FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,700 $243K 0.07% +552 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,692 $243K 0.11% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,685 $242K 0.05% 0 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,685 $242K 0.26% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,683 $242K 0.04% -100 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 1,681 $241K 0.07% 0 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 1,680 $241K 0.21% 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,679 $241K 0.09% +142 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 1,678 $241K 0.09% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 1,674 $240K 0.13% +22 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,674 $240K 0.15% -500 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 1,673 $240K 0.06% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,672 $240K 0.06% +6 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,671 $240K 0.13% -691 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 1,667 $239K 0.26% 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,666 $239K 0.01% new 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 1,665 $239K 0.21% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,402 $239K 0.17% +2 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,663 $239K 0.04% -18 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,663 $239K 0.06% -38 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,660 $238K 0.08% -121 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 1,660 $238K 0.03% -68 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 1,665 $238K <0.01% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,656 $238K 0.08% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,654 $237K 0.04% -330 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,654 $237K 0.05% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,653 $237K 0.03% +25 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 1,653 $237K 0.21% 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,652 $237K 0.04% 0 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 1,650 $237K 0.06% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,648 $237K 0.05% -3 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 1,647 $236K 0.05% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,647 $236K 0.09% -295 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,643 $236K 0.03% -3 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,640 $235K 0.01% -1,278 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 1,640 $235K 0.03% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,637 $235K 0.06% 0 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,634 $235K 0.11% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,635 $235K 0.08% -197 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 1,635 $235K 0.1% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,634 $235K 0.07% +202 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1,634 $235K 0.04% +153 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,634 $234K 0.05% -33 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,632 $234K 0.11% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,632 $234K 0.12% +16 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,631 $234K 0.02% -12 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,507 $234K 0.03% 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $234K 0.1% -2,016 13F-HR Timeline Amount filed as zero, left out of ratios. CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 1,620 $233K 0.17% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,617 $232K 0.24% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,617 $232K 0.1% -500 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,614 $232K 0.07% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 1,610 $231K 0.02% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 1,609 $231K 0.25% 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,605 $230K 0.04% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,604 $230K 0.21% -35 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,602 $230K 0.07% +23 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,601 $230K 0.02% +82 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,600 $230K 0.08% 0 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,600 $230K 0.11% -1,282 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,597 $229K 0.08% 0 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,595 $229K 0.06% -69 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,376 $229K 0.06% -6,126 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,591 $228K 0.02% -270 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,588 $228K 0.06% -368 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 1,587 $228K 0.11% -369 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,586 $228K 0.18% -76 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 1,581 $227K 0.07% +125 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,579 $227K 0.14% +2 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,579 $227K 0.16% 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,565 $226K 0.25% -100 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,572 $226K 0.08% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,568 $225K 0.19% +91 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,550 $225K 0.1% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 1,564 $224K 0.05% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,558 $224K 0.04% +700 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,540 $223K 0.02% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 1,555 $223K 0.16% 0 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 1,553 $223K 0.04% new 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,530 $222K 0.07% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 1,543 $221K 0.08% 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 1,542 $221K 0.01% -16 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 1,541 $221K 0.05% 0 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 1,540 $221K 0.15% -100 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,540 $221K 0.04% -643 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,538 $221K <0.01% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,532 $220K 0.02% -78 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,531 $220K 0.04% -13 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,316 $220K 0.08% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 1,529 $220K 0.06% -30 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 1,527 $219K 0.05% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,510 $219K 0.02% +103 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,524 $219K 0.03% -123 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,524 $219K 0.16% new 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,523 $219K 0.04% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,518 $218K 0.14% new 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,517 $218K 0.03% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,514 $217K 0.06% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,508 $216K 0.04% +334 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,507 $216K 0.08% -150 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,267 $216K 0.16% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,503 $216K 0.15% -1 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 1,501 $215K 0.03% -354 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,500 $215K 0.01% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,500 $215K <0.01% 0 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,500 $215K 0.04% -300 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 1,500 $215K 0.1% -100 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,500 $215K 0.17% 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 1,498 $215K 0.06% +34 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,498 $215K 0.02% new 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 1,492 $214K 0.01% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,492 $214K 0.13% 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,490 $214K 0.02% +32 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,489 $214K 0.06% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,489 $214K 0.07% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,487 $213K 0.07% new 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 1,485 $213K 0.03% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,484 $213K 0.19% 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 1,484 $213K 0.08% +48 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,482 $213K <0.01% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 1,479 $212K 0.05% 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 1,475 $212K 0.15% +40 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 1,472 $211K 0.05% -3 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,469 $211K 0.05% 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,464 $210K 0.09% new 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 1,463 $210K 0.08% -14 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,462 $210K 0.03% -21 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $210K 0.13% 13F-HR Timeline Amount filed as zero, left out of ratios. LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,458 $209K 0.05% -300 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,458 $209K 0.09% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,426 $209K 0.08% -22 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,457 $209K 0.11% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,455 $209K 0.06% -126 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,452 $208K 0.18% new 13F-HR/A Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 1,452 $208K 0.01% 0 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 1,448 $208K 0.04% -100 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,447 $208K 0.06% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,443 $207K 0.06% new 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 1,442 $207K 0.02% new 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 1,442 $207K 0.16% 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,441 $207K 0.02% 0 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,438 $206K 0.17% -256 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,438 $206K 0.16% -333 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,436 $206K 0.04% -41 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,432 $206K 0.02% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,431 $205K 0.03% -308 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,431 $205K 0.07% -139 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1,425 $205K 0.03% 0 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 1,421 $204K 0.19% 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,420 $204K <0.01% new 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,418 $204K 0.02% -243 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,416 $203K 0.06% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,416 $203K 0.05% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,414 $203K 0.12% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,414 $203K 0.07% +11 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 1,413 $203K 0.13% 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 1,410 $202K 0.14% new 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,409 $202K 0.06% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,409 $202K 0.06% -120 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 1,407 $202K 0.06% -81 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 1,407 $202K 0.09% new 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 1,393 $202K 0.1% new 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 1,407 $202K 0.01% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,405 $202K 0.1% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,401 $201K 0.02% -178 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,400 $201K <0.01% 0 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 1,386 $201K 0.04% 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,397 $200K 0.07% -252 13F-HR/A Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,204 $200K 0.04% -701 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 1,396 $200K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,386 $199K 0.07% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,366 $196K 0.03% +594 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,342 $193K 0.06% +393 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,327 $190K 0.03% -21 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,300 $187K 0.01% -500 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,297 $186K 0.18% 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,266 $182K 0.14% -362 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,264 $181K 0.1% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,264 $181K 0.06% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,278 $179K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,231 $177K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,219 $175K 0.15% -6,549 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,023 $174K 0.14% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,200 $172K 0.11% -321 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,194 $171K 0.1% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,193 $171K 0.17% 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 1,192 $171K 0.09% +41 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,174 $170K 0.17% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,170 $168K 0.07% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,165 $167K 0.04% -699 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,146 $164K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,120 $161K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,108 $159K 0.14% 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 1,100 $158K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,068 $153K 0.07% +661 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,065 $153K <0.01% -2,695 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,058 $152K 0.06% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,034 $148K 0.07% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,023 $147K 0.08% -15 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,015 $146K 0.06% 0 13F-HR Timeline