FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,285 $564K 0.08% -343 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,284 $563K 0.2% +245 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,278 $562K 0.02% -11 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,272 $560K 0.36% -8 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,866 $558K 0.45% -543 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,259 $557K 0.02% -2,057 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,250 $555K 0.07% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,247 $554K <0.01% +1,908 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,246 $554K 0.28% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,244 $553K 0.08% -1,414 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,241 $553K 0.04% -1,356 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,229 $550K 0.34% -888 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,211 $545K 0.01% +306 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,209 $545K 0.02% +29 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,199 $542K 0.06% +280 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,185 $539K 0.03% -830 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,184 $538K 0.1% +72 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,172 $536K 0.06% -524 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,168 $535K 0.06% +138 13F-HR/A Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,153 $531K 0.73% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,767 $528K 0.06% +14 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,135 $526K 0.14% -175 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,131 $526K 0.05% -2,204 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 2,127 $525K 0.16% -331 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,126 $524K 0.02% -388 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,124 $524K 0.38% -490 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,118 $522K 0.03% +936 13F-HR/A Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,110 $520K 0.17% -64 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,106 $519K 0.01% -210 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,104 $519K 0.17% -3,878 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,103 $519K <0.01% -2,880 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,102 $518K 0.1% +137 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,093 $516K 0.12% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,090 $515K 0.12% +61 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,087 $515K 0.33% +38 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,085 $514K 0.24% -4,076 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,078 $512K 0.12% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,034 $511K 0.02% -2,437 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,688 $511K 0.04% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,059 $508K 0.32% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,054 $507K 0.03% +238 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,046 $505K 0.03% -105 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,047 $505K 0.06% -74 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,041 $503K 0.37% -19,067 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,037 $502K 0.03% -255 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 2,036 $502K 0.12% +208 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,030 $501K 0.08% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,028 $500K 0.14% -130 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 2,024 $499K 0.35% -528 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,023 $499K 0.71% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,022 $499K 0.01% -482 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,016 $497K 0.12% -7 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 2,016 $497K 0.22% -87 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,011 $496K 0.38% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,004 $494K 0.26% -2,055 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,003 $494K 0.27% +535 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,001 $494K 0.26% +307 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,000 $493K 0.08% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,000 $493K 0.09% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,963 $484K 0.07% -1,622 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,960 $483K 0.08% +1,249 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,909 $483K 0.05% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,957 $483K 0.19% -3 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,955 $482K 0.17% +137 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,954 $482K 0.38% +226 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,954 $482K 0.02% -552 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,954 $482K 0.22% -101 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,947 $480K 0.03% -2,652 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,988 $480K 0.03% -431 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,943 $479K 0.05% +776 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,941 $479K 0.12% +1 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,939 $478K 0.01% -1,050 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,936 $477K 0.03% -1,916 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,927 $475K 0.14% -275 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,924 $474K 0.07% -128 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,922 $474K 0.06% +987 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,918 $473K 0.02% -790 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,582 $473K 0.41% 0 13F-HR/A Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,901 $472K 0.06% -361 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,911 $471K 0.04% +9 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 1,908 $471K 0.09% +90 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,907 $470K 0.03% -152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,897 $468K 0.03% +130 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,885 $465K 0.04% +475 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,880 $464K 0.06% 0 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,875 $462K 0.11% +34 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 1,874 $462K 0.42% +589 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 1,871 $461K 0.06% -22,277 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,869 $461K 0.03% -2,965 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,861 $459K 0.07% -4,192 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,861 $459K 0.05% -265 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,855 $457K 0.03% -265 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,852 $457K 0.16% -326 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,851 $456K 0.02% -114 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,833 $452K 0.05% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,832 $452K 0.19% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,040 $452K 0.03% +71 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,825 $450K 0.06% +87 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,815 $448K 0.06% -323 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,815 $448K 0.03% +84 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,815 $447K 0.08% +54 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,806 $445K 0.06% +18 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,801 $444K 0.1% -1,138 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,790 $442K 0.02% -726 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,790 $441K 0.03% -150 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 1,777 $438K 0.08% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,770 $436K 0.13% -66 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,771 $436K 0.03% +24 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 1,763 $435K 0.11% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,762 $435K 0.03% +87 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,755 $433K 0.07% +22 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 1,751 $432K 0.07% -1,241 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,749 $431K 0.28% +67 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,746 $431K 0.19% -704 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,745 $430K 0.03% +519 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,744 $430K 0.02% -1,185 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,736 $428K 0.09% +1,002 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,734 $428K 0.09% -147 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,728 $426K 0.2% -37 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,727 $426K 0.14% -159 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,725 $425K 0.05% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,725 $425K 0.1% -339 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,717 $423K 0.05% -39 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 1,718 $423K 0.13% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,701 $419K 0.21% +169 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,700 $419K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,699 $419K 0.03% -2,650 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,691 $417K 0.08% +25 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,689 $416K 0.04% -877 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,686 $416K 0.19% +1,015 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,686 $416K 0.07% +427 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,685 $416K 0.02% -77 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,680 $414K 0.12% +577 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,679 $414K 0.04% -1,189 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,676 $413K 0.2% +922 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,649 $407K 0.04% +493 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,646 $406K 0.13% -25 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,645 $406K 0.22% -45 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 1,643 $405K 0.15% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,639 $404K 0.07% +430 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,634 $403K 0.15% +113 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,630 $402K 0.19% -596 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,624 $400K 0.09% -295 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,623 $400K 0.09% -15 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,621 $400K 0.05% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,582 $400K 0.27% -407 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 1,601 $400K 0.12% -617 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,620 $400K 0.02% +264 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,616 $399K 0.03% -740 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,615 $398K 0.04% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,615 $398K 0.01% -365 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,606 $396K 0.26% +160 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,604 $396K 0.01% +144 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,592 $393K 0.02% +65 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,588 $392K 0.04% -123 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,587 $391K 0.08% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,583 $390K 0.07% -23 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,581 $390K 0.02% -80 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,574 $388K 0.05% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,570 $387K 0.12% -11 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 1,568 $387K 0.12% -212 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,560 $385K 0.01% +552 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,560 $385K 0.09% +23 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 1,575 $384K 0.07% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,554 $383K 0.02% -35 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,552 $383K 0.04% -221 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,530 $383K 0.22% +77 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,549 $382K 0.17% -96 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,546 $381K 0.13% -13 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,543 $381K 0.02% -250 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,542 $380K 0.04% -421 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 1,535 $379K 0.06% -14 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,533 $378K 0.27% +118 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,528 $377K 0.07% -18 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,526 $376K 0.07% -42 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,524 $376K 0.04% -114 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,522 $375K 0.13% +297 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,518 $374K 0.12% +114 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,535 $374K 0.12% -146 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,517 $374K 0.03% -11 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,511 $373K 0.02% -17 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,508 $372K 0.14% +79 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,507 $372K 0.03% -4,774 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,505 $371K 0.02% +24 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,502 $370K 0.03% -181 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 1,500 $370K 0.1% +29 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,500 $370K 0.21% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 1,500 $370K 0.21% +69 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,496 $369K 0.07% -311 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,512 $368K 0.07% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,491 $368K 0.02% -252 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,488 $367K 0.23% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,487 $367K 0.01% -772 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,487 $367K 0.01% +213 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,485 $366K 0.01% -1,168 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,482 $365K 0.12% +394 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,440 $364K 0.1% -2,554 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,477 $364K 0.07% -94 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,476 $364K 0.07% +47 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,471 $363K 0.05% -334 13F-HR Timeline