Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 7,290 $833K 0.52% +3,000 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 7,351 $833K 0.03% -42 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 7,320 $829K 0.21% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 7,319 $829K 0.5% -100 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,315 $828K 0.07% 0 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,311 $828K 0.19% +412 13F-HR Timeline Group Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 7,292 $826K 0.51% -45 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 7,286 $825K 0.33% +1 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 7,284 $825K 0.46% -285 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,276 $824K 0.09% -1,415 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,265 $823K 0.21% 0 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 7,264 $823K 0.19% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,259 $822K 0.41% +834 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 7,086 $822K 0.54% -5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7,245 $821K 0.02% -323,061 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,244 $820K 0.04% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 7,239 $820K 0.07% -900 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,236 $820K 0.46% +1 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 7,282 $819K 0.13% +25 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,235 $819K 0.34% -308 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 7,215 $817K 0.25% -452 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 7,200 $815K 0.17% -300 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 7,200 $815K 0.21% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 7,194 $815K 0.56% +1,805 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 7,185 $814K 0.19% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,181 $813K 0.07% -13,176 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,300 $813K 0.33% +479 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,173 $812K 0.01% new 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 7,173 $812K 0.6% -1,128 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 7,171 $812K 0.42% -1,048 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 7,162 $811K 0.14% +707 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 7,162 $811K 0.28% -256 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 7,029 $808K 0.31% +2,287 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 7,110 $805K 0.07% -431 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,104 $805K 0.07% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 7,100 $804K 0.13% +347 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 7,072 $801K 0.23% +90 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,061 $800K 0.13% -82 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 7,058 $799K 0.49% -5 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 7,035 $797K 0.29% +193 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,008 $794K 0.5% -3,779 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 7,007 $794K 0.14% +232 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,997 $792K 0.18% +361 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,988 $791K 0.13% -621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 6,986 $791K 0.04% -2,399 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 6,969 $789K 0.26% 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 6,963 $789K 0.54% +283 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,926 $784K 0.28% +96 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,924 $784K 0.18% +646 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6,922 $784K 0.52% +37 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 6,916 $783K 0.11% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 6,915 $783K 0.19% +356 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,915 $783K 0.13% +29 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,944 $783K 0.47% +791 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,912 $783K 0.1% +1,944 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 6,910 $783K 0.54% +270 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 6,896 $781K 0.36% -3,972 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,894 $781K 0.1% +343 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,888 $780K 0.19% +311 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 6,875 $779K 0.29% +2,262 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,874 $779K 0.03% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,870 $778K 0.19% -1,607 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 6,868 $778K 0.35% -859 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 6,866 $778K 0.86% -127 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,856 $777K 0.05% -86 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,834 $774K 0.36% +1,236 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 6,829 $773K 0.41% -558 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 6,815 $772K 0.55% -180 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 6,809 $771K 0.13% +10 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6,793 $769K 0.05% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,791 $769K 0.11% +178 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6,785 $768K 0.3% -3,119 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 6,768 $767K 0.32% -97 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,741 $763K 0.21% 0 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 6,753 $763K 0.16% +1 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,728 $762K 0.03% -55 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,727 $762K 0.19% -31 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 6,726 $762K 0.49% +111 13F-HR Timeline OceanIQ Capital, LLC More: the full row for OceanIQ Capital, LLC 6,655 $754K 0.46% 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 6,651 $753K 0.37% +57 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 6,649 $753K 0.38% +84 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,643 $752K 0.19% +70 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,639 $752K 0.5% 0 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,623 $750K 0.31% -67 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,619 $750K 0.26% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 6,618 $750K 0.27% +65 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,614 $749K 0.23% -2,635 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,602 $748K 0.24% +15 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 6,598 $747K 0.41% +63 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 6,597 $747K 0.16% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,592 $747K 0.04% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 6,588 $746K 0.17% +379 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,585 $746K 0.27% +89 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 6,581 $745K 0.08% -159 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 6,576 $745K 0.37% +10 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 6,569 $744K 0.23% -207 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,568 $744K 0.57% +69 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,562 $743K 0.25% -55 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,560 $743K 0.09% -1,591 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 6,554 $742K 0.33% -302 