Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,130 $504K 0.04% -3,586 13F-HR Timeline JHP Wealth Management, LLC More: the full row for JHP Wealth Management, LLC 2,124 $502K 0.41% -48 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 2,123 $502K 0.02% +378 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 2,122 $502K 0.32% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 2,118 $501K 0.25% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,112 $501K 0.1% -180 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 2,113 $500K 0.27% -290 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,107 $498K 0.09% +144 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 2,101 $497K 0.36% +10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,097 $496K 0.13% -30 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,094 $495K 0.15% 0 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 2,093 $495K 0.19% 0 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 2,090 $495K 0.24% -113 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,089 $494K 0.03% +46 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,087 $494K 0.09% -22 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,084 $493K 0.1% +4 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,998 $493K 0.16% +90 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 2,080 $492K 0.13% +600 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,072 $490K 0.19% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,070 $490K 0.1% +6 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,069 $490K 0.08% +38 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,069 $489K 0.21% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 2,068 $489K 0.04% 0 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,066 $489K 0.11% -138 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,063 $488K 0.16% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,061 $488K 0.05% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,056 $486K 0.07% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,055 $486K 0.15% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,053 $486K 0.15% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,051 $485K 0.05% +232 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,050 $485K 0.11% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,044 $484K 0.03% +5 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 2,041 $483K 0.34% +9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,039 $482K 0.06% +169 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,037 $482K 0.12% +233 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 2,030 $480K 0.2% -4 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,026 $479K 0.06% -21 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,019 $478K 0.04% -409 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,014 $476K 0.3% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,010 $476K 0.07% +6 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,008 $475K 0.11% +6 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,005 $475K 0.33% +167 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 2,003 $474K 0.1% 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,001 $473K 0.02% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,000 $473K 0.21% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,996 $472K 0.04% +100 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,986 $470K 0.06% -84 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,981 $469K 0.02% +397 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,975 $467K 0.23% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,973 $467K 0.05% +9 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,969 $466K 0.11% +129 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,960 $464K <0.01% +1,029 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,959 $464K 0.21% -150 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,952 $462K 0.13% +2 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 1,944 $461K 0.28% -514 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,947 $461K 0.25% +1 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 1,937 $458K 0.2% -5,807 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 1,935 $458K 0.26% 0 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,934 $458K 0.2% +6 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,931 $457K 0.12% +16 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,930 $457K 0.11% -50 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,927 $456K 0.44% 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,926 $456K 0.03% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 1,925 $455K 0.07% -62 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,924 $455K 0.09% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 1,913 $453K 0.22% +1 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,908 $452K 0.15% +1 13F-HR/A Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,900 $451K 0.18% 0 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,907 $451K 0.08% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,905 $451K 0.11% +1,729 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 1,893 $448K 0.07% 0 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 1,893 $448K 0.12% +693 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,892 $448K 0.02% -32 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,888 $447K 0.14% +193 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,885 $446K 0.02% -69 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,885 $446K 0.81% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,883 $446K 0.24% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,882 $445K 0.15% +4 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,880 $445K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,880 $445K 0.05% -42 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,066 $444K 0.06% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,860 $440K 0.04% +175 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 1,857 $439K 0.13% -140 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 1,856 $439K 0.28% -567 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,853 $438K 0.02% -9 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 1,848 $437K 0.36% 0 13F-HR/A Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 1,846 $437K 0.06% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1,845 $437K 0.07% +539 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,845 $436K 0.09% +634 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,836 $436K 0.11% +115 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,843 $436K 0.18% +4 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,840 $435K 0.1% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,840 $435K 0.11% +66 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,835 $434K 0.19% -87 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,829 $433K 0.26% +76 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,829 $433K 0.01% new 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,823 $433K 0.07% +8 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,825 $432K 0.06% 0 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,823 $431K 0.24% -1,194 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,821 $431K 0.17% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,795 $431K 0.16% +7 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 1,819 $430K 0.08% -21 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,815 $429K 0.03% +5 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,812 $429K 0.22% +338 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,804 $427K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,799 $426K 0.32% +6 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 1,796 $425K 0.41% -136 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,794 $424K 0.17% +128 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,762 $421K 0.07% +6 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,774 $420K 0.2% -157 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,774 $420K 0.17% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,772 $419K 0.12% -138 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 1,766 $418K 0.31% -5 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,763 $417K 0.08% +2 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,762 $417K 0.24% +174 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,760 $416K 0.17% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,759 $416K 0.29% -53 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,759 $416K 0.08% +1 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,759 $416K 0.03% +1 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 1,752 $415K 0.18% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,748 $414K 0.19% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,747 $413K 0.11% +282 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,745 $413K 0.05% +129 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,745 $413K 0.04% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,743 $412K 0.07% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,741 $412K 0.18% +3 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,740 $412K 0.05% -184 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,737 $411K 0.32% -6 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,737 $411K 0.14% +750 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 1,735 $410K 0.28% +691 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,733 $410K 0.14% +1 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,732 $410K 0.29% +4 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,732 $410K 0.15% +224 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,729 $409K 0.04% +164 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,725 $408K 0.05% new 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,724 $408K 0.04% -22 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,722 $407K 0.08% -235 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 1,719 $407K 0.04% -39 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,718 $407K 0.05% 0 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,709 $404K 0.16% -383 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 1,707 $404K 0.03% -73 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 1,706 $404K 0.05% 0 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 1,704 $403K 0.3% -59 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 1,703 $403K 0.36% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,700 $402K 0.07% +19 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,696 $401K 0.01% -50,556 13F-HR Timeline Group LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,695 $401K 0.06% -1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,690 $400K 0.03% +485 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,690 $400K <0.01% -610 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 1,690 $400K 0.06% +686 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,686 $399K 0.04% +491 13F-HR/A Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,683 $398K 0.01% -932 13F-HR Timeline Group CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,678 $397K 0.05% +3 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,656 $395K 0.06% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,662 $393K 0.07% +5 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,661 $393K 0.02% -273 13F-HR/A Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,656 $392K 0.02% -266 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,654 $391K 0.18% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,642 $389K 0.09% 0 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,641 $388K 0.05% +1 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,633 $386K 0.04% -57 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,631 $386K 0.15% +7 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,630 $386K -5,700 Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,630 $386K 0.12% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,626 $385K 0.3% -10 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,625 $385K 0.15% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,624 $384K 0.11% -426 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 1,624 $384K 0.04% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 1,624 $384K 0.14% +2 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,623 $384K 0.28% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,610 $383K 0.13% +31 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 1,616 $382K 0.21% -50 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,607 $380K 0.1% -139 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,605 $380K 0.03% -129 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 1,604 $379K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,604 $379K 0.11% -543 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 1,603 $379K 0.09% -28 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,603 $379K 0.09% -370 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,598 $378K 0.07% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,592 $377K 0.01% -1,117 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,589 $376K 0.06% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,587 $375K 0.02% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,585 $375K 0.15% +1 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,584 $375K 0.25% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 1,583 $374K 0.05% +33 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,582 $374K 0.13% -239 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,580 $374K 0.07% -1,015 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,576 $373K 0.03% +4 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,575 $373K 0.12% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,570 $371K 0.13% -814 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,569 $371K 0.1% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,567 $371K 0.06% 0 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 1,567 $371K 0.1% -153 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,565 $370K 0.02% -147 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,564 $370K 0.08% +907 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,562 $370K 0.09% -370 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,561 $369K 0.02% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,561 $369K 0.13% -92 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 1,559 $369K 0.15% +5 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,557 $368K 0.14% +38 13F-HR Timeline