First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,577 $648K 0.3% +103 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 2,577 $648K 0.23% +25 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,566 $645K 0.03% new 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,566 $645K 0.24% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,565 $645K 0.04% -100 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,565 $645K 0.04% +894 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,555 $642K <0.01% -525 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,552 $641K 0.11% -410 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,548 $640K 0.09% -51 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,545 $639K 0.03% -172 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,541 $639K 0.51% 0 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,540 $638K 0.38% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 2,535 $637K 0.08% -149 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,528 $635K 0.08% +89 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,526 $635K 0.18% -88 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,518 $633K 0.1% -349 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,512 $631K 0.04% +4 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,507 $630K 0.07% -51 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,507 $630K 0.35% -273 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,507 $630K 0.04% +106 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,503 $629K 0.1% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,502 $629K 0.09% -250 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,639 $628K 0.37% +151 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,500 $628K 0.46% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,484 $624K 0.02% +126 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,483 $624K 0.02% -19 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,470 $621K 0.09% -122 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,468 $620K 0.03% +497 13F-HR Timeline Wealth Dimensions Group, Ltd. 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More: the full row for Passive Capital Management, LLC. 2,416 $607K 0.2% -174 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,412 $606K 0.43% -45 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 2,410 $606K 0.28% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,408 $605K 0.15% -67 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 2,384 $599K 0.22% -2,896 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,379 $598K 0.07% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,421 $596K 0.04% +19 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,361 $593K 0.2% +238 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,361 $593K 0.36% -560 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,391 $593K 0.15% -6 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,354 $592K 0.12% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 2,350 $591K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Partners in Financial Planning More: the full row for Partners in Financial Planning 2,350 $590K 0.1% +1 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,350 $590K 0.06% -91 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 2,349 $590K 0.02% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,344 $589K 0.09% -3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,336 $587K 0.05% +283 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,332 $586K 0.09% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,323 $584K 0.05% +183 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,320 $583K 0.4% -18 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,319 $583K 0.18% +40 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,307 $580K 0.04% +164 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,297 $577K 0.07% +206 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,293 $576K 0.17% +4 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. 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More: the full row for Maple Capital Management, Inc. 1,921 $483K 0.03% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,917 $482K 0.01% -4,024 13F-HR/A Timeline Group Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,915 $481K 0.25% -8 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 1,900 $477K 0.18% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,899 $477K 0.03% -194 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,897 $477K 0.09% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,890 $475K 0.05% +434 13F-HR Timeline Foster Group, Inc. 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More: the full row for Avantax Planning Partners, Inc. 1,855 $466K 0.01% +4 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,854 $466K 0.03% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,854 $466K 0.05% +56 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,854 $466K 0.04% +208 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 1,849 $465K 0.05% +8 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,849 $465K 0.08% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,849 $465K 0.1% -188 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,839 $462K 0.23% 0 13F-HR Timeline Essential Planning, LLC. 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