Helium Advisors LLC More: the full row for Helium Advisors LLC 1,091 $258K 0.16% new 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 1,090 $258K 0.14% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 1,090 $258K 0.09% -43 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 1,089 $258K 0.09% new 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,086 $257K 0.06% -638 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,084 $257K 0.03% +64 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,083 $257K 0.11% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,082 $256K 0.05% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,080 $256K 0.02% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,078 $256K 0.03% -244 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,075 $255K 0.02% -291 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,067 $253K 0.02% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,064 $252K 0.01% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 1,063 $252K 0.1% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,059 $251K 0.1% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,057 $250K 0.03% +120 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,057 $250K 0.21% -10 13F-HR/A Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 1,024 $249K 0.09% -145 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,024 $249K 0.02% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 1,052 $249K 0.11% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 1,051 $249K 0.1% -521 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,050 $249K 0.16% -675 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,048 $248K 0.05% -32 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 1,046 $248K 0.11% 0 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,045 $248K 0.16% -317 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,038 $246K 0.03% +78 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,036 $246K 0.02% -150 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,036 $245K 0.13% -409 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,032 $245K 0.07% +39 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,031 $244K 0.04% +71 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,027 $244K 0.03% new 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,015 $241K 0.16% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 1,010 $239K 0.17% -491 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,008 $239K 0.15% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,003 $238K 0.02% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,003 $238K 0.05% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,000 $237K 0.12% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 999 $237K 0.12% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 996 $236K 0.11% 0 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 996 $236K 0.35% 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 992 $235K 0.12% +89 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 991 $235K 0.03% -3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 977 $235K 0.02% +727 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 990 $235K 0.01% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 988 $234K <0.01% 0 13F-HR/A Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 987 $234K 0.02% +1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 984 $233K 0.03% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 983 $233K 0.11% -11 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 982 $233K 0.19% -250 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 976 $231K 0.06% -160 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 974 $231K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 974 $231K 0.04% 0 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 974 $231K 0.11% +3 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 973 $231K 0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 972 $230K 0.06% +2 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 972 $230K 0.23% -703 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 968 $228K 0.09% +64 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 962 $228K 0.04% -80 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 940 $227K 0.04% -137 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 952 $226K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 951 $225K 0.09% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 949 $225K <0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 945 $224K 0.01% -44 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 945 $224K 0.11% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 944 $224K 0.02% +354 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 938 $222K 0.19% -107 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 936 $222K 0.16% -4 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 936 $222K 0.08% 0 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 930 $220K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 929 $220K 0.1% -75 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 927 $220K 0.23% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 926 $219K 0.14% new 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 926 $219K 0.05% -48 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 926 $219K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 924 $219K 0.1% +8 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 925 $219K 0.02% 0 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 923 $219K 0.18% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 915 $217K 0.13% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 914 $217K 0.03% -93 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 913 $216K 0.01% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 913 $216K 0.04% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 912 $216K 0.06% +5 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 907 $215K 0.04% new 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 907 $215K <0.01% -453 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 907 $215K 0.09% 0 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 900 $213K 0.08% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 899 $213K 0.2% -524 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 897 $213K 0.16% -51 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 894 $212K 0.03% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 893 $212K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 893 $212K 0.2% -1,193 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 891 $211K 0.11% -234 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 890 $211K 0.01% -210 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 890 $211K 0.24% new 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 889 $211K 0.07% -266 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 887 $210K 0.02% new 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 886 $210K 0.06% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 884 $210K 0.11% new 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 873 $207K 0.03% -391 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 867 $206K 0.08% new 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 869 $206K 0.18% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 869 $206K 0.02% -79 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 843 $205K 0.03% 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 864 $205K 0.07% -35,310 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 862 $204K 0.07% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 859 $204K 0.12% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 857 $203K 0.07% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 855 $203K 0.04% -106 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 853 $202K 0.06% -58 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 851 $202K 0.04% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 850 $201K 0.13% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 850 $201K 0.18% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 850 $201K 0.02% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 849 $201K 0.15% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 848 $201K 0.07% -6 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 848 $201K 0.03% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 847 $201K 0.09% new 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 847 $201K 0.16% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 842 $200K 0.01% -86 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 839 $199K 0.17% -251 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 814 $193K 0.07% -210 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 813 $193K 0.03% -175 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 805 $191K 0.08% -29 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 800 $190K 0.07% 0 13F-HR/A Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 776 $184K 0.15% -61 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 776 $184K 0.03% -246 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 765 $181K 0.02% -282 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 759 $180K <0.01% -1,743 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 742 $176K <0.01% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 740 $175K 0.02% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 709 $169K 0.02% +601 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 685 $162K 0.03% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 669 $159K 0.15% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 667 $158K 0.13% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 665 $158K 0.03% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 660 $156K 0.06% -23 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 649 $154K 0.05% -305 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 647 $153K 0.04% -210 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 641 $152K 0.07% +124 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 634 $150K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 631 $150K <0.01% -11 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 620 $147K 0.04% 0 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 600 $143K 0.06% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 591 $140K 0.04% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 575 $136K 0.11% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 560 $133K <0.01% +115 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 558 $132K 0.04% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 554 $131K 0.05% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 548 $130K 0.02% +51 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 546 $129K 0.07% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 535 $127K 0.05% -7,086 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 517 $123K 0.08% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 512 $121K 0.01% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 509 $121K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 501 $119K 0.01% -148 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 497 $118K 0.1% +9 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 489 $116K 0.06% -1,126 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 489 $116K 0.01% -621 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 480 $114K 0.04% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 473 $112K 0.06% +17 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 464 $110K 0.06% +33 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 456 $108K 0.04% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 455 $108K 0.08% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 453 $107K 0.02% -50 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 448 $106K 0.04% +42 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 446 $106K 0.1% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 446 $106K 0.06% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 380 $105K 0.03% -53,321 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 441 $105K 0.05% new 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 427 $101K <0.01% -1,472 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 424 $100K 0.05% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 424 $100K 0.04% -148 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 400 $94.8K 0.02% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 400 $94.8K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 394 $93.4K 0.04% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 392 $92.9K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 389 $92.1K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 384 $91K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 373 $88.4K <0.01% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 366 $86.7K 0.03% +265 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 360 $85.3K 0.01% -31 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 281 $85.2K 0.03% +20 13F-HR/A Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 357 $84.6K 0.04% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 355 $84.1K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 355 $84.1K 0.04% 0 13F-HR/A Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 354 $84K 0.03% -1 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 339 $80.4K 0.07% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 334 $79.2K 0.05% -226 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 332 $78.7K 0.03% +301 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 328 $77.7K 0.04% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 323 $76.5K 0.03% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 318 $75.2K 0.02% +30 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 316 $74.9K 0.06% +35 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 309 $73.2K 0.04% +9 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 307 $72.8K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $71.1K 0.04% -132 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 299 $70.9K 0.03% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 295 $69.8K 0.04% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 294 $69.7K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 291 $69K <0.01% new 13F-HR Timeline