Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 7,461 $1.42M 0.06% -139 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,421 $1.41M 0.24% -50 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,403 $1.4M 0.02% +489 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,383 $1.4M -174 Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 7,378 $1.4M 1.01% +2,669 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,346 $1.39M 0.18% -575 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,346 $1.39M 0.12% -1,137 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,279 $1.38M 0.05% -4,077 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,191 $1.36M <0.01% new 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,184 $1.36M 0.13% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,174 $1.36M 0.14% -299 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 7,173 $1.36M 0.34% -5,673 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,142 $1.35M 0.15% +240 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,105 $1.35M 0.01% -320 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,083 $1.34M 0.1% +9 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,040 $1.33M 0.41% 0 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,002 $1.33M 0.17% -1,975 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.33M 0.29% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.33M 0.21% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 6,964 $1.32M 0.25% +17 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 6,960 $1.32M 0.17% +455 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,955 $1.32M 0.03% -3,450 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 6,889 $1.31M 0.32% +45 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 6,887 $1.31M 0.25% +237 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 6,865 $1.3M 0.5% -56 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,853 $1.3M 0.05% new 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 6,827 $1.3M 0.42% -3 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,796 $1.29M <0.01% +3,065 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 6,794 $1.29M 0.2% +877 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 6,761 $1.28M 1.05% +147 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,760 $1.28M 0.15% -701 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 6,750 $1.28M 0.88% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,717 $1.27M 0.14% -150 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,707 $1.27M 0.9% +3 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,668 $1.26M 0.36% -19,139 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 6,597 $1.25M 0.3% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,586 $1.25M 0.19% +89 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 6,509 $1.23M 0.26% +706 13F-HR Timeline Financial Advisory Corp More: the full row for Financial Advisory Corp 6,504 $1.23M 0.18% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,502 $1.23M 0.04% -32 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,498 $1.23M 0.42% -134 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,493 $1.23M 0.16% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,458 $1.23M 0.67% +1,776 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 6,435 $1.22M 0.27% +110 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,403 $1.22M 0.14% -312 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6,413 $1.22M 0.42% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,410 $1.22M 0.15% -711 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,409 $1.22M 0.62% +900 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,391 $1.21M 0.1% -17 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 6,389 $1.21M 0.24% +188 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,351 $1.2M 0.36% -1,351 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,339 $1.2M 0.83% +200 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,271 $1.2M 0.37% +632 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 6,297 $1.19M 0.18% -823 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 6,293 $1.19M 0.44% +15 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,250 $1.19M 0.14% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,238 $1.18M 0.14% -15 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,234 $1.18M 0.9% +29 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,217 $1.18M 0.07% +236 13F-HR Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 6,200 $1.18M 0.91% -487 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,171 $1.17M 0.04% -110 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,170 $1.17M 0.02% +625 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,154 $1.17M 0.08% +104 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,143 $1.17M 0.05% +24 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,126 $1.16M 0.29% -2,250 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,122 $1.16M 0.46% +161 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,108 $1.16M 0.74% -171 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 6,098 $1.16M 0.29% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 6,097 $1.16M 0.28% +85 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 6,083 $1.15M 0.22% 0 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,080 $1.15M 0.16% -24 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 6,074 $1.15M 0.45% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 6,043 $1.15M 0.93% -273 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 6,021 $1.14M 0.22% +68 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 6,020 $1.14M <0.01% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,008 $1.14M 0.27% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 5,995 $1.14M 0.21% -568 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,983 $1.13M 0.09% +1,026 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 5,981 $1.13M 0.2% +5,883 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 5,980 $1.13M 0.09% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,979 $1.13M 0.13% 0 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,956 $1.13M 0.29% +122 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,954 $1.13M 0.01% +198 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,950 $1.13M 0.09% +21 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,943 $1.13M 0.22% +188 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,942 $1.13M 0.2% -445 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,935 $1.13M 0.68% -215 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,931 $1.13M 0.02% +85 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,919 $1.12M 0.29% -940 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,914 $1.12M 0.51% +26 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 5,883 $1.12M 0.32% -151 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,877 $1.11M 0.03% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 5,858 $1.11M 0.32% +1,915 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,839 $1.11M 0.18% +12 