VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,590 $1.2M 0.36% -6 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,580 $1.2M 0.31% +60 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 7,540 $1.19M 0.41% -287 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,535 $1.19M 0.08% +276 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,526 $1.19M 0.04% +571 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,510 $1.19M 0.12% -139 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,461 $1.18M 0.09% +405 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,447 $1.18M 0.07% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,385 $1.17M 0.06% -25,675 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 7,355 $1.16M 0.13% -216 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 7,350 $1.16M 0.62% -82 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,346 $1.16M 0.17% 0 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 7,262 $1.15M 0.46% -224 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 7,238 $1.14M 0.8% +37 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 7,221 $1.14M 0.37% +166 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 7,211 $1.14M 0.74% +3,234 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,816 $1.14M 0.06% -121 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 7,200 $1.14M 0.3% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 7,172 $1.13M 0.26% +21 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 7,139 $1.13M 0.28% +1,172 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,119 $1.13M 0.07% -807 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,104 $1.12M 0.2% -84 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,096 $1.12M 0.09% -60 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,091 $1.12M 0.51% +2,883 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 7,074 $1.12M 0.29% +641 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 7,065 $1.12M 0.22% -276 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,063 $1.12M 0.04% +250 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,019 $1.11M 0.31% -293 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 6,861 $1.11M 0.14% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 7,000 $1.11M 0.34% -156 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 6,989 $1.1M 0.93% +645 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 6,939 $1.1M 0.54% +37 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 6,935 $1.1M 0.08% +7 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,770 $1.09M 0.35% +73 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 6,901 $1.09M 0.32% -65 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 6,881 $1.09M 0.14% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,872 $1.09M 0.05% +2,009 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 6,858 $1.08M 0.29% -139 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 6,800 $1.07M 0.3% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,771 $1.07M 0.14% -6 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 6,743 $1.07M 0.03% +689 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,735 $1.06M 0.06% -199 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,732 $1.06M 0.34% -295 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,668 $1.05M 0.02% +1,934 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 6,661 $1.05M 0.03% +4,458 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 6,659 $1.05M 0.13% +1,614 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,654 $1.05M 0.53% +656 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 6,627 $1.05M 0.72% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,606 $1.04M 0.38% +1,997 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,606 $1.04M 0.39% +406 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,597 $1.04M 0.17% -933 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,593 $1.04M 0.08% -5,216 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 6,585 $1.04M 0.53% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,584 $1.04M 0.12% -158 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 6,576 $1.04M 0.95% -138 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,574 $1.04M 0.07% +2,136 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,562 $1.04M 0.17% +4 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 6,691 $1.03M 0.28% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,264 $1.03M 0.08% +131 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 6,490 $1.03M 0.75% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,458 $1.02M 0.24% 0 13F-HR Timeline Group PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,422 $1.01M 0.33% +1,019 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,401 $1.01M 0.01% 0 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,819 $1.01M 0.04% +347 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,384 $1.01M 0.07% 0 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,381 $1.01M 0.21% +404 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,381 $1.01M 0.02% +322 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 6,356 $1M 0.32% +3,805 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,337 $1M 0.21% -76 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,330 $1M 0.15% -5,280 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,324 $999K 0.06% -279 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,300 $996K 0.07% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 6,272 $991K 0.13% -266 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,211 $982K 0.01% +254 13F-HR/A Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,210 $981K 0.4% -4,946 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,165 $974K 0.08% -101 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,151 $972K 0.05% +3 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,148 $972K 0.74% +8 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,108 $965K 0.45% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 6,107 $965K 0.19% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 6,087 $962K 0.01% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,084 $962K 0.04% -47 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,069 $959K 0.01% +2 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,065 $958K 0.43% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 6,061 $958K 0.36% +319 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,056 $957K 0.04% -3,372 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 6,049 $956K 0.36% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,039 $954K 0.08% +3 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 6,036 $954K 0.71% +5,690 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 6,031 $953K 0.76% -229 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 6,011 $950K 0.3% -131 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 5,955 $941K 0.29% +150 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 5,906 $933K 0.61% -74 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,896 $932K 0.05% +20 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 5,890 $931K 0.1% 0 13F-HR Timeline Group Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 5,866 $927K 0.26% +188 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,837 $922K 0.5% -23 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 5,759 $910K 0.11% +178 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 5,750 $909K 