Francis Financial, Inc. More: the full row for Francis Financial, Inc. 11,951 $4.27M 0.7% +836 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 11,914 $4.26M 0.82% -285 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 11,885 $4.25M 0.08% -401 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,876 $4.24M 1.62% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,867 $4.24M 1.64% +42 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,859 $4.24M 1.09% -25 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 11,848 $4.23M 2.02% 0 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 11,832 $4.23M 0.21% +47 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 11,831 $4.23M 2.05% -1,468 13F-HR Timeline Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 11,824 $4.23M 7.97% -2,944 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11,822 $4.22M 2.4% -365 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 11,791 $4.21M 0.16% -1,020 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 11,786 $4.21M 2.85% -225 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 11,780 $4.21M 1.97% +93 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 11,778 $4.21M 1.8% +8,480 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,771 $4.21M 0.27% -332 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,767 $4.21M 0.12% new 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 11,752 $4.2M 0.73% +658 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,752 $4.2M 1.29% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,751 $4.2M 0.19% +518 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 11,745 $4.2M 3.27% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,739 $4.2M 1.43% -853 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 11,777 $4.19M 2.83% +88 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,720 $4.19M 1.21% +156 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,702 $4.18M 1.1% +1 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 11,698 $4.18M 2.78% +361 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 11,696 $4.18M 2.03% -476 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,674 $4.17M 0.81% -6,791 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,668 $4.17M 0.69% -6 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 11,663 $4.17M 1.4% +29 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 11,649 $4.16M 0.66% +1,204 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 11,643 $4.16M 0.63% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 11,631 $4.16M 2.08% -403 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,617 $4.15M 0.99% +307 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 11,614 $4.15M 2.26% -329 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,604 $4.15M 2.51% +10,283 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,578 $4.14M 0.41% -2,910 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,578 $4.14M 0.61% +183 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,574 $4.14M 0.69% -202 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 11,556 $4.13M 2.68% -841 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 11,555 $4.13M 0.27% +859 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 11,538 $4.12M 1.74% -319 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 11,535 $4.12M 2.74% +4,716 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 11,529 $4.12M 0.42% -2,915 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,515 $4.12M 0.78% -1,263 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 11,486 $4.11M 1.94% +743 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,484 $4.1M 0.88% -238 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,478 $4.1M 1.07% +1 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 11,477 $4.1M 1.64% 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 14,246 $4.1M 0.9% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 11,460 $4.1M 0.37% +3,764 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 11,458 $4.09M 0.43% -6,249 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 11,456 $4.09M 1.87% -1,634 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 11,325 $4.09M 1.62% -130 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 14,157 $4.08M 4.71% 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 11,410 $4.08M 1.87% +1,157 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 11,410 $4.08M 0.48% +286 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 11,402 $4.07M 1.8% -244 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,390 $4.07M 2.07% +693 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,366 $4.06M 0.98% +61 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,353 $4.06M 0.92% +68 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,344 $4.05M 1.62% -619 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 11,338 $4.05M 2.04% -2,010 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,325 $4.05M 1.88% +31 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 11,313 $4.04M 1.78% -315 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 11,309 $4.04M 1.73% +125 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 11,309 $4.04M 0.74% +1,070 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 11,295 $4.04M 3.94% -250 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 11,289 $4.03M 1.46% -156 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 11,282 $4.03M 0.35% +4,741 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 11,274 $4.03M 0.35% +300 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,248 $4.02M 1.72% -3 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 11,233 $4.01M 1.06% -1,542 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,224 $4.01M 1.08% -378 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,212 $4.01M 0.29% +170 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,211 $4.01M 0.51% +189 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 11,196 $4M 2.69% -2,035 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 11,182 $4M 3.85% -2,991 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 11,181 $4M 1.92% +626 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,144 $3.98M 2.05% +374 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 11,120 $3.97M 1.74% -697 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 11,114 $3.97M 0.04% -496 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 11,108 $3.97M 1.22% +243 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 11,104 $3.97M 1.43% +876 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 11,096 $3.97M 1.04% +1,811 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 11,100 $3.97M 2.48% -1,900 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,095 $3.96M 0.01% +1,087 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 11,092 $3.96M 1.12% -73 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,073 $3.96M 1.07% -305 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,055 $3.95M 0.47% +930 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,050 $3.95M 0.58% -755 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 11,048 $3.95M 1.59% +31 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 11,024 $3.94M 1.86% +11,024 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,022 $3.94M 1.45% -156 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 11,011 $3.94M 0.01% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,000 $3.93M 1.19% -233 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,987 $3.93M 0.23% -213,791 