Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 1,064 $473K 0.18% -259 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,061 $472K 0.13% +2 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,060 $471K 0.4% -105 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,060 $471K 0.23% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,059 $471K 0.08% -1 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,059 $471K 0.03% +123 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 1,058 $471K 0.12% +352 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,057 $470K 0.96% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 1,055 $469K 0.22% +30 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,053 $468K 0.11% -258 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,052 $468K 0.04% -313 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,052 $468K 0.1% -940 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 1,018 $467K 0.12% +225 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,051 $467K 0.06% 0 13F-HR/A Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 1,049 $467K 0.13% -23 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,049 $466K 0.24% +5 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 1,046 $465K 0.27% 0 13F-HR/A Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,045 $465K 0.18% -100 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,044 $464K 0.03% -170 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,070 $464K 0.9% +23 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 1,043 $464K 0.04% -13,754 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 1,042 $463K 0.04% +5 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,042 $463K 0.02% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,041 $463K <0.01% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,040 $463K 0.01% -10 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 1,040 $463K 0.25% -108 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,037 $461K 0.01% -1,822 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 1,035 $460K 0.22% -2,233 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,035 $460K 0.04% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,035 $460K 0.11% -79 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,033 $459K 0.13% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,033 $459K 0.34% -40 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,031 $459K 0.36% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,030 $458K 0.39% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,025 $456K 0.26% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,023 $455K 0.2% -70 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 1,023 $455K 0.33% +128 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 1,022 $455K 0.08% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,021 $454K 0.01% +105 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 1,018 $452K 0.16% -45 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,015 $451K 0.08% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,015 $451K 0.15% +174 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,014 $451K 0.16% +54 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,013 $451K 0.14% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,011 $450K 0.38% -87 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,009 $449K 0.08% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,007 $448K 0.13% +40 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,006 $447K 0.44% -35 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,004 $446K 0.21% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,002 $446K 0.13% -48 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 1,001 $445K 0.21% -83 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $445K 0.01% -130,085 13F-HR Timeline FIFTH LANE CAPITAL, LP More: the full row for FIFTH LANE CAPITAL, LP 1,000 $445K 0.45% -500 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 999 $444K 0.25% +100 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 998 $444K 0.33% +135 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 995 $442K 0.25% -5 13F-HR Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 1,007 $442K 0.37% +54 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 991 $441K 0.11% new 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 990 $440K 0.39% -53 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 987 $439K 0.45% -19,370 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 987 $439K 0.03% +149 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 985 $438K 0.11% -105 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 986 $438K 0.17% +100 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 982 $437K 0.12% +76 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 981 $436K 0.09% +111 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 981 $436K 0.19% -1,019 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 980 $436K 0.17% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 973 $436K 0.25% -158 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 980 $436K 0.07% +22 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 979 $435K 0.19% -221 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 978 $435K 0.15% 0 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 946 $435K 0.14% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 976 $434K 0.12% +18 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 977 $434K 0.07% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 975 $434K 0.03% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 975 $434K 0.08% +114 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 975 $434K 0.12% new 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 975 $434K 0.33% +124 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 971 $432K 0.06% -14 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 971 $432K 0.1% +854 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 970 $431K 0.2% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 969 $431K 0.26% +82 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 969 $431K 0.3% +123 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 968 $430K 0.29% +373 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 967 $430K 0.15% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 966 $430K 0.08% -26 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 965 $429K 0.09% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 964 $429K 0.14% -49 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 963 $428K 0.04% -659 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 963 $428K 0.1% +177 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 963 $428K 0.22% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 962 $428K 0.29% -53 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 962 $428K 0.13% +137 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 961 $427K 0.09% -15 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 960 $427K 0.25% -271 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 960 $427K 0.05% +18 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 956 $425K 0.16% +426 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 953 $424K 0.2% +71 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,333 $423K 0.05% -48 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 952 $423K 0.13% -100 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 