Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,721 $672K 0.43% -80 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 104,614 $671K 0.22% +102,312 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,715 $670K 0.06% +188 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,713 $670K 0.31% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,709 $669K 0.11% +35 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,698 $666K 0.09% +275 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,698 $666K 0.03% +760 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,693 $665K 0.04% +167 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,692 $664K 0.02% +1,248 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,689 $664K 0.2% -61 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,680 $661K 0.15% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2,676 $660K 0.54% +3 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,673 $660K 0.07% +1 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,673 $660K 0.02% -1,950 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,672 $659K 0.2% +1,451 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,665 $658K 0.07% -68 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,656 $656K 0.03% -15 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,644 $653K 0.16% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,640 $652K 0.11% -42 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,621 $647K 0.32% -280 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,481 $645K 0.3% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,602 $642K 0.24% new 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,600 $642K 0.35% +100 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,534 $640K 0.05% -1,002 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,584 $638K 0.39% -5 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,577 $636K 0.58% +246 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,573 $635K 0.02% -2,417 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,570 $634K 0.1% -1,733 13F-HR/A Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,566 $633K 0.09% -42 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,566 $633K 0.2% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,559 $631K 0.17% -14 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,550 $629K 0.04% -37 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,540 $627K 0.23% +900 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,540 $627K 0.4% 0 13F-HR/A Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,540 $627K 0.6% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,535 $626K 0.05% +135 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,532 $625K 0.05% +1,106 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,518 $621K 0.07% +301 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,285 $619K 0.56% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,504 $618K 0.22% +198 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,500 $617K 0.49% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,500 $617K 0.04% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 2,492 $615K 0.36% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 2,490 $615K 0.15% +19 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,344 $612K 0.05% -174 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,475 $611K 0.09% +8 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,475 $611K 0.19% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,471 $610K 0.18% -7 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,470 $610K 0.15% 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,464 $608K 0.2% -20 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,460 $607K 0.08% +771 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 2,450 $605K 0.18% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,436 $601K 0.39% +196 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,340 $601K 0.17% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,431 $600K 0.33% -638 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,421 $597K 0.46% +27 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,420 $597K 0.08% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,274 $597K 0.31% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,416 $596K 0.06% +107 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 2,416 $596K 0.13% +9 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,410 $595K 0.31% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,215 $595K 0.13% +54 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,408 $594K 0.04% -257 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,408 $594K 0.12% +416 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,405 $594K 0.12% -133 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,404 $593K 0.28% -955 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,399 $592K 0.04% -17 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,397 $592K 0.18% -11 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,363 $583K 0.08% +351 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 2,355 $581K 0.02% -1 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,353 $581K 0.13% +1 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,350 $580K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True North Advisors, LLC More: the full row for True North Advisors, LLC 2,349 $580K 0.14% +1,116 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,348 $579K 0.12% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,341 $578K 0.16% +410 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,327 $574K 0.27% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,324 $574K 0.1% -153 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,308 $570K 0.01% -173,428 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,307 $569K 0.42% -196 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,300 $568K 0.09% 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 2,300 $568K 0.33% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,300 $568K 0.12% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 2,287 $564K 0.26% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,283 $563K 0.07% +223 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,283 $563K 0.08% +27 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,281 $563K 0.45% -18 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,279 $563K 0.25% +1 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,279 $562K 0.19% -115 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,267 $559K 0.18% -1 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,259 $557K 0.04% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,258 $557K 0.13% -13 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,255 $557K 0.16% 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,253 $556K 0.23% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,235 $555K 0.12% 0 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 2,250 $555K 0.11% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,241 $553K 0.07% -116 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,214 $549K 0.07% +104 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,215 $547K 0.19% +4 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,201 $543K 0.12% -76 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,199 $543K 0.02% -230 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,199 $543K 0.09% -96 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,198 $542K 0.27% +126 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,195 $542K 0.2% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,191 $541K 0.2% +100 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,190 $540K 0.33% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,185 $539K 0.13% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,184 $539K 0.05% -66 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,180 $538K 0.21% -26 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,176 $537K 0.05% +4 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,167 $535K 0.08% -44 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,163 $534K 0.23% +40 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,163 $534K 0.4% 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,162 $533K 0.11% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,156 $532K 0.16% -24 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,154 $532K 0.34% +11 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,149 $530K 0.23% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,144 $529K 0.06% 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 2,140 $528K 0.05% -50 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,133 $526K 0.09% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,133 $526K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 2,128 $525K 0.02% -314 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 2,123 $524K 0.24% +594 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,123 $524K 0.02% +695 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,121 $524K 0.11% -21 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,118 $523K 0.04% +54 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,117 $522K 0.01% +9 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,117 $522K 0.15% -85 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,116 $522K 0.2% 0 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,113 $521K 0.08% -229 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,110 $521K 0.08% +34 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,103 $519K 0.1% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,100 $518K 0.14% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,096 $517K 0.17% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,093 $517K 0.04% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 2,090 $516K 0.29% -15 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,085 $515K 0.29% -140 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,085 $514K 0.05% +178 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,083 $514K 0.04% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,082 $514K 0.05% 0 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 2,079 $513K 0.17% -360 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,078 $513K 0.14% -50 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,075 $512K 0.02% +324 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,070 $511K 0.22% +96 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,069 $511K 0.43% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,056 $507K 0.02% -4,678 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,052 $506K 0.3% -8 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,051 $506K 0.17% -389 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,048 $506K 0.07% +5 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,046 $505K 0.16% -93 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 2,013 $504K 0.38% 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 2,035 $502K 0.16% -50 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,015 $497K 0.05% +15 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 2,015 $497K 0.04% -22 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,011 $496K 0.29% +16 13F-HR/A Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,009 $496K 0.33% -231 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,006 $495K 0.15% -5 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,005 $495K 0.02% +294 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 2,000 $494K 0.3% 0 13F-HR Timeline Cohen Capital Management, Inc. 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More: the full row for Flavin Financial Services, Inc. 1,995 $492K 0.47% 13F-HR/A Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,994 $492K 0.03% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,987 $490K 0.01% +177 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,977 $488K 0.02% -55 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,976 $488K 0.12% +26 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,974 $487K 0.41% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,960 $484K 0.04% -1,377 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,959 $483K 0.24% -44 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,958 $483K 0.12% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,951 $482K 0.1% +98 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,948 $481K 0.52% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,935 $478K 0.23% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,934 $477K 0.26% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,930 $476K 0.08% -430 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 1,930 $476K 0.12% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,919 $474K 0.04% -117 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,917 $473K 0.06% +96 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 1,916 $473K 0.11% +5 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,915 $473K 0.13% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,913 $472K 0.3% +213 13F-HR Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,912 $472K 0.25% +8 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,910 $471K 0.2% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,903 $470K 0.06% +178 13F-HR Timeline Northstar Group, Inc. 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