Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,962 $1.06M 0.06% +1,251 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,955 $1.06M 0.2% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,953 $1.06M 0.03% +237 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 4,948 $1.06M 1.05% +808 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 4,948 $1.06M 0.24% +1,311 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,913 $1.06M 0.08% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,940 $1.06M 0.07% -712 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,934 $1.06M 0.14% +190 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,931 $1.06M 0.37% -1,923 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,914 $1.05M 0.23% +14 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,912 $1.05M 0.02% +43 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 4,897 $1.05M 0.19% +4,368 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,897 $1.05M 0.35% -300 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,895 $1.05M 0.13% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,888 $1.05M 0.22% +3,975 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 4,871 $1.04M 0.05% -445 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 4,866 $1.04M 0.01% -14,282 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,868 $1.04M 0.17% -887 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,852 $1.04M 0.54% +4,272 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,800 $1.04M 0.3% +342 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,824 $1.03M 0.48% -21 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 4,822 $1.03M 0.1% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,809 $1.03M 0.16% -227 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,770 $1.02M 0.27% +147 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,751 $1.02M 0.3% -930 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,737 $1.01M 0.3% +293 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,719 $1.01M 0.02% +188 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,708 $1.01M 0.6% +246 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,704 $1.01M 0.02% +32 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 4,499 $1.01M 0.35% +1 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,696 $1.01M 0.6% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,685 $1M 0.74% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4,678 $1M 0.26% +2,247 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,638 $993K 0.66% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 4,634 $992K 0.27% +40 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,631 $992K 0.09% -441 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,629 $991K 0.19% +493 13F-HR Timeline Skyview Financial Group LLC More: the full row for Skyview Financial Group LLC 4,629 $991K 1.02% 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 4,622 $990K 0.33% +230 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,620 $989K 0.56% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,615 $988K 0.07% +2,000 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,613 $988K 0.2% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4,586 $982K 0.96% 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,580 $981K 0.23% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 4,578 $980K 0.03% +153 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,575 $980K 0.14% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,571 $979K 0.55% -384 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,570 $979K 0.08% -65 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 4,562 $977K 0.16% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 4,556 $976K 0.25% -637 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,548 $974K 0.32% +474 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 4,546 $974K 0.01% new 13F-HR/A Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,534 $971K 0.3% +1,600 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,533 $971K 0.03% +99 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,514 $967K 0.03% +32 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 4,502 $964K 0.64% -12,620 13F-HR/A Timeline Group SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 4,500 $964K 0.1% -2,000 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 4,489 $961K 0.25% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,488 $961K 0.74% -791 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,487 $961K 0.4% +22 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,484 $960K 0.39% +1,715 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,479 $959K 0.06% +170 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,473 $958K 0.05% -4,674 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,457 $955K 0.22% +2,700 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,448 $953K 0.74% 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 4,446 $952K 0.12% -6,261 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,437 $950K 0.04% -453 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,427 $948K 0.27% +92 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,425 $948K 0.02% -1,050 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 4,416 $946K 0.14% -547 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4,937 $943K 1.28% +97 13F-HR/A Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,404 $943K 0.09% +973 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,400 $942K 0.19% +525 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,399 $942K 0.08% -1,000 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,384 $939K 0.21% new 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 4,384 $939K 0.48% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,371 $936K 0.18% -262 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 4,368 $935K 0.8% 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,366 $935K 0.33% 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,364 $935K 0.22% 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,329 $929K 0.43% +507 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,329 $927K 0.08% -4 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,325 $926K 0.72% +25 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,318 $925K 0.56% 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,318 $925K 0.48% +18 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,313 $924K 0.16% +20 13F-HR Timeline Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,304 $922K 0.92% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,299 $921K 0.13% +99 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 4,297 $920K 0.15% +284 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 4,291 $919K 0.69% +123 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,279 $916K 0.26% +780 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,606 $915K 0.24% -15 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 4,268 $914K 0.2% +525 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,261 $913K 0.16% -397 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 4,254 $911K 0.23% -3,092 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,250 $910K 0.1% +3,263 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,241 $908K 0.14% +682 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,203 $900K 0.13% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,200 $899K 0.55% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,197 $899K 0.21% +2,361 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 4,189 $897K 0.67% +540 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,187 $897K 0.05% -21,706 13F-HR Timeline Group BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,000 $894K 0.15% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 4,173 $894K 0.29% -10 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,171 $893K 0.07% +389 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,170 $893K 0.41% -1,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,158 $890K 0.07% +679 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,156 $890K 0.58% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 4,156 $890K 0.29% +5 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,129 $887K 0.12% +1,203 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,508 $887K 0.02% +1,382 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 4,140 $887K 0.33% +110 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,117 $882K 0.19% -6,739 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 4,104 $879K 0.44% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,097 $877K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 4,088 $875K 0.78% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,077 $873K 0.11% -15 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,072 $872K 0.12% -448 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,068 $871K 0.33% -117 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4,063 $870K 0.15% +30 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,054 $868K 0.42% -215 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 4,048 $867K 0.2% +1,445 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,324 $866K 0.22% -90 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,033 $864K 0.11% +61 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,015 $860K 0.07% +145 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4,002 $857K 0.31% -150 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $857K 0.13% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,000 $857K 0.19% 0 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 4,000 $857K 0.68% 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $857K 0.6% 13F-HR/A Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 3,999 $856K 0.33% -27 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 3,988 $854K 0.1% +2,470 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,966 $849K 0.12% +218 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 3,964 $849K 0.31% -1,007 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,960 $848K 0.29% -731 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,960 $848K 0.09% +1,281 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 3,776 $844K 0.32% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,939 $844K 0.37% -9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,932 $842K 0.01% -733 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,919 $839K 0.04% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,918 $839K 0.14% -502 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,906 $837K 0.03% +191 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,901 $835K 0.07% -103 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,899 $835K 0.27% +128 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,886 $832K 0.18% +2,314 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 3,879 $831K 0.95% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,875 $830K 0.03% -112 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,874 $830K 0.1% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,868 $828K 0.39% +2,402 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 3,863 $827K 0.34% +296 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,863 $827K 0.35% +93 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 3,856 $826K 0.49% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,900 $826K 0.27% -35 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,839 $822K 0.01% +2,229 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,837 $822K 0.08% +213 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,833 $821K 0.08% -122 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,787 $819K 0.23% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 3,800 $814K 0.33% -200 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,797 $813K 0.04% +391 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,795 $813K 0.06% -400 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,788 $811K 0.11% -39 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $811K 0.34% -3,760 13F-HR Timeline Amount filed as zero, left out of ratios. Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,782 $810K 0.26% -23 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,778 $809K 0.56% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,777 $809K 0.09% -37 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,776 $809K 0.12% 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,775 $808K 0.62% 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,773 $808K 0.21% +800 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 3,757 $805K 0.34% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,177 $804K 0.32% -2,017 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,748 $803K 0.16% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,747 $802K 0.2% -1,011 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,742 $801K 0.17% -4,425 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,737 $800K 0.2% -4,038 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,735 $800K 0.09% +1,081 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 3,734 $800K 0.64% 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,732 $799K 0.08% -1,673 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 3,725 $798K 0.42% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,720 $797K 0.18% -34 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,719 $796K 0.05% -300 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 3,719 $796K 0.21% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,717 $796K 0.26% +6 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,714 $795K 0.12% -10 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 3,714 $795K 0.72% 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,707 $794K 0.14% -40 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,707 $794K 0.09% -407 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,698 $792K 0.08% -56 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,689 $790K 0.09% -524 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 3,688 $790K 0.24% 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 3,678 $788K 0.58% +536 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,673 $787K 0.08% -294 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,671 $786K 0.11% -582 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,671 $786K 0.15% -2,835 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,664 $785K 0.28% -1,126 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 3,653 $782K 0.29% +61 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 3,646 $781K 0.38% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 3,630 $777K 0.54% +25 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,627 $777K 0.62% +7 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 3,612 $774K 0.72% +283 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,611 $773K 0.16% +347 13F-HR Timeline