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,982 $3.92M 1.88% +85 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 10,922 $3.9M 0.62% -1,011 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,919 $3.9M 1.5% +239 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,895 $3.89M 1.4% +106 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,891 $3.89M 0.38% -138 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,885 $3.89M 1.03% +49 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 10,881 $3.89M 0.34% -181 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 10,875 $3.89M 1.08% -124 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,867 $3.88M 0.52% +95 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 10,859 $3.88M 2.23% -5,047 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 10,847 $3.88M 0.42% -56,052 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,729 $3.88M 0.76% -239 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,842 $3.87M 0.3% -81 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,841 $3.87M 0.18% +137 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 10,837 $3.87M 1.5% -48 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 10,834 $3.87M 1.43% -374 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 10,832 $3.87M 0.2% +1,670 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 10,831 $3.87M 0.28% +2,160 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,824 $3.87M 1.13% +49 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 10,824 $3.87M 0.18% -1,540 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 10,823 $3.87M 2.31% -188 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 10,815 $3.86M 2.11% -1,077 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 10,827 $3.86M 2.36% -1,976 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 10,804 $3.86M 0.78% -1,786 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 10,792 $3.86M 3.01% +348 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,782 $3.85M 0.83% -233 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 10,780 $3.85M 5.19% -220 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,770 $3.85M 0.4% +3,935 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 10,767 $3.85M 2.47% -1,629 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,764 $3.85M 0.82% +163 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,760 $3.85M 0.96% +270 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,748 $3.84M 3.11% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 10,742 $3.84M 0.45% -2,434 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 10,735 $3.84M 0.86% -1,967 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,056 $3.83M 1.28% +31 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 10,721 $3.83M 2.06% -72 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 10,717 $3.83M 0.92% +225 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 10,717 $3.83M 2.05% 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,682 $3.82M 0.31% -89 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,681 $3.82M 0.8% +750 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,660 $3.81M 0.21% 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,658 $3.81M 0.38% +228 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 10,641 $3.8M 1.13% -2,178 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 10,636 $3.8M 1.02% -17 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,633 $3.8M 0.36% -143 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 10,626 $3.8M 0.98% +329 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,517 $3.79M 0.25% +335 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 10,575 $3.78M 0.92% +1,687 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 10,565 $3.78M 0.45% -584 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,545 $3.77M 2.79% -157 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,531 $3.76M 0.97% -2,644 13F-HR Timeline M.D. Sass, LLC More: the full row for M.D. Sass, LLC 10,523 $3.76M 0.25% +3,492 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,522 $3.76M 3.19% +48 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 10,521 $3.76M 0.57% +1,613 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 10,516 $3.76M 0.84% -670 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 10,506 $3.75M 0.83% +1,410 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,506 $3.75M 0.42% new 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,490 $3.75M 0.94% -4,124 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 10,473 $3.74M 1.34% +141 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,462 $3.74M 1.65% -153 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 10,448 $3.73M 2.25% +889 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,440 $3.73M 0.37% -3,288 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 10,426 $3.73M 0.44% +808 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 10,417 $3.72M 5.15% +8 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 10,388 $3.71M 1.42% +6 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 10,340 $3.7M 1.62% +13 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 10,336 $3.69M 0.29% +27 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 10,335 $3.69M 1.21% -202 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 10,333 $3.69M 0.02% +954 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,318 $3.69M 1.64% +257 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 10,312 $3.69M 1.18% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10,307 $3.68M 0.54% +635 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 10,304 $3.68M 0.42% +1,089 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 10,289 $3.68M 0.58% +4,896 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 10,289 $3.68M 1.19% -1,075 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,274 $3.67M 2.61% -359 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 10,273 $3.67M 0.02% -1,450 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,262 $3.67M 0.3% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,261 $3.67M 0.38% -10,345 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 10,244 $3.66M 1.1% +5,454 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 10,239 $3.66M 1.31% +10 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 10,225 $3.65M 0.58% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 10,222 $3.65M 2.29% -102 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 10,213 $3.65M 1.26% -920 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 10,209 $3.65M 0.15% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 10,203 $3.65M 0.51% +464 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,186 $3.64M 0.29% +126 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 10,184 $3.64M 0.97% +102 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 10,172 $3.64M 1.23% +163 13F-HR Timeline Group Shaolin Capital Management LLC More: the full row for Shaolin Capital Management LLC 10,168 $3.63M 0.21% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10,146 $3.63M 4.94% +343 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 10,139 $3.62M 1.38% +2,848 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,127 $3.62M 0.52% -271 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 10,233 $3.62M 0.87% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,109 $3.61M 0.23% -7,617 13F-HR Timeline Maltin Wealth Management, Inc. 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