PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 7,184 $583K 0.32% +154 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 7,178 $583K 0.58% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,176 $582K 0.02% +3,976 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 7,173 $582K 0.08% -335 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,169 $582K 0.06% -195 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 7,087 $575K 0.12% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,067 $574K 0.07% -375 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 7,047 $572K 0.11% -920 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,046 $572K 0.3% -213 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 7,037 $571K 0.05% +476 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 7,035 $571K 0.33% +132 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 7,000 $568K 0.49% 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,992 $568K 0.3% +611 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,983 $567K 0.04% +50 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6,982 $567K 0.05% +130 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 6,941 $563K 0.1% +229 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 6,920 $562K 0.21% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,885 $559K 0.16% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,883 $559K 0.11% -10 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,875 $558K 0.47% +1,375 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 6,830 $554K 0.26% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,828 $554K 0.06% -587 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 6,829 $554K 0.03% +19 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,794 $551K 0.07% +460 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,757 $548K 0.16% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,743 $547K 0.22% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 5,385 $545K 0.01% +2,208 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,706 $544K 0.08% +741 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,686 $543K 0.09% +2,852 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,669 $541K 0.02% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 6,646 $539K 0.26% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,635 $539K 0.12% -832 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6,630 $538K 0.14% 0 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 6,614 $537K 0.81% +338 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,605 $536K 0.35% new 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 6,599 $536K 0.28% 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6,572 $533K 0.89% +657 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,548 $532K 0.24% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 6,500 $528K 0.06% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,492 $527K 0.08% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,485 $526K 0.04% +30 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,479 $526K 0.02% +606 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 6,470 $525K 0.27% +2,421 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 6,465 $525K 0.05% 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 6,461 $524K 0.11% +6,407 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6,450 $524K 0.37% +84 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 6,437 $522K 0.39% -827 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,415 $521K 0.1% +1,086 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,406 $520K 0.02% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 6,356 $516K 0.18% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 6,352 $516K 0.06% -6 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 6,346 $515K 0.08% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,334 $514K 0.03% +753 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,329 $514K 0.09% +622 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 6,326 $513K 0.35% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,323 $513K 0.02% -450 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 6,313 $512K 0.02% -190 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 6,312 $512K 0.13% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 6,301 $511K 0.37% -18 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 6,293 $511K 0.15% +398 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,290 $511K 0.04% -258 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 6,289 $510K 0.23% -540 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,253 $508K 0.08% -659 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,123 $508K 0.41% 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 6,232 $506K 0.09% +1 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,208 $504K 0.46% +864 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 6,113 $504K 0.95% 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 6,201 $503K <0.01% +58 13F-HR Timeline Group Reliant Wealth Planning More: the full row for Reliant Wealth Planning 6,198 $503K 0.16% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 6,194 $503K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,191 $502K 0.04% +8 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,186 $502K 0.27% -426 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,165 $500K <0.01% +2,612 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 6,150 $499K 0.24% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 6,146 $499K 0.04% -4,919 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,076 $493K 0.24% +125 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,071 $493K 0.02% +783 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,068 $493K 0.27% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,500 $493K 0.33% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 6,063 $492K 0.27% -2 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,048 $491K 0.11% +73 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 6,035 $490K 0.42% +1,562 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 6,026 $489K 0.22% -2,044 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,011 $488K 0.13% +818 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,998 $487K 0.03% +1,717 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,997 $487K 0.1% -186 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 5,943 $482K 0.01% -622,328 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,943 $482K 0.42% -2,842 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,930 $481K 0.01% +752 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,927 $481K 0.04% 0 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,924 $481K 0.36% -1,260 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,914 $480K 0.02% +1,600 13F-HR/A Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 5,900 $479K 0.04% +233 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 7,670 $478K 0.05% new 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,885 $478K 0.03% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 5,876 $477K 0.31% -1 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,858 $475K 0.01% -4,781 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 5,838 $474K 0.23% new 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 5,801 $471K 0.18% -17 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,785 $470K <0.01% +585 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 5,498 $469K 0.72% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,767 $468K 0.14% -187 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,766 $468K 0.03% +1,653 13F-HR/A Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 5,765 $468K 0.03% 0 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,707 $463K 0.14% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,702 $463K <0.01% new 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 5,689 $462K 0.2% -152 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 5,681 $461K 0.09% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 5,670 $460K 0.28% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 5,651 $459K 0.14% +2,170 13F-HR Timeline Crumly & Associates Inc. 