Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 1,563 $297K 0.11% +95 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,562 $296K 0.07% -1 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 1,560 $296K 0.03% new 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 1,559 $296K 0.03% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,558 $296K 0.03% +52 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,555 $295K 0.01% -127 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,552 $294K 0.03% +268 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,551 $294K 0.04% -58 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 1,546 $293K 0.01% +25 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,546 $293K 0.01% -3,504 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 1,540 $292K 0.05% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,539 $292K 0.08% -33 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,532 $291K 0.02% -108 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 1,530 $290K 0.02% +6 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 1,529 $290K 0.07% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 1,528 $290K 0.12% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,527 $290K 0.08% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,526 $290K 0.05% +47 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,524 $289K 0.04% +324 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 1,521 $289K 0.04% -120 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,520 $288K 0.07% +900 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,520 $288K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,516 $288K 0.02% -9 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,515 $287K 0.07% +28 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,515 $287K 0.05% +309 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 1,473 $287K 0.18% 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,512 $287K 0.02% +1 13F-HR/A Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,512 $287K 0.04% new 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 1,511 $287K 0.26% +119 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,452 $285K 0.02% 0 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,500 $285K 0.26% -203 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 1,500 $285K 0.13% new 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,499 $284K 0.11% -26 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1,498 $284K 0.16% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,498 $284K 0.13% -50 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,498 $284K 0.11% +24 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,496 $284K 0.05% -39 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,492 $283K 0.17% -424 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,491 $283K 0.19% +4 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,485 $282K 0.02% -92 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 1,479 $281K 0.18% new 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,477 $280K 0.04% -100 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,476 $280K 0.28% 0 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 1,475 $280K 0.08% -235 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,475 $280K 0.14% +110 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,474 $280K 0.03% +235 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,471 $279K 0.1% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,470 $279K 0.3% +304 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,467 $278K 0.86% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,464 $278K 0.09% +177 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,461 $277K 0.03% +23 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,453 $276K 0.09% +89 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,451 $275K 0.02% +45 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,451 $275K 0.07% -25 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,426 $275K 0.05% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,447 $275K 0.08% +1 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,447 $275K 0.01% new 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 1,447 $275K 0.13% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,444 $274K 0.09% -28 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,442 $274K 0.07% +28 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,439 $273K 0.11% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,439 $273K 0.03% +2 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 1,438 $273K 0.41% -821 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,437 $273K 0.02% -132 13F-HR Timeline Group CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 1,437 $273K 0.21% +1 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 1,436 $272K <0.01% -88 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,436 $272K 0.01% -189 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,436 $272K 0.04% +274 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,434 $272K 0.11% -135 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,433 $272K 0.05% +20 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,428 $271K 0.1% -86 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,427 $271K 0.09% -234 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,426 $271K 0.02% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,426 $270K 0.03% -345 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 1,424 $270K 0.2% +133 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 1,418 $269K 0.03% +16 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,416 $269K 0.13% +12 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 1,415 $268K 0.23% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,412 $268K 0.06% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,411 $268K 0.04% +56 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,410 $268K 0.15% +11 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 1,410 $268K 0.05% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 1,404 $266K 0.24% 0 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,402 $266K 0.1% +25 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 1,402 $266K 0.11% -19 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 1,398 $265K 0.26% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,397 $265K 0.01% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,396 $265K 0.09% -36 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,395 $265K 0.05% +29 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,394 $264K 0.2% 0 13F-HR/A Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,393 $264K 0.09% -26 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 1,392 $264K 0.07% -1,241 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,388 $263K 0.05% -257 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,388 $263K 0.04% -117 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,390 $263K 0.06% +3 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,383 $262K 0.1% +52 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,382 $262K 0.07% +131 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,381 $262K 0.17% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,380 $262K 0.06% -255 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,379 $262K 0.2% -75 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 1,377 $261K 0.15% -5 