Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 1,590 $318K 0.22% +2 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 1,589 $318K 0.03% -49 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 1,581 $316K 0.25% +143 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,579 $316K 0.09% -25 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 1,571 $314K 0.19% -350 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,570 $314K 0.08% +1,322 13F-HR Timeline Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 1,564 $313K 0.29% -13 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 1,555 $311K 0.03% +15 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 1,594 $311K 0.16% +2 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 1,550 $310K 0.06% -123 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,547 $310K 0.06% -379 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,546 $309K 0.24% -9 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 1,544 $309K 0.16% -300 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 1,544 $309K 0.12% +2 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,542 $308K 0.12% -34 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,539 $308K 0.09% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,538 $308K 0.23% 0 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 1,536 $307K 0.18% -404 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 1,535 $307K 0.18% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,534 $307K 0.13% +78 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 1,533 $307K 0.03% +73 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 1,532 $307K 0.01% -1,158 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,530 $306K 0.01% 0 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 1,528 $306K 0.2% +50 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 1,528 $306K 0.11% 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,528 $306K 0.16% +44 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,526 $305K 0.05% -812 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 1,526 $305K 0.15% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,512 $303K 0.27% +303 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,506 $301K 0.11% -645 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,505 $301K 0.15% 0 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 1,499 $300K 0.29% +176 13F-HR Timeline Twele Capital Management, Inc. 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More: the full row for Petersen Hastings Wealth Advisors Inc. 1,462 $293K 0.02% +60 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,456 $291K 0.06% +100 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,454 $291K 0.02% -68 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 1,452 $291K 0.2% -180 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 1,445 $289K <0.01% new 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,443 $289K 0.14% +9 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,432 $287K 0.09% +40 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 1,432 $287K 0.35% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,428 $286K 0.1% +349 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 1,428 $286K 0.27% 0 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 1,425 $285K 0.21% new 13F-HR Timeline Fairway Financial, LLC More: the full row for Fairway Financial, LLC 1,419 $284K 0.19% +2 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 1,419 $284K 0.12% +90 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 1,415 $283K 0.11% -550 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 1,411 $282K 0.19% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 1,405 $281K 0.09% 0 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 1,401 $280K 0.37% +1 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 1,392 $279K 0.06% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 1,390 $278K 0.17% 0 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 1,389 $278K 0.22% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,449 $278K 0.07% -42,897 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 1,388 $278K 0.18% new 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 1,386 $277K 0.19% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,385 $277K 0.16% -55 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,383 $277K 0.06% 0 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 1,382 $277K 0.08% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,381 $276K 0.04% +43 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 1,376 $275K 0.12% 0 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,371 $274K 0.12% 0 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 1,367 $274K 0.13% new 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 1,367 $274K 0.24% -8,591 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 1,363 $273K 0.11% -144 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 1,360 $272K 0.17% -40 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,350 $270K 0.05% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,347 $270K 0.2% 0 13F-HR Timeline Group ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 1,345 $269K 0.17% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,360 $269K 0.05% -44 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 1,230 $268K 1.33% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 1,341 $268K 0.07% +76 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,330 $266K 0.01% 0 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 1,330 $266K 0.08% -139 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 1,328 $266K 0.14% +83 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,325 $265K 0.05% -37 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,322 $265K 0.02% -142 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,315 $263K 0.11% -7,699 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,314 $263K 0.21% -90 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 1,312 $263K 0.17% new 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 1,312 $263K 0.14% 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,308 $262K 0.01% -654 13F-HR Timeline FORTERIS WEALTH MANAGEMENT INC. More: the full row for FORTERIS WEALTH MANAGEMENT INC. 1,305 $261K 0.21% new 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 1,293 $259K 0.03% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 1,293 $259K 0.12% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 1,292 $259K 0.12% 0 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,291 $258K 0.12% +97 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,291 $258K 0.09% +2 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,290 $258K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Knott David M Jr More: the full row for Knott David M Jr 1,280 $256K 0.14% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 1,274 $255K 0.14% -7,138 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,268 $254K 0.04% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,262 $253K 0.09% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 1,255 $251K 0.02% new 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,252 $251K 0.04% +39 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,252 $250K 0.12% +2 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,249 $250K 0.12% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,249 $250K 0.09% +2 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 1,248 $250K 0.06% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,246 $249K 0.08% +73 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,243 $249K 0.06% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for Hopwood Financial Services, Inc. 1,186 $237K 0.14% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 1,186 $237K 0.07% new 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,184 $237K 0.2% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 1,175 $235K 0.19% +23 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,173 $235K 0.06% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 1,171 $234K 0.3% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,165 $233K 0.03% new 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 1,174 $232K 0.15% new 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 1,158 $232K 0.13% new 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 1,156 $231K 0.17% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,145 $229K 0.03% new 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 1,143 $229K 0.22% 13F-HR Timeline Morrissey Wealth Management, LLC More: the full row for Morrissey Wealth Management, LLC 977 $229K 0.14% 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,142 $229K 0.03% -657 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,133 $227K 0.1% -7,149 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,132 $227K 0.42% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 1,131 $226K 0.03% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,131 $226K 0.09% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,125 $225K 0.03% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,035 $225K 0.12% 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 1,123 $225K 0.19% -669 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,182 $225K 0.1% -9 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,122 $225K 0.15% -685 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,120 $224K 0.11% 0 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,111 $222K 0.1% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 1,110 $222K 0.06% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,112 $222K 0.05% new 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 1,106 $221K 0.12% new 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 1,100 $220K 0.09% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,097 $220K 0.12% -580 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 1,097 $219K 0.14% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,096 $219K 0.17% -28 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,095 $219K 0.03% new 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 1,095 $219K 0.24% new 13F-HR Timeline Ascension Capital Advisors, Inc. 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More: the full row for INSPIRE TRUST CO, N.A. 1,065 $213K 0.03% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,060 $212K 0.44% new 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,060 $212K 0.13% new 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 1,060 $212K 0.07% new 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 1,060 $212K 0.09% -370 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 1,059 $212K 0.38% new 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 1,058 $212K <0.01% new 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 1,057 $212K 0.18% -182 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 1,057 $211K 0.05% new 13F-HR/A Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,053 $211K 0.03% -342 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 1,050 $210K 0.03% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 1,050 $210K 0.2% +83 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 1,048 $210K 0.2% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 1,041 $208K 0.05% new 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,041 $208K 0.09% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 1,040 $208K 0.15% new 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,039 $208K 0.07% new 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 1,033 $207K 0.11% new 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 1,032 $206K 0.14% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1,032 $206K 0.18% 0 13F-HR Timeline MontVue Capital Management, Inc. 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