.1% +30 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 3,023 $657K 0.22% -41 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,024 $657K 0.35% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,018 $656K 0.46% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,016 $655K 0.07% new 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,015 $655K 0.03% +44 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 3,011 $654K 0.17% -38 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 3,009 $654K 0.51% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 3,000 $652K 0.26% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,987 $652K 0.01% -139 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,993 $650K 0.03% +31 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 2,976 $647K 0.63% -1,201 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,975 $646K 0.01% +584 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,957 $642K 0.08% +1,714 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 2,942 $639K 0.3% -155 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,941 $639K 0.25% -991 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,938 $638K 0.43% -79 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/ 2,924 $635K <0.01% -98 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,911 $633K 0.02% -909 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,910 $632K <0.01% +327 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,905 $631K 0.08% 0 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 2,903 $631K 0.7% +18 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 2,899 $630K 0.12% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 2,898 $630K 0.41% +35 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,881 $626K 0.05% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,875 $624K 0.05% +431 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,871 $624K 0.08% +38 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 2,684 $624K 0.32% -332 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,869 $623K 0.12% +87 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,860 $621K 0.01% +174 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,854 $620K 0.14% -41 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,850 $619K 0.07% -29 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,674 $617K 0.17% -568 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,828 $614K 0.18% -141 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,821 $613K 0.26% +100 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,820 $613K 0.12% -166 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,816 $612K 0.05% +20 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 2,808 $610K 0.39% +12 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,778 $603K 0.39% -136 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,775 $603K 0.02% -137 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,765 $601K 0.16% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 2,756 $599K 0.42% -487 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,749 $597K 0.05% 0 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,741 $596K 0.08% -296 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 2,739 $595K 0.26% -56 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,739 $595K 0.23% 0 13F-HR Timeline