Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,607 $394K 0.08% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,529 $393K 0.04% 0 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,529 $393K 0.13% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,526 $392K <0.01% -23 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,515 $389K 0.03% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,498 $385K 0.02% +29 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 1,497 $385K 0.12% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,474 $379K 0.19% 0 13F-HR Timeline Allodium Investment Consultants, LLC More: the full row for Allodium Investment Consultants, LLC 1,472 $378K 0.28% -17 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,470 $378K 0.03% -202 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,470 $378K 0.09% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 1,465 $377K 0.18% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,464 $376K 0.01% -497 13F-HR Timeline Group Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,454 $374K 0.21% -27 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,445 $371K 0.15% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,438 $370K 0.13% 0 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,425 $366K 0.3% -21 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,421 $365K 0.04% -178 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,421 $365K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,421 $365K 0.11% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,416 $364K 0.01% +1 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,400 $360K 0.13% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,393 $358K 0.04% +1 13F-HR Timeline American Trust More: the full row for American Trust 1,392 $358K 0.09% 0 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 1,391 $357K 0.18% +2 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,389 $357K 0.04% +4 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,380 $355K 0.02% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,380 $355K 0.13% 0 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,377 $354K 0.29% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,370 $352K 0.01% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,370 $352K 0.08% +378 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 1,363 $350K 0.01% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,361 $350K 0.13% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,360 $350K 0.25% 0 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,359 $349K 0.07% -130 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,352 $348K 0.2% -50 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,348 $346K 0.1% +46 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,347 $346K 0.05% +5 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,409 $342K 0.09% +4 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,317 $339K 0.07% +128 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,316 $338K 0.02% -114 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 1,312 $337K 0.08% +235 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,308 $336K 0.02% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 1,272 $334K 0.32% +39 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,287 $331K 0.39% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 1,286 $330K 0.07% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,278 $328K 0.12% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,276 $328K <0.01% new 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 1,271 $327K 0.07% +15 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,250 $321K 0.04% new 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 1,250 $321K 0.16% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,249 $321K 0.03% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,239 $318K 0.06% +4 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,234 $317K 0.05% +1 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,225 $315K 0.08% +297 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,221 $314K 0.11% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,216 $313K 0.03% -3,227 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 1,207 $310K <0.01% +403 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 1,220 $309K 0.04% 0 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,200 $308K 0.04% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,200 $308K 0.09% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 1,194 $307K 0.16% +2 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,235 $306K 0.07% +140 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,191 $306K 0.27% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,190 $306K 0.22% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,185 $305K 0.13% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,183 $304K 0.12% -40 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 1,182 $304K 0.16% +2 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,179 $303K 0.03% -75 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,168 $300K 0.06% new 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 1,167 $300K 0.05% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,167 $300K 0.18% -41 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,162 $299K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,159 $298K 0.03% -164 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,224 $297K 0.02% new 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,154 $297K <0.01% -1,309 13F-HR Timeline Group Capital International Investors in group Capital International Investo… More: the full row for Capital International Investors 1,160 $296K <0.01% +109 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,151 $296K 0.01% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,145 $294K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,144 $294K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,143 $294K 0.13% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,138 $293K 0.04% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 1,136 $292K 0.03% -91 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,135 $292K 0.01% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,135 $292K 0.04% new 13F-HR Timeline US FINANCIAL ADVISORS, LLC More: the full row for US FINANCIAL ADVISORS, LLC 1,133 $291K 0.09% +207 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,132 $291K <0.01% -269 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,124 $289K 0.09% +376 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,114 $286K 0.1% 0 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,109 $285K 0.36% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 1,107 $285K 0.19% -55 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,105 $284K 0.13% +1 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,101 $283K 0.19% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,100 $283K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,093 $281K <0.01% +55 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 1,093 $281K 0.04% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,092 $281K 0.03% -206 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 1,037 $280K 0.05% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,086 $279K 0.03% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,084 $279K 0.05% -152 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,080 $278K 0.01% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,080 $278K 0.14% -50 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,076 $277K +281 Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,072 $276K 0.01% 0 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 1,071 $275K 0.16% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,070 $275K 0.05% new 13F-HR/A Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,067 $274K 0.02% -77 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,065 $274K 0.07% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 1,062 $273K 0.15% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,060 $272K 0.06% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,101 $271K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,051 $270K 0.04% 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,050 $270K 0.03% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,048 $269K 0.02% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 1,048 $269K 0.1% +4 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,044 $268K 0.01% -11 13F-HR/A Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,041 $268K 0.01% -1,298 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,128 $267K 0.14% new 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 1,034 $266K 0.07% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,026 $264K 0.11% -164 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,025 $263K 0.02% +100 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 1,020 $262K 0.03% new 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 1,015 $261K 0.13% 0 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,014 $261K 0.13% -2 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,006 $259K 0.08% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,000 $257K 0.17% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,000 $257K 0.02% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,000 $257K 0.03% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 999 $257K 0.02% -1 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 998 $257K <0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 990 $254K 0.03% -53 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 988 $254K 0.18% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 973 $250K 0.17% +3 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 970 $249K <0.01% -230 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 969 $249K 0.05% -54 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 965 $248K 0.19% +148 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 964 $248K 0.01% -102 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 964 $248K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 986 $247K 0.01% +196 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 955 $245K 0.19% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 953 $245K 0.2% 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 952 $245K 0.24% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 948 $244K <0.01% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,016 $240K 0.1% +59 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 932 $239K 0.24% +3 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 924 $237K 0.27% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 923 $237K 0.02% +38 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 921 $237K 0.1% +66 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 920 $236K 0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 856 $234K 0.23% +1 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 910 $234K 0.18% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 903 $232K 0.11% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 903 $232K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 901 $232K 0.06% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 900 $231K 0.01% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 899 $231K 0.03% -120 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 897 $231K 0.03% -117 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 896 $230K 0.05% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 896 $230K 0.02% 0 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 895 $230K 0.07% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 892 $229K 0.01% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 894 $229K 0.09% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 851 $229K 0.06% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 891 $229K 0.06% +1 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 890 $229K 0.06% -219 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 889 $229K 0.13% +3 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 889 $228K <0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 889 $228K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 887 $228K <0.01% -270 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 887 $228K 0.11% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 884 $227K <0.01% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 884 $227K 0.06% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 883 $227K 0.07% new 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 877 $226K 0.18% -12 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 876 $225K 0.02% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 870 $224K 0.03% -26 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 870 $224K 0.13% -51 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 865 $222K 0.01% -395 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 865 $222K 0.16% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 860 $221K 0.13% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 858 $221K 0.04% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 857 $220K <0.01% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 857 $220K 0.05% -15 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 854 $220K 0.02% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 853 $219K 0.1% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 845 $217K 0.04% 0 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 842 $216K 0.05% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 841 $216K 0.03% -113 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 841 $216K 0.01% -472 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 839 $216K 0.22% +3 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 839 $216K 0.05% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 836 $215K 0.06% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 835 $215K 0.05% -950 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 829 $213K 0.09% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 828 $213K 0.3% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 827 $213K 0.03% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 822 $211K 0.04% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 822 $211K 0.21% 0 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 821 $211K 0.16% -266 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 821 $211K <0.01% 0 13F-HR Timeline