Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 4,915 $432K 0.06% +211 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 4,914 $431K 0.06% +321 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 4,910 $431K 0.25% -125 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 4,494 $431K 0.09% +117 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,904 $431K 0.08% +200 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 4,898 $430K 0.03% -1,050 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 4,894 $430K 0.19% -212 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 4,888 $429K 0.13% +4 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 4,881 $429K 0.34% +3 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 4,821 $423K 0.19% -88 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,819 $423K 0.05% +2 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 4,816 $422K 0.31% +753 13F-HR Timeline WJ Interests, LLC More: the full row for WJ Interests, LLC 4,800 $421K 0.2% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,800 $421K 0.09% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,799 $421K 0.08% -286 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 4,791 $421K 0.89% +24 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 4,783 $420K 0.06% +304 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,783 $420K 0.18% +275 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 4,764 $418K 0.17% +108 13F-HR Timeline Broadway Wealth Solutions, Inc. 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More: the full row for McClarren Financial Advisors, Inc. 1,321 $414K 0.27% new 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,705 $413K 0.07% -777 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 4,706 $413K 0.17% -295 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 4,703 $413K 0.16% +1,354 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,696 $412K 0.31% -1,062 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,694 $412K 0.46% -34 13F-HR/A Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,689 $412K 0.16% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4,685 $411K 0.22% +34 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,677 $411K 0.11% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 4,674 $410K 0.36% -245 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,667 $410K 0.12% +54 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 4,666 $410K 0.11% -443 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,659 $409K 0.08% +1,805 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,656 $409K 0.17% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,646 $408K 0.11% +103 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,641 $407K 0.16% -238 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,640 $407K 0.16% -266 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 4,629 $406K 0.34% +205 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,615 $405K 0.24% -594 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 4,611 $405K 0.05% +1,382 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,608 $405K 0.03% -1,960 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,603 $404K 0.14% +29 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,598 $404K 0.23% -1,464 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 4,595 $403K 0.12% +200 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 4,587 $403K 0.02% -42 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,584 $402K 0.04% -25 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 4,569 $401K 0.34% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,554 $400K 0.21% -295 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 4,542 $399K 0.23% +4 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 4,539 $398K 0.23% +264 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,534 $398K 0.36% 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,531 $398K 0.22% -30 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,520 $397K 0.08% -201 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,513 $396K 0.2% +1 13F-HR Timeline Group Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 4,512 $396K 0.26% +320 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,504 $395K 0.1% +1,079 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 4,500 $395K 0.07% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 4,500 $395K 0.37% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 4,500 $395K 0.15% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,500 $395K 0.2% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,500 $395K 0.03% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 4,488 $394K 0.13% +116 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,481 $393K 0.15% 0 13F-HR/A Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,480 $393K 0.38% +2 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 4,476 $393K 0.46% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,473 $393K 0.14% -99 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,464 $392K 0.12% -143 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 4,463 $392K 0.19% +1,700 13F-HR Timeline CLG LLC More: the full row for CLG LLC 4,460 $392K 0.14% -257 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 4,439 $391K 0.15% +1,333 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 4,449 $391K 0.08% -233 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,443 $390K 0.11% +50 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,441 $390K 0.14% -200 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 4,430 $389K 0.11% -25 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 4,422 $388K 0.23% 0 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 4,411 $387K 0.39% -126 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 4,410 $387K 0.36% 0 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,409 $387K 0.28% +255 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 4,408 $387K 0.01% -2,395,646 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,398 $386K 0.35% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,397 $386K 0.17% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,395 $386K 0.08% -1,246 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 4,395 $386K 0.08% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4,389 $385K 0.22% 0 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 4,388 $385K 0.34% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,385 $385K 0.03% +207 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,383 $385K 0.24% +298 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,382 $385K 0.1% -1,015 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,380 $385K 0.15% +230 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 4,350 $382K 0.18% +98 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,350 $382K 0.28% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,350 $382K 0.29% 0 13F-HR/A Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,327 $381K 0.04% +126 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 4,578 $381K 0.16% +234 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 4,333 $380K 0.17% -166 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,330 $380K 0.18% new 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,329 $380K 0.26% +12 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,299 $377K 0.27% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,290 $377K 0.03% +12 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 4,284 $376K 0.07% -10,688 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 4,283 $376K 0.14% +235 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 4,271 $375K 0.11% +2 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 4,271 $375K 0.27% -204 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 4,263 $374K 0.06% +59 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 4,263 $374K 0.12% -158 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 3,939 $374K 0.06% -58 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,244 $373K 0.03% -5 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 4,241 $372K 0.04% -600 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 4,239 $372K 0.16% +424 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,221 $371K 0.05% +65 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,211 $371K 0.14% +364 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 4,209 $370K 0.28% -251 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,208 $369K 0.02% +1,340 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,206 $369K 0.04% -1,802 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,204 $369K 0.09% +9 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 4,200 $369K 0.04% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,200 $369K 0.25% -712 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 4,191 $368K 0.04% +3 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 4,178 $368K 0.09% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 4,184 $367K 0.09% +1,596 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,167 $366K 0.13% -366 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,164 $366K 0.1% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,163 $365K 0.3% +116 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 4,157 $365K 0.33% -292 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,143 $364K 0.08% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 4,480 $363K 0.13% -24,388 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,122 $363K 0.1% -1,121 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 4,123 $362K 0.15% 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,115 $361K 0.11% -34 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,114 $361K 0.15% +95 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 4,101 $360K 0.12% 0 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 4,098 $360K 0.12% -300 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 4,098 $360K 0.26% 0 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 4,082 $358K 0.42% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,073 $358K 0.3% +427 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,064 $357K 0.08% -100 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 4,056 $356K 0.22% +113 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 4,054 $356K 0.2% -496 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 4,053 $356K 0.1% -276 13F-HR Timeline New Jersey Better Educational Savings T… More: the full row for New Jersey Better Educational Savings Trust 4,050 $356K 0.69% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,927 $355K 0.23% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 4,040 $355K 0.07% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 4,031 $354K 0.23% +166 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 3,952 $354K 0.1% +66 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 4,027 $354K 0.04% -364,947 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 4,023 $353K 0.08% +35 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 4,023 $353K 0.2% +5 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,014 $352K 0.23% +197 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,013 $352K 0.31% -200 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 3,965 $352K 0.36% +1,542 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 4,001 $351K 0.02% +1,484 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 4,000 $351K 0.04% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 4,000 $351K 0.35% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,992 $350K 0.1% +55 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3,675 $349K 0.08% +1,344 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 3,973 $349K 0.02% -275 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,962 $348K 0.08% -1,335 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,961 $348K 0.43% -183 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,954 $347K 0.03% 0 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 3,952 $347K 0.18% -397 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,946 $346K 0.14% -38 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,945 $346K 0.11% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,940 $346K 0.01% -100 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,930 $345K 0.12% 0 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 3,927 $345K 0.05% -1,029 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 3,928 $345K 0.12% -176 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 3,919 $344K 0.21% 0 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,085 $344K 0.17% 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 3,906 $343K 0.21% +6 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,904 $343K 0.07% -6 13F-HR Timeline LifePlan Investment Advisors, Inc. 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