Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 242 $226K 0.26% -5 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 241 $225K 0.07% new 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 240 $225K 0.07% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 240 $224K 0.04% -169 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 240 $224K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 240 $224K 0.07% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 240 $224K 0.01% +13 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 240 $224K 0.11% -25 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 240 $224K 0.04% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 240 $224K 0.08% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 240 $224K 0.19% +40 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 239 $223K 0.05% new 13F-HR/A Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 239 $223K 0.05% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 239 $223K 0.04% -1,500 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 239 $223K 0.08% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 239 $223K 0.03% 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 239 $223K 0.05% +1 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 238 $222K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 240 $222K 0.05% -438 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 237 $221K 0.07% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 237 $221K 0.17% +11 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 237 $221K 0.04% +55 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 236 $220K 0.05% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 235 $219K 0.04% new 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 235 $219K 0.02% new 13F-HR Timeline United Bank More: the full row for United Bank 235 $219K 0.09% new 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 235 $219K 0.17% -100 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 235 $219K 0.11% +10 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 235 $219K 0.08% 0 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 234 $218K 0.16% -1,698 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 234 $218K 0.07% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 234 $218K 0.16% new 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 233 $217K 0.02% +1 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 233 $217K 0.09% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 233 $217K 0.1% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 232 $216K 0.04% +5 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 232 $216K 0.11% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 232 $216K 0.15% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 232 $216K 0.06% +6 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 231 $215K 0.14% 0 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 231 $215K 0.25% -342 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 230 $215K 0.04% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 230 $214K 0.06% 0 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 230 $214K 0.06% 0 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 230 $214K 0.12% new 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 3 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 230 $214K -1,515 Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 2,226 $214K 0.2% 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 229 $214K <0.01% new 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 229 $214K 0.11% new 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 229 $214K 0.04% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 218 $213K 0.13% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 228 $213K 0.04% +37 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 226 $211K 0.22% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 226 $211K <0.01% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 226 $211K 0.12% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 226 $211K 0.17% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 225 $210K 0.08% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 225 $210K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 225 $210K 0.05% +190 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 225 $210K 4.53% -321 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 225 $210K 0.22% -2 13F-HR Timeline 25 LLC More: the full row for 25 LLC 225 $210K 0.09% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 225 $210K 0.08% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 224 $209K <0.01% new 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 224 $209K 0.02% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 224 $208K 0.12% new 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 223 $208K 0.07% new 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 223 $208K 0.21% -6 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 222 $207K 0.01% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 222 $207K 0.07% new 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 222 $207K 0.06% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 222 $207K 0.09% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 222 $207K 0.23% new 13F-HR/A Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 221 $206K 0.02% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 221 $206K 0.04% new 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 221 $206K 0.04% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 221 $206K 0.21% -28 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 220 $205K 0.06% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 220 $205K 0.08% -28 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 220 $205K 0.16% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 219 $204K 0.15% -139 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 219 $204K 0.23% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 218 $203K 0.01% -15 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 215 $203K 0.09% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 217 $202K 0.02% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 216 $201K 0.02% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 216 $201K 0.13% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 216 $201K 0.15% new 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 215 $200K 0.02% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 215 $200K 0.09% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 215 $200K 0.1% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 215 $200K 0.05% new 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 215 $200K 0.12% new 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 215 $200K 0.05% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 209 $195K 0.07% +7 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 208 $194K 0.1% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 205 $191K 0.06% -10 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 203 $189K 0.17% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 200 $187K 0.03% +2 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 200 $186K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 199 $186K 0.16% +10 13F-HR Timeline TOBAM More: the full row for TOBAM 197 $184K 0.08% -648 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 302 $183K 0.07% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 196 $183K 0.07% +6 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 196 $183K 0.12% -46 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 185 $181K 0.03% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 194 $181K 0.06% -103 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 193 $180K 0.02% +48 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 156 $177K 0.02% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 189 $176K 0.03% -11 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 186 $173K 0.05% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 182 $169K 0.08% +7 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 176 $164K 0.09% -74 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 175 $163K 0.11% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 174 $162K 0.09% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 169 $158K 0.14% 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 168 $157K 0.83% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 168 $156K 0.08% +7 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 167 $156K 0.07% new 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 161 $150K 0.06% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 155 $145K 0.07% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 153 $143K 0.02% +20 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 153 $142K 0.03% +7 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 151 $141K 0.02% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 150 $140K 0.1% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 149 $139K 0.01% +94 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 149 $138K 0.1% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 138 $135K 0.13% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 145 $135K 0.09% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 140 $131K 0.07% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 140 $131K 0.08% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 140 $131K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 140 $131K 0.04% +12 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 138 $129K 0.06% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 138 $129K 0.12% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 135 $126K 0.05% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 132 $123K 0.03% -3 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 130 $121K 0.05% +5 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 125 $117K 0.08% +25 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 125 $117K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 124 $116K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 123 $115K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 122 $114K 0.11% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 120 $112K 0.08% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 118 $110K 0.07% +10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 117 $109K 0.04% -1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 117 $109K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 115 $107K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 115 $107K 0.01% +10 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 113 $105K 0.03% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 113 $105K 0.06% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 112 $104K 0.03% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 112 $104K 0.02% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 111 $103K 0.02% +13 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 110 $103K 0.13% -22 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 109 $102K 0.09% +22 13F-HR/A Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 108 $101K 0.05% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 155 $99K 0.08% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 105 $97.9K <0.01% +5 13F-HR/A Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 99 $97.1K 0.06% +88 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 103 $96.7K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 101 $94.2K 0.02% +8 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 101 $94.2K 0.03% +5 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 101 $94K 0.06% new 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 100 $93.3K 0.03% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 100 $93.3K 0.02% +90 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 100 $93.3K 0.02% +1 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 100 $93.3K 0.1% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $93.3K 0.05% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 100 $93.2K 0.06% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 99 $90.8K 0.04% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 97 $90.5K <0.01% -101 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 97 $90K 0.1% -151 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 95 $88.8K 0.12% +4 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 95 $88.6K 0.13% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 95 $88.6K 0.06% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 94 $87.7K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 94 $87.3K 0.02% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 93 $86.7K <0.01% -93 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 91 $84.5K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 87 $80.9K 0.06% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 86 $80.2K 0.05% -29 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 85 $79.3K 0.27% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 84 $78.3K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 84 $78.3K 0.02% -142 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 82 $76.5K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 82 $76.5K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 82 $76.5K 0.01% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 80 $74.6K 0.01% +15 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 78 $72.7K 0.05% -19 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 76 $70.9K 0.01% +15 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 76 $70.9K 0.14% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 76 $70.9K 0.02% +6 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 76 $70.9K 0.02% -15 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 75 $69.9K 0.01% +25 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 74 $69K 0.06% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 74 $69K 0.05% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 71 $66.2K 0.02% -4 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 70 $65.3K 0.03% -3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 68 $63.4K 0.01% new 13F-HR Timeline