Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,403 $260K 0.44% new 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 2,398 $260K 0.25% +200 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,397 $260K 0.1% -6 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,392 $259K 0.06% -327 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 2,388 $259K 0.04% +171 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,381 $258K 0.25% +375 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 2,387 $258K 0.21% +285 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 12,136 $257K 0.18% +9,792 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 2,372 $257K 0.2% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,370 $257K 0.1% +452 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 2,359 $256K 0.64% -240 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,356 $255K 0.04% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,356 $255K 0.04% new 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,355 $255K 0.05% +825 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 2,353 $255K 0.05% +5 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,356 $255K 0.18% 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,245 $255K 0.18% +330 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 2,350 $255K 0.13% +525 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,348 $254K 0.13% +415 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,341 $254K 0.18% -140 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,328 $252K 0.19% 0 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,316 $251K 0.17% -500 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,257 $250K 0.26% -246 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,294 $249K 0.11% -600 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,290 $248K 0.18% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,285 $248K 0.05% +150 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,284 $248K 0.03% +5 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,283 $247K 0.15% -106 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,272 $246K <0.01% -297 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,270 $246K 0.12% +316 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,265 $245K 0.17% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,263 $245K 0.09% +282 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 2,255 $244K 0.1% +100 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2,252 $244K 0.21% +190 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,252 $244K 0.09% +106 13F-HR Timeline KMT WEALTH MANAGEMENT, LLC More: the full row for KMT WEALTH MANAGEMENT, LLC 2,250 $244K 0.17% 0 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 2,246 $243K 0.11% -474 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 2,238 $243K 0.08% -629 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,237 $242K 0.12% new 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 2,235 $242K 0.14% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,234 $242K 0.03% +1,275 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 2,224 $241K 0.14% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,223 $241K 0.09% +86 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 2,220 $241K 0.13% 0 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 2,209 $239K 0.13% new 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 2,209 $239K 0.21% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 2,203 $239K 0.22% +336 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,200 $238K 0.06% 0 13F-HR Timeline PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 2,200 $238K 0.16% new 13F-HR Timeline Q Fund Management (Hong Kong) Ltd More: the full row for Q Fund Management (Hong Kong) Ltd 2,200 $238K 0.33% -45,767 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,198 $238K 0.11% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 2,193 $238K 0.19% +525 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 2,188 $237K 0.13% -585 13F-HR Timeline Ballentine Capital Advisors, Inc More: the full row for Ballentine Capital Advisors, Inc 2,187 $237K 0.12% +37 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 2,185 $237K 0.08% +543 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,183 $237K 0.21% +407 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,179 $236K 0.07% -3,932 13F-HR/A Timeline Retireful, LLC More: the full row for Retireful, LLC 2,148 $236K 0.22% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,172 $235K 0.17% -450 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,162 $234K 0.1% +74 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 2,167 $234K 0.1% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,153 $233K 0.05% -707 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 2,131 $231K 0.08% +283 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,130 $231K 0.04% 0 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 2,130 $231K 0.28% 0 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,127 $231K 0.12% +466 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,126 $230K 0.1% -75 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 2,117 $229K 0.01% +517 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,114 $229K 0.26% -12 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 2,108 $228K 0.11% -62 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 2,105 $228K 0.05% -95 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 2,107 $228K 0.03% +307 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 2,107 $228K 0.23% 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 2,107 $228K 0.01% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,100 $228K 0.15% -159 13F-HR/A Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 2,095 $227K 0.17% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,084 $226K 0.2% -20 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 2,077 $225K 0.07% +54 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,076 $225K 0.08% +217 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 2,068 $224K 0.25% +180 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 2,066 $224K 0.08% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 2,065 $224K 0.15% +315 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,060 $223K 0.02% -40 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 2,055 $223K 0.05% +253 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,053 $223K 0.06% -340 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,049 $222K 0.16% +55 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 2,047 $222K 0.06% +672 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 2,046 $222K 0.11% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,975 $222K 0.03% -295 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 2,045 $222K 0.18% 0 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 2,040 $221K 0.08% +19 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 2,035 $221K 0.07% +199 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,030 $220K 0.5% +1,000 13F-HR Timeline INVESTMENT MANAGEMENT ASSOCIATES INC /A… More: the full row for INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 2,030 $220K 0.09% -1,000 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,029 $220K 0.13% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,019 $219K 0.06% -1,023,293 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 2,017 $219K 0.13% -2,720 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 2,017 $219K 0.33% 0 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 2,012 $218K 0.12% -785 13F-HR Timeline NFC Investments, LLC More: the full row for NFC Investments, LLC 2,014 $218K 0.06% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,014 $218K 0.04% +858 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,009 $218K 0.13% +240 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 2,000 $217K <0.01% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 2,000 $217K 0.28% -1,500 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 2,000 $217K 0.57% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 2,000 $217K 0.13% new 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 2,000 $217K -1,992 Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 1,998 $217K 0.05% -133 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,994 $216K 0.19% +128 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,990 $216K 0.03% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,990 $216K 0.19% 0 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1,988 $215K 0.23% -99 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 1,987 $215K 0.14% -2,085 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,985 $215K 0.12% +175 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,981 $215K 0.12% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,979 $215K 0.06% new 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,970 $214K 0.13% 0 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 1,969 $213K 0.04% -286 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,968 $213K 0.16% -809 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,950 $211K 0.01% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 1,948 $211K 0.14% +58 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,940 $210K 0.14% -1,000 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 1,930 $209K 0.04% +67 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,928 $209K 0.11% +132 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,920 $208K 0.13% -40 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 1,917 $208K 0.03% 0 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 1,911 $207K 0.13% +66 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,910 $207K 0.07% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,817 $207K 0.14% -580 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 1,904 $206K 0.11% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,900 $206K 0.17% +68 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,897 $206K 0.04% -448 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 1,896 $205K 0.16% -156 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,890 $205K 0.12% new 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,889 $205K 0.09% -350 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 1,886 $204K 0.09% -204 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,878 $204K 0.18% new 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,878 $204K 0.15% 0 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 2,100 $204K 0.15% -245 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,872 $203K 0.07% -1,664 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 1,864 $202K 0.11% +216 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 1,852 $201K 0.07% +309 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,815 $197K 0.17% -140 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,448 $194K 0.11% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,744 $189K 0.11% -454 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,735 $188K 0.14% -605 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,725 $187K 0.16% +9 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,710 $185K 0.13% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,694 $184K 0.16% +384 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,691 $183K 0.11% -9,466 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,622 $176K 0.03% +1 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,617 $175K 0.11% -966 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,271 $171K 0.12% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,540 $167K 0.04% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,527 $165K 0.08% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,525 $165K 0.12% 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,510 $164K 0.06% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,506 $163K 0.08% -50 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,498 $162K 0.15% +282 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,430 $155K 0.16% +200 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,408 $153K 0.06% -1,410 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,379 $149K 0.04% -50 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,350 $146K 0.07% +567 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,338 $145K 0.01% +354 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 1,320 $143K 0.11% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 1,280 $139K 0.07% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 153 $138K 0.07% -1,658 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,141 $124K 0.02% +915 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,130 $122K 0.05% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,125 $121K 0.04% +55 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,085 $118K 0.09% -74 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,084 $117K 0.1% +24 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,080 $117K 0.36% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,070 $116K 0.08% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,054 $114K 0.09% +13 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 1,050 $114K 0.03% +174 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,030 $112K 0.06% -37 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,023 $111K 0.1% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,010 $109K 0.07% -230 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,008 $109K 0.05% +20 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,005 $109K 0.08% -100 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $108K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 990 $107K 0.07% -40 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 955 $104K 0.11% +51 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 943 $102K 0.07% +230 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 900 $97.5K 0.08% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 896 $97.1K 0.04% -110 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 890 $96.5K 0.03% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 861 $93.3K 0.01% -1,219 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 857 $92.9K 0.09% 0 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 1,000 $92.7K 0.06% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 820 $88.9K 0.06% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 813 $88.1K 0.1% new 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 804 $87K <0.01% +402 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 773 $83.8K 0.07% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 729 $83.3K 0.08% +66 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 761 $82.5K <0.01% -432 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 751 $81.4K <0.01% 0 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 742 $80.4K 0.06% -3,037 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 726 $78.7K 0.03% -2,780 13F-HR Timeline