FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,873 $351K 0.03% +287 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,867 $350K 0.12% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,862 $350K 0.12% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 3,857 $349K 0.29% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,857 $349K 0.09% +4 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 3,856 $349K 0.15% +623 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,862 $349K 0.16% -139 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,872 $347K 0.01% -269 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 3,815 $345K 0.04% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,806 $345K 0.03% +105 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,558 $343K 0.23% new 13F-HR Timeline SWS Partners More: the full row for SWS Partners 3,782 $342K 0.11% -314 13F-HR/A Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,781 $342K 0.18% +184 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 3,770 $341K 0.25% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,754 $340K 0.03% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 3,754 $340K 0.09% -1,814 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 3,740 $339K 0.17% +923 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3,717 $337K 0.25% +89 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,706 $336K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,698 $335K 0.1% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 3,690 $334K 0.06% +13 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,679 $333K 0.18% -1,273 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,663 $332K 0.04% -240 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,660 $331K 0.67% +228 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,643 $330K 0.03% -9 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,643 $330K 0.15% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,631 $329K 0.02% new 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,626 $328K 0.08% +37 13F-HR Timeline Prosperity Planning, Inc. 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More: the full row for Fee-Only Financial Planning, L.C. 3,586 $325K 0.22% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 3,572 $323K 0.17% -375 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 3,570 $323K 0.08% +17 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 3,559 $322K 0.09% +9 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. 3,548 $321K 0.01% -96 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,551 $321K 0.11% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 3,545 $321K 0.05% -65 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,527 $319K 0.13% +38 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 3,482 $315K 0.05% -109 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,481 $315K 0.1% new 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 3,477 $315K 0.29% -245 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,472 $314K 0.02% -25 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,503 $314K 0.05% +4 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,455 $313K 0.11% -100 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,546 $312K 0.04% +27 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3,447 $312K 0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,439 $311K 0.02% -1,460 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,424 $310K 0.03% +495 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 3,414 $309K 0.18% +17 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 3,412 $309K 0.12% -53 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,408 $309K 0.08% -92 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,406 $308K 0.01% +1,357 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,384 $306K 0.05% +300 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,345 $303K 0.27% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,340 $302K <0.01% +563 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,334 $302K 0.01% -6,862 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,332 $302K 0.06% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 3,325 $301K 0.18% -525 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,319 $301K 0.27% +45 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,305 $299K 0.05% -55 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,304 $299K 0.07% +181 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,301 $299K 0.01% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,293 $298K 0.05% -102 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,259 $297K 0.02% -4,481 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,276 $297K 0.11% +169 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Equita Financial Network, Inc. 3,198 $290K 0.1% -1 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 3,198 $290K 0.1% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,190 $289K 0.02% +690 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 3,189 $289K 0.06% -251 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,183 $288K 0.07% -1,043 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,178 $288K 0.03% -31 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,167 $287K 0.16% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,164 $286K 0.09% +794 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 3,163 $286K 0.16% 0 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 3,159 $286K 0.09% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,144 $285K 0.1% -484 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,130 $283K 0.01% +200 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,120 $282K 0.01% 0 13F-HR Timeline KRAFT ASSET MANAGEMENT, LLC More: the full row for KRAFT ASSET MANAGEMENT, LLC 3,119 $282K 0.26% +596 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,115 $282K 0.16% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 3,110 $282K 0.16% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,104 $281K 0.01% -1,037 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,227 $280K 0.04% -538 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,088 $280K 0.03% -204 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 3,069 $278K 0.26% +561 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,067 $278K 0.16% -40 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 3,064 $277K 0.08% -460 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,064 $277K 0.02% +269 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3,052 $276K 0.09% +68 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 3,050 $276K 0.12% +481 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,047 $276K 0.2% +16 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 3,045 $276K 0.06% new 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 3,030 $274K 0.2% -68 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,029 $274K 0.14% +31 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,024 $274K 0.03% -251 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 3,013 $273K 0.33% new 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,013 $273K 0.05% -103 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,008 $272K 0.03% -151 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 3,000 $272K 0.16% 0 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,000 $272K 0.11% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,988 $271K 0.15% -855 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,985 $270K 0.07% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,974 $269K 0.1% -54 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,972 $269K 0.02% 0 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 803 $269K 0.11% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,966 $269K 0.23% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,961 $268K 0.03% -2 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,957 $268K 0.03% +80 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,951 $267K <0.01% +132 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,940 $266K 0.18% +319 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,937 $266K 0.13% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,933 $266K 0.26% 0 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 2,927 $265K 0.26% +106 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,926 $265K 0.04% +3 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,000 $264K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,906 $263K 0.01% -1,251 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,895 $262K 0.2% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,887 $261K 0.27% -301 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 2,880 $261K 0.05% -114 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 2,878 $261K 0.07% -161 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 3,000 $260K 0.05% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,870 $260K 0.21% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 2,874 $260K 0.16% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 2,867 $260K 0.06% -126 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,866 $259K 0.08% -49 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,857 $259K 0.01% +20 13F-HR/A Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,984 $258K 0.11% +55 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 2,853 $258K 0.14% -593 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 2,845 $258K 0.17% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,845 $258K 0.15% -1,332 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,843 $257K 0.15% +1 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,843 $257K 0.16% -199 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,842 $257K 0.03% -3,723 13F-HR Timeline Group Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 2,837 $257K 0.16% -49 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,829 $256K 0.08% +502 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,825 $256K 0.17% +86 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,814 $255K 0.08% +79 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,813 $255K 0.2% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,810 $254K <0.01% +2,775 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 2,809 $254K 0.2% -214 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,800 $254K 0.06% new 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 2,795 $253K 0.03% +5 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,793 $253K 0.06% +141 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,787 $252K 0.05% -3 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,766 $250K 0.01% +126 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,820 $250K 0.05% -3 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,755 $249K 0.04% -2,379 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 2,753 $249K 0.11% 0 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 2,745 $249K 0.1% -46 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,738 $248K 0.07% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,737 $248K 0.02% -492 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 2,728 $247K 0.15% +815 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,727 $247K 0.03% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,719 $246K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,715 $246K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,715 $246K 0.06% new 13F-HR/A Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,691 $244K 0.08% -789 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,683 $243K 0.11% -99 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,683 $243K 0.05% +223 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,677 $242K 0.19% -24 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,671 $242K 0.03% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,671 $242K 0.04% new 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 2,670 $242K 0.12% new 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,661 $241K 0.3% -150 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,658 $241K <0.01% +112 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,656 $240K 0.02% +27 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2,648 $240K 0.13% +580 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 2,630 $238K 0.05% 0 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 2,626 $238K 0.05% -132 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,623 $238K 0.05% -12 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,616 $237K <0.01% +1,223 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,614 $237K 0.03% -63 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,614 $237K 0.07% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,611 $236K 0.18% new 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 10,855 $236K 0.13% +1,654 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 2,645 $236K 0.15% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,598 $235K 0.03% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 2,583 $234K 0.09% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,581 $234K 0.02% +27 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,578 $233K 0.06% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,572 $233K <0.01% -1,907 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,570 $233K 0.07% -4 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,553 $231K 0.1% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,534 $229K 0.02% 0 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,596 $229K 0.08% -2,340 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,520 $228K 0.01% new 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,518 $228K 0.04% -307 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,493 $226K 0.04% +245 13F-HR Timeline