DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 6,317 $1.18M 0.48% +285 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 5,885 $1.18M 0.11% +3,825 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 5,884 $1.18M 0.2% +3,650 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 5,880 $1.18M 0.54% -50 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 5,873 $1.18M 0.31% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,865 $1.17M 0.21% +185 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 5,846 $1.17M 1.33% +1,189 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 5,845 $1.17M 0.16% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 5,830 $1.17M 0.15% +547 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 5,826 $1.17M 0.64% +183 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 5,824 $1.17M 0.52% -202 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5,820 $1.16M 0.79% +116 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 5,820 $1.16M 0.59% 0 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 5,816 $1.16M 0.86% +3,046 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 5,807 $1.16M 0.44% -461 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 5,799 $1.16M 0.45% -5,105 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 5,794 $1.16M 0.57% +1 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 5,788 $1.16M 1.55% +115 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 5,775 $1.16M 0.92% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,770 $1.16M 0.23% -85 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 5,774 $1.16M 0.39% +466 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 5,772 $1.15M 0.36% -102 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,765 $1.15M 0.29% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,751 $1.15M 0.4% -453 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 5,750 $1.15M 1.32% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,713 $1.14M 0.47% +228 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 5,703 $1.14M 0.93% +100 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 5,698 $1.14M 0.59% +81 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,680 $1.14M 0.18% +419 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 5,675 $1.14M 0.83% +429 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,669 $1.13M 0.77% -1,559 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 5,650 $1.13M 0.59% -9,404 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5,636 $1.13M 1.14% +573 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 5,626 $1.13M 0.52% -2,549 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,600 $1.12M 0.64% -1,616 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 5,600 $1.12M 0.21% +3,100 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 5,587 $1.12M 0.71% 0 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 5,578 $1.12M 1.18% -73 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5,576 $1.12M 0.74% 0 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 5,568 $1.11M 0.26% +4 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,562 $1.11M 0.19% -1,037 13F-HR Timeline Paradiem, LLC More: the full row for Paradiem, LLC 5,560 $1.11M 0.24% +421 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 5,551 $1.11M 0.47% +404 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 5,547 $1.11M 3.11% new 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 5,545 $1.11M 0.65% +1,078 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 5,540 $1.11M 1.04% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 5,536 $1.11M 0.18% -1,757 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,535 $1.11M 0.16% +1,380 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 5,531 $1.11M 0.23% +1,702 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 5,516 $1.1M 0.13% -189 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,504 $1.1M 0.12% +56 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 5,504 $1.1M 0.75% -451 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 5,498 $1.1M 0.51% +1,471 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 5,478 $1.1M 1.96% -304 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,470 $1.09M 0.19% -41 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 5,465 $1.09M 0.46% -66 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 5,462 $1.09M 0.39% +588 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 5,459 $1.09M 0.33% +1 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 5,451 $1.09M 0.47% -67 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 5,421 $1.08M 0.51% -6,775 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,411 $1.08M 0.43% -292 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 5,535 $1.08M 0.63% +8 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 5,408 $1.08M 0.6% -672 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,403 $1.08M 0.62% -205 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,402 $1.08M 0.26% -182 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 5,396 $1.08M 0.11% -4,287 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 5,396 $1.08M 0.2% +392 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5,378 $1.08M 0.9% +147 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,377 $1.08M 0.05% -998 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,374 $1.08M 0.01% -108,492 13F-HR Timeline Group Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,373 $1.08M 0.46% +4 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 5,366 $1.07M 0.34% -355 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,138 $1.07M 0.67% -481 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 5,351 $1.07M 0.6% +134 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 5,330 $1.07M 0.23% +18 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,323 $1.07M 0.68% +100 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 5,320 $1.06M 1.75% +946 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 5,318 $1.06M 0.85% -42 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 5,313 $1.06M 0.79% -158 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 5,310 $1.06M 0.38% +89 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 5,300 $1.06M 0.43% +1,444 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,295 $1.06M 1% +763 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,293 $1.06M 0.16% -12,726 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,344 $1.06M 0.92% +105 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 5,284 $1.06M 0.4% -20 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 5,280 $1.06M 0.67% 0 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 5,271 $1.05M 0.19% +17 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,258 $1.05M 0.13% +37 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,669 $1.05M 0.57% +19 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 5,254 $1.05M 0.14% +3,955 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 5,251 $1.05M 0.82% +51 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 5,235 $1.05M 0.12% +110 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 5,230 $1.05M 0.6% -369 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 6,000 $1.05M 0.53% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,227 $1.05M 0.38% +120 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 5,221 $1.04M 0.24% +89 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 5,220 $1.04M 0.15% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 5,214 $1.04M 0.33% -15 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,190 $1.04M 0.46% +306 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 