Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,365 $1.07M 0.99% 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 2,365 $1.07M 1.1% 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,361 $1.07M 0.29% -607 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,356 $1.07M 0.62% -876 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,356 $1.07M 0.02% -266 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,355 $1.07M 0.18% 0 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 2,347 $1.06M 0.31% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,346 $1.06M 0.44% +145 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,345 $1.06M 0.72% +654 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,343 $1.06M 0.28% +402 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,342 $1.06M 0.2% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,338 $1.06M 0.16% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,338 $1.06M 0.25% -1 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,332 $1.06M 0.55% +1,224 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,331 $1.06M 0.22% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,328 $1.06M 0.57% 0 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 2,324 $1.05M 0.16% 0 13F-HR/A Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,323 $1.05M 1.07% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,316 $1.05M 0.18% -975 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,313 $1.05M 0.07% +1,346 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 2,311 $1.05M 0.91% +144 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,310 $1.05M 0.68% +62 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 2,236 $1.05M 0.22% +137 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,306 $1.05M 0.32% 0 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 2,303 $1.04M 1% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,301 $1.04M 0.23% -18 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,293 $1.04M 0.29% +53 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,291 $1.04M 0.4% -94 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,291 $1.04M 0.68% 0 13F-HR Timeline Selway Asset Management More: the full row for Selway Asset Management 2,285 $1.04M 0.41% +505 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,285 $1.04M 0.26% +11 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,285 $1.04M 0.17% -2,100 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,283 $1.03M 0.32% +91 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,281 $1.03M 0.07% +546 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,280 $1.03M 0.22% +47 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 2,278 $1.03M 0.7% +75 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,277 $1.03M 0.13% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,270 $1.03M <0.01% -220,245 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,274 $1.03M 0.43% +96 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,274 $1.03M 0.65% -132 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,271 $1.03M 0.42% +140 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,267 $1.03M 0.06% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,265 $1.03M 0.2% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,260 $1.02M 0.21% -5 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 2,259 $1.02M 0.25% -476 13F-HR Timeline Diversified Portfolios, Inc. 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More: the full row for Tarbox Family Office, Inc. 2,254 $1.02M 0.17% -7 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 2,252 $1.02M 0.36% -156 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 2,250 $1.02M 0.08% 0 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,248 $1.02M 0.23% +5 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 2,248 $1.02M 0.24% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,244 $1.02M 0.09% +36 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,256 $1.02M 0.24% 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,226 $1.01M 0.4% +36 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,221 $1.01M 0.08% -58 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,221 $1.01M 0.02% -475 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,221 $1.01M 0.23% +15 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,153 $1.01M 0.52% +102 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,216 $1M 0.13% +8 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,216 $1M 0.29% +117 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,215 $1M 0.47% -300 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 2,215 $1M 0.35% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,213 $1M 0.27% -75 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,211 $1M 0.71% 0 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 2,210 $1M 0.25% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,207 $1M 0.32% +5 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,206 $1000K 0.2% +30 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 83,130 $999K 0.33% +75,925 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,204 $999K 0.23% +26 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,203 $999K 0.09% +251 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,202 $998K 0.5% 13F-HR Timeline Woodward Financial Advisors, Inc. 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More: the full row for Sunflower Bank, N.A. 2,183 $990K 0.28% +138 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,183 $990K 0.11% -6 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,180 $988K 0.59% +42 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,176 $986K 1.09% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2,177 $986K 0.31% +139 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 2,173 $985K 0.19% +450 13F-HR/A Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,176 $984K 0.04% -9 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 2,170 $984K 0.3% +232 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,169 $983K 0.65% +11 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,160 $979K 0.39% +1 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,156 $977K 0.08% +43 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 2,156 $977K 0.32% -133 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,155 $977K 0.05% +990 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,151 $975K 0.39% +1,204 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,151 $975K 0.63% -10 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,150 $975K 0.45% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,150 $975K 0.38% +89 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,148 $974K 0.05% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,146 $973K 0.76% +983 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,138 $969K 0.88% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,133 $967K 0.12% -40 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,133 $967K 0.34% +10 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 2,126 $964K 0.28% +326 