Financial Symmetry Inc More: the full row for Financial Symmetry Inc 3,268 $213K 0.1% -5 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 3,257 $212K <0.01% -39,301 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,239 $211K 0.14% -237 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,232 $211K 0.02% new 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,231 $211K 0.02% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3,398 $211K 0.07% 0 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3,227 $211K 0.13% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 3,215 $210K 0.03% -540 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,210 $209K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,208 $209K 0.06% -245 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,201 $209K 0.15% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,199 $209K 0.11% -6,843 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,196 $209K 0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,193 $208K 0.02% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,185 $208K 0.03% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 3,163 $206K 0.07% -75 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3,156 $206K 0.04% -923 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,156 $206K 0.03% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,144 $205K 0.02% +389 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 3,138 $205K 0.08% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,129 $204K 0.03% -145 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,123 $204K 0.15% new 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 3,120 $204K 0.1% new 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 3,084 $201K 0.07% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,084 $201K 0.07% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. 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More: the full row for Turning Point Benefit Group, Inc. 2,588 $169K 0.1% new 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,567 $168K 0.05% -103 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,520 $164K 0.17% -20 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,518 $164K 0.03% -455 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,500 $163K 0.05% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,463 $161K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,458 $160K <0.01% +74 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 2,450 $160K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,420 $158K 0.07% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,410 $157K 0.05% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,385 $156K 0.01% +355 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,385 $156K 0.05% 0 13F-HR Timeline Ramirez Asset Management, Inc. 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More: the full row for Reyes Financial Architecture, Inc. 2,155 $141K 0.1% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,144 $140K 0.04% +601 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 2,125 $139K 0.11% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,100 $137K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,116 $137K 0.02% +7 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,055 $134K 0.1% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,054 $134K 0.05% -29 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,055 $134K 0.02% 0 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,050 $134K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,035 $133K 0.04% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2,017 $132K 0.05% +97 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,011 $131K 0.04% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,000 $131K 0.09% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,983 $129K 0.03% +571 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,980 $129K 0.02% -61 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,980 $129K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,948 $127K 0.02% +853 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,855 $121K 0.03% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,845 $120K 0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,802 $118K <0.01% -64 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,771 $116K 0.04% -121 13F-HR/A Timeline Dixon Mitchell Investment Counsel Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 1,022 $66.7K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,017 $66.4K <0.01% +27 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $65.3K 0.04% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 970 $63.3K 0.01% -820 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 968 $63.2K 0.04% +3 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 960 $62.6K 0.01% new 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 950 $62K 0.04% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 940 $61.3K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 932 $60.8K 0.02% -80 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 898 $58.6K 0.04% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 895 $58.4K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 809 $52.8K 0.04% -13,250 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 791 $51.6K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 779 $50.9K 0.05% -24 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 770 $50.2K 0.1% -19,607 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 750 $48.9K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Kozak & Associates, Inc. 255 $16.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 235 $15.3K 0.01% -68 13F-HR Timeline Aristotle Capital Boston, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Boston, LLC 230 $15K <0.01% -276 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 230 $15K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 230 $15K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 162 $10.6K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 162 $10.6K 0.01% new 13F-HR Timeline