Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,000 $290K 0.16% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 997 $290K 0.05% +7 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,000 $290K 0.11% +23 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,000 $290K 0.19% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,000 $290K 0.2% 0 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 1,000 $290K <0.01% 0 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,000 $290K 0.28% 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 999 $290K 0.1% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 998 $289K 0.06% +380 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 997 $289K 0.04% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 996 $289K 0.03% +14 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 994 $288K 0.15% +2 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 992 $288K 0.17% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 991 $287K 0.01% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 990 $287K 0.02% -119 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 988 $287K 0.03% -15 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 988 $286K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 987 $286K 0.09% -439 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 986 $286K 0.1% +40 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 969 $286K 0.12% -1,027 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 985 $286K 0.1% +20 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 984 $285K 0.07% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 981 $284K 0.12% +2 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 978 $284K 0.08% +25 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 976 $283K 0.08% -54 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 976 $283K 0.06% +316 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 976 $283K 0.02% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 975 $283K 0.04% 0 13F-HR Timeline Retirement Investment Advisors, Inc. 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More: the full row for Conservest Capital Advisors, Inc. 957 $278K 0.03% -119 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 957 $277K 0.04% -580 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 955 $277K 0.1% new 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 954 $277K 0.25% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 952 $276K 0.06% +29 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 894 $276K 0.13% +21 13F-HR Timeline Ardent Capital Management, Inc. 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More: the full row for NWF Advisory Services Inc. 912 $264K 0.04% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 909 $264K 0.07% 0 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 909 $264K 0.13% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 909 $264K 0.17% -50 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 908 $263K 0.06% +95 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 908 $263K 0.06% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 905 $262K 0.05% +50 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 904 $262K 0.13% +5 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 903 $262K 0.06% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 902 $261K 0.02% +119 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 901 $261K 0.03% -17 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 899 $261K 0.16% +35 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 900 $261K 0.05% +34 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 898 $260K 0.02% +82 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for SGL Investment Advisors, Inc. 835 $257K 0.13% +159 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 885 $257K 0.07% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 885 $257K 0.09% -443 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 885 $257K 0.21% 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 883 $256K 0.09% -22 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 828 $255K 0.09% 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 880 $255K 0.05% +38 13F-HR/A Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 880 $255K 0.04% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 879 $255K 0.05% -290 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 875 $254K 0.1% 0 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 875 $254K 0.13% +38 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 874 $253K 0.05% -403 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 872 $253K 0.09% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 871 $253K 0.05% +171 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 871 $252K 0.13% +36 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 870 $252K 0.17% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 870 $252K 0.14% +4 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 869 $252K 0.07% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 868 $252K 0.14% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 866 $251K 0.03% +30 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 866 $251K 0.22% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 866 $251K 0.12% +39 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 865 $251K 0.17% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 861 $250K 0.2% new 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 860 $249K 0.1% 0 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 885 $249K 0.05% +119 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 856 $248K 0.05% +16 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 855 $248K 0.03% +58 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 855 $248K 0.08% +85 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 855 $248K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 855 $248K 0.08% +71 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 854 $248K 0.1% 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 853 $247K 0.08% +155 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 851 $247K 0.09% +2 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 850 $246K 0.14% +187 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 848 $246K 0.01% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 848 $246K 0.1% -13 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 840 $244K 0.05% +40 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 837 $243K 0.19% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 836 $242K 0.05% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 834 $242K 0.03% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 834 $242K 0.14% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 834 $242K 0.15% new 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 833 $241K 0.53% +62 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 832 $241K 0.07% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 831 $241K 0.16% -40 13F-HR/A Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 831 $241K 0.09% +17 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 831 $241K 0.14% 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 830 $240K 0.15% +78 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 822 $240K 0.22% -502 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 827 $240K 0.04% +159 13F-HR Timeline Group DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 827 $240K 0.22% 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 826 $240K 0.04% +16 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 826 $239K 0.07% +40 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 826 $239K 0.08% 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 826 $239K 0.15% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 825 $239K 0.03% +98 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 825 $239K 0.06% new 13F-HR/A Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 825 $239K 0.13% 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 825 $239K 0.02% 0 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 824 $239K 0.12% +30 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 824 $239K 0.11% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 824 $239K 0.15% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 823 $239K 0.03% +1 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 823 $239K 0.04% +4 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 821 $238K 0.12% -1,514 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 819 $238K 0.12% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 817 $237K 0.09% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 816 $237K 0.05% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 815 $236K 0.07% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 815 $236K 0.13% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 814 $236K 0.03% -2,801 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 814 $236K 0.12% 0 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 813 $236K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 811 $235K 0.06% +2 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 811 $235K 0.12% -12 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 810 $235K 0.01% -456 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 809 $235K 0.03% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 806 $234K 0.12% -20 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 806 $234K 0.2% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 804 $233K 0.03% +110 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 804 $233K 0.03% +1 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 803 $233K 0.23% 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 802 $232K 0.04% +2 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 802 $232K 0.04% +2 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 801 $232K 0.07% +1 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 799 $232K 0.07% new 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 800 $232K 0.15% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 800 $232K 0.15% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 799 $232K 0.03% +39 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 799 $232K 0.03% -35 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 799 $232K 0.06% -101 13F-HR/A Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 798 $231K 0.2% -1 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 797 $231K 0.05% -430 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 795 $230K 0.1% -6 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 795 $230K 0.08% -19 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 793 $230K 0.21% 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 793 $230K 0.23% -17 13F-HR Timeline