PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,746 $1.14M 0.04% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,740 $1.14M 0.11% +1,859 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 3,705 $1.13M 0.64% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,704 $1.13M 0.2% +1,786 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,703 $1.13M 0.84% -3 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 3,699 $1.12M 0.36% -3,507 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,683 $1.12M 0.08% +128 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 3,681 $1.12M 0.18% -36 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,680 $1.12M 0.47% +544 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,675 $1.12M 0.71% +2,250 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,665 $1.11M 0.08% -350 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,642 $1.11M 0.27% -87 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,641 $1.11M 0.17% +155 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,620 $1.1M 0.2% +316 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 3,612 $1.1M 0.06% +1,467 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 3,605 $1.1M 0.05% +17 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,602 $1.09M 0.63% -5 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,592 $1.09M 0.96% +1,629 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,590 $1.09M 0.05% +104 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,583 $1.09M 0.66% -61 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 3,570 $1.09M 0.7% +866 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,569 $1.08M 0.34% new 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,501 $1.08M 0.38% -6 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 3,548 $1.08M 0.57% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,548 $1.08M 0.57% -3,467 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,409 $1.08M 0.35% +1,751 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,542 $1.08M 0.93% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,539 $1.08M 0.27% +1,249 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,538 $1.08M 0.21% +32 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,535 $1.07M 0.08% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,531 $1.07M 0.15% -815 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 3,518 $1.07M 0.36% -938 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,500 $1.06M 0.71% -67 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,490 $1.06M 0.12% -2,917 13F-HR Timeline Stockman Wealth Management, Inc. 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More: the full row for Heritage Wealth Management, Inc. 3,446 $1.05M 0.34% +95 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 3,441 $1.05M 0.94% -347 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,439 $1.05M 0.03% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,437 $1.04M 0.87% 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,424 $1.04M 0.36% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 3,416 $1.04M 0.84% -13 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,412 $1.04M 0.55% -70 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3,406 $1.04M 0.33% +655 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 3,404 $1.03M 0.96% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,393 $1.03M 0.34% -18 13F-HR/A Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 3,378 $1.03M 0.24% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,372 $1.02M 0.54% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,368 $1.02M 0.22% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,366 $1.02M 0.33% -165 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,363 $1.02M 0.46% +16 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 3,363 $1.02M 0.42% -142 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 3,361 $1.02M 0.48% +156 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,360 $1.02M 1.65% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,358 $1.02M 0.22% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,352 $1.02M 0.21% +1,433 13F-HR Timeline Group FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 3,352 $1.02M 0.62% -8 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 3,341 $1.02M 0.79% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3,341 $1.02M 2.58% +750 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,334 $1.01M 0.02% -296 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 3,328 $1.01M 0.29% -229 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 3,324 $1.01M 0.54% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,324 $1.01M 0.12% +693 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,319 $1.01M 0.53% +361 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,309 $1.01M 0.29% +52 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,309 $1.01M 0.15% -77 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,308 $1.01M 0.13% +583 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,300 $1M 0.17% +140 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,300 $1M 0.6% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,285 $999K 0.11% -147 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 3,443 $998K 0.55% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 3,277 $996K 0.32% -60 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 3,275 $995K 0.05% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,261 $991K 0.26% 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 3,254 $989K 0.46% +6 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,253 $989K 0.8% +238 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,233 $983K 0.82% -300 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 3,224 $980K 0.54% -340 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,221 $979K 0.06% +74 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,645 $979K 0.33% +87 13F-HR/A Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 3,219 $979K 0.2% -65 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,210 $976K 0.48% -31,073 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,201 $973K 0.32% +1,747 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,178 $969K 0.48% -1,137 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,115 $968K 0.44% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,159 $963K 0.27% +171 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,159 $960K 0.11% -118 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,153 $958K 0.19% 0 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,153 $958K 0.17% +211 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 3,305 $958K 0.66% -675 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 3,150 $957K 0.35% +643 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,134 $953K 0.1% +50 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,129 $951K 0.03% -632 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,127 $950K 0.34% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 3,124 $950K 0.39% 0 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,125 $950K 0.09% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,108 $945K 0.36% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 3,108 $945K 0.77% -97 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 