ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,046 $361K 0.1% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,045 $360K 0.12% -4,569 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,039 $359K 0.17% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,031 $358K 0.1% +43 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 2,030 $358K 0.17% -51 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,026 $357K 0.05% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 2,019 $356K 0.25% +505 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,015 $355K 0.26% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,014 $355K 0.02% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,011 $354K 0.16% -72 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,962 $353K 0.1% -279 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,005 $353K 0.03% -6,251 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,002 $353K 0.09% +88 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 2,000 $352K 0.16% 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 2,000 $352K 0.23% new 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $352K 0.76% 0 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 1,994 $351K 0.11% +487 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 1,988 $350K 0.29% 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 1,985 $350K 0.18% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,980 $349K 0.06% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,980 $349K 0.07% +243 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,977 $348K 0.23% -4,760 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,976 $348K 0.09% +193 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,975 $348K 0.05% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 1,971 $347K 0.18% +101 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,970 $347K 0.1% +241 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,966 $346K 0.18% +250 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,962 $346K 0.06% +640 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 1,961 $346K 0.07% -2,964 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,960 $345K 0.08% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 1,960 $345K 0.14% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,960 $345K 0.22% -300 13F-HR/A Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 1,956 $345K 0.25% +491 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,950 $344K 0.01% +630 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 1,909 $344K 0.07% +132 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,951 $344K 0.04% +2 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,949 $344K 0.17% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,940 $342K 0.18% -6 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,938 $342K 0.06% +10 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 1,936 $341K 0.11% new 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,927 $340K 0.1% -227 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,926 $339K 0.15% -30 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,921 $339K 0.13% -99 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,920 $338K 0.27% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 1,920 $338K 0.29% -222 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,913 $337K 0.21% -186 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,909 $336K 0.09% -13 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,910 $336K 0.1% 0 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 1,905 $336K 0.61% -2,139 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,901 $335K 0.1% +24 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 1,900 $335K 0.01% 0 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,900 $335K 0.02% -1,300 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,896 $334K 0.19% -600 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,894 $334K 0.06% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,886 $332K 0.06% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,890 $332K 0.15% -134 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,880 $331K 0.25% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,878 $331K 0.15% +1 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 1,875 $330K 0.25% -100 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,870 $330K 0.19% -2,853 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 1,870 $330K 0.14% -151 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,870 $329K 0.08% +37 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,866 $329K 0.2% +1 13F-HR Timeline Authentikos Wealth Advisory, LLC More: the full row for Authentikos Wealth Advisory, LLC 1,864 $328K 0.23% -36 13F-HR/A Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,863 $328K 0.14% +41 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 1,861 $328K 0.21% 0 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,855 $327K 0.07% -19 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,851 $326K 0.19% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,848 $326K 0.29% -85 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,845 $325K 0.08% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,836 $324K 0.21% -73 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,822 $321K 0.08% +87 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,818 $320K 0.11% +36 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,812 $319K 0.17% +45 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 1,810 $319K 0.14% +1 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,810 $319K 0.06% -142 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 1,805 $318K 0.25% -1,015 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,803 $318K 0.12% 0 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 1,800 $317K 0.13% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,798 $317K 0.2% +5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,795 $316K 0.19% +168 13F-HR Timeline City State Bank More: the full row for City State Bank 1,794 $316K 0.1% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 1,794 $316K 0.12% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,791 $316K 0.16% +217 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 1,752 $315K 0.14% +177 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 1,784 $314K 0.07% -155 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,783 $314K 0.07% +100 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 1,781 $314K 0.1% -28,890 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,780 $314K 0.08% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 1,780 $314K 0.2% +344 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,777 $313K 0.1% -305 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,774 $313K 0.22% +340 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,772 $312K 0.18% -1,564 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,770 $312K 0.09% +90 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,765 $311K 0.16% 0 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,764 $311K 0.06% +21 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 1,761 $310K 0.09% 0 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 1,760 $310K 0.27% 0 13F-HR Timeline Innovator Capital Management, LLC More: the full row for Innovator Capital Management, LLC 1,760 $310K 4.76% -8 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 