JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,420 $976K 0.01% +112 13F-HR Timeline Essex LLC More: the full row for Essex LLC 3,412 $973K 0.19% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,397 $972K 0.03% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,388 $969K 0.52% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,384 $966K 0.1% -166 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,378 $964K 0.03% -256 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,322 $948K 0.71% -727 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,298 $944K 0.04% +476 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 3,304 $943K 0.12% +28 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,207 $938K 0.34% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,280 $936K 0.36% +259 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 3,262 $931K 0.13% +17 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,255 $929K 0.01% -208 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $927K 0.13% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,232 $922K <0.01% +2,688 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 3,221 $921K 0.75% -376 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,212 $916K 0.04% -69 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,193 $911K 0.06% -48 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,062 $909K +176 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,186 $909K 0.11% -19 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,185 $909K 0.11% 0 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,162 $902K 0.08% +790 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 3,146 $900K 0.45% -34 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,154 $900K 0.28% -1 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $900K 0.61% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 3,115 $889K 0.11% +181 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,091 $882K 0.02% +2,199 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 3,067 $875K 0.23% -47 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,051 $870K 0.1% -155 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,021 $862K 0.03% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,011 $859K 0.02% -99 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $859K 0.06% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,993 $856K 0.07% +1,121 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,000 $856K 0.96% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,989 $853K 0.09% +10 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,982 $851K 0.16% -1 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,978 $850K 0.12% -154 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,973 $848K 0.06% -1 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,969 $847K 0.18% -113 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 2,969 $847K 0.23% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 2,939 $838K 0.74% +576 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,937 $838K 0.17% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,937 $838K 0.01% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,936 $838K 0.07% 0 13F-HR/A Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,927 $835K 0.52% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,902 $828K 0.15% +183 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,881 $824K 0.17% +244 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,885 $823K 0.13% +181 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,858 $815K 0.1% 0 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 2,817 $804K <0.01% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 2,784 $802K 0.15% -12 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,805 $800K 0.47% +281 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $799K 0.39% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,798 $798K 0.09% +241 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,777 $792K 0.09% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,776 $792K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,773 $791K 0.02% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,771 $791K 0.02% -354 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,760 $787K 0.01% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $785K 0.12% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $779K 0.26% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,710 $773K 0.02% -164 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,690 $768K 0.07% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,686 $766K 0.08% -1,377 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,653 $758K <0.01% +392 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,653 $757K 0.01% -1,081 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,632 $753K 0.07% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $750K 0.1% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,625 $749K 0.01% -1,609 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,623 $748K 0.4% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,622 $748K 0.11% +72 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,609 $744K <0.01% -86,855 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,600 $742K 0.08% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,590 $739K 0.04% +460 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 2,584 $737K 0.07% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,578 $736K 0.21% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,576 $735K 0.14% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,563 $731K 0.56% +83 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,546 $726K 0.1% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,535 $726K 0.08% -49 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $705K 0.37% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,469 $704K 0.24% +1,368 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $699K 0.32% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,443 $697K 0.06% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,441 $696K 0.06% -57 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,422 $691K 0.07% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,406 $688K 0.02% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,411 $688K 0.17% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,410 $688K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,408 $687K 0.01% -104 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,382 $680K 0.45% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 2,373 $677K 0.12% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,368 $676K 0.24% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,365 $675K 0.23% -15 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 2,360 $673K 0.46% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,355 $672K 0.21% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,350 $670K 0.06% -4 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,322 $663K 0.04% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,320 $662K 0.05% -100 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 2,311 $659K 0.11% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,306 $658K 0.41% -21 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $657K 0.07% 0 13F-HR Timeline Blue Oak Capital, LLC More: the full row for Blue Oak Capital, LLC 2,293 $656K 0.34% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,298 $656K 0.01% +81 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,267 $647K 0.02% -19 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,259 $646K 0.06% 0 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,258 $644K 0.53% -12 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $642K 0.31% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,250 $642K 0.09% +50 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,235 $638K 0.03% -296 13F-HR Timeline Trust Co More: the full row for Trust Co 2,214 $632K 0.07% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,206 $629K 1.51% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,195 $626K 0.04% +342 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,183 $625K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,186 $624K 0.01% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $616K 0.13% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,157 $615K <0.01% +631 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 2,157 $615K 0.24% -648 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,141 $611K 0.17% +165 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $605K 0.36% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,120 $604K 0.1% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,114 $603K 0.02% -113 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,082 $594K 0.11% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,058 $587K 0.01% +594 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,054 $586K 0.07% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,048 $584K 0.29% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 2,044 $583K 0.21% -41 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,037 $581K 0.27% -316 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,035 $581K 0.13% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,975 $579K 0.04% -4 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,019 $576K 0.02% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,015 $575K 0.04% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,013 $574K 0.03% 0 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,008 $573K 0.14% -522 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,997 $570K 0.01% +423 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,989 $567K 0.09% 0 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 1,986 $566K 0.38% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,977 $564K 0.01% +424 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $558K 0.37% 0 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,954 $557K 0.32% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,953 $557K 0.03% +23 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,943 $554K 0.03% +242 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,931 $551K 0.01% +209 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 1,930 $551K 0.02% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,921 $548K 0.17% -707 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,157 $546K 0.14% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,913 $546K 0.13% +1,364 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,913 $546K 0.44% -1 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $542K 0.2% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,896 $541K 0.04% +381 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $539K 0.17% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,889 $539K 0.36% -205 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,881 $537K 0.18% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,876 $535K 0.28% -20 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,870 $534K 0.05% +42 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,845 $528K 0.01% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,838 $524K 0.07% -266 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,837 $524K 0.14% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,828 $521K <0.01% -5,453 13F-HR/A Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,821 $519K <0.01% +3 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 1,815 $519K 0.14% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,812 $518K 0.25% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,814 $518K 0.04% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,812 $517K 0.06% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,792 $511K 0.12% -55 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,788 $510K 0.18% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $505K 0.25% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,763 $504K 0.05% -4 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,758 $502K 0.08% -197 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,747 $498K 0.22% +3 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,733 $494K 0.21% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,725 $492K 0.01% -360 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 1,725 $492K 0.57% -250 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,711 $488K 0.07% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1,692 $484K 0.33% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,691 $483K 0.01% +275 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,688 $482K 0.06% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,674 $479K 0.01% -24 13F-HR/A Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 1,559 $477K 0.08% 0 13F-HR Timeline Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 842 $477K 0.47% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 1,666 $475K 0.05% +27 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,666 $475K 0.02% +11 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,662 $474K 0.02% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,659 $473K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,656 $472K 0.02% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 1,654 $472K 0.13% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,644 $469K 0.04% -62 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,644 $469K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,643 $469K 0.01% new 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,642 $468K <0.01% -644 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,637 $467K 0.24% -33 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,627 $464K 0.35% new 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 1,624 $463K 0.36% +247 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 1,595 $462K 0.09% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,608 $459K 0.01% +19 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,555 $458K 0.11% +719 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,596 $455K <0.01% +503 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,592 $454K 0.03% +122 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,584 $452K 0.08% -23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,583 $452K 0.03% -21 13F-HR Timeline