WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 901 $280K 0.09% +4 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 887 $280K 0.19% -7 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 887 $280K 0.04% +154 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 883 $279K 0.23% 0 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 883 $279K 0.08% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. 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More: the full row for INTEGRITY WEALTH ADVISORS, INC. 815 $248K 0.09% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 785 $248K 0.19% 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 783 $247K 0.13% -714 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 781 $246K 0.04% +64 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 780 $246K 0.91% 0 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 780 $246K 0.16% new 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 779 $246K 0.11% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 779 $246K 0.14% -865 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 777 $245K 0.24% -11 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 772 $244K 0.16% -25 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 754 $238K 0.03% -47 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 754 $238K 0.19% -27 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 751 $237K 0.02% 0 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 750 $237K 0.05% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 748 $236K 0.02% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 748 $236K 0.11% -51 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 747 $236K 0.08% +28 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 764 $235K 0.11% -45 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 743 $235K 0.07% +20 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 743 $234K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 743 $234K 0.09% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 741 $234K 0.06% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 740 $233K 0.06% new 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 740 $233K 0.06% -165 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 739 $233K 0.08% new 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 738 $233K 0.18% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 735 $232K 0.07% +21 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 733 $231K 0.22% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 726 $229K 0.15% +15 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 725 $229K 0.24% -175 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 724 $228K 0.08% -8 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 724 $228K 0.12% -760 13F-HR/A Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 722 $228K 0.06% new 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 721 $227K 0.11% 0 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 717 $226K 0.2% 0 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 715 $225K 0.15% new 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 713 $225K 0.07% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 712 $225K 0.02% new 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 711 $224K 0.14% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,058 $223K 0.12% +5 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 707 $223K 0.05% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 707 $223K 0.03% -110 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 707 $223K 0.26% -16 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 706 $223K 0.05% -10 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 704 $222K 0.05% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 703 $222K 0.04% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 702 $221K 0.08% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 701 $221K 0.12% +3 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 700 $221K 0.11% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 700 $221K 0.12% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 699 $220K 0.1% +21 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 700 $220K 0.38% -1,076 13F-HR/A Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 695 $219K 0.11% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 695 $219K 0.09% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 694 $219K 0.05% new 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 694 $219K 0.08% new 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 694 $219K 0.08% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 744 $219K 0.21% 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 689 $217K 0.09% -3 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 711 $217K 0.08% -53 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 688 $217K 0.1% new 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 687 $217K 0.08% -36 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 685 $216K <0.01% -40 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 684 $216K 0.16% -53 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 683 $215K 0.14% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 683 $215K 0.04% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 682 $215K 0.21% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 678 $214K 0.08% 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 676 $213K 0.12% new 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 676 $213K 0.12% -173 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 676 $213K 0.06% -145 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 675 $213K 0.08% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 675 $213K 0.13% new 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 675 $213K 0.05% new 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 673 $212K 0.03% new 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 672 $212K 0.24% new 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 671 $212K 0.15% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 671 $212K 0.12% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 668 $211K 0.1% new 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 668 $211K 0.05% +68 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 665 $210K 0.11% -323 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 663 $209K 0.06% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 661 $209K 0.06% -503 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 661 $208K 0.17% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 660 $208K 0.15% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 658 $208K 0.19% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 658 $208K 0.09% -40 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 658 $207K 0.11% new 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 715 $207K 0.05% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 656 $207K 0.07% +47 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 655 $207K 0.06% new 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 655 $207K 0.1% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 688 $205K 0.3% new 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 648 $204K 0.08% new 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 648 $204K 0.06% new 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 648 $204K 0.13% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 644 $203K 0.17% new 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 642 $203K 0.04% new 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 641 $202K 0.14% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 651 $202K 0.09% 0 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 640 $202K 0.07% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 638 $201K 0.06% 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 635 $200K 0.1% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 634 $200K 0.03% +234 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 631 $199K 0.15% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 626 $197K 0.05% -88 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 634 $197K 0.05% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 613 $193K 0.11% -18 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 604 $191K 0.13% -50 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 597 $188K 2.43% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 593 $187K 0.06% -1,454 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 591 $186K 0.11% -14 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 580 $183K 0.12% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 576 $182K 0.2% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 574 $181K 0.2% -17 13F-HR Timeline TOBAM More: the full row for TOBAM 573 $181K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 570 $180K 0.16% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 569 $179K 0.06% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 568 $179K 0.13% +227 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 566 $179K 0.03% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 551 $174K 0.01% +258 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 547 $173K 0.07% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 525 $166K 0.05% +110 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 500 $158K 0.11% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 496 $156K 0.02% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 494 $156K 0.11% 13F-HR Timeline