YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,847 $309K 0.18% +54 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,847 $309K 0.21% +2 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,846 $309K 0.03% -163 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 1,843 $308K 0.31% +59 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,843 $308K 0.13% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,842 $308K 0.21% +96 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,840 $308K 0.06% -124 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,837 $307K 0.29% -235 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,832 $306K 0.18% -20 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,831 $306K 0.17% +14 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,830 $306K 0.02% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,832 $306K 0.09% 0 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 1,827 $306K 0.16% -19 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,827 $306K 0.19% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,826 $305K 0.15% -108 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for VanderPol Investments L.L.C. 1,803 $302K 0.64% +69 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,800 $301K 0.1% +1 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 1,800 $301K 0.01% +300 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 1,800 $301K 0.05% +68 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,797 $301K 0.16% -117 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,797 $301K 0.07% -61 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,792 $300K 0.14% +18 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,799 $299K 0.13% -332 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,785 $299K 0.04% +324 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,785 $299K 0.24% -510 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,784 $298K 0.06% -122 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 1,797 $298K 0.32% -39 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,783 $298K 0.1% +72 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,783 $298K 0.11% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,778 $297K 0.04% -137 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,778 $297K 0.3% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 1,775 $297K 0.19% +186 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 2,176 $297K 0.23% new 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,772 $296K 0.25% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,770 $296K 0.1% +10 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,765 $295K 0.12% -50 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 1,750 $293K 0.17% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,751 $293K 0.25% +3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,751 $293K 0.11% 0 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,750 $293K 0.17% +6 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,749 $293K 0.05% +85 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,749 $293K 0.19% 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,749 $293K 0.06% -1 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,747 $292K 0.06% -5,969 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 1,746 $292K 0.37% +98 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,733 $292K 0.16% -210 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,744 $292K 0.04% +22 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,742 $291K 0.23% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,740 $291K 0.01% -186 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,740 $291K 0.18% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,739 $291K 0.15% -333 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,004 $290K 0.04% -3 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,735 $290K 0.04% +3 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 1,733 $290K 0.06% +23 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 1,732 $290K 0.23% +11 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 1,731 $290K 0.12% +48 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,084 $290K 0.03% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,729 $289K 0.03% +196 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,727 $289K 0.13% +150 13F-HR Timeline American Trust More: the full row for American Trust 1,725 $289K 0.07% -955 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 1,725 $289K 0.21% 0 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,723 $288K 0.27% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,724 $288K 0.14% +4 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,720 $288K 0.01% 0 13F-HR/A Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,719 $288K 0.03% -202 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,718 $287K 0.24% -11 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,718 $287K 0.06% -112 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,715 $287K 0.19% -1,113 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,715 $287K 0.13% +10 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,710 $286K 0.11% -399 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,709 $286K 0.28% 0 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 1,706 $285K 0.02% +72 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,705 $285K 0.13% -200 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,703 $285K 0.09% +292 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1,702 $285K 0.1% +75 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 1,700 $284K 0.07% 0 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 1,697 $284K 0.11% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,697 $284K 0.1% -387 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 1,695 $284K 0.07% +1 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,693 $283K 0.12% -2 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 1,684 $282K <0.01% -18,921 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 1,683 $282K 0.11% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 1,679 $281K 0.25% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,678 $281K 0.11% -204 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,677 $281K 0.09% +137 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,675 $280K 0.16% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,674 $280K 0.08% -190 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,660 $278K 0.08% +22 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,657 $277K 0.19% -2,774 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 1,653 $277K 0.08% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,652 $276K 0.18% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,650 $276K 0.08% 0 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 1,648 $276K 0.06% -175 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,646 $275K 0.06% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,645 $275K 0.22% -162 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,645 $275K 0.2% -126 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,643 $275K 0.16% +25 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,974 $275K 0.06% -390 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,641 $274K 0.15% +160 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 1,636 $274K 0.14% +9 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 1,635 $274K 0.08% +184 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,627 $272K 0.11% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 1,626 $272K 0.09% +27 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 1,625 $272K 0.16% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 1,625 $272K 0.07% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,623 $272K 0.17% -415 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,621 $271K 0.54% +106 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,621 $271K 0.02% -1,201 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,619 $271K 0.09% +75 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,980 $271K 0.09% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,615 $270K 0.08% +4 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,615 $270K 0.05% +11 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,898 $270K 0.06% -20 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,615 $270K 0.21% -71 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 1,613 $270K 0.14% -3,500 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,609 $269K 0.23% +151 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,612 $269K 0.14% new 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,606 $269K 0.08% 0 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 1,605 $268K 0.14% +125 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,604 $268K 0.11% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,600 $268K <0.01% -86,974 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,602 $268K 0.05% +487 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,601 $268K 0.02% +4 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,600 $268K 0.08% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,600 $268K 0.1% 0 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 1,600 $268K 0.21% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,595 $267K 0.03% -1,503 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,586 $265K 0.09% -19 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,586 $265K 0.17% +108 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,584 $265K 0.28% -284 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,581 $264K 0.11% -272 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,579 $264K 0.06% -13,277 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,579 $264K 0.09% new 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 1,578 $264K 0.03% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,578 $264K 0.29% +4 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 1,576 $264K 0.09% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,570 $263K 0.24% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,569 $262K 0.03% +121 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,567 $262K 0.11% +167 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,564 $262K 0.07% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,564 $262K 0.22% -44 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,563 $262K 0.03% -370 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,562 $261K 0.21% 0 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,560 $261K 0.05% +60 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,556 $260K 0.12% -65 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 1,555 $260K 0.21% +11 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,551 $260K 0.13% +140 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,551 $259K 0.54% -25 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,550 $259K 0.14% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,547 $259K 0.11% +47 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,547 $259K 0.19% 0 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 1,543 $258K 0.2% new 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 1,540 $258K 0.07% 0 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 1,540 $258K 0.18% -150 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,540 $258K 0.08% 0 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,539 $257K 0.26% -2 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,536 $257K 0.04% -946 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,866 $256K 0.07% -161 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,529 $256K 0.27% -1,114 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,524 $255K 0.21% +31 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,523 $255K 0.24% +11 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,521 $254K 0.04% -70 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,516 $254K 0.03% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 1,503 $251K 0.07% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,501 $251K 0.05% new 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,501 $251K 0.02% +1 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,500 $251K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,500 $251K 0.03% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 1,499 $251K 0.07% -179 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 1,494 $250K 0.23% new 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,494 $250K 0.01% +38 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,492 $250K 0.08% -77 13F-HR Timeline Berkshire Money Management, Inc. 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More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,476 $247K 0.13% 0 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,471 $246K 0.14% -577 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,467 $245K 0.06% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,464 $245K 0.16% -137 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,462 $245K 0.13% -68 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 1,461 $244K 0.1% new 13F-HR Timeline