Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 2,245 $1.13M 1.08% 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 2,244 $1.13M 0.46% -921 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,241 $1.13M 0.1% -692 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,241 $1.13M 0.4% -336 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,237 $1.12M 0.02% -27,610 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,236 $1.12M 0.65% -19 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 2,234 $1.12M 0.61% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 2,226 $1.12M 1.01% 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,226 $1.12M 0.37% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,225 $1.12M 0.18% +256 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,224 $1.12M 0.06% +40 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 2,223 $1.12M 1.07% 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,220 $1.12M 0.6% +57 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,253 $1.11M 0.42% -4 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 2,216 $1.11M 0.29% -191 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 2,216 $1.11M 0.24% +20 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 2,214 $1.11M 0.91% -72 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,207 $1.11M 0.09% +19 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,207 $1.11M 0.24% +927 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,199 $1.11M 0.18% +108 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,197 $1.1M 0.72% +58 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 2,193 $1.1M 0.41% -243 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 2,190 $1.1M 0.71% 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 2,189 $1.1M 0.82% -259 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,185 $1.1M 0.02% -6 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,181 $1.1M 0.26% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 2,181 $1.09M 0.5% +430 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,170 $1.09M 0.34% 0 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 2,167 $1.09M 1.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,166 $1.09M 0.11% -308 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,163 $1.09M 0.09% +24 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 2,160 $1.09M 1% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,159 $1.09M 0.21% -35 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,155 $1.08M 0.15% +7 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,153 $1.08M 0.36% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 2,153 $1.08M 0.35% -331 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 2,148 $1.08M 0.86% -215 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,148 $1.08M 0.45% -89 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,137 $1.07M 0.85% +47 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2,136 $1.07M 0.3% -7,233 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,130 $1.07M 0.34% +156 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,127 $1.07M 0.38% +23 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,136 $1.07M 0.44% -58 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,125 $1.07M 0.31% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,121 $1.07M 0.1% -3,414 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,120 $1.07M 0.17% -62 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,119 $1.07M 0.31% +1,084 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 2,119 $1.07M 0.45% -7 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,117 $1.06M 0.51% +257 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,113 $1.06M 0.35% -63 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,110 $1.06M 0.04% +301 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,105 $1.06M 0.31% -309 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,104 $1.06M 0.34% -875 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,096 $1.05M 0.7% +99 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 2,095 $1.05M 0.43% -69 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 2,088 $1.05M 0.12% +155 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,087 $1.05M 0.17% -23 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,087 $1.05M 0.29% +703 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,084 $1.05M 0.22% +125 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,083 $1.05M <0.01% +665 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2,080 $1.05M 0.65% +830 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 2,080 $1.05M 0.35% 0 13F-HR Timeline Goldenstone Wealth Management LLC More: the full row for Goldenstone Wealth Management LLC 2,080 $1.05M 0.78% 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 2,080 $1.05M 0.66% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 2,079 $1.05M 0.24% -7 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,093 $1.04M 0.24% +66 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,075 $1.04M 1% 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,075 $1.04M <0.01% 0 13F-HR Timeline Group Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,075 $1.04M 0.48% -193 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,157 $1.04M 0.1% +285 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,073 $1.04M 0.16% +15 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2,070 $1.04M 0.16% +100 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,070 $1.04M 0.74% 0 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 2,069 $1.04M 0.27% -54 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,067 $1.04M 0.16% +26 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,066 $1.04M 0.36% +1,444 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 2,063 $1.04M 0.77% 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,061 $1.04M 0.38% -92 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 2,060 $1.04M 0.61% -120 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 2,060 $1.04M 0.61% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,055 $1.04M 0.36% -163 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,058 $1.03M 0.35% -100 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,054 $1.03M 1.24% +1,500 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,053 $1.03M 0.05% +3 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 2,050 $1.03M 0.38% +110 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,050 $1.03M 0.36% +6 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,050 $1.03M 0.05% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,047 $1.03M 0.09% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2,046 $1.03M 0.82% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,043 $1.03M 0.31% +66 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,040 $1.03M 1% 13F-HR Timeline Mayar Capital Ltd. More: the full row for Mayar Capital Ltd. 2,038 $1.02M 1.39% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,036 $1.02M 0.25% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,035 $1.02M 0.27% +125 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,033 $1.02M 0.31% +130 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,028 $1.02M 0.67% +224 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,026 $1.02M 0.26% -33 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,025 $1.02M 0.49% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 