Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,155 $242K 0.08% -14 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,153 $241K 0.05% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,198 $240K 0.11% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,139 $238K 0.09% +5 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,137 $238K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,128 $236K 0.01% -4 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,129 $236K <0.01% -16 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,125 $235K 0.05% +119 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,124 $235K <0.01% new 13F-HR/A Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,120 $234K 0.05% +7 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,117 $234K 0.01% +12 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,117 $234K 0.11% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,114 $233K 0.02% +93 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,112 $233K 0.02% -373 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,107 $232K 0.02% +53 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,101 $230K 0.01% -133 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,101 $230K 0.02% +754 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,100 $230K 0.02% -17 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,100 $230K 0.19% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,100 $230K 0.01% 0 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,095 $229K 0.15% -6 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,080 $226K 0.13% 0 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,078 $226K 0.27% -14 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,072 $224K 0.01% -49 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,071 $224K 0.01% -395 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,070 $224K 0.03% -21,079 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,070 $224K 0.01% -70 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,066 $223K <0.01% -92,778 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,062 $222K 0.04% -45 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,062 $222K 0.02% -27 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,055 $221K 0.16% +7 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 1,050 $220K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. 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Roge & Company, Inc. 1,031 $215K 0.12% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,026 $215K 0.01% new 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,025 $215K 0.02% -8 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,024 $214K 0.08% -261 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,018 $213K 0.01% +61 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,015 $212K 0.02% -215 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,009 $211K <0.01% -126 13F-HR Timeline Kingsman Wealth Management, Inc. 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More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 956 $200K 0.02% +200 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 930 $195K <0.01% +58 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 929 $194K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 906 $190K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 904 $189K 0.02% +21 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 892 $187K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 854 $179K 0.08% -150 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 852 $178K 0.01% -22 13F-HR Timeline Gold Investment Management Ltd. 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LLC More: the full row for Capital Advisors, Ltd. LLC 479 $100K 0.01% -3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 469 $98.2K 0.01% +38 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 458 $95.9K 0.02% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 440 $92.2K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 435 $91K 0.01% -3 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 501 $87.7K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 413 $86.4K 0.04% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 399 $83.5K 0.02% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 398 $83.3K 0.03% +291 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 396 $82.9K 0.02% -12 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 395 $82K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 376 $78.7K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 362 $75K 0.03% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 355 $74.3K 0.03% 0 13F-HR/A Timeline Pinnacle Bancorp, Inc. 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A. 323 $67.6K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 322 $67.4K 0.01% +5 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 314 $65.7K 0.04% -543 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 309 $64.7K 0.02% -17 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 305 $63.8K 0.01% -99 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 304 $63K 0.01% +45 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 299 $62.6K 0.01% +100 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 299 $62.6K 0.03% +35 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 298 $62.4K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 288 $60K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 279 $58.4K 0.03% -6 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 279 $58K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 266 $55.7K 0.03% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 262 $54.8K 0.01% +228 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 250 $52.3K 0.03% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 240 $50.3K 0.01% -2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 235 $49.2K <0.01% -6 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 228 $47.7K 0.04% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 227 $47.5K <0.01% -117 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 214 $45K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 210 $44K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 208 $43.5K <0.01% -9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 206 $43.2K 0.02% +1 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 202 $42.5K -782 Timeline GABLES CAPITAL MANAGEMENT INC. 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