Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,371 $561K 0.34% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,358 $559K 0.16% -778 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,357 $558K 0.36% +31 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,353 $558K 0.21% +124 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,351 $558K 0.13% -323 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,342 $556K 0.28% -5 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3,340 $556K 0.04% -80 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,339 $555K 0.15% +2 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,337 $555K 0.19% +382 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,335 $555K 0.19% -1,022 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,330 $554K 0.03% -20 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,329 $554K 0.09% -370 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,327 $553K 0.11% -40 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,326 $553K 0.18% +46 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,324 $553K 0.39% -46 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,323 $553K 0.04% -6 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,318 $552K 0.04% +1,455 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3,317 $552K 0.14% +197 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,312 $551K 0.06% +389 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,308 $550K 0.04% +247 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,288 $547K 0.03% +393 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,278 $545K 0.03% -1,329 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 3,270 $544K 0.25% -1,125 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,268 $544K 0.1% +1,583 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,112 $543K 0.24% +112 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,258 $542K 0.17% -467 13F-HR Timeline Black Creek Investment Management Inc. More: the full row for Black Creek Investment Management Inc. 3,246 $540K 0.03% new 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 3,246 $540K 0.31% -2,652 13F-HR/A Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,234 $538K 0.16% -283 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,178 $538K 0.2% +42 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,231 $538K 0.19% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 3,230 $537K 0.13% +128 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,216 $535K 0.18% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 3,214 $535K 0.19% +1,288 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,211 $534K 0.24% +23 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,209 $534K 0.19% +324 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,206 $533K 0.3% +161 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 3,200 $532K 0.36% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,200 $532K 0.04% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,193 $531K 0.08% -102 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,188 $530K 0.85% -8,992 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,187 $530K 0.06% +127 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,176 $528K 0.16% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,136 $522K 0.44% -124 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,127 $520K 0.14% +111 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,116 $518K 0.2% -1,885 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,115 $518K 0.2% +66 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,112 $518K 0.04% -59 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,106 $517K 0.23% -1,004 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,103 $516K 0.15% -85 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,102 $516K 0.16% 0 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,097 $515K 0.04% +1,577 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,094 $515K 0.01% -219 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,090 $514K 0.24% +289 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 3,088 $514K 0.33% -76 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,134 $513K 0.12% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,074 $511K 0.21% +80 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 3,058 $509K 0.1% +7 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 3,056 $508K 0.09% +8 13F-HR Timeline American Trust More: the full row for American Trust 3,055 $508K 0.04% +585 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,052 $508K 0.02% +138 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,050 $507K 0.2% -3 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,050 $507K 0.3% +45 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,049 $507K 0.33% +118 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,041 $506K 0.25% -88 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,036 $505K 0.05% +520 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 3,036 $505K 0.13% -7 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,033 $505K 0.04% +71 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,032 $504K 0.07% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,029 $504K 0.11% +22 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,026 $503K 0.11% -304 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,023 $503K 0.01% -7,768 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 3,020 $502K 0.11% 0 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 3,010 $501K <0.01% +7 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,030 $501K 0.24% +900 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,010 $501K 0.12% -192 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,002 $499K 0.01% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,002 $499K 0.32% -298 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,000 $499K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,990 $497K 0.13% +48 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,979 $496K 0.02% -45 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,972 $494K 0.36% +500 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 2,963 $493K 0.3% -137 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,962 $493K 0.3% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,949 $491K 0.04% new 13F-HR Timeline Group Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 2,948 $490K 0.17% +103 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,940 $489K 0.21% +25 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,938 $489K 0.33% -323 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,937 $489K 0.22% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,840 $487K 0.26% +50 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,919 $486K 0.07% +226 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,916 $485K 0.05% -41 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,915 $485K 0.05% -27 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 2,908 $484K 0.09% -440 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,902 $483K 0.33% +52 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,902 $483K 0.03% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,900 $482K 0.08% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,897 $482K 0.35% +3 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,896 $482K 0.19% +160 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,889 $481K 0.05% -177 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,863 $476K 0.19% +61 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,852 $474K 0.02% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 2,852 $474K 0.08% +11 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,846 $473K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,845 $473K 0.01% -461 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,844 $473K 0.1% +801 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,823 $470K 0.24% +196 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,820 $469K 0.17% -3 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,815 $468K 0.11% -547 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,805 $467K 0.06% 0 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,799 $466K 0.15% -162 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,795 $465K 0.08% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,794 $465K 0.09% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,764 $464K 0.31% -784 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,783 $463K 0.1% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,782 $463K 0.06% +226 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,777 $462K 0.19% -4 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 2,770 $461K 0.13% -108 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,800 $459K 0.3% -3 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,760 $459K 0.05% -563 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,758 $459K 0.02% +30 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,751 $458K 0.04% -12,738 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,753 $458K 0.09% -2,310 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 2,750 $457K 0.35% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 2,750 $457K 0.19% +500 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,748 $457K 0.08% -1,189 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,725 $453K 0.05% +222 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,724 $453K 0.07% +144 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,714 $452K 0.24% -96 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,713 $451K 0.05% +27 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,713 $451K 0.05% +125 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 2,712 $451K 0.18% -147 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,711 $451K 0.2% +299 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,704 $450K 0.36% +112 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,682 $446K 0.07% -946 13F-HR Timeline WILSEY ASSET MANAGEMENT INC More: the full row for WILSEY ASSET MANAGEMENT INC 2,679 $446K 0.08% -119 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,677 $445K 0.37% -14 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,676 $445K 0.07% +4 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,671 $445K 0.08% -185 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 2,667 $444K 0.1% +1 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,663 $443K 0.08% -37 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,663 $443K 0.19% +651 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,662 $443K 0.21% +198 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,660 $443K 0.05% -84 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,650 $441K 0.04% 0 13F-HR Timeline Group DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,646 $440K 0.11% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,644 $440K 0.3% -102 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,634 $438K 0.71% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,620 $436K 0.52% -1,455 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,620 $436K 0.12% +120 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,617 $435K 0.09% -92 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,617 $435K 0.09% -92 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,566 $434K 0.04% +399 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,604 $433K 0.05% +56 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,601 $433K 0.14% +40 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,600 $433K 0.03% +717 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,594 $432K 0.16% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,668 $432K 0.13% -1,271 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 2,594 $431K 0.32% -90 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,593 $431K 0.06% +216 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,590 $431K 0.19% -15 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,587 $430K 0.11% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,585 $430K 0.23% -20 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,583 $430K 0.01% -1,014 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,582 $429K 0.1% -517 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 2,581 $429K 0.02% +68 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 2,580 $429K 0.11% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,576 $429K 0.08% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,571 $428K 0.28% -277 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,562 $426K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,560 $426K 0.03% +64 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,559 $426K 0.3% -200 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,555 $425K 0.03% -91 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 2,551 $424K 0.11% -66 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,551 $424K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 2,543 $424K 0.08% -169 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,655 $422K 0.62% 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,535 $422K 0.25% -68 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2,534 $422K 0.42% 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,348 $420K 0.11% +722 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 2,520 $419K 0.02% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,511 $418K 0.03% +4 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,499 $416K 0.21% +157 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,497 $415K 0.21% -4,265 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,496 $415K 0.3% +10 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,493 $415K 0.03% -239 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,481 $413K 0.05% -6 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,481 $413K 0.05% +1 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,479 $412K 0.03% +523 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,478 $412K 0.15% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,472 $411K 0.14% -500 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,458 $411K 0.39% -12 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,469 $411K 0.13% +150 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,456 $408K 0.05% -129 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,454 $408K 0.1% -61 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,453 $408K 0.2% -1,854 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,453 $408K 0.19% -748 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,452 $408K 0.04% -50 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,450 $408K 0.22% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,463 $406K 0.02% -6,516 13F-HR Timeline