Citrine Capital LLC More: the full row for Citrine Capital LLC 603 $224K 0.1% +120 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 600 $223K 0.01% -1,765 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 600 $223K 0.15% new 13F-HR Timeline Savior LLC More: the full row for Savior LLC 600 $223K 0.8% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 600 $223K 0.09% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 599 $223K 0.07% +4 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 599 $223K 0.03% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 599 $223K 0.12% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 597 $222K 0.15% new 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 597 $222K 0.15% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 596 $222K 0.11% +6 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 596 $222K 0.06% -244 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 596 $222K 0.16% -25 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 595 $221K 0.04% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 591 $220K 0.1% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 590 $219K 0.04% -5,618 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 590 $219K 0.1% -133 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 590 $219K 0.07% -4 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 588 $219K 0.07% +34 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 587 $218K 0.01% 0 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 587 $218K 0.05% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 586 $218K 0.1% 0 13F-HR Timeline WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 586 $218K 0.23% -129 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 617 $218K 0.04% -20 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 585 $217K 0.24% -572 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 584 $217K 0.11% -1,256 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 583 $217K 0.03% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 583 $217K 0.03% -993 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 582 $216K 0.06% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 581 $216K 0.06% +54 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 581 $216K 0.02% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 581 $216K 0.12% -54 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 580 $216K 0.05% new 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 580 $216K 0.09% +26 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 579 $215K 0.06% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 579 $215K 0.02% -91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tufton Capital Management More: the full row for Tufton Capital Management 579 $215K 0.04% +9 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 578 $215K 0.04% new 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 578 $215K 0.04% -120 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 577 $214K 0.13% +59 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 577 $214K 0.21% -36 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 577 $214K 0.22% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 576 $214K 0.01% +91 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 576 $214K 0.01% -11,358 13F-HR Timeline Group CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 576 $214K 0.14% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 575 $214K 0.14% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 575 $214K 0.13% 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 575 $214K 0.02% -536 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 575 $214K 0.02% -120 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 574 $213K 0.04% +55 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 574 $213K 0.01% +26 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 573 $213K 0.03% +102 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 573 $213K 0.09% -1,430 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 573 $213K 0.16% +54 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 574 $213K 0.02% 0 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 572 $213K 0.07% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 571 $212K 0.21% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 577 $212K 0.05% -5 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 570 $212K 0.13% 0 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 569 $212K 0.06% +15 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 569 $212K 0.08% +17 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 567 $211K 3.8% -2 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 566 $210K 0.1% +5 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 565 $210K 0.1% -113 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 562 $209K 0.11% new 13F-HR Timeline BANK OZK More: the full row for BANK OZK 562 $209K 0.07% -6 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 561 $209K 0.03% +37 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 561 $208K 0.07% +22 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 560 $208K 0.02% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 560 $208K 0.1% +10 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 560 $208K 0.28% -382 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 559 $208K 0.18% -91 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 559 $208K 0.19% -18 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 558 $207K 0.08% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 557 $207K 0.1% +25 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 557 $207K 0.05% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 602 $206K 0.03% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 555 $206K 0.06% +59 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 555 $206K 0.15% -597 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 555 $206K 0.19% -1 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 555 $206K <0.01% -75 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 554 $206K 0.09% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 553 $206K 0.16% +2 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 553 $206K 0.06% +4 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 552 $205K 0.02% -267 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Note Advisors, LLC More: the full row for Note Advisors, LLC 552 $205K 0.1% 0 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 552 $205K 0.13% +38 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 550 $204K 0.14% +3 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 508 $204K 0.02% +35 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 547 $204K 0.09% 0 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 546 $203K 0.17% +53 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 542 $201K 0.1% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 541 $201K 0.16% -5 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 539 $200K 0.1% +25 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 539 $200K 0.1% -183 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 531 $197K 0.04% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 531 $197K 0.05% +189 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 530 $197K 0.02% 0 13F-HR Timeline Step Capital Management Pte. Ltd. More: the full row for Step Capital Management Pte. Ltd. 525 $195K 0.08% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 518 $193K 0.09% +350 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 510 $190K 0.03% +31 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 501 $186K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 499 $186K 0.11% -21 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 497 $185K 0.06% +75 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 495 $184K 0.14% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 531 $184K 0.18% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 490 $182K 0.05% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 483 $180K 0.03% -31 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 479 $178K 0.03% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 476 $177K 0.09% -30 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 474 $176K 0.11% -276 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 473 $176K 0.08% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 492 $175K <0.01% +353 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 467 $174K 0.08% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 461 $171K 0.03% +9 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 457 $170K 0.03% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 454 $169K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 450 $167K 0.06% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 450 $167K 0.05% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 448 $167K 0.12% -2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 444 $165K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 444 $165K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 441 $164K 0.04% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 440 $164K 0.05% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 438 $163K 0.07% +43 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 434 $162K 0.15% +107 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 433 $161K 0.04% -10 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 430 $160K 0.06% 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 427 $159K 0.03% -200 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 420 $156K 0.08% +40 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 413 $154K 0.09% +50 13F-HR Timeline Trust Co More: the full row for Trust Co 407 $151K 0.01% 0 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 404 $150K 0.12% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 400 $149K 0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 396 $147K 0.14% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 395 $147K 0.9% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 416 $147K 0.03% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 393 $146K 0.06% -2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 393 $146K 0.03% +34 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 393 $146K 0.06% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 393 $146K 0.07% +170 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 392 $146K 0.06% +12 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 391 $145K 0.04% -7 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 390 $145K 0.1% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 388 $144K 0.01% +13 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 385 $143K 0.11% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 377 $140K 0.02% +141 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 376 $140K 0.64% -13 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 373 $139K 0.06% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 366 $136K 0.03% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 365 $136K 0.21% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 357 $133K 0.04% +15 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 356 $132K 0.12% +40 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 354 $132K 0.1% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 352 $131K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 351 $130K 0.07% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 351 $129K 0.11% +100 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 346 $129K 0.04% -26 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 345 $128K 0.37% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 345 $128K 0.08% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 338 $126K 0.05% -187 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 334 $124K 0.04% +96 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 322 $123K 0.05% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 330 $123K 0.03% -414 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 326 $121K 0.09% +26 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 322 $120K 0.05% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 322 $120K 0.04% -56 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 265 $119K 0.14% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 312 $116K 0.03% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 305 $114K 0.08% +25 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 302 $112K 0.08% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $112K 0.1% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 299 $111K <0.01% -200 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 298 $111K 0.06% +25 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 292 $109K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 283 $105K 0.03% -2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 282 $105K 0.1% +31 13F-HR/A Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 279 $104K 0.05% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 278 $103K 0.1% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 270 $100K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 267 $99K <0.01% +24 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 262 $97.4K 0.01% +21 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 262 $97.4K 0.05% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 251 $93.3K 0.04% -192 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 247 $91.8K 0.02% +5 13F-HR Timeline MOTCO More: the full row for MOTCO 245 $91.1K 0.01% -93 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 245 $91.1K 0.04% -54 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 242 $90K 0.09% +3 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 239 $88.8K 0.05% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 237 $88.1K 0.06% +21 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 231 $85.9K 0.03% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 229 $85.1K 0.05% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 227 $84.4K 0.02% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 225 $83.6K 0.01% +53 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 225 $83K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 220 $81.8K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 220 $81.8K 0.03% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 218 $81K 0.03% -7 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 215 $79.9K 0.07% +15 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 212 $78.8K 0.06% 0 13F-HR Timeline