GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 950 $266K 0.03% -17 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 950 $266K 0.09% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 948 $265K 0.08% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 946 $265K 0.17% -143 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 945 $264K 0.05% +122 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 943 $264K 0.24% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 937 $262K 0.01% -122 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 935 $262K 0.04% +12 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 934 $261K 0.07% -4 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 934 $261K 0.24% +145 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 932 $261K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 931 $260K 0.06% new 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 928 $260K 0.2% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 907 $260K 0.11% -507 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 926 $259K 0.11% +66 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 926 $259K 0.12% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 925 $259K 0.14% new 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 925 $259K 0.33% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 923 $258K 0.05% -66 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 920 $258K 0.04% -85 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 918 $257K 0.03% -64 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 917 $257K <0.01% 0 13F-HR/A Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 916 $256K 0.04% +2 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 915 $256K 0.01% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 914 $256K 0.04% +118 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 914 $256K 0.05% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 913 $256K 0.21% +35 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 903 $253K 0.09% -49 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 900 $252K 0.23% 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 897 $252K 0.09% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 898 $251K 0.17% -131 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 928 $251K 0.01% +14 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 894 $250K 0.03% new 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 894 $250K 0.04% +13 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 890 $249K 0.15% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 890 $249K 0.11% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 890 $249K 0.02% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 889 $249K 0.11% +109 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 886 $248K 0.06% -800 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 884 $247K 0.05% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 878 $246K 0.11% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 875 $246K 0.1% -38 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 876 $245K 0.01% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 873 $244K 0.24% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 873 $244K 0.01% -521 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 872 $244K 0.13% -605 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 870 $243K 0.03% -130 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 868 $243K 0.04% -4 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 867 $243K 0.18% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 866 $242K 0.18% -100 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 863 $242K 0.07% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 863 $241K 0.07% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 859 $240K 0.11% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 858 $240K 0.04% 0 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 857 $240K 0.13% 0 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 855 $239K 0.02% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 853 $239K 0.15% -339 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 853 $239K 0.1% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 850 $238K 0.05% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 849 $238K 0.06% -827 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 848 $237K 0.04% +10 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 846 $237K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 843 $236K 0.07% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 838 $234K 0.11% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 829 $233K 0.07% -261 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 832 $233K 0.08% +49 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 832 $233K 0.13% -100 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 831 $233K 0.02% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 830 $232K 0.03% +6 13F-HR/A Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 830 $232K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 829 $232K 0.09% +37 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 827 $231K 0.03% -10 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 825 $231K 0.15% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 825 $231K 0.02% -563 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 825 $231K 0.16% -1,468 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 813 $231K 0.16% new 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 823 $230K 0.03% new 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 818 $230K 0.14% 0 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 818 $229K 0.12% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 817 $229K 0.03% 0 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 815 $228K 0.02% -63 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 810 $227K 0.01% new 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 811 $227K 0.05% -745 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 811 $227K <0.01% new 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 811 $227K 0.14% 0 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 811 $227K 0.06% new 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 811 $227K <0.01% -206 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 807 $227K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 810 $227K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 871 $225K 0.13% +47 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 801 $224K 0.05% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 800 $224K 0.13% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 800 $224K 0.08% 0 13F-HR Timeline QUARRY HILL ADVISORS, LLC More: the full row for QUARRY HILL ADVISORS, LLC 797 $223K 0.13% new 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 793 $222K 0.03% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 790 $221K 0.09% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 785 $220K 0.06% -323 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 784 $219K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 783 $219K 0.03% +2 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 782 $219K 0.23% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 777 $217K 0.03% +645 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 776 $217K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 775 $217K 0.16% -92 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 772 $216K <0.01% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 772 $216K 0.2% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 771 $216K 0.02% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 770 $215K 0.03% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 770 $215K 0.1% +143 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 767 $215K 0.11% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 768 $215K 0.03% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 767 $215K 0.03% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 765 $214K 0.03% -146 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 762 $213K 0.13% new 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 760 $213K 0.15% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 760 $213K 0.1% new 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 760 $213K 0.14% new 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 758 $212K 0.07% -18 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 758 $212K 0.04% +38 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 757 $212K 0.14% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 756 $212K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 755 $211K 0.03% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 753 $211K 0.05% new 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 753 $211K 0.11% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 751 $210K 0.06% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 750 $210K 0.01% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 746 $209K 0.1% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 740 $207K 0.07% new 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 736 $206K 0.08% new 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 736 $206K 0.02% new 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 1,522 $205K 0.2% 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 733 $205K 0.06% new 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 730 $204K 0.03% new 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 729 $204K 0.09% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 726 $203K 0.02% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 725 $203K 0.13% -91 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 719 $203K 0.07% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 724 $203K 0.12% 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 724 $203K 0.11% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 723 $202K 0.03% 0 13F-HR/A Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 718 $201K 0.03% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 716 $200K 0.05% +209 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 716 $200K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 712 $199K 0.02% -76 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 712 $199K 0.07% -22 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 700 $196K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 694 $194K 0.1% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 676 $189K 0.05% -458 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 661 $185K 0.07% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 651 $182K 0.06% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 650 $182K 0.09% -28 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 640 $179K 0.17% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 632 $177K 0.02% +169 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 632 $177K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 623 $175K 0.04% +155 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 658 $174K 0.02% +103 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 613 $172K 0.07% -11 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 611 $171K 0.05% 0 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 600 $168K 0.19% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 592 $166K 0.09% +55 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 591 $165K 0.09% +68 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 586 $164K <0.01% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 568 $159K 0.05% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 565 $158K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 538 $151K 0.06% -9 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 523 $146K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 517 $145K 0.08% -63 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 515 $144K 0.06% -48 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 514 $144K 0.12% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 495 $139K 0.09% +19 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 493 $139K 0.07% -15 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 483 $137K 0.05% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 487 $136K 0.06% -14 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 475 $133K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 471 $132K 0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 469 $131K 0.02% -233 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 469 $131K 0.07% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 461 $130K 0.03% -19 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 459 $128K 0.01% -348 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 454 $127K 0.09% +400 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 451 $126K 0.1% -36 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 448 $125K 0.06% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 440 $123K 0.08% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 440 $123K 0.03% -18 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 435 $122K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 433 $121K 0.08% +149 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 431 $121K 0.01% +25 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 425 $119K 0.03% +195 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 403 $113K 0.04% +61 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 402 $113K 0.04% -46 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 393 $110K 0.11% -67 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 391 $109K 0.06% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 386 $108K 0.04% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 374 $105K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 367 $103K 0.05% +359 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 365 $102K 0.01% +63 13F-HR Timeline Group Realta Investment Advisors More: the full row for Realta Investment Advisors 353 $98.7K 0.04% -254 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 352 $98.5K 0.02% -78 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 339 $94.8K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 326 $91.2K 0.09% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 324 $90.8K 0.01% new 13F-HR/A Timeline