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,834 $1.11M 0.62% +11 13F-HR/A Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,822 $1.1M 0.77% +761 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 5,797 $1.1M 0.28% -515 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 5,767 $1.09M 0.07% 0 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 5,759 $1.09M 0.38% +4 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 5,716 $1.08M 0.33% -336 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,697 $1.08M <0.01% -12,402 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 5,694 $1.08M 0.75% +3,523 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,690 $1.08M 0.1% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,684 $1.08M 0.04% -146 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,678 $1.08M 0.16% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,666 $1.07M 0.46% +153 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 5,657 $1.07M 0.67% +7 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 5,667 $1.07M 0.8% 0 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 5,632 $1.07M 0.66% +85 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,631 $1.07M 0.03% -154 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,622 $1.07M 0.12% -296 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,617 $1.07M 0.06% -417 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,597 $1.06M 0.55% -1,239 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 5,589 $1.06M 0.12% +310 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,584 $1.06M 0.7% +3,367 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,579 $1.06M 0.43% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,572 $1.06M 0.04% -152 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 5,558 $1.05M 0.42% -634 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 5,523 $1.05M 0.32% -30,198 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,490 $1.04M 0.41% -259 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,514 $1.04M 0.3% +261 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,456 $1.03M 0.18% +73 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 5,430 $1.03M 0.19% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,419 $1.03M 0.19% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,412 $1.03M 0.02% new 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 5,400 $1.02M 0.23% -7 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,371 $1.02M 0.14% -10 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,368 $1.02M 0.66% +7 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,356 $1.02M 0.07% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 5,353 $1.02M 0.21% +855 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 5,350 $1.01M 0.34% -261 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,346 $1.01M 0.29% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,339 $1.01M 0.04% -318 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 5,322 $1.01M 1.22% -292 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,299 $1.01M 0.18% -66 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,284 $1M 0.05% -215 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,281 $1M 0.02% -221 13F-HR Timeline Group Northwest Financial Advisors More: the full row for Northwest Financial Advisors 5,234 $993K 1.28% +122 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 5,205 $987K 0.29% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 5,176 $984K 0.26% +12 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5,184 $983K 0.16% -34 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,110 $969K 0.33% 0 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 5,096 $967K 0.77% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,073 $962K 0.27% +2,007 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,024 $953K 0.06% -6 13F-HR/A Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,022 $953K 0.01% +160 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 5,014 $951K 0.38% -1,935 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,000 $948K 0.12% new 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,970 $943K <0.01% -39,390 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,969 $943K 0.11% -751 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,965 $942K 0.06% -233,012 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 4,963 $941K 0.08% -7,162 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 4,961 $941K 0.45% -8,494 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 4,951 $939K 0.01% -219 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,945 $938K 0.77% -1,953 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,900 $930K 0.31% +72 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,900 $930K 0.05% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 4,890 $928K 0.13% -220 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,883 $926K 0.39% -337 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 4,866 $923K 0.27% +16 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,863 $923K 0.01% +2,445 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 4,861 $922K 0.66% -606 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,875 $920K 0.4% -1,013 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 4,841 $918K 0.69% +20 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,828 $916K 0.17% -10,362 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,823 $915K 0.4% +21 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,821 $915K 0.09% -43 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 4,810 $912K 0.23% -47 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,797 $910K 0.48% -32 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,786 $908K 0.68% +75 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,775 $906K 0.11% 0 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 4,774 $906K 0.54% -18 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,760 $903K 0.3% +305 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,727 $897K 0.27% +1,681 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,726 $897K 0.32% -49 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 4,719 $895K 0.44% +40 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 4,714 $894K 0.14% +2,883 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,709 $893K 0.03% -680 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 4,704 $892K 0.07% -13,440 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,674 $887K 0.09% +560 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Investment Planning Advisors, Inc. 4,581 $869K 0.27% +680 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,558 $865K 0.08% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 4,520 $857K 0.36% -15 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,515 $856K 0.05% +31 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 4,505 $855K 0.29% -2 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 4,497 $853K 0.39% 0 13F-HR Timeline Cambria Investment Management, L.P. 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