Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,146 $481K 0.22% -714 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,131 $479K 0.3% -1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,120 $478K 0.01% +193 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 4,100 $475K 0.41% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,100 $475K 0.45% +14 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4,093 $475K 0.23% +14 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,060 $472K <0.01% +226 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,038 $468K 0.28% +1,137 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,034 $468K 0.03% -49 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,033 $468K 0.05% +9 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,030 $467K 0.36% -647 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,020 $466K 0.04% +670 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 3,996 $463K <0.01% 0 13F-HR Timeline Group BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 3,995 $463K 0.08% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3,988 $462K 0.17% -112 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,979 $461K 0.01% +1,781 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 3,923 $455K 0.1% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,917 $454K 0.14% +11 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,903 $453K 0.02% +113 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,866 $448K 0.21% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,864 $448K 0.05% +728 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,825 $443K 0.08% +87 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 3,786 $439K 0.28% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 3,764 $436K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,762 $436K 0.2% +60 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,742 $434K 0.02% +2 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,740 $434K 0.04% +2,779 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,726 $432K 0.04% +7 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 3,706 $430K 0.28% +129 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,699 $429K 0.27% +11 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,685 $427K 0.15% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,677 $426K 0.06% -150 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,571 $424K 0.05% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,640 $422K 0.03% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,600 $417K 0.06% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,555 $412K 0.13% +7 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,551 $412K 0.02% 0 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,549 $411K 0.06% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,538 $410K 0.39% -2,178 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,534 $410K 0.23% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,500 $406K 0.07% 0 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 3,500 $406K 0.16% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,490 $405K 0.01% -379 13F-HR Timeline Group Kovack Advisors, Inc. 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More: the full row for Sterling Investment Advisors, Ltd. 3,479 $403K 0.1% +295 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,470 $402K 0.03% -100 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,460 $401K 0.02% 0 13F-HR Timeline BCR Wealth Strategies, LLC More: the full row for BCR Wealth Strategies, LLC 3,449 $399K 0.18% -86 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,395 $394K 0.01% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,389 $393K 0.07% +83 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,387 $393K 0.08% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,371 $391K 0.01% +413 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,355 $389K 0.08% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,347 $388K 0.03% -298 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 3,346 $388K 0.07% new 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 3,343 $388K 0.25% 0 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 3,332 $386K 0.2% +206 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,315 $384K 0.03% -133 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,253 $381K 0.02% +52 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,273 $380K 0.33% new 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,265 $379K 0.07% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,187 $370K <0.01% +1,186 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,175 $368K <0.01% 0 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,148 $365K 0.02% +10 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,140 $364K 0.16% -181 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,100 $359K 0.02% -939 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 3,096 $359K 0.1% -17 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,086 $358K 0.12% +208 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 3,076 $357K 0.11% +504 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,056 $354K 0.03% -324 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 3,163 $354K 0.11% -237 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 3,047 $353K 0.1% -788 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 3,040 $353K 0.21% -243 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,014 $349K 0.05% +630 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,005 $348K 0.09% +75 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,000 $348K 0.02% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,983 $346K <0.01% -198 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 2,970 $344K 0.06% +17 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,963 $344K 0.01% +289 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 2,963 $344K 0.08% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,903 $337K 0.01% +590 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,879 $333K 0.03% -81 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,396 $331K 0.31% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,856 $331K 0.01% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,851 $331K 0.06% +120 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,843 $330K 0.22% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,842 $330K 0.01% +79 13F-HR Timeline Group Attessa Capital LLC More: the full row for Attessa Capital LLC 2,828 $328K 0.21% -2,410 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,821 $327K 0.14% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,815 $326K 0.05% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,801 $325K 0.22% +12 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,796 $324K 0.03% -105 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 2,792 $324K 0.26% 0 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 2,787 $323K 0.16% +286 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,783 $323K 0.03% 0 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 2,767 $321K 0.19% +9 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,707 $320K 0.04% +1,308 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,761 $320K 0.31% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 