North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,701 $742K 0.77% -89 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 2,695 $741K 0.2% -26 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 2,695 $741K 0.14% -27 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,691 $740K 0.29% +1,136 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 2,683 $737K 0.4% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,673 $735K 0.09% +122 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,668 $733K 0.34% new 13F-HR Timeline Stegner Investment Associates Inc. More: the full row for Stegner Investment Associates Inc. 2,666 $733K 0.51% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarity Financial LLC More: the full row for Clarity Financial LLC 2,665 $733K 0.08% -885 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,657 $730K 0.26% -339 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,655 $730K 0.3% +83 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,646 $727K 0.15% +143 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,643 $726K 0.72% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,641 $726K 0.13% -172 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 2,637 $725K 0.29% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,700 $725K 0.53% +83 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,637 $725K 0.23% +142 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 2,636 $725K 0.3% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,497 $724K 0.13% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,632 $723K 0.26% -14 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,631 $723K 0.09% +16 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,629 $723K 0.17% +336 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 2,628 $722K 0.22% -193 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,628 $722K 0.32% +850 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 2,626 $722K 0.11% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 2,623 $721K 0.12% -6 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,622 $721K 0.1% +72 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,620 $720K 0.23% -122 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,615 $719K 0.06% +607 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 2,611 $718K 0.52% +96 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,591 $712K 2.17% +1,790 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,585 $710K 0.01% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 2,585 $710K 0.45% 0 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 2,584 $710K 0.24% 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,578 $709K 0.31% +97 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,571 $707K 0.06% +8 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,567 $706K 0.45% +40 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,565 $705K 0.25% -84 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,565 $705K 0.17% -265 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,561 $704K 0.61% -120 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,558 $703K 0.28% -486 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,549 $701K 0.11% +70 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,549 $700K 0.11% +1,753 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,545 $700K 0.18% -22 13F-HR/A Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 2,544 $699K 0.1% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 2,543 $699K 0.03% +239 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,538 $698K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,535 $697K 0.09% +681 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,527 $695K 0.07% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,526 $694K 0.17% -36 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,522 $693K 0.15% -8 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 2,520 $693K 0.09% -151 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,511 $690K 0.15% new 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 2,507 $689K 0.38% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,505 $688K 0.5% -208 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 2,500 $687K 0.08% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,494 $686K 0.2% +624 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 2,484 $683K 0.09% +5 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,483 $682K 0.13% +1,255 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,483 $682K 0.35% -70 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,495 $681K 0.07% new 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,496 $681K 0.53% -2,416 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,474 $680K 0.22% -549 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 2,472 $679K 0.35% +301 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 2,463 $677K 0.16% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,458 $676K 0.4% +8 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,449 $673K 0.19% -313 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,448 $673K 0.33% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 2,445 $672K 0.29% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,445 $672K 0.04% +451 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,443 $671K 0.07% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 2,436 $669K 0.08% -193 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 2,436 $669K 0.76% +12 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,433 $669K 0.15% -750 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,429 $668K 0.15% +744 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,425 $667K 0.86% -2,017 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,425 $667K 1.59% -50 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,421 $665K 0.06% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,415 $664K <0.01% -85 13F-HR Timeline Group O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 2,405 $661K 0.34% -1,119 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,400 $660K 0.09% -1,400 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,398 $659K 0.54% +123 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,397 $659K 0.21% -6,214 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 2,390 $657K 0.24% +344 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,380 $654K 0.53% -59 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,364 $650K 0.17% +143 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 2,257 $648K 0.44% +1 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,345 $644K 0.09% +70 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,344 $644K 0.2% +56 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,341 $643K 0.36% -214 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 2,339 $643K 0.41% -5 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,337 $642K 0.19% -20 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,336 $642K 0.22% +8 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,329 $640K 0.14% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 2,322 $638K 0.33% +1,756 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,322 $638K 0.08% -30 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,321 $638K 0.05% +108 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,317 $637K 0.4% -58 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,315 $636K 0.21% +43 