Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,200 $251K 0.01% 0 13F-HR/A Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,200 $251K 0.04% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 1,200 $251K 0.19% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,200 $251K 0.18% +23 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 1,198 $251K 0.08% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,198 $251K 0.07% -37 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 1,198 $251K 0.17% -157 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 1,187 $249K 0.12% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,187 $249K 0.11% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 1,186 $249K 0.05% +12 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,185 $248K <0.01% -750 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,185 $248K 0.11% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,181 $247K 0.07% 0 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,181 $247K 0.13% -250 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,177 $247K 0.17% -407 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 1,177 $247K 0.35% -199 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,176 $246K 0.03% -11 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,174 $246K 0.09% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,174 $246K 0.16% -400 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,383 $246K 0.08% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,171 $245K 0.08% -77 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,169 $245K 0.05% -30 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 1,166 $244K 0.01% +17 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 1,164 $244K 0.08% -143 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,164 $244K 0.1% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,163 $243K 0.13% -399 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 1,160 $243K 0.03% -216 13F-HR/A Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,160 $243K 0.06% new 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,158 $243K -2,835 Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 1,245 $243K 0.05% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,155 $242K 0.05% -25 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,155 $242K 0.08% +5 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,155 $242K 0.21% 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 1,154 $242K 0.2% -83 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,152 $241K 0.02% new 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,150 $241K 0.12% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,148 $241K 0.05% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,148 $241K 0.03% -5,474 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,148 $241K 0.16% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,147 $240K 0.27% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,150 $240K 0.08% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,145 $240K 0.04% -20 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,142 $239K 0.08% new 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 1,141 $239K 0.02% -13 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,141 $239K 0.06% +174 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,138 $238K 0.09% -9 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,137 $238K 0.17% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 1,137 $238K 0.04% -25 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 1,136 $238K 0.14% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,136 $238K 0.09% -110 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,135 $238K 0.12% +41 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,373 $238K 0.03% +173 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,132 $237K 0.24% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,133 $237K 0.08% new 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,130 $237K 0.24% 0 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,128 $236K 0.05% new 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,128 $236K 0.16% 0 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 1,127 $236K 0.27% new 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 1,126 $236K 0.11% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,125 $236K 0.05% -43 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,147 $235K 0.11% +1 13F-HR Timeline David Wealth Management LLC More: the full row for David Wealth Management LLC 1,123 $235K 0.2% new 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 1,122 $235K 0.27% new 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,119 $234K 0.08% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,118 $234K 0.04% new 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 1,117 $234K 0.09% -48 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 1,115 $234K 0.03% 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,111 $233K 0.08% -103 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,110 $233K 0.14% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,110 $233K 0.25% +1,040 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PFS Partners, LLC More: the full row for PFS Partners, LLC 1,110 $233K 0.12% +2 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,109 $232K 0.09% new 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,105 $232K 0.13% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,104 $231K 0.07% +17 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,102 $231K 0.1% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,102 $231K 0.03% -56 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,319 $231K 0.15% new 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 1,100 $230K 0.07% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,098 $230K 0.12% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,097 $230K 0.15% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,178 $230K 0.26% -8 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,095 $229K 0.06% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,093 $229K 0.18% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,092 $229K 0.18% new 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 1,090 $228K 0.08% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,338 $228K 0.16% +1,256 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,088 $228K 0.02% +557 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,085 $227K 0.01% new 13F-HR Timeline Group SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,084 $227K 0.15% -1,483 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,082 $227K 0.01% -322 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,082 $227K 0.11% -1,125 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,080 $226K 0.29% new 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 1,076 $225K 0.19% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,076 $225K 0.17% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,074 $225K 0.05% new 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,073 $225K 0.08% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,069 $224K 0.08% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,069 $224K 0.06% new 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 1,067 $224K 0.11% new 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 1,065 $223K 0.13% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 1,060 $222K 0.17% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,061 $222K 0.1% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,060 $222K 0.11% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,059 $222K 0.05% new 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,058 $222K 0.05% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,059 $222K 0.19% new 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 1,058 $222K 0.17% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,058 $222K 0.09% -73 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,056 $221K 0.04% new 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,056 $221K 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,054 $221K 0.03% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,054 $221K 0.05% new 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 1,053 $221K 0.04% new 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,053 $221K 0.06% -560 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,052 $220K 0.34% new 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,050 $220K 0.01% new 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,050 $220K 0.2% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,044 $219K 0.19% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,044 $219K 0.2% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,043 $219K 0.12% new 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,042 $218K 0.19% -155 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,038 $217K 0.03% -1,904 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 1,034 $217K 0.16% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,031 $216K 0.17% new 13F-HR Timeline Group EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,029 $216K 0.03% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,029 $216K 0.02% new 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 1,030 $215K 0.16% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,026 $215K 0.09% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,025 $215K 0.03% new 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,024 $215K 0.11% new 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 1,023 $214K 0.1% new 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,022 $214K 0.13% new 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 1,021 $214K 0.1% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,020 $214K 0.09% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,019 $213K 0.07% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,018 $213K 0.22% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,018 $213K 0.31% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,020 $213K 0.13% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,018 $213K 0.26% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,127 $213K 0.15% -36 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 1,012 $212K 0.08% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,012 $212K 0.19% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 1,009 $211K 0.06% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,009 $211K 0.12% -8 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,008 $211K 0.13% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,006 $211K 0.01% +79 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 1,004 $211K 0.06% -250 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,004 $210K 0.19% 0 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 1,001 $210K 0.09% new 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,000 $210K 0.33% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 1,000 $210K 0.12% new 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 1,000 $210K 0.16% -830 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 998 $209K 0.09% new 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 995 $208K 0.05% new 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 988 $207K 0.04% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 986 $207K 0.23% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 983 $206K 0.06% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 983 $206K 0.09% new 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 983 $205K 0.16% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 976 $204K 0.23% new 13F-HR/A Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 974 $204K 0.09% new 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 973 $204K <0.01% -6,515 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 973 $204K 0.02% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 970 $203K 0.04% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 970 $203K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 966 $202K 0.07% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14,230 $202K 0.04% +13,330 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 964 $202K 0.07% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 963 $202K 0.14% +16 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 964 $202K 0.08% new 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 960 $201K 0.07% -700 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 960 $201K 0.04% new 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 959 $201K 0.08% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 958 $201K 0.18% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 947 $198K 0.03% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 940 $197K 0.13% 0 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 937 $196K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,032 $192K 0.08% -327 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 916 $192K 0.1% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 906 $190K 0.02% -400 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 903 $189K 0.12% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 900 $189K 0.21% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 896 $188K 0.06% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 871 $182K 0.06% 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 860 $180K 0.07% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 846 $177K 0.04% +105 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 838 $176K 0.14% +4 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 832 $174K 0.15% +221 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 825 $173K 0.05% -25 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 814 $171K 0.02% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 813 $170K 0.1% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 797 $167K 0.04% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 796 $167K 0.1% -1 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 777 $163K 0.09% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 772 $162K 0.06% +235 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 731 $161K 0.11% -39 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 766 $160K 0.03% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 762 $160K 0.12% +6 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 755 $158K 0.03% +21 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 739 $155K 0.13% 0 13F-HR Timeline