New Millennium Group LLC More: the full row for New Millennium Group LLC 1,821 $936K 0.61% -226 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,814 $932K 0.53% +1 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 1,814 $932K 0.39% +343 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 1,811 $931K 0.41% -200 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,808 $929K 0.26% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,807 $929K 0.08% 0 13F-HR Timeline Group LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 1,807 $929K 0.45% -463,118 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,807 $929K 0.35% -1,258 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,805 $928K 0.53% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,803 $927K 0.25% -4 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 1,800 $925K 0.77% +227 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,798 $924K 0.22% +6 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,790 $920K 0.12% +4 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 1,790 $920K 0.06% -200 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,790 $920K 0.11% +1,262 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,784 $917K 0.22% -218 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,780 $915K 0.09% +269 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,779 $914K 0.44% +10 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,778 $914K 0.52% +900 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,776 $913K 0.24% +27 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,776 $913K 0.26% +70 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 1,770 $910K 0.49% +271 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,769 $909K 0.19% +112 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,769 $909K 0.01% -3,788 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,753 $901K 0.2% +141 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,748 $898K 0.81% +218 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,748 $898K 0.39% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,743 $896K 0.33% +199 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,742 $895K 0.51% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,742 $895K 0.15% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,740 $894K 0.34% +231 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,731 $890K 0.02% +54 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 1,730 $889K 0.09% -185 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,729 $889K 0.27% -1,578 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,729 $888K 0.78% +10 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,725 $887K 0.05% +362 13F-HR/A Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,721 $884K 0.19% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,725 $884K 0.56% -86 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,719 $883K 0.32% -92 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,711 $879K 0.01% +46 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 1,706 $877K 0.2% -1 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 1,705 $876K 0.95% -114 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,714 $876K 0.39% -454 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,699 $873K 0.53% +37 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,697 $872K 0.11% -251 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,696 $872K 0.12% +9 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,695 $871K 0.46% +13 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,689 $868K 0.42% +5 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 1,689 $868K 0.88% +517 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 1,686 $866K 0.48% +538 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,684 $866K 0.04% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,683 $865K 0.35% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,683 $865K 0.35% +127 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,683 $865K 0.15% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,680 $863K 0.35% +525 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,678 $862K 0.39% -81 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,676 $861K 0.19% +612 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,673 $860K 0.05% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,672 $859K 0.95% +1,075 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,671 $859K 0.81% 0 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,670 $858K 0.3% +55 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,666 $856K 0.05% +820 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,664 $855K 0.52% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,661 $853K 0.03% -5 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,659 $852K 0.68% -1,276 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,866 $852K 0.1% -193 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,655 $850K 0.5% -118 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 1,653 $849K 0.01% -407 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,653 $849K 0.06% +80 13F-HR/A Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,651 $848K 0.11% -11 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 1,649 $847K 0.34% +5 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,648 $847K 0.23% -20 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 1,646 $846K 0.11% -1 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,638 $845K 0.83% -82 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,565 $843K 0.58% new 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,641 $843K 0.28% -2,350 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,633 $842K 0.35% -52,912 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,633 $839K 0.17% +313 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,632 $839K 0.56% +4 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,632 $839K 0.08% +10 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 1,631 $838K 0.24% +388 13F-HR/A Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 1,629 $837K 0.29% +689 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,625 $835K 1.06% -125 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,624 $835K 0.08% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,619 $832K 0.42% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,618 $831K 0.04% -62 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,617 $831K 0.83% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,611 $828K <0.01% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,609 $827K 0.58% +288 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,602 $823K 0.3% +45 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,602 $823K 0.4% +55 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,600 $822K 0.15% +98 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,595 $820K 0.33% +165 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,595 $820K 0.22% +96 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,586 $815K 0.09% 0 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,578 $811K 0.11% +764 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,577 $811K 0.41% -150 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,569 $811K 0.58% -2 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,575 $810K 0.36% -4 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,575 $809K 0.65% -24 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 1,569 $806K 0.45% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,565 $805K 0.73% +101 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,565 $804K 0.14% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,550 $796K 0.28% -8 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,546 $795K 0.04% 0 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,542 $792K 0.53% -5 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 1,540 $791K 0.12% +44 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,538 $790K 0.27% +5 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,538 $790K 0.05% -7 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,538 $790K 0.1% +1,303 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,550 $790K 0.35% +47 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 1,537 $790K 0.3% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,537 $790K 0.18% -2,243 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 1,533 $788K 0.23% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,528 $785K 0.07% +225 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,525 $784K 0.25% +458 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,522 $782K 0.25% -64 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,521 $782K 0.08% +76 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,521 $781K 0.25% +86 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,520 $781K 0.16% -696 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,516 $779K 0.07% +446 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,514 $778K 0.41% -107 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 1,514 $778K 0.66% +44 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 1,509 $776K 0.58% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,509 $775K 0.15% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,505 $774K 0.34% -56 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,503 $773K 0.1% -326 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,496 $769K 0.36% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,496 $769K 0.69% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,496 $769K 0.13% -29 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,490 $766K 0.34% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,490 $765K 0.29% -15 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,484 $763K 0.54% +50 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,479 $760K 0.09% +35 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,476 $758K 0.47% +288 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1,475 $758K 0.56% -395 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,468 $754K 0.09% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,465 $753K 0.5% -24 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,463 $752K 0.06% 0 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,460 $750K 0.35% +49 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,460 $750K 0.14% 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,459 $750K 0.21% -21,406 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,452 $746K 0.49% +179 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,451 $746K 0.07% +336 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,451 $746K 0.36% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 1,451 $746K 0.54% +247 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,447 $744K 0.43% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 1,447 $743K 0.68% -75 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 1,437 $738K 0.53% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,430 $735K 0.55% -337 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 1,430 $735K 0.22% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,429 $735K 0.14% -15 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,428 $734K 0.19% +253 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 1,425 $732K 0.21% -127 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 1,421 $730K 0.49% -93 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,420 $730K 0.16% -678 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,419 $729K 0.2% +2 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,417 $728K 0.3% +2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,416 $728K 0.48% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,504 $726K 0.15% +74 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,412 $726K 0.29% -761 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,411 $725K 0.18% -790 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 1,410 $725K 0.09% -150 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,391 $722K 0.03% +1 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 1,403 $721K 0.36% 0 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 1,402 $721K 0.18% 0 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 1,401 $720K 0.36% -13 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,401 $720K 0.1% +61 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,398 $718K 0.03% +492 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,398 $718K 0.64% +492 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,397 $718K 0.36% -19 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,395 $717K 0.03% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 1,392 $715K 0.53% -173 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,453 $713K 0.14% +550 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,387 $713K 0.15% +198 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,384 $711K 1.05% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,384 $711K 0.15% +255 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,383 $711K 0.17% +296 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,382 $710K 0.11% +283 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,380 $709K 0.3% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,374 $706K 0.55% -24 13F-HR Timeline Avalon Advisory Group More: the full row for Avalon Advisory Group 1,372 $705K 0.33% +318 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,371 $704K 0.33% +76 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 1,368 $703K 0.24% +1 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1,355 $696K 0.69% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,354 $696K 0.3% +127 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 1,351 $694K 0.13% -261 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,350 $694K 0.25% +669 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 1,347 $692K 0.2% +8 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 1,344 $691K 0.23% +319 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 1,340 $689K 0.14% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 1,339 $688K 0.52% +88 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,336 $687K 0.34% +5 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 1,336 $687K 0.47% +142 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,328 $682K 0.01% +762 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 1,326 $681K 0.35% +4 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 1,323 $680K 0.63% -10 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,321 $679K 0.18% +27 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 1,318 $677K 0.52% +174 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,314 $675K 0.5% +121 13F-HR Timeline