Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 373 $281K 0.1% -7 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 374 $281K 0.05% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 371 $280K 0.05% new 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 370 $279K 0.18% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 382 $278K 0.06% +22 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 369 $278K 0.23% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 369 $278K 0.1% -31 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 368 $277K 0.05% -208 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 368 $277K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 367 $277K 0.01% -6 13F-HR/A Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 367 $277K 0.21% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 366 $276K <0.01% 0 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 366 $276K 0.15% -1,189 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 366 $276K 0.14% -87 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 360 $275K 0.11% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 365 $275K 0.04% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 364 $275K 0.11% -14 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 364 $274K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 363 $274K 0.08% +125 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 363 $274K 0.08% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 363 $274K 0.14% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 363 $273K 0.04% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 363 $273K 0.08% 0 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 362 $273K 0.09% -5 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 362 $273K 0.03% -500 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 361 $272K 0.01% +1 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 360 $272K 0.05% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 360 $271K 0.14% 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 359 $271K 0.15% 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 359 $271K 0.08% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 359 $270K 0.02% -3 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 358 $270K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 358 $270K 0.07% 0 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 358 $270K 0.11% -10 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 355 $268K 0.16% -274 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 355 $268K 0.05% -21 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 354 $267K 0.05% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 354 $267K 0.09% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,681 $265K 0.18% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 352 $265K 0.04% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 351 $265K 0.05% +19 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 351 $265K 0.06% 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 351 $265K 0.01% -57 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 350 $264K 0.08% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 346 $263K 0.02% +51 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 349 $263K 0.14% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 348 $262K <0.01% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 347 $262K 0.12% +23 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 347 $262K 0.12% new 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 347 $262K 0.05% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 346 $261K 0.04% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 345 $260K 0.11% -100 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 345 $260K 0.14% -59 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 344 $259K 0.03% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 344 $259K 0.04% new 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 343 $259K 0.16% 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 342 $258K 0.1% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 342 $258K 0.21% +25 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 342 $258K 0.04% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 341 $257K 0.13% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 341 $257K 0.1% 0 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 341 $257K 0.12% 0 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 340 $256K 0.02% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 338 $255K 0.04% 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 338 $255K 0.15% 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 337 $254K 0.08% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 337 $254K 0.03% 0 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 337 $254K 0.1% -1 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 336 $254K 0.05% +21 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 330 $253K 0.04% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 335 $253K <0.01% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 334 $252K 0.04% -23 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 334 $252K 0.13% +14 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 334 $252K 0.11% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 334 $252K 0.17% +40 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 333 $251K 0.08% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 332 $251K 0.03% new 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 332 $250K 0.03% +52 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 331 $250K 0.06% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 330 $249K 0.05% -15 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 329 $248K 0.11% -55 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 329 $246K 0.06% 0 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 325 $245K 0.13% -26 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 324 $244K 0.29% -386 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 324 $244K 0.01% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 324 $244K 0.24% 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 324 $244K 0.08% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 323 $243K 0.06% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 317 $242K 0.14% +4 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 321 $242K 0.04% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 320 $241K 0.01% 0 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 318 $240K 0.18% +12 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 318 $240K 0.13% -25 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 317 $239K 0.06% 0 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 317 $239K 0.09% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 317 $239K 0.06% 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 316 $238K 0.03% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 315 $238K 0.07% -1 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 315 $238K 0.07% -202 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 315 $237K 0.02% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 315 $237K 0.12% new 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 315 $237K 0.02% +3 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 314 $237K 0.06% -5 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 314 $237K 0.03% +12 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 313 $236K 0.1% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 310 $234K 0.01% -7 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 309 $233K 0.15% -8 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 307 $232K 0.11% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 307 $231K 0.04% -4 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 306 $231K 0.01% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 306 $231K 0.1% -3 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 305 $230K 0.11% -20 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 305 $230K 0.02% -22 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 304 $229K 0.02% 0 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 304 $229K 0.17% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 304 $229K 0.06% new 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 303 $229K 0.08% +1 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 303 $228K 0.05% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 299 $227K 0.25% 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 301 $227K 0.01% 0 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 301 $227K 0.11% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 300 $226K 0.1% 0 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 300 $226K 0.15% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 300 $226K 0.05% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 300 $226K 0.04% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 300 $226K 0.2% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 300 $226K 0.15% 13F-HR Timeline MOTCO More: the full row for MOTCO 299 $225K 0.02% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 299 $225K 0.04% 0 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 299 $225K 0.04% 0 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 298 $225K 0.03% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 297 $224K 0.03% -136 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 297 $224K 0.03% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 297 $224K 0.04% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 296 $223K 0.06% 0 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 296 $223K 0.03% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 296 $223K 0.04% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 294 $222K 0.02% 0 13F-HR Timeline Boyer Financial Services, Inc. More: the full row for Boyer Financial Services, Inc. 293 $222K 0.23% 13F-HR Timeline Henson-Edgewater Management, LLC More: the full row for Henson-Edgewater Management, LLC 292 $220K 0.13% 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 291 $220K 0.04% +22 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 291 $219K 0.13% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 291 $219K 0.02% 0 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 290 $219K 0.09% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 290 $219K 0.01% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 290 $219K 0.42% new 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 290 $218K 0.09% 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 289 $218K 0.1% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 288 $217K 0.03% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 287 $216K 0.15% -46 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 287 $216K 0.07% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 286 $216K 0.03% +220 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 285 $215K 0.03% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 285 $215K 0.22% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 284 $214K 0.03% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 284 $214K 0.09% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 284 $214K 0.03% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 284 $214K 0.04% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 283 $213K 0.02% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 282 $212K 0.11% -65 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 281 $212K 0.01% -7 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 281 $212K 0.02% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 281 $212K 0.01% -29 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 281 $212K 0.03% +3 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 280 $211K 0.07% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 279 $210K 0.11% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 279 $210K 0.02% +11 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 278 $210K 0.02% -4 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 278 $210K 0.19% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 278 $209K 0.07% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 277 $209K 0.06% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 276 $208K 0.02% new 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 274 $207K 0.17% -59 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 273 $206K 0.03% new 13F-HR/A Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 273 $206K 1.53% 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 272 $205K 0.02% -422 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 272 $205K 0.02% -34 13F-HR Timeline Group Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 272 $205K 0.23% 0 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 272 $205K 0.01% -14 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 272 $205K 0.03% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 271 $204K 0.06% 0 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 271 $204K 0.04% +1 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 270 $204K 0.18% 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 270 $204K 0.03% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 269 $203K 0.04% 0 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 268 $202K 0.06% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 268 $202K 0.02% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 267 $202K 0.05% new 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 267 $201K 0.07% 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 267 $201K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 267 $201K 0.02% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 266 $201K 0.03% new 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 266 $201K 0.09% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 266 $201K 0.24% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 265 $200K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 264 $199K <0.01% +110 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 261 $197K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 256 $193K 0.04% -83 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 254 $191K 0.07% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 250 $188K 0.02% 0 13F-HR Timeline