952 $423K 0.14% +893 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 952 $423K 0.08% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 951 $423K 0.1% -31 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 950 $422K 0.05% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 949 $422K 0.23% -65 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 949 $422K 0.06% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 947 $421K 0.29% +124 13F-HR/A Timeline Bonfire Financial More: the full row for Bonfire Financial 945 $420K 0.32% new 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 945 $420K 0.1% 0 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 944 $420K 0.38% +150 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 943 $419K 0.04% -436 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 942 $419K 0.08% 0 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 942 $419K 0.14% +12 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 939 $418K 0.23% +6 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 903 $417K 0.09% +6 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 938 $417K 0.09% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 938 $417K 0.04% -1,086 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 937 $417K 0.19% -215 13F-HR Timeline Group Slagle Financial, LLC More: the full row for Slagle Financial, LLC 933 $415K 0.15% -114 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 930 $414K 0.1% +130 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 929 $413K 0.08% +43 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 927 $412K 0.08% +253 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 926 $412K 0.03% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 926 $412K 0.17% -47 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 920 $409K 0.04% -68 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 888 $408K 0.15% -92 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 917 $408K 0.1% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,282 $407K 0.33% -300 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 915 $407K 0.25% +15 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 882 $405K 0.14% +137 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 911 $405K 0.12% -34 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 911 $405K 0.24% -92 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 911 $405K 0.33% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 910 $405K 0.09% +42 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 880 $404K 0.03% -490 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 909 $404K 0.08% +60 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 907 $404K 0.29% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 907 $403K 0.1% 0 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 907 $403K 0.09% +12 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 906 $403K 0.18% -281 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 905 $402K 0.01% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 902 $401K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 902 $401K 0.08% -3 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 902 $401K 0.22% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 901 $401K 0.31% -3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 901 $401K 0.13% +149 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 900 $400K 0.03% new 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 900 $400K 0.06% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 900 $400K 0.28% 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 899 $400K 0.08% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 897 $399K 0.18% 0 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 897 $399K 0.23% +1 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 896 $398K 0.17% +30 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 895 $398K 0.05% -190 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 895 $398K 0.14% new 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 895 $398K 0.12% +34 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 894 $398K 0.13% -15 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 893 $397K 0.06% -504 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 893 $397K 0.1% +2 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 891 $396K 0.1% +2 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 893 $396K 0.15% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 889 $395K 0.13% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 889 $395K 0.14% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 887 $394K 0.12% +3 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 886 $394K 0.13% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 886 $394K 0.1% +22 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 886 $394K 0.09% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 885 $394K 0.15% new 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 885 $394K 0.02% -154 13F-HR Timeline Security National Bank More: the full row for Security National Bank 882 $392K 0.06% -31 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 880 $391K 0.02% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 877 $390K 0.06% -209 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 877 $390K 0.17% -152 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 878 $389K 0.18% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 874 $389K 0.03% +143 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 873 $388K 0.07% +22 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 873 $388K 0.36% +11 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 873 $388K 0.04% -18 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 873 $388K 0.12% 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 872 $388K 0.25% 0 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 872 $388K <0.01% new 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 871 $387K 0.11% new 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 871 $387K 0.17% +50 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 871 $387K 0.16% +58 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 870 $387K 0.34% -10 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 870 $387K 0.07% -508 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 870 $387K 0.09% new 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 869 $386K 0.04% +60 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 869 $386K 0.1% +38 13F-HR Timeline Higgins & Schmidt Wealth Strategies LLC More: the full row for Higgins & Schmidt Wealth Strategies LLC 869 $386K 0.2% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 868 $386K 0.09% +14 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 867 $386K 0.02% new 13F-HR Timeline Group DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 865 $385K 0.05% +21 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 865 $385K 0.29% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 862 $383K 0.06% +155 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 861 $383K 0.13% -163 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 861 $383K 0.03% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 855 $380K 0.13% +23 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 853 $379K 0.19% -216 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 853 $379K 0.75% -16,063 13F-HR Timeline