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,309 $635K 0.13% new 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 2,307 $634K 0.07% +491 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,304 $633K 0.19% -41 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 2,303 $633K 0.39% +1 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 2,299 $632K 0.21% +10 13F-HR Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 2,297 $631K 0.36% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,295 $631K 0.16% new 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 2,294 $630K 0.2% +82 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,290 $629K 0.17% +51 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,286 $628K 0.09% 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,283 $627K 0.2% +1 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,282 $627K 0.26% +328 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,269 $624K 0.34% -1 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,268 $624K 0.15% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,267 $623K 0.08% -154 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 2,265 $623K 0.17% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,262 $622K 0.06% +35 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,297 $622K 0.08% +31 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,258 $621K 0.3% 0 13F-HR/A Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 2,253 $619K 0.44% +211 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,245 $617K 0.05% -228 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,239 $615K 0.09% +379 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,238 $615K 0.24% +55 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,236 $614K 0.1% +84 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,233 $614K 0.34% -112 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,233 $614K 0.43% +100 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,232 $613K 0.04% +407 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,228 $612K 0.23% -29 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,227 $612K 0.2% +856 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,226 $612K 0.3% +535 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 2,223 $611K 0.43% -88 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,218 $610K 0.08% -765 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 2,214 $609K 0.13% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,212 $608K 0.08% -97 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,200 $605K 0.22% +49 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 2,199 $604K 0.4% +1,104 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,197 $604K 0.05% -351 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,194 $603K 0.04% +545 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,187 $601K 0.83% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,178 $599K 0.04% -166 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,162 $594K 0.07% +63 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,159 $593K 0.39% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 2,157 $593K 0.12% +643 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,155 $592K 0.06% -342 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,150 $591K 0.04% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,123 $590K 0.31% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,145 $590K 0.04% 0 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 2,144 $589K 0.05% 0 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,131 $586K 0.07% +147 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,123 $583K 0.09% +1 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 2,119 $582K 0.15% -372 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,112 $580K 0.2% +1,195 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,110 $580K 0.12% -88 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 2,109 $580K 0.68% -33 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 2,105 $579K 0.17% -644 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,105 $579K 0.65% +7 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,100 $577K 0.01% -553 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,091 $575K 0.16% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,088 $574K 0.13% +516 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,088 $574K 0.09% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,085 $573K 0.2% +3 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,080 $572K <0.01% -300 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,081 $572K 0.09% -277 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 2,078 $571K 0.24% +443 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 2,065 $567K 0.17% +230 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,063 $567K 0.29% -103 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 2,062 $567K 0.41% +2 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 2,062 $567K 0.49% +6 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,061 $567K 0.28% -64 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,060 $566K 0.19% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,058 $566K 0.2% -1,694 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 2,049 $563K 0.2% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,047 $563K 0.09% -44 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,046 $562K 0.06% +30 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,039 $561K 0.1% -18 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,038 $560K 0.15% 0 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,038 $560K 0.28% -125 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 2,036 $560K 0.6% -49 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,031 $558K 0.14% +115 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,027 $557K 0.24% +1,034 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,027 $557K 0.01% +3 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 2,026 $557K 0.44% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,023 $556K 0.07% -13 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 2,022 $556K 0.28% +13 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 2,020 $555K 0.41% +15 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 1,911 $554K 0.36% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,017 $554K 0.07% -50 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2,009 $552K 0.07% +8 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,003 $551K 0.16% -274 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 2,000 $550K 0.21% +28 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 1,998 $549K 0.04% -803 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 1,993 $548K 0.56% -238 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,989 $547K 0.11% +5 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,983 $545K 0.12% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 1,983 $545K 0.16% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,973 $543K 0.01% +1,445 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 1,971 $542K 0.42% -11 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,961 $541K 0.53% -432 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,965 $540K 0.12% +869 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,965 $540K 0.1% -130 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,963 $540K 0.05% 0 13F-HR Timeline