Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,179 $257K 0.02% -1 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 1,175 $256K 0.02% +77 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,773 $255K 0.04% +1,772 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,171 $255K 0.07% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,169 $255K 0.15% +1 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,166 $254K 0.02% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 1,160 $253K 0.19% +3 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,160 $253K 0.12% 0 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 1,159 $253K 0.12% +26 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,159 $253K 0.04% -1,766 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,158 $252K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 1,155 $252K 0.04% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,152 $251K 0.09% +1 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,151 $251K 0.07% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,149 $250K 0.04% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,147 $250K 0.04% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,146 $250K 0.11% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,145 $250K 0.12% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,144 $249K 0.05% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 1,141 $249K 0.05% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,140 $249K 0.07% -24 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 1,139 $248K 0.13% -20 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 1,138 $248K 0.14% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,138 $248K <0.01% +42 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,130 $246K 0.01% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 1,129 $246K 0.07% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,128 $246K 0.01% 0 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 1,127 $246K 0.2% +4 13F-HR/A Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,127 $246K 0.08% 0 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,125 $245K <0.01% +73 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,125 $245K 0.02% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,127 $245K 0.03% 0 13F-HR Timeline Optimus Capital Advisors, LLC More: the full row for Optimus Capital Advisors, LLC 1,124 $245K 0.13% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,123 $245K 0.1% new 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 1,118 $244K 0.02% -22,778 13F-HR Timeline Arcadia Wealth Management, Inc. More: the full row for Arcadia Wealth Management, Inc. 1,117 $243K 0.12% +9 13F-HR Timeline Valued Retirements, Inc. 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More: the full row for Stonebrook Private Inc. 1,113 $243K 0.04% 0 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,105 $242K 0.04% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,110 $242K 0.06% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 1,110 $242K 0.23% 0 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 1,107 $241K 0.11% 0 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 1,107 $241K 0.09% 0 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,106 $241K 0.11% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,105 $241K 0.05% -80 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,105 $241K 0.18% 0 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,105 $241K 0.34% new 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,103 $240K 2.23% -3,885 13F-HR Timeline Community Bank, N.A. 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More: the full row for YHB Investment Advisors, Inc. 1,077 $235K 0.02% -100 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,070 $233K 0.05% -6,004 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,066 $232K 0.17% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,064 $232K 0.03% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,063 $232K 0.04% new 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,062 $231K 0.08% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,060 $231K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,058 $231K 0.21% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,057 $230K 0.14% +5 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,050 $229K 0.08% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,049 $229K 0.01% new 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 1,048 $228K 0.08% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,047 $228K 0.06% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 1,044 $228K 0.07% 0 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,046 $228K 0.05% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 1,045 $228K 0.03% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,045 $228K 0.06% +2 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 1,045 $228K 0.02% +19 13F-HR Timeline Praetorian Wealth Management, Inc. 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Retirement Advisors, LLC 1,045 $228K 0.06% +1 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 1,041 $227K 0.05% -135 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,040 $227K 0.07% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,040 $227K 0.03% 0 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 1,040 $227K 0.02% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,037 $226K 0.05% +3 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 1,037 $226K 0.04% new 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 1,036 $226K 0.08% new 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,033 $225K 0.04% new 13F-HR Timeline First Command Advisory Services, Inc. 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Private Wealth Management, LLC 969 $211K 0.1% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 970 $211K 0.02% -101 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 966 $211K 0.12% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 966 $211K 0.06% new 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 961 $209K 0.13% -526 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 956 $208K 0.02% new 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 953 $208K 0.08% new 13F-HR Timeline Rodgers Brothers Inc. 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More: the full row for Tiller Private Wealth, Inc. 919 $200K 0.06% -198 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 918 $200K 0.09% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 894 $195K 0.04% +138 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 890 $194K 0.13% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 883 $192K 0.07% +98 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 844 $185K 0.06% -80 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for Kingdom Financial Group LLC. 744 $162K 0.04% -1,386 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 734 $160K 0.13% -1,713 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 719 $157K 0.04% +87 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 715 $156K 0.16% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 708 $154K 0.07% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 707 $154K <0.01% +634 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 702 $153K 0.13% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 698 $152K 0.05% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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