Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 3,901 $679K 0.11% -2,819 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,448 $679K 0.22% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 4,431 $677K 0.03% -2,555 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,426 $676K 0.14% -562 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,187 $640K 0.29% -122 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,186 $639K 0.15% +486 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 4,183 $639K 0.26% -274 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 4,178 $638K 0.29% 0 13F-HR Timeline Capstone Financial Advisors, Inc. 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More: the full row for Pachira Investments Inc. 4,141 $633K 0.48% +38 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 4,122 $630K 0.08% -57 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,820 $629K 0.46% -557 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,116 $629K 0.12% +1,039 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 4,105 $627K 0.14% 0 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 4,096 $626K 0.01% +81 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 4,085 $624K 0.44% +1,468 13F-HR Timeline Global X Japan Co., Ltd. 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More: the full row for Sovereign Financial Group, Inc. 4,045 $618K 0.13% +117 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,042 $617K 0.18% +584 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 4,039 $617K 0.3% +229 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,035 $616K 0.06% +48 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 4,029 $615K 0.04% -205 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,026 $615K 0.24% -412 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,024 $615K 0.42% +76 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,023 $615K 0.04% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,021 $614K 0.1% +1,576 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 4,006 $612K 0.1% +1,305 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,004 $612K 0.41% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 4,000 $611K <0.01% +600 13F-HR Timeline Group MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,997 $611K 0.35% -31 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,992 $610K 0.08% +674 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 3,980 $608K 0.5% 0 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 3,967 $606K 0.27% -117 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,955 $604K 0.5% -41 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,953 $604K 0.32% -105 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 3,953 $604K 0.27% -22 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 3,948 $603K 0.28% -25 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,930 $600K 0.36% -29 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,930 $600K 0.06% -482 13F-HR Timeline Independent Wealth Network Inc. 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More: the full row for FDx Advisors, Inc. 3,905 $596K 0.18% -26 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,894 $595K 0.03% -23 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,894 $595K 0.04% +2 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,892 $595K 0.13% -2,261 13F-HR Timeline Rempart Asset Management Inc. More: the full row for Rempart Asset Management Inc. 3,890 $594K 0.11% -210 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,881 $593K 0.15% 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,879 $592K 0.49% -10 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,876 $592K 0.53% -50 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,874 $592K 0.08% -779 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,388 $591K 0.28% +562 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,865 $590K 0.24% -253 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,863 $590K 0.1% +471 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 3,854 $589K 0.16% -876 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,833 $586K 0.17% +4 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,830 $585K 0.11% +15 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,823 $584K 0.48% -401 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,812 $582K 0.39% -230 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,807 $582K 0.03% +150 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,800 $581K 0.37% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,799 $580K 0.01% +4 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 3,792 $579K 0.19% -131 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 3,791 $579K 0.04% +29 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,785 $578K 0.22% -806 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,785 $578K 0.27% -579 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,775 $577K 0.08% -187 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,775 $577K 0.09% -167 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 3,767 $575K 0.16% +159 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,767 $575K 0.01% +692 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 8,728 $574K 0.55% +4,827 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,758 $574K 0.21% -922 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,749 $573K 0.28% +145 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,748 $573K 0.78% +1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,682 $572K 0.68% -1,219 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,740 $571K 0.5% +940 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,738 $571K 0.19% -3,503 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,722 $569K 0.42% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 3,721 $568K 0.35% -5 13F-HR Timeline Warwick Investment Management, Inc. 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