2,753 $319K 0.15% -153 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 2,742 $318K 0.02% +110 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 2,740 $318K 0.3% -433 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,727 $316K 0.02% +262 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 2,709 $314K 0.31% -475 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,776 $313K 0.07% +109 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 2,692 $312K 0.07% +9 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 2,647 $307K 0.17% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,632 $305K 0.02% +12 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,627 $305K 0.03% +71 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 2,626 $304K 0.02% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,618 $304K 0.14% -90 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,610 $303K 0.09% +40 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,606 $302K 0.06% -1,733 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,606 $302K 0.18% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,692 $301K 0.06% new 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 2,587 $300K 0.12% -299 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,577 $299K 0.01% -131 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,540 $298K 0.09% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,572 $298K 0.02% +113 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,560 $297K <0.01% -124 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,558 $297K 0.03% -8 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,550 $296K 0.01% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,548 $295K 0.12% -335 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,547 $295K 0.08% +2 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,547 $295K 0.06% +2 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,545 $295K 0.08% -1,200 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,543 $295K 0.09% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,537 $294K 0.02% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,532 $294K 0.1% +1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,525 $293K <0.01% 0 13F-HR Timeline Group Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 2,514 $291K 0.26% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,512 $291K 0.13% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,503 $290K <0.01% -752 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,500 $290K 0.01% -75,726 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,500 $290K 0.06% -121 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,484 $288K 0.05% +40 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 2,479 $287K 0.19% -2,529 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 2,475 $287K 0.23% -50 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,458 $285K <0.01% -6,577 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 2,450 $284K 0.35% new 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 2,448 $284K 0.09% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,426 $281K 0.01% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,422 $281K 0.16% +1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,418 $280K 0.01% -76 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,415 $280K 0.25% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,411 $280K 0.05% +360 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,403 $279K 0.02% -1,887 13F-HR/A Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 2,392 $277K 0.04% +4 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,384 $276K 0.12% -6 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,380 $276K <0.01% -1,326 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,375 $275K 0.01% -15 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,366 $274K 0.09% +458 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,363 $274K 0.13% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,362 $274K 0.03% +20 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,358 $273K 0.04% +3 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,357 $273K 0.01% +264 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 2,356 $273K <0.01% -857 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 2,352 $273K 0.06% -450 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,313 $268K 0.01% -361 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,297 $266K 0.02% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,288 $265K 0.02% -444 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 2,284 $265K 0.09% -512 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,281 $264K 0.02% new 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,274 $264K 0.26% +102 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,273 $263K 0.15% -1 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,266 $263K 0.02% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,249 $261K 0.08% -11 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,246 $260K 0.02% -8 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 2,233 $259K 0.22% +198 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 2,230 $259K 0.21% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,208 $256K 0.01% new 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 2,195 $255K <0.01% -37,442 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,195 $255K 0.02% -1,000 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,186 $253K 0.1% +3 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,140 $253K 0.04% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,178 $252K 0.07% +4 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,165 $251K 0.05% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,157 $250K 0.02% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,156 $250K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,147 $249K 0.01% -1,402 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,143 $248K 0.06% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,135 $248K <0.01% 0 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,121 $246K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,120 $245K 0.06% +50 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 2,109 $245K 0.05% -39 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,102 $244K 0.03% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,098 $243K 0.12% new 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,085 $242K 0.13% +12 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2,072 $240K 0.13% -250 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,062 $239K 0.06% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,042 $237K 0.01% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,039 $236K 0.07% -606 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,036 $236K 0.12% -40 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,017 $234K 0.02% -245 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,017 $234K 0.01% -239 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,000 $232K 0.07% 0 13F-HR Timeline Group Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,000 $232K 0.08% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,998 $232K 0.13% +3 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,995 $231K 0.05% +140 13F-HR Timeline