CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3,192 $141K 0.01% +1 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,186 $140K 0.07% +778 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,146 $139K 0.03% +318 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,078 $136K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,058 $135K 0.01% +419 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,010 $133K <0.01% +1,551 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,918 $129K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,892 $127K 0.05% +1,704 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,833 $125K 0.09% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,777 $122K 0.01% +81 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2,770 $122K 0.02% +14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 2,225 $98K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 21,824 $97K 0.05% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,198 $96.8K 0.05% +396 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,197 $96.8K <0.01% -3,371 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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More: the full row for HANTZ FINANCIAL SERVICES, INC. 580 $26K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 570 $25.1K <0.01% -663 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 528 $23.3K <0.01% +486 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 520 $22.9K 0.02% new 13F-HR Timeline SOA Wealth Advisors, LLC. 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Hasenberg, Inc 63 $2.77K <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 57 $2.51K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 51 $2.25K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 50 $2.2K <0.01% -196 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 50 $2.2K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 50 $2.2K <0.01% 13F-HR Timeline Financial Connections Group, Inc. 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