Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 1,443 $230K 0.11% -19 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 1,441 $230K 0.17% -157 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 1,438 $229K 0.07% +198 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,433 $228K 0.04% -6 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 1,432 $228K 0.07% -199 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,430 $228K 0.03% +7 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 1,429 $228K 0.11% +8 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,428 $228K 0.09% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,426 $227K 0.14% +157 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,421 $226K 0.09% 0 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 1,420 $226K 0.17% new 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,418 $226K 0.25% +34 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,418 $226K 0.07% +5 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 1,412 $225K 0.09% +3 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 1,410 $225K 0.16% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,405 $224K 0.06% +66 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,404 $224K 0.12% -37 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,402 $223K 0.04% +25 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 1,402 $223K 0.17% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 1,402 $223K 0.05% -1 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,401 $223K 0.02% new 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,400 $223K 0.06% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,400 $223K 0.12% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 1,400 $223K 0.16% 0 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 1,400 $223K 0.11% -239 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,395 $222K 0.16% 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 1,394 $222K 0.06% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 1,393 $222K 0.2% -50 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,393 $222K 0.21% -169 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,389 $221K 0.35% -5,923 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,388 $221K 0.1% +26 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 1,385 $221K 0.2% -134 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,383 $220K 0.07% -55 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,383 $220K 0.04% -89 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 1,381 $220K 0.1% -66 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,415 $219K 0.04% -40 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,375 $219K 0.08% 0 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 1,372 $219K 0.06% 0 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 1,370 $218K 0.07% -12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,370 $218K 0.08% -11,388 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 1,370 $218K 0.01% -3,417 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,367 $218K 0.05% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,365 $217K 0.16% -9 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 1,359 $217K 0.08% +28 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 1,358 $216K 0.09% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,356 $216K 0.05% +43 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 1,355 $216K 0.1% +45 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,355 $216K 0.05% +4 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,352 $215K 0.11% +100 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 1,352 $215K 0.25% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,348 $215K <0.01% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,343 $214K 0.08% +2 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,342 $214K 0.07% -149 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,339 $213K 0.14% +3 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,339 $213K 0.08% 0 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 1,337 $213K 0.05% -27 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,339 $213K 0.04% -30 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 1,319 $213K 0.09% -5 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,328 $212K 0.17% -28 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 1,328 $212K 0.12% +1 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,323 $211K 0.02% -133 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,322 $211K 0.03% -314 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 1,320 $210K 0.12% +39 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,319 $210K 0.03% -17 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,341 $210K 0.13% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1,315 $210K 0.1% -13 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 1,313 $209K 0.1% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,311 $209K 0.06% +7 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,310 $209K 0.05% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,310 $209K 0.04% -10 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,303 $208K 0.09% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 1,303 $208K 0.04% -10 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,303 $208K <0.01% +228 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,303 $208K 0.08% +108 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,302 $207K 0.06% 0 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 1,295 $206K 0.06% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,294 $206K 0.12% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 1,293 $206K 0.02% -139 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,293 $206K 0.03% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 1,291 $206K 0.03% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 1,292 $206K 0.12% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,291 $206K 0.1% -87 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 1,289 $205K 0.1% -400 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 1,288 $205K 0.4% -29 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,287 $205K 0.24% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 1,292 $204K 0.21% -517 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 1,280 $204K 0.04% new 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 1,280 $204K 0.19% -37 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,277 $204K 0.09% +1 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 1,279 $203K 0.1% +82 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,271 $202K 0.04% new 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 1,266 $202K 0.09% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,284 $202K 0.08% +5,016 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 1,267 $202K 0.07% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,266 $202K 0.01% -353 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 1,264 $201K 0.15% new 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 1,260 $201K 0.2% 0 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,260 $201K 0.1% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 1,260 $201K 0.01% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,254 $200K 0.05% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,241 $198K 0.07% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,235 $197K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,226 $195K 0.12% -452 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,221 $195K 0.04% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,221 $195K 0.05% -7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,212 $193K 0.04% +8 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,210 $193K 0.04% -1,133 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,204 $192K 0.11% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,180 $188K 0.14% -625 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,175 $187K 0.15% +140 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,170 $186K 0.24% -16 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,167 $186K 0.07% +8 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,146 $183K 0.05% +274 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,071 $182K 0.15% -226 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,185 $181K 0.03% -163 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,133 $180K 0.03% -40,036 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,109 $179K 0.02% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,120 $178K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,117 $178K 0.06% +47 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,116 $178K 0.05% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,097 $175K 0.11% +72 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,136 $174K 0.1% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,093 $174K 0.08% +25 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,088 $173K 0.07% +25 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,080 $172K 0.04% -85 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,075 $171K 0.04% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,050 $167K 0.05% -117 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,036 $165K 0.01% +257 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1,000 $159K 0.12% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 996 $159K 0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 969 $154K 0.08% -70 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 942 $150K 0.05% -132 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 910 $147K 0.06% +2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 920 $147K 0.07% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 920 $147K 0.12% -73 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 917 $146K 0.09% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 895 $142K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 890 $142K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 889 $142K 0.03% -14 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 885 $141K 0.17% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 876 $140K 0.04% +6 13F-HR Timeline Trust Co More: the full row for Trust Co 869 $138K 0.02% -305 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 867 $138K 0.07% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 852 $136K 0.13% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 850 $135K 0.05% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 849 $135K 0.02% -8 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 849 $135K 0.07% -36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 847 $135K 0.09% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 842 $134K 0.07% -101 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 837 $133K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 827 $132K 0.08% -27 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 845 $131K 0.03% +4 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 811 $129K 0.09% -14 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 809 $129K 0.12% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 808 $129K 0.08% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 793 $126K 0.06% -33 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 776 $124K 0.03% +28 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 762 $121K 0.04% -105 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 756 $120K 0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 756 $120K 0.03% -78 13F-HR/A Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 739 $118K 0.04% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 735 $117K 0.06% -18 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 732 $117K 0.03% -336 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 722 $115K 0.09% +213 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 721 $115K <0.01% -616 13F-HR/A Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 720 $115K 0.08% -65 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 700 $112K 0.01% 0 13F-HR/A Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 695 $111K 0.06% -3 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 685 $109K 0.03% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 679 $109K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 673 $107K 0.1% -2,010 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 670 $107K 0.02% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 668 $106K 0.04% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 9,319 $105K 0.01% -36,903 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 659 $105K 0.05% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 637 $101K 0.03% +1 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 635 $101K 0.05% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 631 $101K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 621 $99K 0.06% +71 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 618 $98.4K 0.09% +4 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 607 $96.6K 0.02% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 600 $95.6K 0.04% +597 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 585 $93.2K 0.07% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 583 $92.9K 0.02% -65 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 573 $91.3K 0.05% -48 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 566 $90.2K 0.01% -162 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 562 $89.5K 0.03% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 582 $89.3K 0.01% -40 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 559 $89.1K 0.07% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 557 $88.7K 0.04% +325 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 553 $88.2K 0.06% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 550 $87.6K 0.04% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 548 $87.3K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 546 $87K 0.27% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 543 $86K 0.04% -76 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 519 $82.7K 0.07% -82 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 512 $81.6K 0.04% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 510 $81.3K 0.06% -510 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 506 $80.6K 0.03% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 506 $80.6K 0.07% 0 13F-HR Timeline