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,552 $742K 0.1% +4,626 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 6,543 $741K 0.32% +347 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 6,535 $740K 0.53% +1 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 6,534 $740K 0.4% -822 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,517 $738K 0.24% -303 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,516 $738K 0.08% -50 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 6,515 $738K 0.26% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,511 $737K 0.18% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,507 $737K 0.14% -15 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 6,502 $736K 0.51% -8,943 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,498 $736K 0.16% -4 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,483 $734K 0.08% -83 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,481 $734K 0.59% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,462 $732K 0.27% -387 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 6,459 $732K 0.28% +594 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 6,455 $731K 0.1% -444 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 6,439 $729K 0.18% +207 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 6,431 $728K 0.46% +510 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 6,389 $724K 0.35% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,386 $723K 0.26% -69 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 6,377 $722K 0.11% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6,384 $722K 0.07% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,371 $722K 0.16% +250 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 6,367 $721K 0.32% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,355 $720K 0.01% -22 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,345 $719K 0.2% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 6,343 $718K 0.45% -32 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,324 $716K 0.03% +488 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 6,323 $716K 0.68% +387 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 6,321 $716K 0.65% +36 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 6,320 $716K 0.12% +117 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,312 $715K 0.23% +1,264 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 6,311 $715K 2.3% -68 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 6,310 $715K 0.18% +277 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 6,308 $714K 0.15% -1,105 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 6,288 $712K 0.57% +98 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 6,272 $710K 0.11% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 6,256 $709K 0.11% +830 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 6,251 $708K 0.07% +100 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 6,250 $708K 0.05% +1,250 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 6,244 $707K 0.45% -19 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,243 $707K 0.14% +680 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 6,241 $707K 0.19% +312 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,240 $707K 0.39% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 6,236 $706K 0.11% -10,244 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 6,232 $706K 0.15% -74 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,228 $705K 0.16% -20 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 6,221 $705K 0.07% -143 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,213 $704K 0.22% +2,502 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,210 $703K 0.14% +1,085 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,210 $703K 0.16% +23 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,207 $703K 0.09% +68 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 6,499 $703K 0.22% -164 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 6,205 $703K 0.27% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 6,194 $702K 0.54% -1,584 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6,176 $699K 0.22% +52 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 6,171 $699K 0.2% -50 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6,170 $699K 0.16% +1,103 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,167 $699K 0.22% +257 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 6,166 $698K 0.46% +1,087 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,158 $697K 0.09% +138 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,610 $697K 0.06% -52,686 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 6,147 $696K 0.23% +728 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 6,136 $695K 0.33% -147 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,126 $694K 0.43% +91 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 6,126 $694K 0.17% +13 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 6,215 $693K 0.22% -881 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,119 $693K 0.11% -46 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 6,108 $692K 0.38% +2 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,104 $691K 0.71% +125 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 6,102 $691K 0.32% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 6,086 $689K 0.22% -2,382 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,062 $687K 0.04% +14 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,060 $686K 0.07% -332 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,201 $686K 0.08% -677 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 6,057 $686K 0.1% +82 13F-HR Timeline 6th Street Advisors, LLC More: the full row for 6th Street Advisors, LLC 6,057 $686K 0.39% +209 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 6,060 $686K 0.47% -1,725 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 6,055 $686K 0.31% +561 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 6,053 $686K 0.37% +392 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,048 $685K 0.06% -285 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,044 $685K 0.12% +505 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,043 $684K 0.11% +319 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,043 $684K 0.18% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 6,038 $684K 0.61% +1,775 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 6,038 $684K 0.31% +740 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,030 $683K 0.17% +312 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 6,018 $682K 0.35% -170 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 6,017 $681K 0.3% -221 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,000 $680K 0.4% 0 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 6,000 $680K 0.31% 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,994 $679K 0.31% -100 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 5,990 $678K 0.35% -160 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,986 $678K 0.15% +52 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 5,979 $677K 0.13% +105 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,960 $675K 0.39% +95 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 5,953 $674K 0.32% +13 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 83,757 $674K 0.22% +55 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,947 $674K 0.06% +214 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 5,944 $673K 0.59% +140 13F-HR Timeline