Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,180 $478K 0.15% +6 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,176 $477K <0.01% -476,820 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,170 $476K 0.03% -16 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,158 $475K 0.01% +103 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 3,144 $473K 0.31% -53 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,125 $470K 0.12% -1,808 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,105 $467K 0.01% +1,331 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,066 $461K <0.01% -1,346 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,048 $458K 0.05% +665 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,955 $452K 0.14% -51 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,000 $451K 0.01% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,937 $441K 0.06% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,928 $440K <0.01% new 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,921 $439K 0.15% -384 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,901 $436K 0.07% +1,006 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,903 $436K 0.03% -2,583 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,900 $436K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,892 $435K 0.02% +483 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,882 $433K <0.01% +1 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,876 $432K 0.05% +142 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,866 $431K <0.01% +146 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,865 $431K 0.03% +53 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,851 $429K -7,656 Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,845 $428K 0.03% -470 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,842 $427K <0.01% -36 13F-HR/A Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 2,895 $427K 0.02% +94 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,839 $427K 0.02% +152 13F-HR Timeline Recurrent Investment Advisors LLC More: the full row for Recurrent Investment Advisors LLC 2,822 $424K 0.03% -1,210 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,809 $422K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,807 $422K 0.01% +744 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,796 $420K 0.02% -800 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,784 $419K 0.01% -11,530 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,780 $418K 0.13% -535 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,555 $418K 0.01% +34 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,713 $411K 0.01% -1,345 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,706 $407K <0.01% -458 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,706 $407K 0.03% +957 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 2,700 $406K 0.1% -1,370 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,698 $406K 0.04% -441 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,698 $406K 0.28% +389 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,690 $404K 0.14% +4 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,572 $398K 0.02% -117,449 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,643 $397K 0.06% +34 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,640 $397K 0.03% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,584 $388K 0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,581 $388K 0.09% +33 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,571 $386K 0.01% -121 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 2,377 $383K 0.04% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,547 $383K 0.07% +4 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,539 $382K 0.01% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,537 $381K 0.78% -2,905 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,532 $381K 0.01% +223 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,510 $377K 0.09% -22,940 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,496 $375K 0.12% +698 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,480 $373K 0.11% -150 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,464 $370K <0.01% -1,194 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,459 $370K 0.02% -4,639 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,458 $370K 0.04% -38 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 2,454 $369K 0.33% +493 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,450 $368K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,449 $368K 0.07% +160 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,428 $365K 0.05% -769 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,420 $364K <0.01% +805 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,420 $364K 0.05% +300 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,417 $363K <0.01% -777 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 2,393 $360K 0.33% -3,897 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,789 $358K 0.11% -300 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,363 $355K 0.01% -15 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 2,354 $354K 0.16% +674 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,329 $352K 0.48% +100 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,340 $352K 0.02% +128 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,330 $350K 0.02% +7 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,324 $349K 0.12% +1,298 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 2,129 $343K 0.21% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,284 $343K 0.01% -499 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,279 $343K 0.05% -31 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,274 $342K 0.01% +364 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,270 $341K 0.22% +829 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,249 $338K 0.01% +5 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,241 $337K 0.02% +26 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,234 $336K 0.02% -4,456 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,223 $334K 0.01% +527 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,216 $333K 0.02% +176 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,207 $332K 0.05% -14 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,125 $331K 0.09% +14 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,181 $328K 0.25% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,180 $328K 0.02% +427 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,173 $327K 0.01% new 13F-HR/A Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,163 $325K 0.03% +525 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,157 $324K 0.09% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,150 $323K 0.04% +35 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,150 $323K 0.12% -3,200 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,145 $322K 0.01% +725 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 2,130 $320K 0.32% +61 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,128 $320K 0.29% -464 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,122 $319K 0.17% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,113 $318K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,110 $317K 0.02% -201 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 2,100 $316K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,100 $316K 0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,079 $313K 0.02% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,069 $311K 0.05% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,053 $309K 0.21% -15 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,017 $303K <0.01% +247 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,010 $302K 0.05% new 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 2,003 $301K 0.12% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,000 $301K 0.01% -1,000 13F-HR Timeline Group Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 1,999 $301K 0.14% -8 13F-HR/A Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1,984 $300K 0.19% +4 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,998 $300K 0.08% +570 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,996 $300K 0.02% +279 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,990 $299K 0.01% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 1,990 $299K 0.07% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,915 $294K 0.02% -883 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,952 $293K 0.02% -158 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,948 $293K 0.02% -4,245 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,933 $291K 0.01% +107 13F-HR/A Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 1,931 $290K 0.06% -5 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,917 $288K 0.14% new 13F-HR Timeline Group Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 1,910 $287K 0.17% -426 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,904 $286K 0.05% -88 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,893 $285K 0.01% -1,116 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,887 $284K 0.02% +438 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,881 $283K 0.12% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,879 $283K 0.2% -1,199 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,875 $282K 0.12% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,873 $282K <0.01% +273 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,868 $281K 0.2% -375 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,854 $279K 0.01% +179 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,847 $278K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,838 $276K 0.02% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,824 $274K 0.04% +26 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,806 $272K 0.04% -182 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 1,797 $270K 0.15% -216 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,796 $270K <0.01% 0 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 1,780 $268K 0.01% -98,990 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,762 $265K 0.02% +204 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 1,749 $263K 0.06% -108 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,748 $263K 0.01% -350 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,742 $262K 0.03% +242 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,730 $260K <0.01% +232 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,723 $259K 0.01% +14 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,720 $259K 0.09% +1,160 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,696 $255K 0.03% +143 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,681 $253K 0.01% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 1,672 $251K 0.04% -103 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,672 $251K 0.02% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,668 $251K 0.22% -2,579 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,658 $249K 0.01% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,656 $249K 0.03% +311 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,656 $249K 0.02% -16 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,656 $249K 0.02% +184 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,651 $248K 0.01% +30 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 1,643 $247K 0.05% -214 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,641 $247K 0.1% -257 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,634 $246K 0.04% +137 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,628 $245K 0.04% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,576 $243K 0.15% -177 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,588 $243K 0.01% +203 13F-HR/A Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 1,607 $242K 0.07% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,604 $241K 0.08% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 1,585 $238K 0.15% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,578 $237K 0.02% -4 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,571 $236K 0.02% -974 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,566 $235K 0.09% +39 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,565 $235K 0.01% +67 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,474 $235K 0.06% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,557 $234K 0.08% +8 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,530 $230K 0.15% +230 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,530 $230K 0.08% -70 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,530 $230K <0.01% -20 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,527 $229K 0.03% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,523 $229K 0.04% +113 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 1,522 $229K 0.45% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,511 $227K 0.05% +70 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 1,506 $226K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,506 $226K <0.01% -198 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,501 $226K 0.02% +250 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 1,500 $225K 0.05% +500 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,498 $225K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,474 $221K 0.01% -102 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,473 $221K 0.05% -338 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,473 $221K 0.04% -338 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,787 $221K 0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,464 $220K 0.01% +164 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,456 $219K 0.05% +97 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 1,455 $219K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,452 $218K 0.05% +126 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 1,450 $218K 0.08% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,439 $216K 0.04% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,431 $215K 0.16% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,427 $214K 0.01% -253 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 1,424 $214K <0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,403 $211K 0.01% -1,694 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,400 $210K 0.14% 0 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,397 $210K 0.06% +38 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,393 $209K 0.02% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,392 $209K 0.01% -820 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 1,391 $209K 0.03% -17 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 1,387 $209K 0.07% +109 13F-HR Timeline