2,024 $1.02M 0.37% -10 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,023 $1.02M 0.15% +203 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 2,022 $1.02M 0.47% +5 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,021 $1.01M 0.29% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,019 $1.01M 0.45% +3 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,010 $1.01M 0.1% +81 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 3,331 $1.01M 0.6% -1,377 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,005 $1.01M 0.54% +9 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,003 $1.01M 0.66% -302 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,003 $1.01M 0.3% +20 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 2,003 $1.01M 0.63% 0 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,002 $1.01M 0.37% -13 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1,998 $1M 0.2% 0 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 1,998 $1M 0.76% 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,992 $1M 0.11% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,991 $1M 0.27% -28 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,988 $999K 0.09% +63 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,988 $999K 0.44% +3 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,987 $999K 0.15% +10 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,982 $996K 0.27% -21 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,982 $996K 0.3% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,974 $995K 0.28% +66 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,977 $994K 0.03% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,976 $993K 0.69% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,975 $993K 0.73% 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 1,974 $992K 0.54% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,984 $992K 0.15% -272 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 1,972 $991K 1.01% -144 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,971 $991K 0.55% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,970 $990K 0.45% -17 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,969 $990K 0.67% -8 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,967 $989K 0.97% 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 1,964 $987K 0.17% -581 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,962 $986K 0.2% -20 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,960 $985K 0.01% -40 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 1,959 $985K 0.17% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,959 $985K 0.5% +58 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,958 $984K 0.13% -122 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,958 $984K 0.28% -731 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,953 $982K 0.07% -100 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,952 $981K 0.18% -588 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 1,951 $981K 0.34% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,951 $981K 0.25% -13 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,951 $981K 1.55% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 1,950 $980K 0.8% -9 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,949 $980K 0.27% -83 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,944 $977K 0.13% +6 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,944 $977K 0.32% -92 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 1,943 $977K 0.13% -76 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,940 $975K 0.13% -11 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,935 $973K 0.47% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,932 $971K 0.22% +75 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,931 $971K 0.06% -11 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,931 $971K 0.06% +128 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,931 $971K 0.59% -415 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,931 $971K 0.58% -15 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,924 $967K 0.39% +224 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 1,923 $967K 0.77% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,946 $959K 0.3% -154 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,906 $958K 0.51% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,906 $958K 0.34% +14 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,903 $957K 0.12% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,903 $957K 0.15% -35 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,902 $956K 0.31% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,899 $955K 0.18% -103 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,898 $954K 0.74% -160 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,896 $953K 0.11% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 1,896 $953K 0.34% -53 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,892 $951K 0.68% 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,890 $950K 0.03% -39 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,889 $950K 0.15% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,889 $950K 0.25% -100 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,889 $950K 0.51% +55 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,887 $949K 0.14% -334 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 1,887 $948K 0.81% -236 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,886 $948K 0.11% +27 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 1,885 $947K 0.71% 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,884 $947K 0.13% +5 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,883 $946K 0.64% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,883 $946K 0.53% -635 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,882 $946K 0.18% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,880 $945K 0.63% -59 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,879 $944K 0.12% -83 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 1,879 $944K 0.62% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,878 $944K 0.65% -17 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 1,877 $943K 0.24% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,875 $942K 0.14% 0 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 1,875 $942K 0.37% 0 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,867 $938K 0.47% +279 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,866 $938K 0.45% -59 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,862 $936K 0.72% -11 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,862 $936K 0.22% -600 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,862 $936K 0.63% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,860 $935K 0.14% +100 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,852 $931K 0.62% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 1,845 $927K 0.07% -48,946 13F-HR Timeline BRUNI J V & CO /CO More: the full row for BRUNI J V & CO /CO 1,844 $927K 0.09% -13 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 1,843 $926K 0.59% -135 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,840 $925K 0.53% +269 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 1,840 $925K 0.08% +800 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,837 $923K 0.46% +485 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,835 $922K 0.57% 0 13F-HR Timeline