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,125 $963K 0.27% +2,000 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,122 $962K 0.61% +16 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,116 $959K 0.61% +174 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,111 $957K 0.12% +100 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,110 $956K 0.17% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,113 $955K 0.95% -16 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 2,100 $952K 0.43% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,099 $951K 0.22% +54 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,094 $949K 0.38% -42 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,091 $948K 0.58% +48 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,083 $944K 0.52% -1,681 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 2,083 $944K 0.88% 13F-HR/A Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 2,080 $943K 0.48% 0 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,075 $941K <0.01% 0 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 2,075 $941K 0.68% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,073 $940K 0.28% -20 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,072 $939K 0.32% +96 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,070 $938K 0.26% 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,067 $937K 0.67% -12 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 2,065 $936K 0.51% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,080 $936K 0.38% -52 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,060 $934K 0.62% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,054 $931K 0.2% -252 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 2,049 $929K 1.84% +112 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,048 $928K 0.04% 0 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 2,097 $928K 0.54% 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,047 $928K 0.35% +108 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,043 $926K 0.08% +68 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 2,040 $925K 0.17% +84 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,040 $925K 0.35% -56 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 1,966 $924K 0.59% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 2,039 $924K 0.69% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 2,038 $924K 0.12% +202 13F-HR Timeline Mayar Capital Ltd. More: the full row for Mayar Capital Ltd. 2,038 $924K 1.21% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,037 $923K 0.51% 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 2,036 $923K 0.61% +10 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,036 $923K 0.08% +36 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 2,031 $921K 0.56% -769 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,028 $919K 0.41% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2,025 $918K 1.59% -5 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,021 $916K 0.39% -590 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,020 $916K 0.65% -39 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,019 $915K 0.31% -3 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,016 $914K 0.34% +1 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,013 $912K 0.19% +62 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,012 $912K 0.52% +2 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,011 $912K 0.56% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,011 $912K 0.7% 13F-HR/A Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,008 $910K 0.42% +2 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,006 $909K 0.41% +29 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,004 $908K 0.2% +134 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,001 $907K 0.22% +84 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,000 $907K 0.04% -55 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,999 $906K 0.6% -20 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,994 $904K 1.21% +44 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,992 $903K 0.09% -19,907 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,991 $902K 0.68% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,989 $902K 0.23% +113 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,988 $901K 0.16% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,925 $901K 0.09% -110 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 1,985 $900K 0.65% +884 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,975 $895K 0.1% -41 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 1,967 $892K 0.17% -20 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 1,965 $891K 0.43% 0 13F-HR Timeline Holowesko Partners Ltd. More: the full row for Holowesko Partners Ltd. 1,965 $891K 0.41% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,964 $890K 0.46% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 1,962 $889K 0.09% +4 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 1,960 $888K 0.63% -380 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,960 $888K 0.48% +187 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 1,958 $888K 0.76% -14 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,951 $884K 0.34% +12 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,952 $884K 0.3% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,948 $883K 0.27% +280 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,947 $883K 0.21% +151 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,947 $883K 0.13% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 1,947 $882K 0.18% -509 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,944 $881K 0.26% -105 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,942 $880K 0.04% +30 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,941 $880K 0.19% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,940 $879K 0.84% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,939 $879K 0.41% -90 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,936 $878K 0.12% 0 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,936 $878K 0.64% 0 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,935 $877K 0.76% 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,933 $876K 0.46% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 1,932 $876K 0.34% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,931 $875K 0.28% +112 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,931 $875K 0.16% +4 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,926 $873K 0.44% +556 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,925 $873K 0.06% -501 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,925 $872K 0.1% +60 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,923 $872K 0.95% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,923 $872K 0.17% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,923 $872K 0.22% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,922 $871K 0.11% +499 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 1,844 $871K 0.53% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,878 $870K 0.49% +41 13F-HR Timeline