Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 5,606 $1.15M 0.5% +279 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 5,601 $1.15M 0.26% -84 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 5,600 $1.15M 0.37% -250 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 5,575 $1.14M 0.8% +86 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 5,573 $1.14M 0.34% 0 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 5,568 $1.14M 0.62% +1 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 5,566 $1.14M 0.79% -7,803 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 5,561 $1.14M 0.63% +26 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,635 $1.14M 0.33% -59 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5,551 $1.14M 17.26% +366 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,317 $1.14M 1.07% -152 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,541 $1.14M 0.73% +807 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,516 $1.13M 0.95% +133 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,492 $1.13M 0.58% +830 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 5,487 $1.13M 1.45% -382 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 5,479 $1.12M 0.64% +1,268 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,474 $1.12M 0.75% +100 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,458 $1.12M 0.53% +119 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5,455 $1.12M 0.88% -767 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 5,444 $1.12M 0.55% +391 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,432 $1.11M 1.29% -139 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,426 $1.11M 0.51% -2,836 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 5,414 $1.11M 0.36% -85 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,404 $1.11M 0.52% +819 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 5,400 $1.11M 1.04% 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 5,393 $1.11M 0.88% -217 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 5,390 $1.11M 0.3% -66 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 5,386 $1.11M 0.78% new 13F-HR Timeline Group SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 5,379 $1.1M 0.9% +131 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 5,368 $1.1M 0.39% +752 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 5,367 $1.1M 1.05% 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,357 $1.1M 0.39% -277 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 5,356 $1.1M 0.7% -25 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,352 $1.1M 0.26% -97 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,351 $1.1M 0.52% -2,275 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,349 $1.1M 0.97% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 5,346 $1.1M 0.74% 0 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 5,337 $1.09M 0.47% +840 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,335 $1.09M 0.51% -409 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,327 $1.09M 0.05% -50,361 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 5,322 $1.09M 0.18% -1,684 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 5,293 $1.09M 0.84% -244 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5,266 $1.08M 0.53% -223 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 5,252 $1.08M 0.5% +372 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 5,251 $1.08M 0.89% 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,243 $1.08M 0.69% 0 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 5,233 $1.07M 0.14% +94 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 5,224 $1.07M 0.68% -147 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,221 $1.07M 0.07% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,203 $1.07M 0.8% -234 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,200 $1.07M 0.55% -150 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 5,200 $1.07M 0.85% -336 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 5,195 $1.07M 1.03% -8 13F-HR Timeline O'Keefe Stevens Advisory, Inc. 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More: the full row for Guardian Wealth Management, Inc. 5,114 $1.05M 0.7% -40 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 5,108 $1.05M 0.4% +57 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 5,108 $1.05M 0.37% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 5,096 $1.05M 0.84% -141 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 5,091 $1.04M 0.52% +724 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 5,080 $1.04M 0.47% +1 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 5,075 $1.04M 0.52% -595 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,075 $1.04M 0.21% -1,173 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 5,073 $1.04M 0.68% +584 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,070 $1.04M 0.03% -260 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 5,087 $1.03M 0.27% +662 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 5,038 $1.03M 0.06% -3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,010 $1.03M 0.62% +53 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,876 $1.02M 0.93% -162 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 4,987 $1.02M 0.95% 0 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,986 $1.02M 1.06% -4,275 13F-HR Timeline Mullooly Asset Management, Inc. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,952 $1.02M 3.13% 0 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 4,952 $1.02M 0.57% new 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 4,951 $1.02M 0.38% 0 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 4,950 $1.02M 0.35% -1,856 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 4,950 $1.02M 0.43% -443 13F-HR/A Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,417 $1.01M 0.7% 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,940 $1.01M 0.01% -1,404 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,938 $1.01M 0.76% -27 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 4,933 $1.01M 0.87% -72 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,920 $1.01M 1.66% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,912 $1.01M 0.32% -450 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,910 $1.01M 0.43% +17 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,910 $1.01M 0.65% +199 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 4,907 $1.01M 0.98% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,906 $1.01M 2.55% +294 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,899 $1.01M 0.47% 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,887 $1M 0.22% +125 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 4,883 $1M 0.68% +1 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 4,870 $999K 1.13% new 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,858 $997K 1.64% +622 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 4,858 $997K 2.08% 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,857 $996K 0.37% +2 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,850 $995K 0.48% -2,974 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,795 $994K 0.37% +4 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 4,838 $993K 0.13% +1 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,832 $991K 0.58% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,831 $991K 0.94% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,827 $990K 0.89% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,817 $988K 0.71% +25 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,801 $985K 0.8% -196 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,800 $985K 0.46% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 4,800 $985K 0.84% -482 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,800 $985K 0.02% 0 13F-HR Timeline Long Island Wealth Management, Inc. 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More: the full row for Marathon Mission, Inc. 4,745 $974K 0.62% +26 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,742 $973K 0.88% -2,554 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,740 $972K 0.45% -400 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 4,733 $971K 0.66% -772 13F-HR/A Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,702 $965K 0.85% 0 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 4,702 $965K 0.27% +485 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4,697 $964K 0.46% -7,817 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 4,696 $964K 0.33% +1 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 4,690 $962K 0.92% -313 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 4,682 $961K 0.9% 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 4,680 $960K 0.87% -213 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,670 $958K 0.69% -220 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,658 $956K 0.42% 0 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 4,650 $954K 0.96% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,643 $953K 0.32% +1,334 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,747 $952K 0.32% +85 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 4,626 $949K 0.08% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4,608 $945K 0.52% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,594 $942K 0.64% -62 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,589 $942K 0.33% +415 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4,579 $939K 0.5% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,579 $939K 0.5% +1,226 13F-HR Timeline Group Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 4,578 $939K 0.25% -114 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4,068 $933K 0.24% +1,460 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 4,543 $932K 0.6% +1,323 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,511 $926K 0.22% -600 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 4,509 $925K 0.5% -35,633 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,504 $924K 0.14% +346 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,494 $922K 0.76% -17 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 4,493 $922K 0.39% -3,565 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 4,492 $922K 14.16% -44 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,472 $918K 0.71% +517 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,467 $917K 0.8% +5 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,466 $916K 0.61% +2,690 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 4,417 $906K 0.38% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,406 $904K 0.57% -450 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,384 $899K 0.44% +46 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4,381 $899K 0.33% +359 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,370 $897K 0.92% -2,165 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,319 $886K 0.35% -50 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 4,319 $886K 0.75% +231 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,304 $883K 0.13% +1,137 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 4,300 $882K 1.15% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 4,287 $880K 0.1% +1,230 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,261 $874K 0.76% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,253 $873K 0.38% -30 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 4,075 $870K 0.38% +285 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 4,241 $870K 0.38% -36 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,240 $870K 0.7% +1 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 4,239 $870K 0.51% +2 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,234 $869K 0.69% -175 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,218 $865K 0.4% +1,200 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,192 $860K 0.37% 0 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 4,187 $859K 0.92% -1,000 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 4,182 $858K 0.49% -10,637 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,182 $858K 0.62% -1,420 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,141 $850K 0.64% +127 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,140 $849K 0.12% 0 13F-HR Timeline IMG Wealth Management, Inc. 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