Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 4,000 $367K 0.03% 0 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,960 $363K 0.03% -110 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,938 $361K 0.04% -1,171 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 3,927 $360K 0.08% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,922 $360K 0.01% -1,492 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 3,906 $358K 0.01% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 3,905 $358K 0.14% -203 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,902 $358K 0.26% -1,484 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 3,894 $357K 0.09% +16 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,856 $354K 0.05% 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,855 $354K 0.02% -929 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,846 $353K 0.17% -2,030 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,845 $353K 0.04% +122 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,813 $350K 0.18% -12,109 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,476 $345K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,733 $343K 0.01% -184 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 3,714 $341K 0.06% -113,390 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,704 $340K <0.01% -84,519 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,703 $340K 0.02% -622 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,687 $338K 0.02% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,670 $337K 0.17% -15 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,665 $336K 0.14% 0 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,665 $336K 0.17% -195 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,664 $336K 0.12% -1,609 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,645 $335K <0.01% -1,865 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,410 $331K 0.14% new 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 3,608 $331K 0.15% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,590 $329K 0.01% -400 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,589 $329K 0.07% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,576 $328K 0.01% +23 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 3,573 $328K 0.26% +30 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,562 $327K 0.05% -170 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,562 $327K 0.24% -237 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,557 $326K 0.01% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,550 $326K <0.01% -27,827 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,541 $325K <0.01% -3,812 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,526 $324K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,525 $324K 0.02% -59 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 3,524 $323K 0.31% -432 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 3,517 $323K 0.23% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,510 $322K 0.01% -620 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 3,500 $321K 0.09% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,500 $321K 0.02% new 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,495 $321K 0.01% -7 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,224 $315K 0.02% -167 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,432 $315K 0.01% new 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 3,420 $314K 0.27% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,400 $312K 0.02% +293 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,397 $312K 0.08% -341 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,397 $312K 0.01% +575 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 3,237 $312K 0.03% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 3,370 $309K 0.11% -1,314 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,368 $309K 0.01% -172 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 3,355 $308K 0.14% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,335 $306K 0.17% +650 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 3,322 $305K 0.33% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,319 $305K 0.05% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,302 $303K 0.01% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,300 $303K 0.24% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,293 $302K 0.15% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,282 $301K 0.01% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,252 $298K 0.11% new 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,250 $298K 0.05% +750 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,247 $298K 0.01% +32 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,238 $297K <0.01% +180 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,095 $297K 0.06% -55 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,237 $297K 0.08% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,224 $296K 0.1% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 3,200 $294K 0.09% -600 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,186 $292K 0.02% 0 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 3,180 $292K 0.29% new 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 3,178 $292K 0.21% +350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,173 $291K 0.02% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,172 $291K 0.07% new 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,157 $290K 0.03% +97 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,057 $289K 0.01% +746 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,140 $288K 0.11% -610 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 3,126 $287K 0.03% +123 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,113 $286K 0.03% -481 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,101 $285K 0.16% -6,633 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,093 $284K 0.05% -4,084 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,084 $283K 0.03% new 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 3,061 $281K 0.06% -699 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,060 $281K 0.01% +2,060 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,058 $281K <0.01% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,051 $280K 0.07% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,050 $280K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,900 $278K 0.02% +83 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,032 $278K 0.03% -149 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,014 $277K 0.01% -1,737 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,011 $276K 0.03% -1,358 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,005 $276K 0.22% -50 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 3,001 $275K 0.06% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,000 $275K 0.01% new 13F-HR/A Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,000 $275K 0.01% new 13F-HR/A Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,000 $275K 0.07% new 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 3,000 $275K 0.04% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,896 $274K 0.01% -108 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,785 $273K 0.08% -5,540 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,962 $272K 0.09% new 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 2,953 $271K 0.04% -11,569 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,950 $271K 0.15% 0 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,930 $269K 0.15% +19 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,920 $268K 0.09% -10 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,915 $268K 0.08% -40 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,898 $266K 0.06% +462 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,887 $265K 0.01% +355 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,884 $265K 0.16% +206 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,882 $265K 0.02% -2,276 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,846 $261K 0.03% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 2,830 $260K 0.11% -4,470 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,824 $259K 0.03% -741 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,798 $257K 0.18% -386 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,795 $257K 0.04% -22,219 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,788 $256K 0.06% new 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,784 $255K 0.02% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,754 $253K 0.01% -21,565 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,732 $251K 0.03% new 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 2,713 $249K 0.16% 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,704 $248K 0.03% -390 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,693 $247K 0.02% -1,735 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,688 $247K <0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 2,668 $245K 0.02% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,661 $244K 0.03% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,765 $244K 0.02% -12 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,630 $241K 0.02% 0 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,627 $241K 0.15% 0 13F-HR Timeline Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 2,622 $241K 0.1% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,622 $241K 0.01% +19 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,602 $239K 0.06% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 2,589 $238K 0.07% -98 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,581 $237K 0.05% +225 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,492 $236K 0.02% -271 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,562 $235K 0.08% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,551 $234K <0.01% new 13F-HR Timeline Group VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,550 $234K 0.13% 0 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 2,535 $233K <0.01% -440 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,531 $232K <0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 2,522 $231K 0.13% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,521 $231K <0.01% -154 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,520 $231K 0.02% 0 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,500 $229K 0.05% new 13F-HR Timeline Group IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 2,500 $229K 0.13% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 2,500 $229K 0.05% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,500 $229K 0.02% 0 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 2,500 $229K 0.05% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,493 $229K 0.02% -302 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,489 $228K <0.01% -2,586 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,457 $225K <0.01% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 2,453 $225K 0.02% +98 13F-HR Timeline Group Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 2,429 $223K 0.06% -453 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,426 $223K <0.01% -424 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 2,423 $222K 0.13% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,422 $222K 0.04% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,405 $221K 0.16% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 2,405 $221K 0.06% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 2,400 $220K 0.02% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 2,383 $219K 0.07% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,537 $218K 0.02% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,367 $217K 0.01% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,245 $217K 0.08% +165 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,358 $216K 0.05% -52 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,346 $216K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,349 $216K 0.04% -17 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 2,330 $214K 0.2% -1,914 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 2,329 $214K 0.1% new 13F-HR/A Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 2,325 $213K 0.07% new 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 2,171 $213K 0.14% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 2,316 $213K 0.03% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,312 $212K 0.17% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,311 $212K 0.04% -5,600 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,299 $211K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,282 $209K 0.01% +431 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,275 $209K 0.06% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,258 $207K 0.02% -75 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,250 $206K 0.09% -200 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,403 $206K 0.02% 0 13F-HR Timeline Group Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 2,229 $205K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,222 $204K 0.05% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,216 $203K 0.06% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,211 $203K 0.02% -3,255 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,207 $203K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,205 $202K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,200 $202K 0.08% -112 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 2,200 $202K 0.1% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,195 $201K 0.02% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 2,189 $201K 0.03% -1,860 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,180 $200K 0.09% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,150 $197K 0.04% +164 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,041 $187K 0.08% -259 13F-HR Timeline L1 Global Manager Pty Ltd More: the full row for L1 Global Manager Pty Ltd 2,000 $184K 0.15% -38,000 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,000 $184K 0.27% -4,200 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,000 $183K 0.02% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,980 $182K 0.08% +370 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 1,874 $172K 0.26% -602 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,871 $172K 0.01% -363 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,863 $171K 0.09% +676 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1,859 $171K 0.05% -500 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,750 $161K 0.04% +49 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,750 $161K 0.13% 0 13F-HR Timeline