Team Hewins, LLC More: the full row for Team Hewins, LLC 2,935 $694K 0.19% -4,861 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,916 $690K 0.06% +53 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,915 $690K 0.1% -76 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,913 $689K 0.07% +7 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,908 $688K 0.39% +10 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2,900 $686K 0.08% +43 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,897 $685K 0.04% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,890 $683K 0.16% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,884 $682K 0.4% +153 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,880 $682K 0.02% +3 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,877 $681K 0.04% +424 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,872 $680K 0.21% -13 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 2,867 $678K 0.25% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,866 $678K 0.15% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,865 $678K 0.37% +143 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,860 $677K 0.08% -25 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,858 $676K 0.31% +43 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,856 $676K 0.36% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,843 $673K 0.35% +12 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,843 $673K 0.05% +1 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,841 $672K 0.11% +30 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,838 $671K 0.17% +1 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,836 $671K 0.12% -43 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,835 $671K 0.07% +430 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,825 $668K 0.24% +200 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,815 $666K 0.05% -49 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,814 $666K 0.01% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. River Street Advisors LLC More: the full row for River Street Advisors LLC 2,808 $664K 0.2% +384 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,777 $664K 0.09% -348 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,800 $663K 0.58% -20 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,800 $662K 0.24% +501 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 2,799 $662K 0.17% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,795 $661K 0.06% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,794 $661K 0.33% +273 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,793 $661K 0.33% +47 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 2,789 $660K 0.45% -6 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,773 $656K 0.32% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,768 $655K <0.01% -29,892 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,767 $655K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,758 $653K 0.02% -3 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,741 $649K 0.13% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,741 $649K 0.09% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,740 $648K 0.12% -498 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 2,737 $648K 0.41% +106 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 2,737 $648K 0.02% new 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 2,731 $646K 0.27% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,730 $646K 0.04% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 2,726 $645K 0.09% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,721 $644K 0.04% +1,605 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2,714 $642K 0.08% -330 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,709 $641K 0.03% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,700 $639K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,695 $638K 0.06% -471 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,692 $636K 0.06% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,674 $633K 0.11% -2 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,669 $632K 0.18% +2 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,669 $632K 0.16% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,664 $631K 0.13% +12 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,668 $631K 0.28% -22 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,664 $630K 0.09% +46 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2,664 $630K 0.38% -90 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,662 $630K 0.21% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,659 $629K 0.04% +1 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,651 $627K 0.2% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,649 $627K 0.41% -60 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,648 $627K 0.18% +1 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 2,647 $626K 0.21% -380 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,647 $626K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,639 $624K 0.03% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,638 $624K 0.06% +373 13F-HR/A Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,605 $623K 0.15% +67 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,633 $623K 0.09% 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 2,628 $622K 0.27% +96 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,626 $621K 0.11% +33 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,815 $619K 0.25% 0 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,610 $618K 0.08% -1,214 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,608 $617K 0.08% -15 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,608 $617K 0.07% -974 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,607 $617K 0.05% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,604 $616K 0.07% +41 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,600 $615K 0.07% +2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,601 $615K 0.07% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,592 $613K 0.29% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,587 $612K 0.08% +11 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,586 $612K <0.01% -767 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,584 $611K 0.07% -1,825 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,583 $611K 0.06% -21 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,577 $610K 0.35% -100 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,574 $609K 0.06% -114 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,573 $609K 0.02% -779 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,572 $609K 0.04% -341 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,570 $608K 0.02% +39 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,565 $607K 0.07% -737 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,555 $604K 0.15% +2 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 2,554 $604K 0.07% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,546 $602K 0.04% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 2,539 $601K 0.15% -773 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,532 $599K 0.21% -10 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,527 $598K 0.24% +6 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,518 $596K 0.15% new 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,517 $596K 0.06% +597 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,514 $595K 0.25% -109 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,510 $594K 0.11% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 2,505 $593K 0.16% -381 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 2,505 $593K 0.57% +71 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,504 $592K 0.01% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,503 $592K 0.21% +203 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,495 $590K 0.07% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,487 $589K 0.11% +6 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,475 $586K 0.15% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 2,473 $585K 0.19% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,469 $584K 0.03% -126 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,468 $584K 0.11% -4 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 2,467 $584K 0.05% -326 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 2,465 $583K 0.18% -41 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,463 $583K 0.07% +1,120 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,461 $582K 0.28% +65 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 2,460 $582K 0.19% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,456 $581K 0.25% +550 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,453 $580K 0.07% -48 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,452 $580K 0.24% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2,451 $580K 0.02% +303 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 2,451 $580K 0.27% -14 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,435 $576K 0.05% +56 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,434 $576K 0.07% -55 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,424 $574K 0.43% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,410 $570K 0.31% -291 13F-HR Timeline SVRN Asset Management, LLC More: the full row for SVRN Asset Management, LLC 2,406 $569K 0.29% -963 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,396 $567K 0.15% -314 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 2,393 $566K 0.09% -49 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,391 $566K 0.15% +406 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 2,389 $565K 0.36% +8 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 2,389 $565K 0.31% +1,448 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,388 $565K 0.01% +762 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 2,369 $561K 0.21% +155 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,367 $560K 0.12% +554 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,367 $560K 0.05% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,367 $560K 0.33% -15 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 2,366 $560K 0.2% +9 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,364 $559K 0.14% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,355 $557K 0.24% +937 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,354 $557K 0.12% -45 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 2,350 $556K 0.05% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atomic Invest LLC More: the full row for Atomic Invest LLC 2,358 $556K 0.05% +1,942 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,349 $556K 0.15% -168 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,347 $555K 0.18% +348 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,346 $555K 0.07% +1,016 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,343 $554K 0.07% -47 13F-HR Timeline Group SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 2,341 $554K 0.08% +11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,331 $552K 0.02% -77 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,332 $552K 0.11% +8 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,329 $551K 0.15% +10 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 2,321 $549K 0.08% +1 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,321 $549K 0.05% +264 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,314 $548K 0.09% +459 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,312 $547K 0.04% -62 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,304 $545K 0.29% +10 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,295 $543K 0.24% -175 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,294 $543K 0.1% +1 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 2,289 $542K 0.19% 0 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,279 $539K 0.23% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,267 $536K 0.14% +9 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,261 $535K 0.04% +457 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,253 $533K 0.27% -89 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,250 $532K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,248 $532K 0.09% -95 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,245 $531K 0.03% -93 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,246 $531K 0.08% +102 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,233 $531K 0.3% +9 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 2,241 $530K 0.23% +72 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,239 $530K 0.19% +9 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,238 $530K 0.39% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,236 $529K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,235 $529K 0.02% +10 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 2,234 $529K 0.08% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,226 $527K 0.57% 0 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 2,226 $527K 0.38% -7 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,192 $527K 0.28% +4 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 2,220 $525K 0.3% -41 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 2,216 $524K 0.11% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,213 $524K 0.31% +674 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,210 $523K 0.25% -112 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,206 $522K 0.11% 0 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,200 $521K 0.04% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,200 $521K 0.05% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,194 $519K 0.27% +330 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,186 $517K 0.14% +40 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,178 $516K 0.16% +1 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,178 $515K 0.11% +236 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,167 $513K 0.17% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,164 $512K 0.16% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 2,163 $512K 0.2% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,162 $512K 0.06% -635 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,162 $512K 0.16% +1,152 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,158 $511K 0.12% -939 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,155 $510K 0.36% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,154 $510K 0.03% -1,486 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,145 $508K 0.01% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,145 $508K 0.06% +394 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,141 $507K 0.06% -201 13F-HR Timeline