SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,461 $248K 0.05% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,460 $248K 0.08% +154 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,455 $247K 0.04% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,454 $247K 0.15% -175 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 1,452 $247K 0.05% -426 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,448 $246K 0.04% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,445 $245K 0.05% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,440 $245K 0.04% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,440 $245K 0.08% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,440 $245K 0.01% new 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 1,435 $244K 0.12% new 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 1,432 $243K 0.14% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,428 $243K 0.11% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,427 $242K 0.03% new 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,425 $242K 0.06% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,420 $241K 0.03% new 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,417 $241K 0.13% 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 1,413 $240K 0.05% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,406 $239K 0.03% -764 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 1,406 $239K 0.1% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,406 $239K 0.05% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,401 $238K 0.15% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,408 $237K 0.09% new 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,383 $235K 0.12% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,296 $235K 0.01% -772 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,379 $234K 0.04% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,376 $234K 0.11% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,374 $233K 0.03% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,372 $233K 0.16% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,367 $232K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,367 $232K 0.09% new 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 1,367 $232K 0.12% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 1,450 $232K 0.12% -337 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,364 $232K 0.03% new 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 1,339 $231K 0.13% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,358 $231K 0.05% +34 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,358 $231K 0.04% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,355 $230K 0.07% new 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,351 $230K 0.07% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,345 $228K 0.04% -1,169 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,341 $228K 0.05% -646 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,338 $227K 0.11% -2,936 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,337 $227K 0.08% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,337 $227K 0.17% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 1,335 $227K 0.17% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,335 $227K 0.06% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,335 $227K 0.06% new 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 1,334 $227K 0.09% -552 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,332 $226K 0.01% new 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,332 $226K 0.09% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,329 $226K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,329 $226K 0.02% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,328 $226K 0.1% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,317 $224K 0.03% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,316 $224K 0.17% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,311 $223K 0.05% new 13F-HR/A Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,311 $223K 0.06% new 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,310 $222K 0.04% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,306 $222K 0.02% -107 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,300 $221K 0.02% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,297 $220K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,316 $219K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,292 $219K 0.02% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,288 $219K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,287 $219K 0.01% +3 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 1,287 $219K 0.17% -35 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,282 $218K 0.05% -32 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,281 $218K 0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,280 $217K 0.03% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,279 $217K 0.06% new 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,278 $217K 0.13% -2,703 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,280 $217K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,277 $217K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,276 $217K 0.07% -80 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 1,275 $217K 0.02% -1,000 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,796 $216K 0.05% -437 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,267 $215K 0.01% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,266 $215K 0.03% new 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,264 $215K 0.11% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,264 $215K 0.02% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,260 $214K 0.05% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,259 $214K 0.11% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,256 $213K 0.14% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,252 $213K 0.01% +768 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,250 $212K 0.03% 0 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,249 $212K 0.12% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,248 $212K 0.02% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 1,246 $212K 0.07% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,246 $212K 0.01% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,241 $211K 0.03% new 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 1,240 $211K 0.16% new 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 1,240 $211K 0.19% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,208 $210K 0.06% new 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,234 $210K 0.05% new 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,232 $209K <0.01% new 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,230 $209K 0.01% +55 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,235 $209K 0.05% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,230 $209K 0.13% new 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 1,230 $209K 0.04% -65 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 1,225 $208K 0.07% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,218 $207K 0.02% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,218 $207K 0.01% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,216 $207K 0.02% new 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 1,212 $206K 0.06% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,211 $206K <0.01% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,210 $206K 0.08% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,200 $204K 0.01% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,200 $204K 0.09% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,200 $204K 0.03% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,200 $204K 0.12% new 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 1,196 $203K 0.16% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,194 $203K 0.01% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,192 $202K 0.03% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,188 $202K 0.02% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,187 $202K 0.06% -2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,185 $201K 0.01% new 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 1,184 $201K 0.03% new 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 1,182 $201K 0.04% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,182 $201K 0.04% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,178 $200K 0.05% -5 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,172 $199K 0.1% +996 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,168 $198K 0.03% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,156 $196K 0.1% -116 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,152 $196K 0.02% +11 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,150 $195K 0.01% +364 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,149 $195K 0.04% -192 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,144 $194K 0.04% +18 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,142 $194K 0.11% -87 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 1,131 $192K 0.19% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,128 $192K 0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,118 $190K 0.03% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,085 $184K 0.04% -94 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,082 $184K 0.01% +212 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,075 $183K 0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,055 $179K 0.05% +319 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,023 $174K <0.01% +4 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,012 $172K 0.04% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,005 $170K 0.06% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 989 $168K 0.01% +980 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 987 $168K 0.05% +35 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 980 $166K 0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 978 $166K 0.06% +71 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 953 $162K 0.01% +50 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 910 $155K 0.08% +860 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 903 $153K 0.06% +559 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 898 $153K 0.09% +249 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 895 $152K 0.01% +827 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 840 $143K 0.04% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 838 $142K 0.03% +737 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 834 $142K 0.05% +114 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 828 $141K 0.07% -5 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 823 $140K 0.08% +116 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 762 $129K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 745 $127K <0.01% -17 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 747 $127K <0.01% +49 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 728 $124K 0.01% +36 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 724 $123K 0.04% new 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 994 $122K 0.14% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 720 $122K 0.02% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 716 $122K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 714 $121K <0.01% -30 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 685 $116K 0.03% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 656 $111K 0.03% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 640 $109K <0.01% +106 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 638 $108K 0.09% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 637 $108K 0.02% -87 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 626 $106K 0.02% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 621 $105K 0.01% +24 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 611 $104K 0.03% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 609 $103K 0.12% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 600 $102K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 598 $102K 0.01% +32 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 589 $100K 0.04% -43 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 587 $99.7K 0.02% +260 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 578 $98.2K 0.01% +4 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 575 $97.7K 0.09% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 566 $96.2K 0.06% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 564 $95.8K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 558 $94.8K 0.02% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 552 $93.8K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 505 $85.8K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 478 $83.6K 0.01% +5 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 680 $83.5K 0.06% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 482 $81.9K -3,799 Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 480 $81.5K 0.04% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 472 $80.2K 0.03% +464 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 462 $78.5K <0.01% -172 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 460 $78.1K 0.01% 0 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 458 $77.6K 0.01% new 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 444 $75.4K 0.06% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 431 $73.2K 0.01% +100 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 428 $72.6K 0.01% +392 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 426 $72.3K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 425 $72.2K 0.01% -99 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 422 $72K 0.01% +2 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 420 $71.3K 0.01% +95 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 408 $69.3K 0.01% +8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 401 $68.1K 0.01% -35 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 400 $68K 0.09% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 395 $67.1K 0.01% -106 13F-HR Timeline