13F-HR Timeline Gray Private Wealth, LLC More: the full row for Gray Private Wealth, LLC 1,374 $261K 0.11% new 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,373 $260K 0.14% -199 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,370 $260K 0.11% +13 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,370 $260K 0.01% new 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 1,369 $260K 0.26% 0 13F-HR Timeline Torrey-Payne Wealth Management, LLC More: the full row for Torrey-Payne Wealth Management, LLC 1,368 $260K 0.21% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,365 $259K 0.03% +91 13F-HR Timeline Group HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 1,365 $259K 0.17% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 1,365 $259K 0.06% +113 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,364 $259K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,359 $258K 0.11% -5 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,355 $257K 0.09% -75 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,354 $257K 0.11% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,354 $257K 0.04% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,353 $257K 0.12% 0 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 1,352 $257K 0.12% +16 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 1,352 $256K 0.03% -101 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,351 $256K 0.03% +41 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 1,350 $256K 0.21% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,349 $256K 0.16% +76 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,347 $256K 0.05% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1,344 $255K 0.05% -62 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 1,343 $255K 0.2% -325 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 1,341 $254K 0.07% +42 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,340 $254K 0.07% -194 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,340 $254K 0.05% 0 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,336 $254K 0.06% +35 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,335 $253K 0.15% -819 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,334 $253K 0.09% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,331 $253K 0.02% -1,439 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 1,331 $253K 0.14% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,304 $252K 0.04% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,329 $252K 0.12% +60 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,328 $252K 0.07% +207 13F-HR Timeline QUANTUM FINANCIAL PARTNERS LLC More: the full row for QUANTUM FINANCIAL PARTNERS LLC 1,328 $252K 0.13% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 1,327 $252K 0.06% +5 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,326 $252K 0.14% +5 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,325 $251K 0.07% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,324 $251K <0.01% -187 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,321 $251K 0.16% -17 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,320 $250K 0.04% +63 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,320 $250K 0.05% -117 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,318 $250K 0.03% +27 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,316 $250K 0.02% +7 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 1,313 $249K 0.15% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,310 $249K 0.04% -370 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,308 $248K 0.1% +183 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,303 $247K 0.21% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 1,300 $247K 0.14% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,300 $247K 0.08% +34 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,300 $247K 0.11% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 1,300 $247K 0.18% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,297 $246K 0.04% -26 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,293 $245K 0.1% -2 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,291 $245K 0.07% +247 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,289 $245K 0.01% -557 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 1,289 $245K 0.08% -461 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 1,185 $244K 0.16% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,284 $244K 0.13% 0 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 1,283 $243K 0.19% -45 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,282 $243K 0.02% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,279 $243K 0.01% -72 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,276 $242K 0.09% 0 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,275 $242K 0.17% +1 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,274 $242K 0.07% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,273 $242K 0.14% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 1,272 $241K 0.04% +4 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 1,271 $241K 0.05% +31 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 1,270 $241K 0.04% +216 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 1,270 $241K 0.14% +124 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 1,269 $241K 0.12% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,265 $240K 0.2% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,260 $239K 0.04% +5 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,259 $239K <0.01% -110 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 1,232 $238K 0.15% new 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,256 $238K 0.06% 0 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 1,251 $237K 0.04% +8 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,250 $237K 0.03% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 1,249 $237K 0.09% -858 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 1,246 $236K 0.05% +45 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,246 $236K 0.06% +72 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,245 $236K 0.04% +22 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,241 $236K 0.06% -366 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 1,241 $235K 0.05% +3 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,240 $235K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,239 $235K 0.1% -641 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,237 $235K 0.01% -182 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,236 $235K 0.04% +61 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,236 $235K 0.04% -200 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 1,235 $234K 0.05% new 13F-HR Timeline Collaborative Capital Advisors LLC More: the full row for Collaborative Capital Advisors LLC 1,234 $234K 0.15% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,231 $234K 0.07% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 1,230 $233K 0.05% +615 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,229 $233K 0.1% -2,371 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,223 $232K 0.05% 0 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 1,221 $232K 0.21% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,221 $232K 0.21% 0 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 1,220 $231K 0.13% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 1,039 $231K 0.27% -185 13F-HR Timeline