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More: the full row for Fulton Bank, N.A. 5,595 $454K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5,593 $454K 0.04% +101 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,592 $454K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,577 $453K 0.13% -291 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,567 $452K 0.05% +114 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,540 $450K 0.04% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,517 $448K 0.01% +310 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 5,517 $448K 0.34% -569 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,463 $443K 0.03% +1,314 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,461 $443K 0.07% +5 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 5,456 $443K 0.24% -104 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5,411 $439K 0.44% +1,084 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,408 $439K 0.13% new 13F-HR Timeline Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 4,708 $438K 0.15% 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 5,391 $438K 0.26% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,381 $437K 0.04% -263 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,380 $437K 0.35% +793 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,363 $435K 0.03% 0 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,352 $434K 0.02% -1,224 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 5,337 $433K 0.18% -160 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,325 $432K 0.06% -1,850 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,309 $431K 0.03% -68 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 5,303 $430K 0.1% -964 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,269 $428K 0.11% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,260 $427K 0.03% +324 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 5,260 $427K 0.27% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,250 $426K 0.09% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,249 $426K 0.12% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 5,232 $425K 0.12% +925 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,221 $424K 0.02% -311 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 5,209 $423K 0.11% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,204 $422K 0.16% +268 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,195 $422K 0.05% +31 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,187 $421K 0.03% -1,250 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,184 $421K 0.34% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,175 $420K 0.08% -2,540 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 5,161 $419K 0.16% +529 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 5,142 $417K 0.31% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,131 $416K 0.01% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,126 $416K 0.01% +120 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 5,117 $415K 0.23% 13F-HR/A Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 5,102 $414K 0.09% +288 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,275 $411K 0.04% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 5,045 $410K 0.41% -4,895 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,035 $409K 0.01% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,996 $406K 0.19% -456 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,675 $405K <0.01% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 4,981 $404K 0.11% -242 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,975 $404K 0.04% -291 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,972 $404K 0.24% -47 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,435 $403K 0.03% -38 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 4,234 $403K 0.14% +57 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,931 $400K 0.03% +2,491 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 4,925 $400K 0.09% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,925 $400K 0.17% -352 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,915 $399K 0.04% 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,908 $398K 0.07% 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,889 $397K 0.18% -476 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 4,852 $394K 0.12% -86 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,844 $393K 0.13% +832 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 4,835 $392K 0.1% -1,040 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 4,828 $392K 0.05% -187 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,819 $391K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,817 $391K 0.03% new 13F-HR/A Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,815 $391K 0.08% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,813 $391K 0.29% 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 4,801 $390K 0.04% -151 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,771 $387K 0.15% +867 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 4,751 $386K 0.24% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,742 $385K 0.01% +991 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,727 $384K 0.11% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,722 $383K 0.06% +49 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 4,654 $378K 0.38% +59 13F-HR Timeline Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 4,650 $377K 0.16% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 4,650 $377K 0.02% -285 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,639 $377K 0.05% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 4,636 $376K 0.13% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,574 $371K 0.02% -75 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 4,569 $371K 0.23% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 4,554 $370K 0.05% +40 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 4,542 $369K 0.02% -38 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,525 $367K 0.09% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,515 $366K 0.01% -9 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 4,505 $366K 0.08% 0 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 4,500 $365K 0.17% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 4,494 $365K 0.13% -434 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4,486 $364K 0.01% +1,372 13F-HR Timeline Group Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,466 $363K 0.35% new 13F-HR Timeline