Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 1,446 $489K 0.17% -144 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 1,442 $488K 0.14% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,439 $487K 0.09% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 1,439 $487K 0.04% -53 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 1,432 $484K 0.19% +1 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,431 $484K 0.06% +300 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,429 $483K 0.22% +4 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,414 $483K 0.06% 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,423 $481K 0.05% +5 13F-HR Timeline Group Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,416 $479K 0.15% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,408 $476K 0.09% +5 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,407 $476K 0.04% +94 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,406 $475K 0.29% +4 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,403 $475K 0.04% +1,298 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 1,400 $474K 0.2% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,399 $473K 0.08% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,399 $473K 0.02% +99 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,401 $472K <0.01% +98 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,394 $472K 0.08% +267 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,393 $471K 0.06% +193 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,392 $471K 0.02% -48 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,386 $469K 0.02% +30 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,384 $468K 0.04% -520 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,357 $468K 0.03% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,382 $467K 0.05% -1,544 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,380 $467K 0.08% 0 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,377 $466K 0.09% +100 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,376 $465K 0.3% -74 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,375 $465K 0.15% -17 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 1,375 $465K 0.18% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,371 $464K 0.05% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,369 $463K 0.05% +16 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,366 $462K 0.03% -24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Five Oceans Advisors More: the full row for Five Oceans Advisors 1,366 $462K 0.15% -6 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 1,365 $462K 0.41% -99 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,364 $461K 0.29% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,359 $460K 0.06% -149 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,357 $459K 0.09% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,354 $459K 0.01% +8 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,355 $458K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,405 $458K 0.14% -4 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,355 $458K 0.13% -184 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,354 $458K 0.03% +65 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,350 $457K 0.19% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,350 $457K 0.06% +31 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,344 $455K 0.22% -268 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,344 $455K 0.17% +1,213 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,343 $454K 0.21% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,342 $454K 0.36% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,340 $453K 0.14% -124 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,339 $453K 0.12% +1,140 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,339 $453K 0.12% +121 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,338 $453K 0.14% -5 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,338 $453K 0.12% +450 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 1,335 $452K 0.1% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 1,335 $452K 0.16% 0 13F-HR Timeline Michael Brady & Co., LLC More: the full row for Michael Brady & Co., LLC 1,335 $452K 0.4% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,322 $447K 0.12% +48 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,316 $445K 0.07% +53 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,310 $443K 0.15% -10 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,309 $443K 0.03% -47 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 1,307 $442K 0.18% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,306 $442K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,306 $442K 0.07% -46 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,305 $441K 0.14% +87 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,305 $441K 0.18% 0 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 1,350 $440K 0.08% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 1,298 $439K 0.15% -78 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,297 $439K <0.01% new 13F-HR Timeline Group Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,296 $438K 0.23% -76 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,295 $438K 0.04% -23 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,291 $437K 0.13% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,290 $436K 0.05% +301 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,289 $436K 0.1% +88 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,289 $436K 0.04% +3 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,216 $436K 0.38% +16 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,284 $434K 0.03% 0 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 1,283 $434K 0.02% +482 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,281 $433K 0.04% +104 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,279 $433K 0.26% -67 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,278 $432K 0.21% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 1,274 $431K 0.03% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,273 $431K 0.08% +100 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,269 $429K 0.1% 0 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,268 $429K 0.11% +13 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,266 $428K 0.19% +93 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,266 $428K 0.2% -150 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,265 $428K 0.05% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,263 $427K 0.34% +16 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,226 $427K 0.17% -118 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 1,261 $427K 0.05% -260 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 1,260 $426K 0.05% -15 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,259 $426K 0.06% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,259 $426K 0.26% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,264 $424K 0.04% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,248 $422K 0.2% +80 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 1,245 $421K 0.52% -9 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,245 $421K 0.16% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,242 $420K 0.04% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,242 $420K 0.01% -1,131 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,240 $419K 0.17% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,240 $419K 0.03% -35 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,238 $419K 0.05% -50 13F-HR/A Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,238 $419K 0.03% +12 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,235 $418K 0.03% -8 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,235 $418K 0.13% -12 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,231 $416K 0.1% -4 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,229 $416K 0.03% -8 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 1,227 $415K 0.17% -1 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,227 $415K 0.04% -20 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,225 $414K 0.06% -114 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,223 $414K 0.19% new 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,219 $412K 0.05% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,218 $412K 0.11% +165 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,216 $411K 0.32% +26 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,215 $411K 0.08% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,211 $410K 0.12% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,210 $409K 0.15% -38 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,207 $408K 0.25% 0 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,207 $408K 0.24% +39 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 1,206 $408K 0.11% -18 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,204 $407K 0.13% -15 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,145 $407K 0.09% -194 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,202 $407K 0.23% -337 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,200 $406K 0.12% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,200 $406K 0.11% -8 13F-HR Timeline City State Bank More: the full row for City State Bank 1,200 $406K 0.09% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,199 $406K 0.03% -7 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,197 $405K 0.07% +24 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,195 $404K 0.25% -776 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,196 $404K 0.26% +151 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,193 $404K 0.08% -8 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 1,193 $403K 0.35% -118 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,192 $403K 0.09% -171 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,192 $403K 0.01% +1,190 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,191 $403K 0.22% +3 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 1,191 $403K 0.07% +63 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,190 $403K 0.04% +389 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,186 $401K 0.07% -16 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,183 $400K 0.08% +48 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 1,181 $399K 0.39% 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,181 $399K 0.11% -23 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,178 $398K 0.03% +471 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 1,178 $398K 0.28% +12 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 1,175 $397K 0.12% 0 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 1,175 $397K 0.09% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,175 $397K 0.26% +300 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,171 $396K 0.19% -640 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,167 $395K 0.16% +1,066 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,166 $394K 0.03% -72 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,164 $394K 0.12% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,161 $393K 0.03% +130 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,160 $392K 0.11% +25 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,155 $391K 0.03% +4 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,153 $390K 0.17% -101 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,153 $390K 0.07% -4 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,153 $390K 0.05% +166 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,153 $390K 0.04% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,151 $389K 0.09% +125 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,148 $388K 0.03% -22 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,148 $388K 0.05% -4 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,148 $388K 0.11% -13 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,144 $387K 0.09% -5 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,143 $387K 0.06% -4 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 1,143 $387K 0.2% +18 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,140 $386K 0.21% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,138 $385K 0.12% -28 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1,137 $385K 0.05% +29 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,137 $385K 0.14% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,136 $384K 0.07% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,128 $382K 0.09% +417 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,128 $382K 0.05% +55 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,128 $381K 0.03% +204 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 1,127 $381K 0.28% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,124 $380K 0.08% +185 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,121 $379K 0.01% +27 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 1,120 $379K 0.14% -473 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,116 $377K 0.11% -24,557 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,116 $377K 0.07% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,109 $375K 0.03% -81 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,103 $373K 0.04% -35 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,101 $372K 0.23% +89 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,101 $372K 0.03% +23 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 1,099 $372K 0.05% +101 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,098 $371K 0.06% +140 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,097 $371K 0.01% +372 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 1,097 $371K 0.15% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,096 $371K 0.03% -18 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,094 $370K 0.02% -46 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,093 $370K 0.01% +18 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,092 $369K 0.03% +23 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,090 $369K 0.03% +221 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,089 $368K 0.02% 0 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 1,087 $368K 0.36% 13F-HR/A Timeline COWA, LLC More: the full row for COWA, LLC 1,085 $367K 0.09% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,082 $366K 0.03% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,081 $366K <0.01% -949 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,080 $365K 0.06% +45 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,078 $365K 0.13% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,077 $364K 0.04% new 13F-HR Timeline