VestGen Investment Management More: the full row for VestGen Investment Management 1,104 $349K 0.1% +197 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,100 $348K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,099 $347K 0.04% +33 13F-HR/A Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 1,099 $347K 0.24% 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 1,096 $346K 0.04% +239 13F-HR Timeline Group AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 1,094 $346K 0.12% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 1,091 $345K 0.18% +50 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,091 $345K 0.23% +16 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 1,090 $345K 0.44% -11,166 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,085 $343K 0.22% +146 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,084 $343K 0.04% 0 13F-HR Timeline Cook Wealth, LLC More: the full row for Cook Wealth, LLC 1,043 $342K 0.16% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 1,082 $342K 0.31% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,078 $341K 0.04% -24 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,078 $341K 0.08% +130 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,074 $340K 0.11% 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 1,073 $339K 0.06% -109 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 1,073 $339K 0.02% new 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 1,073 $339K 0.09% +133 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 1,071 $339K 0.3% 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 1,071 $338K 0.41% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,070 $338K 0.11% 0 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 1,069 $338K 0.12% -113 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,067 $337K 0.1% +51 13F-HR Timeline Sterling Financial Group, Inc. 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More: the full row for Davies Financial Advisors, Inc. 1,052 $332K 0.28% -21 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,049 $332K 0.09% +150 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,046 $331K 0.11% -1,834 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,045 $330K 0.16% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,042 $329K 0.29% 0 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,041 $329K 0.13% +74 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,040 $329K 0.12% -14 13F-HR/A Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 1,040 $329K 0.04% +244 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,038 $328K 0.07% +182 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,037 $328K 0.02% 13F-HR/A Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 1,035 $327K 0.2% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,034 $327K 0.2% +256 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,033 $326K 0.14% +139 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,033 $326K 0.05% +80 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,032 $326K 0.3% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,032 $326K 0.03% +31 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,029 $325K 0.04% +245 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,028 $325K 0.1% -7 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,025 $324K 0.09% -20 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,023 $323K 0.19% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,021 $323K 0.04% -153 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 1,019 $322K 0.19% +93 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,016 $321K 0.08% 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 1,015 $321K 0.21% 0 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 1,015 $321K 0.26% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 1,012 $320K 0.11% +5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,012 $320K 0.29% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,011 $320K 0.05% +51 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 1,009 $319K 0.08% +115 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,004 $317K 0.09% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,003 $316K 0.12% -21 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $316K 0.22% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,000 $316K 0.06% new 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 1,000 $316K 0.1% 0 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 998 $315K 0.12% +15 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 995 $314K 0.09% -93 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 995 $314K 0.06% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 994 $314K 0.04% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 993 $314K 0.06% 0 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 993 $314K 0.16% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 989 $313K 0.13% +20 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 994 $313K 0.07% -14 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 988 $312K 0.14% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 987 $312K 0.06% +19 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 987 $312K 0.17% 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 985 $311K 0.21% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 984 $311K 0.2% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 984 $311K 0.16% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 982 $311K 0.25% 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 981 $310K 0.19% -106 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 979 $309K 0.19% -6,376 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 979 $309K 0.16% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 974 $308K 0.15% +90 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 974 $308K 0.25% +7 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 973 $308K 0.27% 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 972 $307K 0.06% -840 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 972 $307K 0.26% 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 971 $307K 0.12% -185 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 969 $306K 0.07% -26 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 969 $306K 0.03% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 969 $306K 0.02% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 968 $306K 0.05% +47 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 967 $306K 0.32% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 966 $305K 0.08% +4 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 965 $305K 0.17% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 964 $305K 0.23% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 964 $305K 0.13% +32 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 963 $304K 0.38% -651 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 960 $303K 0.09% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 958 $303K 0.13% -300 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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Ried Financial Group, LLC 868 $274K 0.19% 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 866 $274K 0.06% +220 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 865 $274K 0.08% +60 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 865 $273K 0.67% 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 862 $272K 0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 862 $272K 0.21% 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 861 $272K 0.02% new 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 860 $272K 0.1% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 860 $272K 0.06% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Francis Financial, Inc. 1,597 $271K 0.07% +799 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 856 $271K 0.19% 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 856 $271K 0.2% 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 761 $271K 0.08% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 854 $270K 0.1% -60 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 852 $269K 0.03% +2 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 850 $269K 0.1% -2 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 850 $269K 0.11% -62 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 767 $267K 0.25% +43 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 846 $267K 0.03% 0 13F-HR Timeline Mengis Capital Management, Inc. 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