NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,407 $477K 0.06% +701 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,405 $477K 0.04% +425 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,405 $477K 0.1% 0 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,392 $474K 0.15% 0 13F-HR Timeline EPIQ Capital Group, LLC More: the full row for EPIQ Capital Group, LLC 2,373 $470K 0.12% +13 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 2,371 $470K 0.02% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,352 $466K <0.01% -453 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,348 $465K 0.01% -400 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,345 $465K 0.33% -69 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,330 $462K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,323 $460K 0.23% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,317 $459K 0.01% -36 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,351 $459K 0.04% +562 13F-HR Timeline Group Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,308 $457K 0.14% +13 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 2,306 $457K 0.31% -659 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,285 $453K 0.24% 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,280 $452K 0.14% -119 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 2,279 $452K 0.31% +13 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,272 $450K 0.07% -31 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 2,264 $449K 0.23% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,258 $447K 0.06% +191 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,251 $446K 0.01% +193 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,242 $444K 0.08% -32 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 2,235 $443K 0.17% +336 13F-HR/A Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,222 $440K 0.11% +214 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,215 $439K 0.01% +276 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,212 $438K 0.38% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,193 $435K 0.12% -48 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,168 $430K 0.02% -1,527 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,167 $430K 0.15% -207 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,156 $428K 0.17% -3 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,158 $428K 0.01% -422 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,157 $427K 0.02% +172 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/ 2,153 $427K <0.01% +188 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,149 $426K 0.21% -60 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,149 $426K 0.24% -2 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,136 $423K 0.19% +47 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,132 $423K 0.03% -313 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,129 $422K 0.04% +9 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,127 $422K 0.14% +51 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,120 $420K 0.08% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,105 $417K <0.01% +168 13F-HR Timeline Group Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,101 $416K 0.25% +64 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 2,096 $415K 0.16% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,084 $413K 0.01% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,081 $412K 0.17% new 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 2,072 $411K 0.21% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,070 $410K 0.39% 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,057 $408K 0.14% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 2,049 $406K 0.17% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,043 $405K 0.3% -19 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,037 $404K 0.01% +105 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,028 $402K 0.05% -44 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,022 $401K 0.04% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,015 $399K 0.02% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,015 $399K 0.32% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,014 $398K 0.11% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,002 $397K 0.04% +499 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,000 $396K <0.01% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,000 $396K 0.18% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,998 $396K 0.23% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,996 $396K 0.08% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,990 $394K 0.08% 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,986 $394K 0.04% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,980 $392K 0.08% -99 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,977 $392K 0.03% +28 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,893 $391K 0.12% +190 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,969 $390K 0.04% +26 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,969 $390K 0.14% +96 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 1,968 $390K 0.31% -71 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,963 $389K 0.03% +278 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,959 $388K 0.05% +128 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,955 $387K 0.01% +61 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,951 $387K 0.22% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,943 $385K 0.1% -13 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,942 $385K 0.02% -56 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 1,937 $384K 0.04% +4 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,936 $384K 0.13% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,928 $382K 0.02% -215 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,923 $381K 0.04% +623 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,921 $381K 0.27% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,920 $381K 0.21% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,903 $377K 0.01% -127 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,901 $377K 0.15% 0 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 1,898 $376K 0.23% +6 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,883 $373K 0.14% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,878 $372K 0.09% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,873 $371K 0.2% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,869 $370K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,869 $370K 0.05% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,862 $369K 0.15% +2 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,860 $369K 0.33% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,854 $368K 0.01% +320 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,854 $367K 0.08% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,852 $367K 0.05% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,850 $367K 0.05% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,847 $366K 0.02% -113 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,843 $365K 0.03% new 13F-HR Timeline Group Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 1,841 $365K 0.66% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,838 $364K 0.08% new 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 1,832 $363K 0.18% +5 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,828 $362K 0.28% +9 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 1,815 $360K 0.31% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,810 $359K 0.03% -1 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,811 $359K 0.06% -108 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,748 $359K 0.17% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,810 $359K 0.02% +65 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,806 $358K 0.14% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,805 $358K 0.03% -11 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 1,804 $358K 0.04% -30 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,802 $357K 0.04% -831 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,791 $355K 0.05% -2 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,788 $354K 0.38% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,778 $352K <0.01% +15 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,767 $350K <0.01% -135 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 1,762 $349K 0.05% -346 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,760 $349K 0.02% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,753 $347K 0.09% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,752 $347K 0.23% +10 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 1,750 $347K 0.14% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,745 $346K 0.01% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,744 $346K 0.09% new 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 1,743 $345K 0.19% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,732 $343K 0.29% 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,730 $343K 0.05% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,725 $342K 0.1% -124 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,723 $341K 0.01% -31 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,720 $341K 0.37% -145 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,719 $341K 0.05% +1 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,712 $339K 0.01% -173 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,711 $339K 0.11% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,699 $337K 0.12% -5 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,701 $337K 0.26% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,700 $337K 0.27% +186 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,689 $335K 0.01% +81 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 1,678 $333K 0.23% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,702 $332K 0.06% -81 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 1,674 $332K 0.22% -22 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,673 $332K 0.03% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,672 $331K 0.4% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,665 $330K 0.03% -219 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,662 $329K 0.04% +275 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,660 $329K 0.05% 13F-HR Timeline SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 1,653 $328K 0.08% -433 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,650 $327K 0.14% +35 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 1,648 $327K 0.24% +6 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,637 $325K 0.14% -23 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,638 $325K 0.34% 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,638 $325K 0.04% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,631 $323K 0.02% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,625 $322K 0.06% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,614 $320K 0.05% +9 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,613 $320K 0.01% +240 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,617 $320K 0.04% -11 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,608 $319K 0.53% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,606 $318K 0.02% -45 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,604 $318K 0.04% -507 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,590 $315K 0.02% +7 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 1,589 $315K 0.1% -57 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,588 $315K 0.11% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,586 $314K <0.01% +147 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,584 $314K 0.11% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,584 $314K 0.03% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,584 $314K 0.1% -59 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,583 $314K 0.34% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,586 $314K 0.03% +237 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,573 $312K 0.07% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,566 $310K 0.25% 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 1,564 $310K 0.24% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,547 $307K 0.05% +77 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,536 $304K 0.1% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,534 $304K 0.16% +7 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,525 $302K 0.11% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,522 $301K 0.23% +9 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,515 $300K 0.11% +322 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,511 $299K 0.07% -54 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 1,810 $299K 0.14% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,478 $299K 0.04% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,504 $298K 0.25% -1,504 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 1,507 $298K 0.22% -74 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,500 $297K 0.22% +500 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,500 $297K 0.05% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,499 $297K 0.25% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,498 $297K 0.13% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,498 $297K 0.32% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,481 $294K 0.03% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,478 $293K 0.01% +18 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,475 $292K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,475 $292K 0.06% +375 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,473 $292K 0.05% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,473 $292K 0.09% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,464 $290K 0.03% 0 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,465 $290K 0.11% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 1,459 $289K 0.24% +43 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,458 $289K 0.15% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,453 $288K 0.01% +547 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,393 $287K 0.09% +1 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,437 $285K 0.18% +192 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,438 $284K 0.01% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,428 $283K 0.02% -460 13F-HR Timeline