Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 10,865 $277K 0.06% +98 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 10,846 $276K 0.11% +134 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,838 $276K 0.1% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 10,830 $276K 0.07% +2,459 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 10,824 $276K 0.15% -1,900 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. 10,804 $275K 0.02% new 13F-HR Timeline Group ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 10,800 $275K 0.19% 0 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 10,798 $275K 0.13% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 10,768 $274K 0.05% -38 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 10,758 $274K 0.01% +963 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,709 $273K 0.03% -1,350 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 10,638 $271K 0.07% -54 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 9,896 $271K 0.05% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 10,591 $270K 0.13% +1,115 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,589 $270K 0.18% +1,977 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 10,544 $269K 0.03% +1,252 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,527 $268K 0.13% -1,407 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 10,517 $268K 0.28% +271 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 10,483 $267K 0.11% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,463 $267K 0.14% -1,000 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 10,449 $266K 0.27% -374 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 10,437 $266K 0.12% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 12,310 $266K 0.07% +1,472 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,422 $266K 0.18% -867 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,414 $265K 0.09% -26 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,382 $265K 0.02% +42 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 10,381 $265K 0.04% +440 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 10,359 $264K 0.07% 0 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,350 $264K <0.01% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 10,348 $264K 0.13% -200 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 10,335 $263K 0.08% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 10,314 $263K 0.06% -12,409 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 10,288 $262K 0.1% +17 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 10,283 $262K 0.07% -734 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 10,255 $261K 0.08% -3,287 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 10,248 $261K 0.11% -4,803 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 10,230 $261K 0.07% -1,940 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,226 $261K 0.04% -145 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 10,217 $260K 0.08% +14 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,210 $260K 0.1% -969 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 10,206 $260K 0.05% +1,123 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10,183 $259K 0.1% +5,541 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,151 $259K 0.03% -235 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 10,140 $258K 0.09% new 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 10,135 $258K 0.03% -45 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 10,120 $258K 0.14% +137 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,109 $258K 0.15% -1,444 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 10,062 $256K 0.11% -4,000 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 10,054 $256K 0.01% -2,104 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,048 $256K 0.02% -2,108 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,040 $256K 0.15% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,032 $256K 0.06% +1,692 13F-HR Timeline Burford Brothers, Inc. 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More: the full row for McKinley Carter Wealth Services, Inc. 9,983 $254K 0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,981 $254K 0.01% 0 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,972 $254K 0.12% -6,841 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,931 $253K 0.04% +723 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,929 $253K 0.03% -2,282 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 9,929 $253K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,929 $253K 0.06% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,912 $253K 0.12% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 9,892 $252K 0.04% -518 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9,880 $252K 0.09% +3,910 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 9,880 $252K 0.05% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 9,877 $252K 0.06% -4,082 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 9,855 $251K 0.12% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,832 $251K 0.14% -3,208 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 9,827 $250K 0.26% +1 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 9,820 $250K 0.07% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,314 $250K 0.03% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,274 $250K 0.02% +2,458 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,784 $249K 0.03% +18 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,783 $249K 0.02% +603 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,773 $249K 0.02% new 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,772 $249K 0.11% -15 13F-HR Timeline Prairie Wealth Advisors, Inc. 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More: the full row for PATTON FUND MANAGEMENT, INC. 9,610 $245K 0.04% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,572 $244K 0.05% -567 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,572 $244K 0.07% +1,009 13F-HR Timeline Almanack Investment Partners, LLC. 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More: the full row for CacheTech Inc. 9,409 $240K 0.05% -1,818 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 9,380 $239K 0.04% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 9,361 $239K 0.04% +20 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 9,350 $238K 0.05% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,347 $238K 0.01% 0 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 9,310 $237K 0.03% -550 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 9,296 $237K 0.05% +1 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 9,282 $237K 0.07% -854 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,282 $236K 0.02% -1,939 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 9,278 $236K 0.27% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 9,242 $235K 0.09% new 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 9,219 $235K 0.01% +342 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,211 $235K 0.07% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 9,187 $234K 0.04% -159 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 9,192 $234K 0.07% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 9,154 $233K 0.17% +208 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 9,147 $233K 0.25% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 9,130 $233K 0.06% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9,128 $233K 0.02% -479 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,121 $232K 0.05% -4,532 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,107 $232K 0.03% +121 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 9,105 $232K 0.1% -1,084 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 9,101 $232K 0.02% -4,497 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,100 $232K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 9,098 $232K 0.03% +112 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,052 $231K 0.09% -953 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 9,045 $230K 0.05% +375 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 9,036 $230K 0.1% -4,293 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,030 $230K 0.08% -990 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,028 $230K 0.04% +123 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,025 $230K 0.1% +26 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,004 $229K 0.03% -809 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 9,000 $229K 0.17% -640 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 8,991 $229K 0.17% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 8,990 $229K 0.08% +644 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,985 $229K 0.02% -4,172 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,961 $229K 0.05% -232,693 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,976 $229K 0.06% -9,126 13F-HR/A Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 8,975 $229K 0.23% -3,440 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 8,975 $229K 0.02% -35 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 8,971 $229K 0.06% -673 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 8,935 $228K 0.02% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 8,932 $228K 0.49% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 8,926 $227K 0.08% -2,872 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 8,926 $227K 0.07% +375 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,923 $227K 0.11% -97 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 8,914 $227K 0.13% +49 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 8,864 $226K 0.02% +89 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 8,863 $226K 0.15% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,862 $226K <0.01% -2,400 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 8,860 $226K 0.14% new 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,819 $225K 0.09% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,818 $225K 0.03% -1,152 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 8,242 $224K 0.04% +252 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 8,800 $224K 0.02% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,795 $224K 0.01% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 8,795 $224K 0.03% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 8,783 $224K 0.14% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 8,773 $224K 0.04% -561 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,761 $223K 0.04% +195 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 8,751 $223K 0.09% -139 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 8,729 $222K 0.01% -11 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 8,726 $222K 0.1% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,695 $222K 0.03% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 8,685 $221K 0.03% -355 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 8,665 $221K 0.06% new 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 8,642 $220K 0.08% -1,642 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,618 $220K 0.11% new 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 8,604 $219K 0.04% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,601 $219K 0.03% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 8,591 $219K 0.08% +23 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 8,588 $219K 0.02% -6,099 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 8,566 $218K 0.08% -428 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 8,561 $218K 0.01% -1,078 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,560 $218K 0.08% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 8,547 $218K 0.12% +806 13F-HR Timeline American Investment Services, Inc. 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