DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 4,607 $1M 0.06% 0 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,593 $1M 0.03% +135 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,592 $1M 0.2% +593 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,592 $1M 0.08% +23 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,573 $997K 0.26% +16 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 4,562 $994K 0.16% -4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,554 $993K 0.09% -54 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 4,552 $992K 0.88% -592 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,523 $986K 0.19% -105 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,515 $984K 0.07% -4,796 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,512 $983K 0.37% +33 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,506 $982K 0.4% +1,540 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,495 $980K 0.15% +1,946 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,494 $979K 0.2% -913 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,492 $979K 0.11% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 4,494 $979K 0.33% -2,536 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 4,490 $979K 0.58% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 4,489 $978K 0.37% -535 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 4,487 $978K 0.65% -250 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,479 $976K 0.47% -497 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,468 $974K 0.12% -4,620 13F-HR/A Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4,432 $966K <0.01% +1,634 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,429 $965K 0.32% +477 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,425 $964K 0.62% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,419 $963K 0.09% -659 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,401 $959K 0.64% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,395 $958K 0.24% +740 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 4,390 $957K <0.01% +1,818 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 4,384 $955K 0.44% new 13F-HR/A Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,381 $955K 0.62% -4 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 4,380 $955K 0.09% +1,153 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,373 $953K 0.27% +90 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 4,372 $953K 0.25% +20 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,359 $950K 0.39% -212 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 4,355 $949K 0.19% 0 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 4,337 $945K 0.02% +363 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,330 $944K 0.03% +830 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 4,318 $941K 0.28% -29 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,310 $939K <0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,259 $937K 0.19% +2,480 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 4,293 $936K 0.19% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 4,274 $931K 0.17% +234 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,239 $924K 0.04% -1,201 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,233 $922K 0.05% -66 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,230 $922K 0.01% -259 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 4,218 $919K 0.35% +125 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,198 $915K 0.2% +100 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,190 $913K 0.12% +1,287 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,180 $911K 0.1% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,170 $909K 0.14% -382 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 4,165 $908K 0.64% +181 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,150 $904K 0.23% +813 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,144 $903K 0.03% +15 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,140 $902K 0.09% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,129 $900K 0.41% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 4,118 $897K 0.16% -92 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 4,106 $895K 0.27% -343 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 4,093 $892K 0.14% +2,979 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4,083 $890K 0.47% -40 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,081 $889K 0.17% +10 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 4,079 $889K 0.11% +311 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 4,072 $887K 0.55% -48 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,056 $884K 0.85% +787 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,040 $880K 0.05% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,036 $880K 0.17% -48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,035 $879K 0.03% -6,437 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 4,035 $879K 0.44% -300 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,032 $879K 0.11% -1,748 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,028 $878K 0.03% -1,962 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 4,023 $877K 0.5% 0 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 4,010 $874K 0.24% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 4,006 $873K 0.45% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 4,004 $873K 0.21% +52 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 4,003 $872K 0.23% -249 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 3,999 $872K 0.31% +7 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 3,982 $868K 0.23% -75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,975 $866K 0.51% +3 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 3,964 $864K 0.16% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 3,956 $862K 0.3% -105 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,947 $860K 0.44% +178 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,946 $860K 0.01% +2 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 3,941 $859K 0.11% -634 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,940 $859K 0.21% -93 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,934 $857K 0.1% -414 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,933 $857K 0.23% -989 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,921 $854K 0.5% -97 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,919 $854K 0.05% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,917 $854K 0.66% -208 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,916 $853K 0.08% +1 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 3,912 $853K 0.41% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3,909 $852K 0.19% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,909 $852K 1.55% +465 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 3,908 $852K 0.05% -40 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,906 $851K 0.03% +200 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,903 $851K 0.67% +36 13F-HR Timeline JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 3,900 $850K 0.54% 0 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,900 $850K 0.53% +15 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 3,898 $849K 0.09% +16 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,896 $849K 0.27% +714 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 3,891 $848K 