GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 700 $150K 0.03% +270 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 700 $150K 0.04% -300 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 698 $149K 0.05% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 691 $148K 0.03% +41 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 691 $148K 0.02% -10,556 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 657 $141K 0.06% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 656 $140K 0.06% -171 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 650 $139K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 650 $139K 0.39% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 647 $139K 0.05% +564 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 646 $138K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 643 $138K <0.01% +143 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 636 $136K 0.02% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 633 $136K 0.07% 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 632 $135K 0.06% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 626 $134K 0.09% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 250 $53.5K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 250 $53.5K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 244 $52.3K <0.01% -185 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 240 $51.4K 0.03% +21 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 237 $50.8K 0.01% -2 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 235 $50.3K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 235 $50.3K 0.01% +5 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 235 $50.3K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 235 $50.3K 0.02% -90 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 235 $50.3K 0.01% +225 13F-HR Timeline IFC & Insurance Marketing, Inc. 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