Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,864 $387K 0.09% -62 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,853 $386K 0.04% -120 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,850 $386K 0.07% -293 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,848 $385K 0.17% -3,017 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,825 $384K 0.03% -3,595 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 4,777 $380K 0.07% +64 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,771 $379K 0.17% -416 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,743 $377K 0.29% -551 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4,730 $376K 0.26% +4 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,725 $376K 0.06% +225 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 4,713 $375K 0.17% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,709 $374K 0.06% -8 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,707 $374K 0.02% -6,003 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,703 $374K 0.06% +87 13F-HR/A Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,682 $372K 0.23% +5 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4,652 $370K 0.09% +417 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,652 $370K 0.05% -1,684 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 4,631 $368K 0.13% +8 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 4,606 $366K 0.34% +77 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 4,600 $366K 0.28% -550 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 4,599 $366K 0.22% -94 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,594 $365K 0.01% -9,063 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 4,590 $365K 0.07% -274 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,454 $354K 0.17% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,468 $354K 0.14% -7,871 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,427 $352K 0.02% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,420 $351K 0.07% -91 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 4,420 $351K 0.13% -25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,398 $350K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,396 $349K 0.06% +32 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,383 $348K 0.01% -8,224 13F-HR Timeline Group ADE, LLC More: the full row for ADE, LLC 4,354 $346K 0.18% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,353 $346K 0.15% -170 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 4,350 $346K 0.02% -815 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,339 $345K 0.02% -929 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 4,312 $343K 0.18% +87 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,263 $339K 0.16% -327 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,250 $338K 0.18% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,215 $335K 0.01% 0 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,204 $332K 0.12% +41 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 4,179 $332K 0.28% 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,156 $330K 0.04% +4 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,125 $328K 0.03% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 4,101 $326K 0.26% -544 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4,088 $325K 0.27% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,087 $325K 0.04% -431 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,074 $324K 0.03% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 4,073 $324K 0.16% +772 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 4,029 $320K 0.21% -1,130 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,020 $320K 0.03% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,014 $319K 0.25% -146 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,002 $318K 0.01% +277 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 4,000 $318K 0.15% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,953 $314K 0.19% -1,911 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,949 $313K 0.09% -251 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,934 $313K 0.05% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,917 $311K 0.08% -1,256 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 3,909 $311K 0.03% +602 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,909 $311K 0.08% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,904 $310K 0.06% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,895 $310K 0.03% -485 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,894 $310K 0.04% -9,349 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,894 $310K 0.01% +516 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 3,882 $309K 0.06% -34 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,879 $308K 0.01% +224 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 3,874 $308K 0.15% +28 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,850 $306K 0.16% -3,150 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 3,840 $305K 0.17% -401 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,827 $304K 0.02% -443 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,814 $303K 0.01% -262 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,810 $303K 0.11% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,798 $302K <0.01% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,791 $301K 0.07% -15,296 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,757 $299K 0.23% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,750 $298K 0.04% +838 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,693 $294K 0.1% +6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,686 $293K 0.03% -2,439 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 3,680 $293K 0.21% 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3,634 $289K 0.01% -500 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 3,632 $289K 0.12% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 3,600 $286K 0.21% -24,600 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,563 $283K 0.02% -802 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,554 $283K 0.02% -71 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,549 $282K 0.03% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 3,534 $281K 0.03% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,533 $281K <0.01% -62 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,526 $280K 0.18% -70 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,513 $279K 0.25% +16 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,492 $278K 0.03% -28 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,487 $277K 0.04% +5 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,466 $276K 0.22% -172 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,457 $275K 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,419 $271K 0.02% -1,314 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,390 $270K 0.02% -1,100 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,385 $269K 0.05% +253 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 3,382 $269K 0.04% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,372 $268K 0.01% +2,395 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,371 $268K 0.05% 0 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 3,364 $267K 0.11% -282 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,359 $267K 0.01% -4,595 