Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,732 $830K 0.26% -61 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,727 $828K 0.25% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,725 $827K 0.21% -73 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,723 $827K 0.07% -6 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,723 $826K 0.08% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,722 $826K 0.03% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,720 $825K 0.19% -123 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,714 $822K 0.18% -145 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,714 $822K 0.07% -40 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,713 $822K 0.06% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,713 $822K 0.07% +12 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,711 $821K 0.14% +681 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,710 $820K 0.17% +122 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,703 $817K 0.03% new 13F-HR/A Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,699 $815K 0.04% +109 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,698 $814K 0.55% -12 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,696 $813K 0.2% +41 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,695 $813K 0.06% +480 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,695 $813K 0.19% -120 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,694 $812K 0.32% +33 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,693 $812K 0.21% -3,648 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,693 $812K 0.27% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,688 $809K 0.28% -116 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,688 $809K 0.33% -630 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,687 $809K 0.04% +35 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,675 $807K 0.3% -208 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,678 $805K 0.15% -246 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,674 $803K 0.3% +1 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,667 $800K 0.45% +68 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,662 $797K 0.46% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,662 $797K 0.34% -11 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,660 $797K 0.08% +49 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,660 $796K 0.74% -52 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,661 $796K 0.12% -1,041 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,659 $796K 0.67% +1,033 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,651 $792K 0.4% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,645 $789K 0.61% -11 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1,640 $787K 0.58% -133 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,635 $784K 0.32% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,634 $784K 0.06% +101 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,628 $781K 0.5% 0 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,626 $780K 0.11% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,619 $776K 0.21% +43 13F-HR/A Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,614 $774K 0.07% +103 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,609 $773K 0.61% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,609 $773K 0.61% +85 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,610 $772K 0.15% +76 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,608 $771K 0.03% -307 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,607 $771K 0.17% +41 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,606 $770K 0.04% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,602 $768K 0.17% +2 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,600 $767K 0.18% 0 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,600 $767K 0.15% +159 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,595 $765K 0.76% -72 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,592 $764K 0.01% +1 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,590 $763K 0.11% +236 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,592 $762K 0.16% +39 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,588 $762K 0.05% +85 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,580 $758K 0.11% +1 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,728 $757K 0.85% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,571 $753K 0.21% -175 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,565 $751K 0.26% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,563 $750K 0.47% +1 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,561 $749K 0.02% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,557 $747K 0.05% -25 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,556 $746K 0.3% +454 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,552 $744K 0.09% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,551 $744K 0.2% new 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,538 $738K 0.04% 0 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 1,535 $736K 0.51% -576 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,533 $735K 0.09% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,518 $728K 0.14% +20 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,517 $728K 0.05% -241 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,510 $725K 0.22% -9 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 1,511 $725K 0.25% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,511 $725K 0.17% +19 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,510 $724K 0.09% +266 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,504 $722K 0.03% -78 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,503 $721K 0.04% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,502 $720K 0.07% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,499 $719K 0.02% -44 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,499 $719K 0.01% +75 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,497 $718K 0.19% -43 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,495 $717K 0.17% +131 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,492 $716K 0.01% 0 13F-HR Timeline Group Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,481 $710K 0.12% -7 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,471 $708K 0.16% -877 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,477 $708K 0.48% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,471 $706K 0.03% +280 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,465 $703K 0.26% -3 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,459 $700K 0.14% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 1,455 $698K 0.61% +2 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,445 $693K 0.13% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,442 $691K 0.41% -14 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,438 $690K 0.08% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 1,430 $686K 0.13% -1 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 1,425 $683K 0.68% 0 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 1,424 $683K 0.51% -1 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,414 $678K 0.04% 0 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,413 $678K 0.34% -56 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,409 $676K 0.37% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,408 $675K 1.9% -52 13F-HR/A Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,408 $675K 0.24% -12 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,406 $674K 0.3% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,404 $673K 0.33% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,400 $671K 0.11% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,395 $669K 0.26% +58 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,394 $669K 0.17% +1 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,394 $669K 0.22% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,390 $667K 0.04% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,391 $667K 0.3% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,390 $667K 0.07% +10 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,387 $665K 0.01% +45 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,382 $663K 0.22% new 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,382 $663K 0.09% +66 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,382 $663K 0.24% -66 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 1,377 $661K 0.2% -10 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,377 $661K 0.28% +87 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 1,377 $660K 0.45% +122 13F-HR/A Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,376 $660K 0.01% -218 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,369 $657K 0.06% +316 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,367 $656K 0.11% +198 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,365 $655K 0.05% 0 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,362 $653K 0.17% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,360 $652K 0.09% +53 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,359 $652K 0.37% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,357 $651K 0.41% -50 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,356 $650K 0.15% -5 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,353 $649K 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,350 $647K 0.01% -17 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,349 $647K 0.22% -276 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,347 $646K 0.18% +373 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 1,346 $646K 0.25% +13 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,341 $643K 0.11% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,340 $642K 0.4% +13 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,339 $642K 0.09% -10 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,339 $642K 0.22% +1 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,336 $641K 0.2% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,334 $640K 0.46% -61 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,334 $640K 0.15% +39 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,330 $639K 0.31% +56 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,331 $638K 0.04% -97 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,326 $636K 0.46% -65 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,323 $635K 0.04% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,317 $632K 0.34% -210 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,316 $631K 0.03% -51 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,315 $631K 0.45% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,315 $631K 0.27% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,314 $630K 0.08% +1 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,309 $630K 0.04% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,307 $627K 0.16% +391 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,300 $624K 0.25% -57 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,297 $623K 0.13% -4 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,295 $621K 0.3% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,295 $621K 0.36% -15 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,294 $621K 0.17% -86 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,293 $620K 0.24% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,291 $619K 0.19% +65 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,287 $617K 0.07% -183 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,282 $615K 0.24% -118 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 1,277 $613K 0.12% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,275 $611K 0.07% +12 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,273 $610K 0.16% -2,797 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,272 $610K 0.07% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 1,264 $607K 0.33% -83 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 1,268 $605K 0.02% -2,495 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,258 $603K 0.11% -66 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,258 $603K 0.02% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,241 $602K 0.1% +84 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,253 $601K 0.04% +717 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,253 $601K 0.14% -7 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,251 $600K 0.01% +185 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,250 $599K 0.15% +1,107 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,247 $598K 0.07% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,242 $596K 0.06% new 13F-HR/A Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 1,240 $595K 0.12% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,236 $593K 0.08% +13 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,224 $587K 0.15% -153 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,223 $586K 0.4% new 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 1,220 $585K 0.48% +2 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,219 $585K 0.38% -9 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 1,219 $585K 0.23% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,219 $584K 0.2% +15 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,218 $584K 0.1% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,217 $584K 0.17% +37 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,216 $583K 0.11% +15 13F-HR Timeline Group Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 1,216 $583K 0.05% -2 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,214 $583K 0.33% +4 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,214 $582K 0.04% +5 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 1,208 $579K 0.37% 0 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 1,207 $579K 0.13% -382 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,201 $576K 0.06% +273 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,201 $576K 0.16% +163 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,200 $576K 0.15% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 1,200 $576K 0.35% 0 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,200 $575K 0.17% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,197 $574K 0.28% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,197 $574K 0.11% 13F-HR Timeline Group Dynamic Financial Group More: the full row for Dynamic Financial Group 1,194 $573K 0.5% -476 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 1,188 $572K 0.11% +1 13F-HR Timeline