Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 2,005 $876K 0.18% -467 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,004 $875K 0.25% -18 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,003 $875K 0.05% -580 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,002 $874K 0.19% -54 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,002 $874K 0.65% +2 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,998 $873K 0.12% +1,496 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,994 $871K 0.45% -1 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,988 $868K 0.11% +920 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,988 $868K 0.11% +9 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,983 $866K 0.18% -55 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,981 $865K 0.57% +11 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,981 $865K 0.01% -1,443 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,980 $865K 0.08% -9,604 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,979 $864K 0.03% +208 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 1,978 $864K 0.35% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,971 $861K 0.29% +712 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,968 $860K 0.16% -211 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 1,960 $856K 0.58% -156 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 1,958 $855K 0.34% +1,280 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,958 $855K 0.32% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,957 $855K 0.14% -335 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,947 $850K 0.42% -165 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,944 $849K 0.07% -148 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 1,942 $848K 0.75% +347 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,940 $847K 0.5% +733 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,939 $847K 0.29% -949 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,938 $847K 0.07% +1,055 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,934 $845K 0.13% +22 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,933 $844K 0.11% +26 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,929 $843K 0.22% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,916 $837K 0.09% -43 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,915 $836K 0.45% +451 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 10,158 $836K 0.43% new 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,912 $835K 0.37% +107 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,911 $835K 0.4% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 1,889 $825K 0.04% -35 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,883 $822K 0.03% -362 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 1,876 $819K 0.51% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 9,822 $818K 0.23% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,871 $817K 0.02% -275 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,869 $816K 0.08% +1,795 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 1,868 $816K 0.45% +14 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,868 $816K 0.17% -97 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,863 $814K 0.53% +2 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,859 $812K 0.2% -736 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,859 $812K 0.16% +37 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,857 $811K 0.04% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,855 $810K 0.14% +38 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,853 $809K 0.13% -41 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,852 $809K 0.55% +60 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,837 $802K 0.12% -357 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 1,836 $802K 0.12% -4,600 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,830 $799K 0.17% +123 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,829 $799K 0.28% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,825 $797K 0.35% -3,775 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,824 $797K 0.07% -1,128 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,820 $795K 0.44% +4 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,795 $794K 0.02% -826 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 1,814 $792K 0.21% -75 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 1,813 $792K 0.42% -576 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 1,804 $788K 0.06% +4 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 1,790 $782K 0.38% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,787 $781K 0.29% +6 13F-HR Timeline Group AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,784 $779K 0.54% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,784 $779K 0.64% +11 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,781 $778K 0.39% -199 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 1,781 $778K 0.44% -875,879 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,777 $776K 0.23% +39 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 1,777 $776K 0.74% -34 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,772 $774K 0.06% +71 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,771 $774K 0.26% -14 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,769 $773K 0.24% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,766 $771K 0.16% +224 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,761 $769K 0.07% -7 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,757 $767K 0.1% -4 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,755 $767K 0.27% +21 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,747 $763K 0.36% -457 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,740 $760K 0.07% +12 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,735 $758K 0.07% -187 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 1,733 $757K 0.08% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,731 $756K 0.44% -17 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,730 $756K 0.05% -27 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 1,730 $756K 0.44% +66 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 1,728 $755K 0.74% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,726 $754K 0.35% -222 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 1,722 $752K 0.5% -251 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,715 $749K <0.01% -16 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,715 $749K 0.07% +276 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,713 $748K 0.05% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,706 $745K 0.04% +203 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,705 $745K 0.26% -120 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,699 $742K 0.62% -187 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,698 $742K 0.06% -33 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,693 $739K 0.22% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,671 $730K 0.46% -2,672 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,668 $729K <0.01% +218 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,667 $728K 0.2% -6 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,666 $728K 0.33% +936 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,730 $727K 0.62% +29 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 1,663 $726K 0.25% -14 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,661 $726K 0.35% +227 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,661 $726K 0.35% +40 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,660 $725K 0.19% +10 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $725K 0.41% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,657 $724K 0.29% +1 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,655 $723K 0.08% +68 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 1,653 $722K 0.55% -6 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,648 $720K 0.06% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,647 $719K 0.13% +25 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 1,643 $718K 0.52% -114 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 1,643 $718K 0.65% +48 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,635 $714K 0.39% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,634 $714K 0.01% +203 13F-HR Timeline Group Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,630 $712K 0.27% -24 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,624 $709K 0.39% +8 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 1,619 $707K 0.25% -88 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,618 $707K 0.27% 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,618 $707K 0.23% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,618 $707K 0.27% -24 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,617 $706K 0.05% -1,148 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,614 $705K 0.1% -12 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,612 $704K 0.21% +382 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,607 $702K 0.15% +2 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,604 $701K 0.11% +21 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,601 $699K 0.01% +7 13F-HR/A Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,600 $699K 0.17% 0 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,599 $698K 0.02% +111 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,593 $696K 0.56% +371 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,588 $694K 0.03% +23 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 1,587 $693K 0.19% -88 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,585 $692K 0.17% -635 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,584 $692K 0.16% -35 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,583 $691K 0.23% -58 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 1,578 $689K 0.22% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,573 $687K 0.19% 0 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,570 $686K 0.2% +134 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,566 $684K 0.78% +200 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,566 $684K 0.5% -57 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,566 $684K 0.23% -502 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,563 $683K 0.04% +25 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,562 $682K 0.21% +50 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,560 $681K 0.13% +2 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,559 $681K 0.04% +1 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,552 $678K 0.26% +682 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,550 $677K 0.06% +48 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,549 $677K 0.22% +44 13F-HR/A Timeline CVFG LLC More: the full row for CVFG LLC 1,547 $676K 0.08% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,547 $676K 0.04% +621 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,542 $674K 0.13% +994 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,535 $671K 0.05% +15 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,533 $670K 0.08% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,532 $669K 0.05% -6 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,530 $668K 0.01% +35 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,528 $667K 0.14% -125 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,511 $667K 0.64% +1 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 1,527 $667K 0.48% -6 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 1,526 $667K 0.57% -4,032 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,514 $661K 0.32% +1,031 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 1,509 $659K 0.15% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,507 $658K 0.16% +11 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,504 $657K 0.22% +294 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,499 $655K 0.15% -12 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,499 $655K 0.16% +74 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 1,495 $653K 0.13% -12 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,490 $651K 0.23% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,490 $651K 0.45% +182 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,488 $650K 0.15% +179 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 1,484 $648K 0.42% +3 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,481 $647K 0.1% -6 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 1,480 $646K 0.14% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,475 $644K 0.19% 0 13F-HR/A Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,473 $643K 0.07% +235 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,471 $643K 0.13% -168 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,462 $639K 0.18% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,461 $638K 0.18% 0 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 1,460 $637K 0.54% +2 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,459 $637K 0.2% +283 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,459 $637K 0.13% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,459 $637K 0.04% +45 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,457 $636K 0.11% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,449 $633K 0.02% -1,386 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,448 $632K 0.08% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,447 $632K 0.26% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,445 $631K 0.32% -6 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,444 $631K 0.01% -50 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,443 $630K 0.01% +523 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,440 $629K 0.28% +47 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,432 $626K 0.03% -24 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,429 $624K 0.5% -833 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 1,428 $624K 0.37% +14 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,557 $623K 0.02% +5,927 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,426 $623K 0.23% -7,347 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,426 $623K 0.4% 0 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 1,425 $622K 0.61% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,424 $622K 0.04% -61 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,424 $622K 0.31% +59 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,420 $620K 0.14% -101 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,411 $616K 0.09% -95 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 7,069 $614K 0.58% +5,955 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,405 $614K 0.29% -1 13F-HR Timeline