Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 4,572 $2.27M 0.56% +5 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 4,567 $2.27M 0.85% -50 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,562 $2.27M 1.44% +35 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,561 $2.27M 0.93% -7 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 4,560 $2.27M 0.35% +30 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,562 $2.26M 1.23% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4,539 $2.26M 0.39% +324 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 4,538 $2.26M 1.15% -4,562 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 4,537 $2.26M 2.42% +5 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 4,533 $2.25M 2.36% -99 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,529 $2.25M 0.49% -77 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,527 $2.25M 0.47% +64 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 4,526 $2.25M 0.84% +202 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 4,525 $2.25M 1.35% +157 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4,522 $2.25M 0.47% -41 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,520 $2.25M 1.16% +44 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4,516 $2.25M 0.41% -1,781 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 4,514 $2.25M 0.52% -615 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 4,504 $2.24M 1% +101 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 4,504 $2.24M 1.38% -7 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 4,504 $2.24M 0.87% -197 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,495 $2.24M 0.31% -602 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,494 $2.24M 1.4% +1,907 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 4,490 $2.23M 2.25% -725 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 4,489 $2.23M 1.07% +115 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 4,486 $2.23M 0.83% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4,484 $2.23M 0.95% -2,166 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,476 $2.23M 1.77% +31 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 4,472 $2.22M 0.63% +200 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,463 $2.22M 0.87% -2,078 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,463 $2.22M 1.01% -27 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 4,458 $2.22M 1.03% -25 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 4,457 $2.22M 0.65% +39 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,451 $2.21M 1.83% -1 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 4,449 $2.21M 0.06% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marotta Asset Management More: the full row for Marotta Asset Management 4,432 $2.2M 0.44% -437 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 4,430 $2.2M 1.92% +118 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,420 $2.2M 1.19% +3,443 13F-HR Timeline Elios Financial Group Inc. 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More: the full row for 1620 INVESTMENT ADVISORS, INC. 4,297 $2.14M 1.52% +70 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 4,297 $2.14M 2.1% -121 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 4,296 $2.14M 1.33% -4,926 13F-HR/A Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,243 $2.14M 1.14% +38 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 4,292 $2.13M 1.15% -229 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,287 $2.13M 0.55% -12 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 4,286 $2.13M 1.33% +124 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 4,285 $2.13M 3.7% +172 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 5,573 $2.13M 2.42% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 4,280 $2.13M 1.04% +34 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,275 $2.13M 0.7% +33 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,275 $2.13M 0.51% -8,837 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,270 $2.12M 1.07% +65 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 4,270 $2.12M 1.69% +15 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 4,267 $2.12M 1.42% -4 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 4,267 $2.12M 1.04% 0 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 4,265 $2.12M 1.32% 0 13F-HR Timeline Foguth Wealth Management, LLC. 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More: the full row for Willow Creek Wealth Management Inc. 4,252 $2.12M 0.19% +112 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 4,245 $2.11M 2.66% +33 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 4,245 $2.11M 3.31% -28,114 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 4,244 $2.11M 0.97% +1,095 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,240 $2.11M 0.02% -380 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 4,240 $2.11M 0.53% -79 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 4,230 $2.1M 0.29% -21 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,226 $2.1M 1.35% -804 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5,985 $2.1M 1.22% +1,951 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,221 $2.1M 0.14% +3,278 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 4,216 $2.1M 1.32% +17 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 4,209 $2.09M 1.35% +435 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,200 $2.09M 2.86% +1 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,189 $2.08M 1.02% +219 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,186 $2.08M 0.54% +322 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 4,176 $2.08M 0.8% -3,521 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,176 $2.08M 1.44% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,174 $2.08M 1.46% +380 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 4,171 $2.07M 0.47% -43 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 4,169 $2.07M 2.79% +15 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4,166 $2.07M 1.53% 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 4,166 $2.07M 1% -9 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 4,160 $2.07M 0.79% -344 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 4,150 $2.06M 0.69% -1,337 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,139 $2.06M 1.83% +91 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 3,859 $2.06M 0.37% -1,056 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 4,138 $2.06M 0.74% +68 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 4,137 $2.06M 1.3% +27 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,120 $2.05M 1.87% -661 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,113 $2.05M 1% +38 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 4,110 $2.04M 1.7% +85 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,107 $2.04M 1.46% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,101 $2.04M 0.77% +72 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 4,049 $2.04M 0.34% -14 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 4,080 $2.03M 0.29% 0 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 4,013 $2.03M 1.68% -3,343 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4,079 $2.03M 0.24% -691 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 4,068 $2.02M 0.74% -160 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,066 $2.02M 1.37% +166 13F-HR Timeline Georgetown University More: the full row for Georgetown University 4,060 $2.02M 0.77% +7 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,056 $2.02M 0.76% +221 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 4,055 $2.02M 0.26% -21 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 4,046 $2.01M 1.31% -95 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,043 $2.01M 0.3% +181 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,042 $2.01M 1.04% -115 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 4,042 $2.01M 2.34% 0 13F-HR Timeline Group Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 4,040 $2.01M 0.77% +2,814 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4,039 $2.01M 0.62% +51 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,025 $2M 1.01% -1,174 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 4,012 $2M 1.65% -105 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 4,009 $1.99M 0.14% -3 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,001 $1.99M 1.17% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 4,001 $1.99M 0.97% +134 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 4,000 $1.99M 0.54% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 4,000 $1.99M 0.45% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 3,988 $1.98M 0.62% +978 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,984 $1.98M 0.88% -71 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 3,975 $1.98M 0.22% +535 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,974 $1.98M 0.87% +547 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 3,972 $1.98M 1.74% -62 13F-HR/A Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,966 $1.97M 0.71% +1 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 3,944 $1.96M 0.29% +509 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,935 $1.96M 3.47% +23 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,935 $1.96M 0.96% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 3,931 $1.96M 1.11% +454 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,931 $1.96M 1.21% +138 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 3,930 $1.95M 0.64% +79 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,927 $1.95M 1.56% -31 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,939 $1.95M 0.26% +25 13F-HR Timeline Group Armbruster Capital Management, Inc. 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