Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,339 $244K 0.01% new 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,335 $243K 0.16% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,331 $242K 0.06% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,331 $242K 0.08% +1 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,330 $242K 0.03% +69 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,330 $242K 0.14% +4 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 1,328 $242K 0.1% +25 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,327 $242K 0.05% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,326 $242K 0.15% -75 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,319 $240K 0.2% -50 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,314 $239K <0.01% +1 13F-HR Timeline Group TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,313 $239K 0.15% +41 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,310 $239K 0.17% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,309 $238K 0.08% -4 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,309 $238K 0.19% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,308 $238K 0.11% new 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 1,304 $237K 0.08% -1 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 1,300 $237K 0.17% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 1,301 $237K <0.01% -299 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,301 $237K 0.23% +21 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,301 $237K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,298 $236K 0.09% -390 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 1,302 $236K 0.09% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,292 $235K 0.02% +16 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,317 $235K 0.13% +31 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,287 $235K 0.15% +11 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,284 $234K 0.03% -12 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,282 $234K 0.15% new 13F-HR/A Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 1,281 $233K 0.18% +1 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,277 $233K 0.1% -70 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,276 $232K 0.03% new 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,275 $232K 0.14% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,270 $231K 0.04% +2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,256 $230K 0.19% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,264 $230K 0.08% +1 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 3,924 $230K 0.04% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,261 $230K 0.08% new 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,258 $229K 0.12% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,257 $229K 0.07% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,257 $229K 0.11% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,255 $229K 0.11% new 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,254 $228K 0.02% -48 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,253 $228K 0.06% -673 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,250 $228K 0.18% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 1,248 $227K 0.04% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,238 $227K 0.03% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,246 $227K 0.08% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,246 $227K 0.06% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,244 $227K 0.02% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 1,243 $226K 0.07% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,240 $226K 0.05% new 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,240 $226K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,240 $226K 0.02% +153 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,239 $226K 0.13% -100 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 1,238 $225K 0.05% new 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,238 $225K 0.11% -34 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 1,237 $225K 0.08% -154 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,237 $225K 0.13% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,230 $224K 0.16% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,230 $224K 0.02% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 1,229 $224K 0.02% -133 13F-HR/A Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,225 $223K 0.11% -215 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,224 $223K 0.04% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,223 $223K 0.17% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,221 $222K 0.16% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,221 $222K 0.07% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,215 $221K 0.06% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,211 $221K 0.21% +510 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,211 $221K 0.05% 0 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 1,205 $219K 0.01% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,205 $219K 0.15% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,205 $219K 0.11% new 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,200 $219K 0.09% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,200 $219K 0.11% -69 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,200 $219K 0.08% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,200 $219K 0.08% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,200 $219K 0.16% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,199 $218K 0.04% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 1,198 $218K 0.07% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,197 $218K 0.03% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,200 $218K 0.02% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,196 $218K 0.02% -890 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,195 $218K 0.14% new 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,194 $217K 0.06% -227 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,189 $217K 0.22% new 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 1,188 $216K 0.06% new 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,183 $216K 0.15% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 1,183 $215K 0.21% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,180 $215K 0.15% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,174 $215K 0.03% +193 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,178 $215K 0.09% -402 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,177 $214K 0.21% new 13F-HR/A Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,177 $214K 0.19% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,177 $214K 0.11% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,173 $214K 0.11% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,173 $214K 0.08% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 1,171 $213K 0.08% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,166 $212K 0.07% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 1,165 $212K 0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,159 $212K <0.01% +1,150 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,156 $212K 0.04% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,163 $212K 0.06% +10 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,162 $212K 0.14% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,160 $211K 0.05% new 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,157 $211K 0.13% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 1,156 $211K 0.05% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 1,156 $211K 0.04% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 1,156 $210K 0.34% new 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,151 $210K 0.1% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,150 $209K 0.07% new 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,145 $209K 0.04% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,146 $209K 0.17% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,145 $209K 0.04% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,271 $209K 0.1% +158 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,174 $208K 0.08% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 1,144 $208K 0.12% new 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,164 $208K 0.04% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,142 $208K 0.06% new 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,141 $208K 0.01% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 1,140 $208K 0.03% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,140 $208K 0.12% -1,071 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,137 $207K 0.1% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,135 $207K 0.16% 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,133 $206K 0.05% new 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,133 $206K 0.07% new 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 1,132 $206K 0.07% new 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,132 $206K 0.19% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,130 $206K 0.04% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 1,130 $206K 0.04% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,128 $205K 0.03% new 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,127 $205K 0.07% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,127 $205K 0.03% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,126 $205K 0.01% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,124 $205K 0.02% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,123 $205K 0.07% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,213 $204K 0.07% new 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,122 $204K 0.02% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,122 $204K 0.07% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 1,119 $204K 0.13% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,259 $204K 0.03% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,114 $203K 0.05% +41 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,108 $202K 0.02% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,108 $202K 0.02% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 1,104 $201K 0.07% new 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 1,104 $201K 0.16% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 3,424 $201K 0.05% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,102 $201K 0.1% new 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 1,092 $200K 0.11% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,100 $200K 0.03% new 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,100 $200K 0.01% new 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 1,100 $200K 0.04% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,100 $200K 0.17% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,099 $200K 0.05% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,092 $199K 0.14% +71 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 35,145 $193K 0.04% +8,494 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,060 $193K 0.16% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,048 $191K 0.07% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,033 $188K 0.12% +155 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,024 $187K 0.08% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,175 $186K 0.16% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,014 $185K 0.04% +62 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,011 $184K 0.09% +5 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,000 $182K 0.27% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 988 $180K 0.1% -28 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 983 $179K 0.16% -15 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,125 $179K 0.07% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 980 $178K 0.06% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 950 $173K 0.11% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 944 $172K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 942 $172K 0.02% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 938 $171K 0.02% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 921 $168K 0.01% +321 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 900 $164K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 888 $162K 0.04% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 884 $161K 0.14% +6 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 855 $156K 0.05% +3 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 845 $154K 0.04% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 844 $154K 0.03% -438 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 841 $153K 0.08% +7 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 840 $153K 0.15% 0 13F-HR/A Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 840 $153K 0.02% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 835 $152K 0.06% -1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 827 $151K 0.05% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 820 $149K 0.05% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 797 $145K 0.05% +191 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 797 $145K 0.07% +6 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 790 $144K 0.07% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 786 $143K 0.11% -150 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 776 $141K 0.05% -148 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 767 $140K 0.1% +764 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 774 $137K 0.07% +2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 732 $133K 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 750 $133K 0.05% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 725 $132K 0.03% +220 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 700 $127K 0.07% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 696 $127K 0.04% +30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 674 $123K 0.04% -34 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 663 $121K 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 640 $117K 0.14% -85 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 629 $115K 0.06% +291 13F-HR Timeline