0.54% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,730 $906K 0.16% +6 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 5,705 $902K 0.24% +374 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 5,695 $900K 0.77% -804 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 5,679 $897K 0.47% +1,498 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 5,635 $890K 0.05% -40 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,613 $887K 0.39% +3,342 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,610 $886K 0.03% +734 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,600 $885K 0.04% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 5,586 $883K 0.14% 0 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,550 $877K 0.27% +275 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,509 $871K 0.29% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 5,481 $866K 0.49% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,473 $865K 0.35% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 5,468 $864K 0.08% +27 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 5,448 $861K 0.57% -295 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 5,424 $857K 0.49% -230 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,416 $856K 0.17% +155 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 5,411 $855K 0.16% +322 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 5,400 $853K 0.46% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,389 $852K 0.17% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,382 $851K 0.01% -7 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5,359 $847K 0.26% -303 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,333 $843K 0.03% +473 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,309 $839K 0.19% +2 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 5,307 $839K 0.17% +1,630 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 5,258 $831K 0.39% -309 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 5,113 $829K 0.25% +7 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,244 $829K <0.01% -3,495 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,210 $823K 0.23% +285 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 5,197 $821K 0.44% +7 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 5,191 $820K 0.44% +325 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,183 $819K 0.04% -30 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,178 $818K 0.14% +799 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 5,175 $818K 0.66% +3 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 5,149 $814K 0.08% -248 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,145 $813K 0.19% +189 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,139 $812K 0.01% -4,252 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 5,122 $809K 0.12% +32 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,113 $808K 0.05% -809 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 5,316 $805K 0.49% -645 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,076 $802K 0.1% -15 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 5,074 $802K 0.33% -1,222 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 5,074 $802K 0.61% -121 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 5,030 $795K 0.52% +159 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 5,021 $793K 0.32% -156 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 5,017 $793K 0.14% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,994 $789K 0.21% -102 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 4,973 $786K 0.03% +589 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 4,969 $785K 0.27% -62 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 4,967 $785K 0.49% +1,882 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,957 $783K 0.08% +1,158 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 4,928 $779K 0.13% -239 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,920 $777K 0.1% -18,174 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,917 $777K 0.08% -101 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,912 $776K 0.07% 0 13F-HR/A Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 4,909 $776K 0.47% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,888 $772K 0.04% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 4,863 $768K 0.59% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,856 $767K 0.35% +66 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,855 $767K 0.17% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,801 $759K 0.18% -5,136 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4,798 $758K 0.19% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 4,798 $758K 0.02% -595 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 4,797 $758K 0.04% -46 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,768 $753K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,764 $753K 0.05% -12 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 4,764 $753K 0.11% +247 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,758 $752K 0.01% +146 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 4,755 $751K 0.1% +126 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,687 $741K 0.12% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,634 $732K 0.05% +454 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,629 $732K 0.03% -312 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,599 $727K 0.02% -239 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 4,597 $726K 0.08% +442 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,577 $723K 0.01% -436 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,575 $723K 0.01% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,557 $720K 0.07% -21 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,550 $719K 0.27% +115 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,541 $718K 0.02% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,535 $717K 0.3% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 4,535 $717K 0.26% +11 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4,535 $717K 0.06% -319 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4,529 $716K 0.07% 0 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 4,505 $712K 0.3% -17 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,498 $711K 0.5% -599 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 4,464 $705K 0.07% +135 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,457 $704K 0.12% -214 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,448 $703K 0.11% +2,208 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 4,320 $701K 0.14% -158 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,434 $701K 0.15% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 4,429 $700K 0.18% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 4,420 $698K 0.03% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,413 $697K 0.08% +52 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,412 $697K 0.16% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 4,408 $697K 0.05% +201 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,393 $694K 0.85% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 4,383 $693K 0.22% 0 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 4,380 $692K 0.49% -36 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 4,370 $691K 0.3% -13 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 4,363 $689K 0.32% -104 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,344 $686K 0.02% +1,787 13F-HR Timeline