5,163 $1.03M 0.81% +516 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 5,159 $1.03M 0.56% -415 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,159 $1.03M 0.23% -2,915 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,156 $1.03M 0.71% -769 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 5,151 $1.03M 0.28% +1,287 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 5,150 $1.03M 0.66% 0 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 5,146 $1.03M 0.31% +12 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 5,122 $1.02M 0.61% -63 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 5,119 $1.02M 0.06% -228 13F-HR/A Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 5,108 $1.02M 0.46% +588 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 5,102 $1.02M 0.04% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 5,093 $1.02M 0.29% +2,173 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 5,074 $1.02M 0.51% +3 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 5,064 $1.01M 1.89% -37 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 5,063 $1.01M 0.63% -384 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 5,061 $1.01M 0.51% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 5,057 $1.01M 1.31% -26 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 5,053 $1.01M 0.34% +6 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 5,043 $1.01M 0.23% +6 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 5,041 $1.01M 2.24% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,040 $1.01M 0.4% -930 13F-HR Timeline Tencap Wealth Coaching, LLC More: the full row for Tencap Wealth Coaching, LLC 5,032 $1.01M 0.32% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 5,025 $1.01M 0.39% -447 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 5,023 $1.01M 0.64% +39 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 5,013 $1M 0.63% +34 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 5,011 $1M 0.54% +81 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 5,001 $1M 0.55% +935 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 5,001 $1M 0.13% 0 13F-HR Timeline Praxis Capital Management LLC More: the full row for Praxis Capital Management LLC 5,000 $1M 1.59% -500 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 5,000 $1M 0.06% new 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 5,000 $1M 0.32% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4,709 $999K 0.18% +1,577 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 4,982 $997K 0.69% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 4,978 $996K 0.31% +35 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 4,960 $992K 0.09% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,945 $989K 0.4% +546 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 4,866 $989K 0.52% +468 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 4,942 $989K 0.42% -271 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 4,940 $988K 0.35% +585 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 4,937 $988K 0.44% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 4,933 $987K 0.61% +364 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 4,931 $987K 4.01% +42 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4,917 $984K 0.58% +899 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,915 $983K 0.62% -92 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 4,900 $980K 0.53% -50 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,894 $979K 0.36% +23 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,884 $977K 0.39% -398 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 4,874 $975K 0.18% -410 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 4,349 $974K 0.39% +400 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 4,828 $966K 0.58% -20 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,903 $966K 0.71% +1,889 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,891 $963K 0.26% +171 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,809 $962K 0.29% -79 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 4,808 $962K 0.09% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 4,805 $961K 0.36% +7 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 4,804 $961K 0.25% +680 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 4,793 $959K 0.69% +265 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,791 $959K 0.38% +142 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 4,778 $956K 0.23% -997 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 4,894 $954K 0.4% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,757 $952K 0.37% +2,095 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 4,754 $951K 0.91% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,751 $951K 1.03% +78 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 4,737 $948K 0.55% -284 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 4,722 $945K 0.81% -1,570 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,717 $944K 0.09% +1,673 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,712 $943K 0.24% +2,593 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 4,646 $942K 0.55% +143 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,705 $941K 0.39% -105 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 4,699 $940K 0.22% +1,432 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 4,697 $940K 0.43% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,683 $937K 0.59% -2,681 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,677 $936K 0.59% +159 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,666 $934K 0.13% -8,393 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,648 $930K 0.44% -37 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 4,647 $930K 0.5% +112 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,644 $929K 0.22% -8,480 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4,641 $929K 0.4% -426 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 4,635 $927K 0.26% +5 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 4,624 $925K 0.21% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 4,600 $920K 0.47% +130 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,359 $919K 0.65% +7,767 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,586 $918K 0.45% -1,900 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 4,586 $918K 0.74% +1,409 13F-HR/A Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,581 $917K 0.19% +572 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,576 $916K 0.6% 0 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 4,562 $913K 0.56% +100 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,539 $908K 0.61% +1,063 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,537 $908K 0.17% +4 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 4,536 $908K 0.4% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,536 $908K 0.44% -603 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 4,526 $906K 0.5% +1,915 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,513 $903K 0.18% +300 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 4,511 $903K 0.37% -1,785 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 4,507 $902K 0.3% +21 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,502 $901K 0.12% -419 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,502 $901K 0.71% -21 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 4,500 $900K 0.39% -13,500 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 4,496 $900K 0.57% -75 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 4,496 $900K 0.14% +332 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 4,484 $897K 1.1% 0 13F-HR Timeline Group