Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 789 $258K 0.12% -401 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 789 $258K 0.03% +36 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 788 $258K 0.09% +13 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 788 $258K 0.18% -3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 787 $258K 0.09% +83 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 784 $257K 0.05% +75 13F-HR Timeline HFG Advisors, Inc. 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More: the full row for Macro Advisors, Inc. 766 $251K 0.08% -101 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 765 $250K 0.22% +2 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 764 $250K 0.19% 0 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 764 $250K 0.03% +3 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 762 $249K 0.03% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 760 $249K 0.02% +12 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 760 $249K 0.09% 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 759 $248K 0.03% new 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 757 $248K 0.07% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 752 $246K 0.04% +4 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 750 $245K 0.06% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 750 $245K 0.13% -1,410 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 750 $245K 0.13% +24 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 748 $245K 0.07% new 13F-HR/A Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 747 $245K 0.18% -23 13F-HR Timeline N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 746 $244K 0.11% 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 744 $244K 0.05% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 435 $243K 0.16% -377 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 743 $243K 0.14% -97 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 742 $243K 0.16% new 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 741 $243K 0.05% 0 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 740 $242K 0.05% 0 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 740 $242K 0.19% -14 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 740 $242K 0.08% -848 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 738 $242K 0.12% 0 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 737 $241K 0.04% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 737 $241K 0.2% +37 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 736 $241K 0.09% new 13F-HR Timeline Equita Financial Network, Inc. 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More: the full row for Chaney Capital Management, Inc. 733 $240K 0.08% 0 13F-HR Timeline GAINLINE FINANCIAL PARTNERS, LLC More: the full row for GAINLINE FINANCIAL PARTNERS, LLC 733 $240K 0.22% 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 732 $240K 0.08% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 732 $240K 0.08% new 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 729 $239K 0.2% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 728 $238K 0.04% new 13F-HR Timeline PROFESSIONAL FINANCIAL SOLUTIONS LLC … More: the full row for PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 726 $238K 0.18% 0 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 726 $238K 0.19% -14 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 725 $237K 0.11% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 725 $237K 0.26% 0 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 724 $237K 0.12% -175 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 723 $237K 0.06% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 723 $237K 0.14% 0 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 719 $235K 0.19% -406 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 714 $234K 0.06% 0 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 714 $234K 0.05% new 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 714 $234K 0.13% 13F-HR Timeline BFI Wealth Solutions, LLC More: the full row for BFI Wealth Solutions, LLC 713 $233K 0.17% new 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 712 $233K 0.08% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 712 $233K 0.11% +4 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 708 $232K 0.1% 0 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 707 $231K 0.04% new 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 707 $231K 0.1% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 704 $231K 0.03% new 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 704 $231K 0.17% -5 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 703 $230K 0.14% -89 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 702 $230K 0.11% -118 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 702 $230K 0.05% +500 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 701 $229K 0.26% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 700 $229K 0.02% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 700 $229K 0.06% -760 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 700 $229K 0.09% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 700 $229K 0.18% 0 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 698 $228K 0.08% new 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 696 $228K 0.15% -43 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 692 $228K 0.08% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 695 $227K 0.09% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 693 $227K 0.09% 0 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 692 $227K 0.04% -85 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 692 $227K 0.06% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 689 $226K 0.03% +123 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 683 $224K 0.14% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 682 $223K 0.14% -587 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 680 $223K 0.12% 0 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 661 $222K 0.16% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 679 $222K 0.07% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 679 $222K 0.03% -73 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 677 $222K 0.14% new 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 677 $222K 0.1% new 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 675 $221K 0.04% new 13F-HR Timeline Group Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 675 $221K 0.16% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 674 $221K 0.01% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 674 $221K 0.05% -319 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 673 $220K 0.06% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 673 $220K 0.04% -40 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 672 $220K 0.11% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 672 $220K 0.09% -18 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 671 $220K 0.14% new 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 669 $219K 0.21% 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 667 $218K 0.09% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 662 $217K 0.01% -2,049 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 660 $216K 0.22% +56 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 660 $216K 0.14% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 660 $216K 0.08% +9 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 660 $216K 0.11% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 658 $215K 0.06% -66 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 655 $214K 0.12% -300 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 653 $214K <0.01% -32 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 652 $213K 0.02% -6,635 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 653 $213K 0.2% 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 651 $213K 0.02% -100 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 651 $213K 0.1% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 651 $213K 0.09% -13,291 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 649 $213K 0.11% -242 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 644 $211K 0.04% -207 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 642 $210K 0.04% new 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 641 $210K 0.12% new 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 641 $210K 0.18% new 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 641 $210K 0.05% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 637 $208K 0.08% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 636 $208K 0.07% new 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 635 $208K 0.09% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 634 $208K 0.1% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 634 $208K 0.11% +297 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 633 $207K 0.07% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 633 $207K 0.02% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 632 $207K 0.07% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 632 $207K 0.04% new 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 632 $207K 0.03% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 631 $207K 0.13% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 631 $207K 0.09% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 629 $206K 0.03% -4,606 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 629 $206K 0.12% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 629 $206K 0.15% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 626 $205K 0.09% -26 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 625 $205K 0.1% new 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 625 $205K 0.07% new 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 624 $204K 0.06% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 624 $204K 0.09% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 622 $204K 0.16% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 621 $203K 0.07% new 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 621 $203K 0.06% new 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 621 $203K 0.05% new 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 621 $203K 0.08% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 621 $203K 0.16% new 13F-HR Timeline TOBAM More: the full row for TOBAM 619 $203K 0.05% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 619 $203K 0.05% new 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 619 $202K 0.08% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 618 $202K 0.06% new 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 617 $202K 0.06% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 617 $202K 0.12% new 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 615 $201K 0.11% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 614 $201K 0.07% -500 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 614 $201K 0.03% -85 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 613 $201K 0.07% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 609 $199K 0.12% +100 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 607 $199K 0.05% -129 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 576 $189K 0.17% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 575 $188K 0.14% -24 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 570 $187K 0.11% +4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 566 $185K 0.02% +70 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 566 $185K 0.08% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 547 $179K 0.08% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 517 $178K 0.08% new 13F-HR Timeline 180 GPS Investments IC Ltd More: the full row for 180 GPS Investments IC Ltd 526 $172K 0.13% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 494 $162K 0.04% +104 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 494 $162K 0.06% -3 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 502 $161K 0.14% +113 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 460 $154K 0.09% -5 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 468 $153K <0.01% -7 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 462 $151K 0.04% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 459 $150K 0.03% +11 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 433 $142K 0.02% 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 430 $141K 0.06% 0 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 426 $139K 0.07% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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