3,103 $943K 0.76% +31 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 3,103 $943K 1.04% +32 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 3,093 $940K 0.55% -272 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,020 $939K 0.76% +46 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 3,085 $938K 0.6% 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3,084 $937K 0.03% -634 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,082 $937K 0.58% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,067 $932K 0.17% -157 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,067 $932K 0.12% +2,315 13F-HR/A Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,064 $931K 0.1% -1 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 3,058 $929K 0.18% -9,451 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,053 $928K 0.31% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,052 $928K 0.04% +269 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 3,049 $927K 0.47% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3,046 $926K 0.3% +155 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,040 $924K 0.32% -40 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,037 $923K 0.51% -21 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,031 $921K 0.23% -19 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,030 $921K 0.35% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,954 $919K 0.08% -1 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,015 $916K 0.12% -132 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 3,012 $916K 0.81% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,002 $912K 0.33% +744 13F-HR/A Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 3,001 $912K 0.25% +72 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,999 $912K 0.11% +124 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,993 $910K 0.51% +426 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 2,984 $907K 0.26% +1,631 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,982 $906K 0.13% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,981 $906K 0.27% -303 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,980 $906K 0.75% -13 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,977 $905K 0.14% +1,630 13F-HR/A Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,972 $903K 0.64% -17 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,960 $900K 0.18% -50 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,959 $899K 0.19% +526 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,958 $899K 0.04% -40 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 2,949 $896K 0.45% -10 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,949 $896K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,946 $895K 0.25% +2 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 2,940 $894K 0.25% +4 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,931 $891K 0.05% -150 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 2,926 $889K 0.1% +261 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 2,925 $889K 0.42% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 2,920 $887K 0.58% -220 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,920 $887K 0.08% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,914 $886K 0.35% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,907 $884K 0.19% +30 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,906 $883K 0.64% -428 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 2,896 $880K 0.41% +121 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,894 $879K 0.06% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,891 $879K 0.35% -147 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,885 $877K 0.17% -168,182 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,882 $876K 0.16% -1,268 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,882 $875K 0.06% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,878 $875K 0.06% -89 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,878 $875K 0.33% -27 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,868 $872K 0.09% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,864 $871K 0.05% -56 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,865 $871K 0.32% +86 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 2,860 $869K 0.15% -106 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 2,855 $868K 0.72% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,853 $867K 0.53% +93 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,852 $867K 0.09% +54 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,839 $863K 0.24% -503 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,827 $859K 0.07% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,825 $859K 0.46% +47 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,814 $855K 1.31% -8,441 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,812 $855K 0.44% -163 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,810 $854K 0.54% -258 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,809 $854K 0.3% -1,117 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,769 $853K 0.38% +364 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,806 $853K 0.12% +257 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,806 $853K 0.65% -1 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,805 $853K 0.34% +227 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 2,804 $852K 0.39% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,796 $850K 0.12% +173 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,795 $850K 0.29% -31 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 2,794 $849K 0.01% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,792 $849K 0.31% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 2,789 $848K 0.22% -690 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 2,789 $848K 0.19% +80 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,787 $847K 0.23% +13 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,786 $847K 0.01% +759 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 2,781 $845K 0.21% -6 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,770 $842K 0.23% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,770 $842K 0.11% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,762 $839K 0.29% -13 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,761 $839K 0.15% -9 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,760 $839K 0.32% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,750 $838K 0.25% +113 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,753 $837K 0.1% -616 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,751 $836K 0.06% 0 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,683 $834K 0.42% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,743 $834K 0.09% +70 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 2,737 $832K 0.4% -58 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,734 $831K 0.16% +93 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,731 $830K 0.13% +234 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,726 $829K 0.42% +409 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,723 $828K 0.76% +22 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,723 $828K 0.1% -12,964 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,717 $826K 0.17% -4 13F-HR Timeline