Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,536 $203K 0.07% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,536 $203K 0.07% +15 13F-HR/A Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,535 $203K 0.27% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,533 $202K 0.07% -5 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,532 $202K 0.23% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,400 $202K 0.29% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,529 $202K 0.07% -207 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,527 $202K 0.04% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,487 $201K 0.07% -110 13F-HR/A Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,522 $201K 0.14% -828 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,521 $201K 0.12% -11 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,516 $200K 0.02% +333 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,494 $197K 0.03% -271 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,492 $197K 0.15% +421 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,488 $196K 0.07% -776 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,482 $196K <0.01% -59 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,462 $193K 0.06% +129 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,336 $188K 0.03% -152 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,420 $187K 0.01% -619 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,387 $187K 0.04% +977 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,404 $185K 0.09% +1,300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $185K <0.01% 0 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,398 $185K 0.07% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,386 $183K 0.07% -1,023 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,356 $179K 0.07% -639 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,351 $178K 0.06% +70 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,349 $178K 0.02% -230 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,308 $173K 0.14% -1,018 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,300 $172K 0.14% -805 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,285 $170K 0.17% -545 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,268 $167K 0.13% -89 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,119 $167K 0.14% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,264 $167K 0.06% -110 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,232 $163K 0.09% +2 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,230 $162K 0.16% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,215 $160K 0.03% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,177 $155K 0.08% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,151 $152K 0.08% -94 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,149 $152K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,146 $151K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,092 $144K 0.1% +2 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,078 $142K 0.11% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,075 $142K 0.09% -2,218 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,058 $140K 0.09% -17 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,049 $139K 0.06% +9 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,044 $138K 0.03% +516 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,024 $135K 0.11% +178 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,020 $135K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,009 $133K 0.07% +7 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 977 $129K 0.04% +36 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 971 $128K 0.05% +9 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 659 $128K 0.01% -39,438 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 961 $127K 0.13% -184 13F-HR/A Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 959 $127K 0.03% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 953 $126K 0.07% +9 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 951 $126K 0.06% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 942 $124K 0.18% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 933 $123K 0.03% +124 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 932 $123K 0.1% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 930 $123K 0.05% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 927 $122K 0.02% +6 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 919 $121K 0.1% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 865 $119K 0.09% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 903 $119K 0.01% +122 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 900 $119K 0.04% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 900 $119K 0.02% -6,239 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 891 $118K 0.09% -134 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 876 $116K 0.05% -14 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 874 $115K 0.11% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 866 $114K 0.04% -1,363 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 865 $114K 0.08% -13 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 861 $114K 0.04% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 857 $113K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 850 $112K 0.03% -68 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 844 $111K <0.01% -217 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 839 $111K 0.03% +13 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 803 $106K 0.06% +42 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 802 $106K 0.07% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 801 $106K 0.09% -408 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 800 $106K 0.08% -19 13F-HR Timeline QVR LLC More: the full row for QVR LLC 790 $104K 0.11% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 788 $104K 0.07% -98 13F-HR Timeline Magellan Asset Management Ltd in group Magellan Asset Management Ltd More: the full row for Magellan Asset Management Ltd 783 $103K <0.01% +144 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 782 $103K 0.01% -47 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 776 $103K 0.07% +100 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 774 $102K 0.11% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 772 $102K 0.04% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 744 $98.2K 0.01% -210 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 729 $96.3K 0.04% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 653 $95.9K 0.03% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 716 $94.5K 0.04% -49 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 701 $92.6K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 697 $92K 0.05% +209 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 681 $89.9K 0.02% +392 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 680 $89.8K 0.03% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 676 $89.3K 0.11% -13 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 674 $89K 0.01% -12 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 657 $88.9K 0.03% +4 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 672 $88.7K 0.05% +309 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 668 $88.2K 0.02% -31 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 649 $85.7K 0.01% +7 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 643 $84.9K 0.08% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 636 $84K 0.05% -26 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 629 $83.1K 0.04% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 629 $83K 0.03% -50 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 567 $82.4K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 623 $82.3K 0.02% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 621 $82K 0.03% +7 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 618 $81.6K 0.05% +13 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 616 $81.4K 0.03% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 578 $80.6K 0.02% -71 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 600 $79.2K 0.02% 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 599 $79K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 577 $76.2K 0.05% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 574 $75.8K 0.07% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 572 $75.5K 0.05% -395 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 572 $75.5K 0.06% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 559 $73.8K 0.01% +4 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 539 $72.7K 0.04% +72 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 547 $72.2K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 547 $72.2K 0.03% -125 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 547 $72.2K 0.07% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 542 $72K 0.04% +4 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 542 $71.6K 0.02% -250 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 539 $71.2K 0.01% -10,798 13F-HR Timeline Quarry LP More: the full row for Quarry LP 532 $70.2K 0.02% -1,837 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 482 $70.1K 0.04% -70 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 525 $69.3K 0.02% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 526 $69K 0.03% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 520 $68.7K 0.05% +185 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 520 $68.7K 0.03% -1,807 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 510 $67.4K 0.05% +3 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 510 $67.3K 0.03% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 501 $66.2K 0.05% +4 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 500 $66K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 500 $66K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 504 $66K 0.02% -87 13F-HR/A Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 500 $66K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 453 $64.9K 0.04% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 489 $64.6K 0.04% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 487 $64.3K 0.03% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 492 $64K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 478 $63.1K 0.02% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 477 $62.9K 0.02% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 473 $62.5K 0.04% -93 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 470 $62.1K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 463 $61.1K 0.03% +462 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 455 $60.1K 0.05% -25 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 453 $59.8K 0.02% +87 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 445 $58.8K 0.01% -1,383 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 432 $57K 0.02% -357 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 428 $57K 0.04% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 423 $55.9K 0.03% +4 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 413 $54.6K 0.03% -191 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 393 $53.3K 0.04% +9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 403 $53.3K 0.02% -169 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 403 $53.2K 0.02% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 400 $52.8K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 399 $52.7K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 391 $51.6K <0.01% -126 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 390 $51.5K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 389 $51.4K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 389 $51.4K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 377 $49.8K 0.02% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 372 $49.1K 0.03% -45 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 370 $48.9K 0.02% +3 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 360 $47.5K <0.01% 0 13F-HR/A Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 352 $46.5K 0.03% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 314 $45.3K 0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 256 $43.5K 0.49% -692 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 322 $42.5K 0.03% +26 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 320 $42.4K 0.02% +232 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 313 $41.3K 0.05% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 302 $40.8K 0.01% +2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 300 $39.6K 0.03% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 298 $39.3K 0.02% +3 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 296 $39.1K 0.02% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 296 $39.1K 0.01% -32 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 287 $37.8K 0.01% -248 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 286 $37.8K 0.01% -66 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 285 $37.6K 0.02% +71 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 283 $37.4K 0.01% -54 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 281 $37.1K 0.03% +3 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 277 $36.6K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 274 $36.2K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 271 $35.8K 0.01% +2 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 265 $35K 0.02% +122 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 259 $34.2K 0.01% -4,339 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 256 $33.8K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 251 $33.1K 0.01% +54 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 250 $33K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 249 $32.9K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 241 $31.8K 0.02% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 239 $31.6K 0.02% +10 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 234 $30.9K 0.02% +121 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $30.4K 0.02% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 230 $30.4K 0.03% +46 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 230 $30.4K <0.01% -15 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 225 $29.7K 0.02% +24 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 223 $29.4K <0.01% -364 13F-HR Timeline