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,355 $267K 0.03% -10,256 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,346 $266K 0.03% -140 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,330 $265K 0.08% -4,450 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,317 $264K 0.01% +70 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 3,317 $264K 0.14% +35 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,270 $260K <0.01% -10,926 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,261 $259K <0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,250 $258K 0.01% -181 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 3,244 $258K 0.07% -5,834 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,237 $257K 0.04% -19 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,212 $255K 0.02% new 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 3,201 $255K 0.1% +137 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,193 $254K 0.01% -447 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,192 $254K 0.02% -131 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 3,194 $254K 0.12% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,116 $248K 0.05% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 3,113 $247K 0.11% +26 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,096 $246K 0.01% -503 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,095 $246K 0.03% +495 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,082 $245K 0.04% -27 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,075 $244K 0.11% +13 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,074 $244K <0.01% -2,274 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,067 $244K 0.04% -7 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,065 $244K <0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,053 $243K 0.02% +442 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,047 $242K 0.01% +33 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,033 $241K 0.09% -313 13F-HR Timeline Kintayl Capital LP More: the full row for Kintayl Capital LP 3,029 $241K 0.15% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,019 $240K 0.08% new 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 3,000 $238K 0.13% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,993 $238K 0.04% -140 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,979 $237K 0.04% +300 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,961 $235K 0.01% 0 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 2,960 $235K 0.07% -400 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,959 $235K 0.08% +6 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 2,967 $235K 0.11% +4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,945 $234K 0.12% -167 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,942 $234K 0.01% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,929 $233K 0.01% +2 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,928 $233K 0.38% 0 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,925 $233K 0.05% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,920 $232K 0.11% -387 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,883 $229K 0.04% -19 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,880 $229K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,865 $228K 0.05% +31 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,862 $228K 0.2% -2,447 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,842 $226K <0.01% new 13F-HR/A Timeline Group Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 2,834 $225K 0.33% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,826 $225K 0.04% -127 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,817 $224K 0.05% +26 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 2,806 $223K 0.23% -1 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,807 $223K 0.09% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 2,788 $222K 0.03% -874 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 2,785 $221K <0.01% new 13F-HR Timeline Group Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,753 $219K 0.16% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,724 $217K 0.04% -296 13F-HR Timeline Schaeffer Financial LLC More: the full row for Schaeffer Financial LLC 2,724 $217K 0.21% +30 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,713 $216K 0.06% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,706 $215K 0.06% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,700 $215K 0.02% +76 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,695 $214K 0.12% +29 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,683 $213K 0.07% -2 13F-HR/A Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,676 $213K 0.04% -1,623 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,667 $212K 0.13% -252 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,663 $212K 0.03% +2 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,643 $210K 0.05% +62 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,620 $208K 0.1% +12 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,601 $207K 0.08% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,600 $207K 0.02% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,594 $206K 0.02% -2,294 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,581 $205K 0.05% +2 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,576 $205K 0.08% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,552 $203K 0.04% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 2,540 $202K 0.08% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,536 $202K 0.07% -477 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,531 $201K 0.01% -15 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,526 $201K 0.36% -40 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 2,518 $200K 0.08% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,500 $199K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,473 $197K 0.04% -9 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,439 $194K 0.05% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,375 $189K 0.11% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,325 $185K 0.04% -1,333 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,319 $184K 0.06% -54 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 2,134 $170K 0.08% -105 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,046 $163K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,993 $158K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,987 $158K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,977 $157K 0.02% +175 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,952 $155K 0.02% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,929 $153K 0.04% -105 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,908 $152K 0.02% -2,714 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,904 $151K 0.13% -500 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,801 $143K 0.02% +1,800 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,779 $141K 0.06% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,715 $136K 0.03% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 1,667 $133K 0.13% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,526 $121K 0.01% -104 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,519 $121K <0.01% +51 13F-HR Timeline MOTCO More: the full row for MOTCO 1,516 $120K 0.01% -64 13F-HR Timeline