1,760 $310K 0.33% +45 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,753 $309K 0.1% +264 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,751 $309K 0.07% +60 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,750 $308K 0.11% -312 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 1,750 $308K 0.14% +2 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,747 $308K 0.21% +155 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,747 $308K 0.04% -15 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,746 $308K 0.17% -344 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,745 $308K 0.17% +317 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 1,740 $307K 0.26% 0 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,737 $306K 0.24% -50 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 1,736 $306K 0.16% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 1,735 $306K 0.18% +110 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,735 $306K 0.12% +84 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,734 $306K 0.23% new 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,729 $305K 0.16% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,728 $305K 0.04% +404 13F-HR Timeline Group BG Investment Services, LLC More: the full row for BG Investment Services, LLC 1,727 $304K 0.38% -14 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 1,725 $304K 0.11% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,964 $304K 0.04% +33 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 1,720 $303K 0.15% -6 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,720 $303K 0.44% new 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 1,715 $302K 0.05% +136 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,711 $302K 0.15% +348 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 1,704 $301K 0.13% -100 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,704 $300K 0.06% -2 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,701 $300K 0.02% -96 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,696 $299K 0.16% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 1,931 $299K 0.1% 0 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 1,693 $298K 0.11% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 1,685 $297K 0.1% +259 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,683 $297K 0.02% -369 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,683 $297K 0.11% -2 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,680 $296K 0.11% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 1,680 $296K 0.14% +84 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 1,673 $295K 0.07% +174 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,670 $294K 0.07% -26 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 1,670 $294K 0.14% +2 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 1,668 $294K 0.21% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,660 $293K 0.05% -129 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,661 $293K 0.13% +1 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,660 $293K 0.16% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,659 $292K 0.27% +281 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,655 $292K 0.06% +683 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,652 $291K 0.21% -21 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 1,649 $291K 0.07% +1 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 1,645 $290K 0.16% +40 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,642 $289K 0.16% +40 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,643 $289K 0.09% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 1,638 $289K 0.1% +17 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 1,639 $289K 0.1% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,560 $289K 0.04% 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 1,637 $288K 0.1% -290 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,631 $288K 0.04% -88 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,631 $287K 0.18% new 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,629 $287K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,626 $287K 0.06% +109 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,622 $286K 0.07% -135 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,620 $286K 0.1% +168 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,620 $285K 0.17% -23 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,618 $285K 0.05% +52 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,617 $285K 0.1% -14 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 1,616 $285K 0.18% -36 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,615 $285K 0.18% +160 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,613 $284K 0.03% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,610 $284K 0.14% -150 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,607 $283K 0.08% +285 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 1,604 $283K 0.13% +5 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,595 $281K 0.08% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,585 $279K 0.17% 0 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,583 $279K 0.13% -151 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 1,580 $278K 0.06% new 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 1,580 $278K 0.12% -7 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,580 $278K 0.13% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 1,578 $278K 0.26% -79 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 1,460 $278K 0.14% new 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,573 $277K 0.15% 0 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 1,572 $277K 0.09% +187 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,570 $277K 0.1% +10 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,567 $276K 0.24% +104 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 1,566 $276K 0.1% -26 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 1,566 $276K 0.07% +1 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,564 $276K 0.15% -99 13F-HR Timeline 25 LLC More: the full row for 25 LLC 1,562 $275K 0.1% -153 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,560 $275K 0.19% +117 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 1,557 $274K 0.03% new 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 1,556 $274K 0.14% -31 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 1,552 $274K 0.15% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,552 $273K 0.08% new 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,545 $272K 0.13% -1,134 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,545 $272K 0.2% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,542 $272K 0.19% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,541 $272K 0.1% 0 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 1,529 $269K 0.07% -64 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,528 $269K 0.05% +111 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 1,520 $268K 0.05% 0 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,517 $267K 0.19% -351 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 1,511 $266K 0.16% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 1,507 $266K 0.17% -480 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 1,505 $265K 0.15% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,503 $265K 0.04% -2,210 13F-HR Timeline Group