FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,263 $363K 0.03% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,259 $362K 0.07% -205 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,258 $361K 0.1% +26 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 1,258 $361K 0.12% -2,607 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,257 $361K 0.03% +109 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,255 $360K 0.03% new 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,239 $360K 0.1% -77 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,255 $360K 0.07% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,255 $360K 0.12% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,692 $359K 0.12% +3,519 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,251 $359K 0.08% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,246 $358K 0.08% -115 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,245 $358K 0.23% -164 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,245 $358K 0.03% +42 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,242 $357K 0.01% -24 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,241 $357K 0.04% -15 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,241 $356K 0.13% +266 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,239 $356K 0.04% +16 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,233 $354K 0.1% -34 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,233 $354K 0.31% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,232 $354K 0.2% +133 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,228 $353K 0.2% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,225 $352K 0.04% -11 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,217 $352K 0.34% -6 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,222 $351K 0.08% +208 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,219 $350K 0.12% -1,318 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 1,216 $349K 0.3% 0 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 1,211 $348K 0.29% +3 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,211 $348K 0.17% -10 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,210 $347K 0.2% +88 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,209 $347K 0.15% +441 13F-HR/A Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 1,201 $345K 0.42% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,195 $343K 0.02% 0 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 1,193 $343K 0.15% -4 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,192 $342K 0.04% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,188 $341K 0.03% 0 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,188 $341K 0.07% -35 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,186 $341K 0.1% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,185 $340K 0.02% -108 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 1,185 $340K 0.42% +18 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,181 $339K 0.04% +272 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,177 $338K 0.03% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,177 $338K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,177 $338K 0.06% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,176 $338K 0.19% -355 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy PCG, LLC More: the full row for Legacy PCG, LLC 1,172 $337K 1.83% -8,646 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,169 $336K 0.06% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,169 $336K 0.05% -21 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,165 $335K 0.09% -260 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 4,231 $334K 0.04% new 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,163 $334K 0.08% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,162 $334K 0.05% +280 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,159 $333K 0.04% -3 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,159 $333K 0.06% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,159 $333K 0.25% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,155 $332K <0.01% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,154 $331K 0.02% -12 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 1,150 $330K 0.06% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,140 $329K 0.07% +503 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 1,147 $329K 0.08% +53 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,143 $328K 0.16% 0 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,138 $327K 0.12% new 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,138 $327K 0.11% -30 13F-HR/A Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 1,120 $326K 0.17% -215 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,136 $326K 0.01% -234 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,134 $326K 0.07% -2 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,133 $325K 0.19% +3 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,115 $325K 0.11% -1 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,129 $324K 0.09% +5 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,124 $323K 0.04% 0 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,122 $322K 0.29% +4 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 1,120 $322K 0.1% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1,118 $321K 0.25% +1,035 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,118 $321K 0.03% +48 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,114 $320K 0.15% new 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,112 $319K 0.25% +13 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,108 $318K <0.01% +224 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,103 $317K 0.1% -623 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,102 $316K 0.16% +654 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,101 $316K <0.01% -3,492 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 1,099 $316K 0.14% 0 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 1,093 $315K 0.12% +4 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,095 $314K 0.21% +260 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 1,095 $314K 0.3% +4 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,093 $314K 0.07% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,093 $314K 0.11% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,092 $314K 0.03% -100 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,090 $313K 0.02% 0 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,090 $313K 0.11% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,089 $313K 0.09% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 1,089 $313K 0.21% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,089 $313K 0.09% -78 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,086 $312K 0.01% new 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,085 $312K 0.28% new 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,085 $312K 0.08% +111 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 1,083 $311K 0.06% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,082 $311K 0.05% +32 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,081 $310K 0.02% 0 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,066 $310K 0.19% -10 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,080 $310K 0.02% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,982 $308K 0.06% new 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,069 $307K 0.09% -51 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,075 $307K 0.25% +9 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,067 $306K 0.22% -44 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,042 $304K 0.02% -35 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,055 $303K 0.09% +281 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,054 $303K 0.02% +213 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 1,053 $302K 0.19% -12,310 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,052 $302K 0.02% +93 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 1,052 $302K 0.07% -19 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,051 $302K 0.13% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,051 $302K 0.1% +192 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,048 $301K 0.08% 0 13F-HR/A Timeline KWB Wealth More: the full row for KWB Wealth 1,037 $301K 0.03% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,047 $301K 0.02% +92 13F-HR/A Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,046 $300K 0.04% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,042 $299K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,042 $299K <0.01% +193 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. tru Independence LLC More: the full row for tru Independence LLC 1,039 $298K 0.15% +3 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,035 $298K 0.03% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,030 $296K 0.02% +265 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,028 $295K 0.14% 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 1,025 $294K 0.3% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 990 $294K <0.01% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,022 $294K 0.01% -29 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,022 $293K 0.05% -165 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,021 $293K 0.05% -35 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,020 $293K 0.09% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 1,020 $292K 0.28% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,016 $292K 0.07% 0 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,014 $291K 0.15% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,011 $290K 0.12% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,011 $290K 0.1% +98 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,010 $290K 0.19% +63 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,008 $290K 0.14% -23 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,007 $289K 0.09% 0 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 1,007 $289K 0.27% -86 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 1,006 $289K 0.25% -300 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,005 $289K 0.02% +2 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 1,003 $288K 0.24% +3 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,013 $288K <0.01% +35 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,000 $287K 0.06% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,000 $287K 0.04% -129 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 999 $287K 0.04% +2 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 998 $287K 0.03% -49 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 998 $287K 0.08% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 997 $286K 0.24% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 990 $284K 0.02% -364 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 988 $284K 0.17% +1 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 988 $284K 0.22% +4 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 987 $283K 0.11% +75 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 987 $283K 0.11% -378 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 986 $283K 0.07% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 984 $283K 0.03% -43 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 983 $282K 0.26% +205 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 982 $282K 0.03% +3 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 976 $280K 0.19% -35 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 976 $280K 0.29% +79 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 973 $279K 0.28% +5 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 972 $279K 0.11% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 970 $279K 0.62% +85 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 970 $279K 0.23% -687 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 920 $278K 0.04% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 966 $278K <0.01% +1 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 965 $277K 0.23% +4 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 965 $277K 0.02% 0 13F-HR Timeline Aureum Wealth Management, LLC More: the full row for Aureum Wealth Management, LLC 963 $277K 0.19% +114 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 962 $276K 0.04% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 960 $276K 0.13% +47 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 959 $275K 0.07% +3 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 954 $275K 0.08% +20 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 979 $275K 0.11% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 950 $273K 0.08% -13 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 950 $273K 0.08% -950 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 949 $273K 0.11% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 946 $272K 0.13% +1 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 943 $271K 0.18% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 940 $270K 0.05% -155 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 940 $270K 0.2% +50 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 938 $269K 0.04% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 938 $269K 0.07% +1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 937 $269K 0.01% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 937 $269K 0.03% +15 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 937 $269K 0.19% -11 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 936 $269K 0.06% +181 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 935 $269K 0.03% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 929 $267K 0.04% +30 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 928 $267K 0.01% new 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 924 $265K 0.15% -92 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 921 $265K 0.1% +15 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 920 $264K 0.11% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 918 $264K 0.09% +7 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 916 $263K 0.09% +4 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 915 $263K 0.01% -75 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 933 $262K 0.23% -70 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 912 $262K 0.15% -47 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 905 $260K 0.02% -11 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 905 $260K 0.23% -65 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 903 $259K 0.16% -28 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 902 $259K 0.13% +52 13F-HR Timeline