Columbia Asset Management More: the full row for Columbia Asset Management 1,573 $333K 0.06% +50 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,480 $333K 0.02% +553 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,570 $332K 0.01% +335 13F-HR/A Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 1,565 $332K 0.18% -491 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,564 $331K 0.08% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,558 $330K 0.02% +14 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 1,556 $330K 0.2% 0 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 1,555 $329K 0.15% 13F-HR Timeline North Capital, Inc. 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Cornerstone Investments Inc. 1,413 $299K 0.18% +13 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,398 $296K <0.01% 0 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 1,393 $295K 0.22% -30 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,237 $262K 0.06% -375 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,236 $262K 0.25% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,235 $262K 0.03% +150 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,233 $261K 0.05% +54 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,233 $261K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,232 $261K 0.05% +2 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,232 $261K 0.28% -40 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,225 $260K 0.03% +11 13F-HR Timeline Liberty Capital Management, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 1,201 $254K 0.08% +47 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,197 $254K 0.02% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 1,191 $252K 0.01% +219 13F-HR Timeline Group RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 1,189 $252K 0.11% -76 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,186 $251K 0.07% +5 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,183 $251K <0.01% -85 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,181 $250K 0.03% -310 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,181 $250K 0.04% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,171 $248K 0.08% +73 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for GRANVILLE CAPITAL, INC. 1,142 $242K 0.13% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,125 $241K 0.13% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,138 $241K 0.05% +968 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,137 $241K 0.04% +57 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 1,133 $240K 0.06% +168 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,126 $238K 0.02% 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,126 $238K 0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,123 $238K 0.25% 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,124 $238K 0.14% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,117 $237K 0.02% +32 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,117 $237K 0.12% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,115 $236K 0.05% -27 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,108 $235K <0.01% 0 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 1,107 $235K 0.14% +30 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for BTS Asset Management, Inc. 1,082 $229K 0.31% new 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,079 $229K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,078 $228K 0.02% +653 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,075 $228K 0.05% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,073 $227K 0.1% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,072 $227K 0.11% +991 13F-HR Timeline Group Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,071 $227K 0.08% +9 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,070 $227K 0.2% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,066 $226K 0.01% +56 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,064 $225K <0.01% -32 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,064 $225K <0.01% 0 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,060 $224K 0.03% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,060 $224K 0.09% -500 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,058 $224K 0.12% 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,055 $223K 0.09% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,052 $223K 0.07% +9 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,052 $223K 0.17% +7 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,051 $223K 0.01% 0 13F-HR Timeline Northstar Group, Inc. 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More: the full row for Winter & Associates, Inc. 1,030 $218K 0.2% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,027 $218K 0.04% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,027 $218K 0.01% 0 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,024 $217K 0.03% +55 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,024 $217K 0.05% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,022 $216K 0.03% -7 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,018 $216K 0.06% new 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,016 $215K 0.05% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,016 $215K 0.04% +14 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 958 $214K 0.04% -2,765 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,008 $214K 0.05% 0 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,005 $213K 0.18% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,004 $213K 0.04% -94 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 1,000 $212K 0.03% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,000 $212K 0.1% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 995 $211K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 991 $210K 0.01% -1 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 990 $210K 0.04% -408 13F-HR Timeline