0.11% -903 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,843 $844K 0.39% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 3,856 $840K 1.89% -985 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 3,852 $839K 0.46% +4 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,851 $839K 0.09% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 3,848 $839K 0.57% -3 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,841 $837K 0.09% -780 13F-HR/A Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 3,833 $835K 0.05% -2,256 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,831 $835K 0.13% +15 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,827 $834K 0.16% -4,587 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 3,818 $832K 0.66% +911 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,810 $830K 0.29% -717 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,772 $822K 0.12% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,771 $822K 0.1% +1 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,762 $819K 0.23% +31 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,741 $815K 0.04% -11 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,807 $811K 0.01% -565 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,720 $811K 0.34% +206 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,715 $810K 0.34% +12 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 3,713 $809K 0.6% -13 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,701 $807K 0.45% -14 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,670 $800K 0.01% +784 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,665 $799K 0.01% -32 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,665 $799K 0.17% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,663 $798K 0.18% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,620 $794K 0.26% new 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,644 $794K 0.06% -6,529 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,153 $793K 0.25% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,639 $793K 0.04% +297 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,637 $793K 0.21% +184 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,635 $792K 0.24% -462 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,628 $791K 2.43% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,626 $790K 0.33% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,624 $790K 0.08% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 3,622 $789K 0.07% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 3,609 $787K 0.19% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,601 $785K 0.21% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,592 $783K 0.23% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 3,568 $778K 0.43% -738 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 3,559 $776K 0.84% +7 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,539 $771K 0.44% -99 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,922 $769K 0.55% -62 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,409 $768K 0.23% +88 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,523 $768K 0.11% 0 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,523 $768K 0.07% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,501 $767K 0.07% +334 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3,521 $767K 0.11% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,520 $767K 0.16% +1,237 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,510 $765K 0.08% -38 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,504 $764K 0.27% -42 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,500 $763K 0.53% 0 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 3,497 $762K 0.03% +32 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,492 $761K 0.62% +216 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 3,490 $760K 0.14% +91 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,476 $758K 0.25% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,466 $755K 0.1% +530 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 3,465 $755K <0.01% +266 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,454 $753K 0.14% +1,730 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 3,448 $752K 0.57% +96 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,446 $751K 0.02% -40 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 3,441 $750K 0.73% -54 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 3,440 $750K 0.01% -43 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,434 $748K 0.24% -189 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 3,431 $748K 0.48% -313 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,428 $747K 0.31% +196 13F-HR Timeline DWM Financial Group, Inc. More: the full row for DWM Financial Group, Inc. 3,909 $747K 0.67% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,414 $744K 0.11% -5 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,411 $743K 0.06% -11 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 3,406 $742K 0.26% -25 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,395 $740K 0.19% -26 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 3,757 $737K 0.47% +3 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 3,380 $737K 0.15% +1,600 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 3,380 $737K 0.09% -140 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,379 $736K 0.19% -31 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,378 $736K 0.05% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 3,371 $735K 0.43% +245 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 3,367 $734K 0.2% -27 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 3,365 $733K 0.29% +110 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,363 $733K 0.01% +101 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3,362 $733K 0.1% +16 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 3,360 $732K 0.08% -459 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,355 $731K 0.16% +58 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,353 $731K 0.02% +717 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,353 $731K 0.18% +1,279 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,351 $730K 0.42% new 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 3,350 $730K 0.29% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,342 $728K 0.59% +586 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,322 $724K 0.09% -87 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,312 $722K 0.01% -29 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,311 $722K 0.09% -99 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 3,309 $721K 0.34% -381 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,309 $721K 0.23% -71 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 3,302 $720K 0.2% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,298 $719K 0.11% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,293 $718K 0.34% -286 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,287 $716K 0.56% +9 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,282 $715K 0.01% +110 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,279 $715K 0.23% -196 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 3,277 $714K 0.16% +16 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 3,274 $714K 0.04% +1 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 3,268 $712K 0.11% +355 13F-HR Timeline