Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 4,499 $376K 0.02% -439 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,493 $375K 0.19% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,491 $375K 0.02% +92 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,477 $374K 0.2% -414 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,447 $371K 0.09% +885 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,430 $370K 0.07% -185 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,423 $369K 0.04% 0 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 4,406 $368K 0.12% +700 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 4,400 $367K 0.15% +309 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,397 $367K 0.14% +100 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 4,395 $367K 0.07% +336 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,378 $365K 0.03% 0 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,367 $365K 0.11% +65 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,358 $364K 0.08% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,351 $363K 0.07% +2,020 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,351 $363K 0.13% -20 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,345 $363K 0.16% -269 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 4,332 $362K 0.1% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,320 $361K 0.2% +170 13F-HR Timeline AMARA FINANCIAL, LLC. 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More: the full row for XY Planning Network, Inc. 4,060 $339K 0.12% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,050 $338K 0.23% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,041 $338K 0.04% +510 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 4,033 $337K 0.25% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4,029 $336K 0.28% -24 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,028 $336K 0.11% -51 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,016 $335K 0.31% -1,770 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4,005 $334K 0.17% -1,158 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,993 $333K 0.03% +900 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,988 $333K 0.15% -123 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,978 $332K 0.01% +146 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 3,972 $332K 0.2% -92 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,927 $328K 0.12% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 3,920 $327K 0.22% -809 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3,903 $326K 0.06% 0 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 3,903 $326K 0.11% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 3,899 $325K 0.11% -727 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,861 $322K 0.07% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 3,828 $320K 0.07% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,821 $319K 0.02% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 3,820 $319K 0.06% -523 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 3,820 $319K 0.06% -523 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 3,801 $317K 0.05% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,022 $317K 0.02% +301 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 3,793 $317K 0.1% new 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,789 $316K 0.08% -1,118 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,773 $315K 0.03% -225 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,772 $315K 0.1% -3,496 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,762 $314K 0.09% -140 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3,761 $314K 0.22% +49 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 3,750 $313K 0.07% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,750 $313K 0.1% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,728 $311K 0.17% +40 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,711 $310K 0.25% +5 13F-HR Timeline FSA Advisors, Inc. 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More: the full row for Financial Sense Advisors, Inc. 3,689 $308K 0.07% +594 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,689 $308K 0.01% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 3,680 $307K 0.19% +618 13F-HR/A Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,680 $307K 0.09% -155 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,670 $306K 0.05% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,668 $306K 0.15% +865 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,634 $303K 0.02% +812 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,622 $302K 0.19% +645 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,617 $302K 0.05% 0 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,613 $302K 0.07% -769 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,602 $301K 0.15% +69 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,591 $300K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 3,581 $299K 0.09% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,576 $298K 0.03% -16 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 3,572 $298K 0.06% -100 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,555 $297K 0.1% 0 13F-HR/A Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,520 $294K 0.19% +6 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 3,513 $293K 0.23% -150 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,488 $291K 0.12% +2 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 3,484 $291K 0.01% +564 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 3,480 $291K 0.53% +104 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,479 $290K 0.04% +366 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,467 $289K 0.05% +7 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 3,447 $288K 0.04% new 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 3,429 $286K 0.17% +118 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 3,426 $286K 0.14% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,404 $284K 0.19% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,400 $284K 0.05% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,391 $282K 0.03% -95 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,357 $280K 0.2% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 3,350 $280K 0.09% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 3,347 $279K 0.07% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 3,346 $279K 0.14% -55 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,338 $279K 0.03% -245 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,326 $278K 0.12% -10 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,326 $278K 0.24% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,325 $278K 0.13% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,324 $277K 0.05% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,323 $277K 0.04% +28 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,320 $277K 0.02% +189 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,297 $275K 0.04% +416 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,276 $273K 0.02% -105 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,272 $273K 0.11% -100 13F-HR/A Timeline Group City State Bank More: the full row for City State Bank 3,260 $272K 0.09% -60 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,251 $271K 0.04% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,234 $270K 0.02% +90 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,233 $270K 0.07% +53 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,223 $269K <0.01% -37,373 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,213 $268K 0.01% -20 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,207 $268K 0.11% 0 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,193 $267K 0.23% +16 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,185 $266K 0.12% +50 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,180 $265K 0.05% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,179 $265K 0.02% +4,853 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,185 $265K 0.03% +11 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 3,173 $265K 0.07% -4,365 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,169 $265K 0.01% -104 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,148 $263K 0.24% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,139 $262K 0.04% +2 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,138 $262K 0.17% +32 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,137 $262K 0.01% -932 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 3,137 $262K 0.22% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,134 $262K 0.13% +194 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 3,132 $261K 0.1% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,138 $261K 0.03% -19,414 13F-HR/A Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 3,123 $261K 0.24% -11,198 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,113 $260K 0.17% +7 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,107 $259K 0.03% +158 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 3,112 $259K 0.09% +14 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 3,102 $259K 0.18% +55 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 3,081 $257K 0.17% +15 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 3,080 $257K 0.18% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,070 $256K 0.03% +22 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,061 $256K 0.15% -300 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 3,042 $254K 0.07% +15 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,034 $253K 0.12% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 3,033 $253K 0.04% -143 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,008 $251K 0.08% -36 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,006 $251K 0.08% new 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,006 $251K 0.22% +129 13F-HR/A Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,000 $250K 0.16% +196 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,982 $250K 0.02% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,995 $250K 0.02% +350 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 2,982 $249K 0.14% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 2,982 $249K 0.11% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 2,988 $249K 0.15% +28 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,979 $249K 0.02% +788 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,974 $248K 0.08% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,952 $247K 0.09% -109 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 2,952 $246K 0.21% -1,075 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,935 $245K 0.02% +52 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,935 $245K 0.03% -177 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 2,933 $245K 0.01% -183 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 2,930 $245K 0.11% +3 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,895 $242K 0.1% -678 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,882 $241K 0.2% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,881 $241K 0.04% -13 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,177 $240K 0.04% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,860 $239K 0.01% 0 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,857 $239K 0.06% -40 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,849 $238K <0.01% new 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,848 $238K 0.01% -109 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,843 $237K 0.06% +93 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,837 $237K 0.05% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,830 $236K 0.05% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,830 $236K 0.01% +120 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,829 $236K 0.01% -273 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,826 $236K 0.16% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,813 $235K 0.14% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,812 $235K 0.02% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,808 $234K 0.08% +1,184 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,801 $234K 0.06% -51 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 2,800 $234K 0.09% -1 13F-HR Timeline