INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,079 $565K 0.16% -5,868 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,060 $563K 0.12% +32 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,050 $563K 0.14% -128 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 8,050 $563K 0.11% -79 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,033 $562K 0.06% -57 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 8,016 $560K 0.06% +461 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,005 $560K 0.06% +44 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 8,000 $559K 0.01% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,988 $558K 0.05% +9 13F-HR Timeline Nadler Financial Group, Inc. 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Private Wealth Management, LLC 7,693 $538K 0.29% -953 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,681 $537K 0.09% +326 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,677 $537K 0.25% -15 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,675 $537K 0.34% +1,801 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 7,668 $536K 0.15% +36 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 7,668 $536K 0.2% -250 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,663 $536K 0.11% +531 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,649 $535K 0.12% 0 13F-HR Timeline Oakmont Investment Advisors, Inc. 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More: the full row for Whalen Wealth Management Inc. 7,389 $517K 0.28% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,388 $516K 0.29% -707 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,349 $514K 0.06% +682 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 7,261 $508K 0.5% 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,248 $507K 0.04% +406 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 7,247 $507K 0.21% 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,235 $506K 0.04% +229 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,218 $505K 0.04% -398 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,212 $504K 0.06% +3,514 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 7,199 $503K 0.28% +1,211 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 7,189 $503K 0.43% 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 7,175 $502K 0.37% +106 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,172 $501K 0.07% -699 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 7,161 $501K 0.13% +1,197 13F-HR Timeline American Investment Services, Inc. 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More: the full row for Truepoint, Inc. 7,082 $495K 0.01% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 7,074 $495K 0.18% +61 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,066 $494K 0.06% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,065 $494K 0.31% -760 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 7,046 $493K 0.28% +3,292 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 7,042 $492K 0.1% -606 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 7,041 $492K 0.08% +205 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,017 $491K 0.15% -3,402 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,009 $490K 0.09% -148 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 7,015 $490K 0.07% +1 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 6,978 $488K 0.21% -47 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 6,972 $487K 0.13% +341 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,968 $487K 0.25% -44 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,963 $487K 0.03% +340 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,958 $486K 0.04% +3,382 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 6,957 $486K 0.14% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 6,939 $485K 0.26% -140 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,934 $485K 0.18% -32 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,931 $485K 0.12% 0 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 6,926 $484K 0.49% -236 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,922 $484K 0.08% +535 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,951 $484K 0.08% +65 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,947 $483K <0.01% -2,040 13F-HR Timeline Group WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 6,895 $482K 0.01% -12,686 13F-HR Timeline Group M. Kraus & Co More: the full row for M. Kraus & Co 6,888 $482K 0.13% 0 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 6,887 $481K 0.13% +2,164 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,876 $481K 0.01% 0 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 6,864 $480K 0.3% -167 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,861 $480K 0.04% -201 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 6,859 $480K 0.38% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,842 $478K 0.07% +246 13F-HR Timeline Astoria Portfolio Advisors LLC. 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Range Advisory, LLC More: the full row for Range Advisory, LLC 6,578 $460K 0.12% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,556 $458K 0.15% +844 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,530 $457K 0.06% +780 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 5,774 $456K 0.02% -947 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,768 $456K 0.33% +113 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 6,514 $455K 0.02% +118 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 6,505 $455K 0.19% 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 6,501 $454K 0.08% +10 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 6,500 $454K 0.05% +7 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,499 $454K 0.1% +17 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 6,480 $453K 0.04% -269 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,477 $453K 0.35% new 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 6,470 $452K 0.37% -50 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,460 $452K 0.2% +754 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 6,453 $451K 0.29% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6,452 $451K 0.18% -119 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,438 $450K 0.15% -228 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 6,436 $450K 0.13% +2,138 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 15,236 $450K 0.04% +3,066 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 6,433 $450K 0.41% 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,432 $450K 0.1% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,426 $449K 0.1% +239 13F-HR Timeline Hartford Financial Management Inc. 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