Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 1,503 $330K 0.2% +50 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 1,500 $329K 0.18% 0 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 1,499 $329K 0.14% +249 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,496 $328K 0.15% +64 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,492 $328K 0.02% -800 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 1,491 $327K 0.21% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,491 $327K 0.15% 0 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,490 $327K 0.13% -4,730 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,489 $327K 0.09% -58 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 1,487 $327K 0.24% new 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 1,484 $326K 0.23% 0 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 1,480 $325K 0.26% 0 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 1,478 $325K 0.01% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 1,477 $324K 0.5% -40 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 1,188 $324K 0.08% -1,372 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,474 $324K 0.2% -27 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 1,471 $323K 0.25% +11 13F-HR Timeline HC Advisors, LLC More: the full row for HC Advisors, LLC 1,466 $322K 0.23% -40 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,462 $321K 0.01% -2,758 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,462 $321K 0.08% -234 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,462 $321K 0.22% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,460 $321K 0.09% 0 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 1,454 $319K 0.17% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 1,453 $319K 0.08% +11 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,452 $319K 0.9% +418 13F-HR/A Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 1,451 $319K 0.12% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,450 $318K 0.06% +496 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 1,450 $318K 0.2% -27 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,440 $316K 0.73% -6,258 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,439 $316K 0.12% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,438 $316K 0.28% +341 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,437 $316K 0.07% -50 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 1,435 $315K 0.1% +551 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,432 $314K 0.03% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,430 $314K 0.23% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,428 $314K 0.14% -680 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,427 $313K 0.05% -31 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1,424 $313K 0.16% 0 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 1,421 $312K 0.49% +4 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 1,420 $312K 0.26% -200 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 1,416 $311K 0.24% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,412 $310K 0.08% -733 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,408 $309K 0.03% -329 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 1,406 $309K 0.25% +99 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,403 $308K 0.17% -22 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 1,402 $308K 0.18% -80 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 1,400 $307K 0.05% 0 13F-HR Timeline Group Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,400 $307K 0.05% 0 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,400 $307K 0.01% 0 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 1,400 $307K 0.17% new 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 1,339 $307K 0.06% +11 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,392 $306K 0.37% 0 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 1,390 $305K 0.17% -120 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,387 $305K 0.07% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,385 $304K 0.15% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 1,384 $304K 0.17% -232 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 1,381 $303K 0.22% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,380 $303K 0.2% 0 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 1,380 $303K 0.18% 0 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 1,376 $302K 0.05% 0 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 1,373 $301K 0.13% -75 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 1,371 $301K 0.27% +394 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,364 $300K 0.08% -20 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,364 $299K 0.15% +61 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,354 $297K 0.07% -2,680 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,353 $297K 0.13% -20 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,352 $297K 0.14% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,351 $297K 0.24% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,348 $296K 0.17% +383 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,343 $295K 0.09% +56 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,341 $294K 0.22% -248 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 1,328 $292K 0.15% +45 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,328 $292K 0.18% new 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 1,327 $291K 0.15% +111 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,326 $291K 0.32% 0 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,320 $290K 0.23% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1,318 $289K 0.16% -20 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,318 $289K 0.1% new 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 1,315 $289K 0.31% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,314 $289K 0.07% -6,686 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 1,310 $288K 0.14% -361 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,310 $288K 0.17% +52 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,303 $286K 0.05% new 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 1,302 $286K 0.7% 0 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 1,301 $286K 0.13% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 1,300 $285K 0.18% 0 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,298 $285K 0.15% +92 13F-HR/A Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,289 $283K 0.25% 0 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 1,285 $282K 0.12% 0 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,284 $282K 0.15% +55 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,280 $281K 0.08% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,275 $280K 0.06% -67 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 1,269 $279K 0.07% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 1,265 $278K 0.18% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,263 $277K 0.13% +10 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 1,255 $276K 0.23% new 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,250 $274K 0.08% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,247 $274K 0.09% +139 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 1,242 $273K 0.16% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,239 $272K 0.08% +3 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,237 $272K 0.12% +103 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 1,108 $271K 0.06% +150 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 1,229 $270K 0.2% -16 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,228 $270K 0.03% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 1,227 $269K 0.24% new 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,225 $269K 0.12% +45 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 1,220 $268K 0.07% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 1,219 $268K 0.2% -220 13F-HR Timeline BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 1,217 $267K 0.11% 0 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,213 $266K 0.09% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 1,212 $266K 0.09% -8,034 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 1,207 $265K 0.19% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 1,206 $265K 0.13% +3 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 1,200 $263K 0.09% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 1,200 $263K 0.16% +200 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 1,196 $263K 0.08% +150 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 1,192 $262K 0.07% 0 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,314 $262K 0.27% 0 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 1,191 $262K 0.07% 0 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 1,191 $261K 0.16% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 1,183 $260K 0.09% -113 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 1,045 $260K 0.13% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,182 $260K 0.21% +350 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 1,180 $259K 0.08% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 1,180 $259K 0.13% 0 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 1,177 $258K 0.16% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,176 $258K 0.15% +10 13F-HR Timeline Madrid Financial Services More: the full row for Madrid Financial Services 1,170 $257K 0.16% -105 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,165 $256K 0.05% 0 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 1,165 $256K 0.11% 0 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,164 $256K 0.06% -24 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,162 $255K 0.09% -796 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 1,161 $255K 0.21% -109 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,160 $255K 0.25% +240 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,157 $254K 0.07% -110 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,155 $254K 0.07% +509 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 1,154 $253K 0.15% -674 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 1,152 $253K 0.08% +27 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 1,151 $253K 0.16% -65 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,150 $252K 0.19% +68 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,148 $252K 0.21% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,147 $252K 0.21% -666 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,142 $251K 0.03% +180 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,141 $251K 0.13% 0 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 1,140 $250K 0.08% -866 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,140 $250K 0.25% -580 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 1,140 $250K 0.25% 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 1,140 $250K 0.06% -385 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,138 $250K 0.08% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,136 $249K 0.22% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1,130 $248K 0.19% new 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,126 $247K 0.08% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,126 $247K 0.18% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,123 $247K 0.13% 0 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1,122 $246K 0.19% -19 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,118 $245K 0.09% -120 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 1,115 $245K 0.13% -130 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 1,111 $244K 0.13% +12 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,108 $243K 0.19% +113 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,103 $242K 0.09% -92 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 1,100 $242K 0.04% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,100 $242K 0.17% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,098 $241K 0.03% +143 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 1,096 $241K 0.03% +8 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 1,093 $240K 0.08% new 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 1,091 $239K 0.07% +2 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 1,089 $239K 0.15% -86 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,083 $238K 0.15% 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 1,077 $237K 0.06% +5 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,070 $235K 0.05% -1,490 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 1,070 $235K 0.11% 0 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,066 $234K 0.21% -416 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 1,065 $234K 0.07% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 1,064 $234K 0.24% new 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,060 $233K 0.3% 0 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 1,060 $233K 0.05% new 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,060 $233K 0.05% -10 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 1,059 $233K 0.09% +6 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 1,058 $232K 0.13% +20 13F-HR Timeline KEATING INVESTMENT COUNSELORS INC More: the full row for KEATING INVESTMENT COUNSELORS INC 1,057 $232K 0.07% 0 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,055 $232K 0.15% -1,138 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,050 $231K 0.22% -2,176 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,049 $230K 0.12% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,045 $229K 0.17% -44 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 1,044 $229K 0.18% +41 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,035 $228K 0.1% -8 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 1,032 $227K 0.09% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 1,032 $227K 0.1% -65 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,025 $225K 0.06% +23 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 1,022 $224K 0.13% new 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1,022 $224K 0.22% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,015 $223K 0.08% +60 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,007 $221K 0.15% 0 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 1,005 $221K 0.11% -30 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,003 $220K 0.08% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 1,002 $220K 0.08% +4 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 1,000 $220K 3.74% 0 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 1,000 $220K 0.13% 0 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 1,000 $220K 0.09% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,000 $220K 0.1% 0 13F-HR Timeline