Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 3,717 $1.11M 0.84% 0 13F-HR/A Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,681 $1.1M 0.15% -31 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,676 $1.1M 0.02% +602 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,674 $1.1M 0.07% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,664 $1.09M 0.25% +9 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,655 $1.09M 0.41% -6 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,654 $1.09M 0.01% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,617 $1.08M 0.32% +10 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,584 $1.07M 0.89% new 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 3,580 $1.07M 0.26% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,547 $1.06M 0.07% +2,547 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,544 $1.06M 0.25% +949 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,227 $1.06M +52 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,520 $1.05M <0.01% -3,520 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,516 $1.05M 0.14% +3 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,510 $1.05M 0.36% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,501 $1.05M 0.29% -15 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 3,497 $1.05M 0.24% -36 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,559 $1.04M 0.31% -65 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,488 $1.04M 0.32% -345 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,481 $1.04M 0.18% +2,687 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,479 $1.04M 0.15% -1,735 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,466 $1.04M 0.17% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,463 $1.03M 0.01% +26 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 3,445 $1.03M 0.15% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,442 $1.03M 0.04% +352 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,435 $1.03M 0.03% -44 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,435 $1.03M 0.05% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,427 $1.02M 0.13% -15 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,427 $1.02M 0.61% -32 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,321 $992K 0.02% +24 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,319 $992K 0.02% new 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 3,316 $991K 0.79% -31 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,302 $987K 0.06% +1,073 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,297 $985K 0.03% -88 13F-HR Timeline Group Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 3,290 $983K 0.84% +31 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,280 $980K 0.36% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,250 $971K 0.12% 0 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,227 $965K 0.33% +1 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,189 $953K 0.01% +382 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,163 $945K 0.06% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,155 $943K 0.02% +881 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 3,153 $942K 0.66% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,125 $934K 0.11% -20 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3,101 $927K 0.1% -51 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 3,098 $926K 0.25% 0 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,088 $923K 0.22% -10 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,084 $922K 0.2% -25 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,076 $919K 0.02% +25 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 3,067 $917K 0.09% -1,170 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,064 $916K 0.25% +9 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,011 $900K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,010 $899K 0.04% -26 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,009 $899K 0.05% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,721 $893K 0.25% -469 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 2,970 $888K 0.12% -78 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 2,967 $887K 0.23% +2 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,960 $884K 0.05% +7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,956 $883K 0.03% +43 13F-HR/A Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,955 $883K 0.14% +1 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 2,925 $874K 0.53% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,918 $872K 0.02% -1,581 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,388 $871K 0.28% -37 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,904 $868K 0.54% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,902 $867K 0.09% -166 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,890 $864K 0.07% +117 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,879 $860K 0.12% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,846 $851K 0.1% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,840 $849K 0.09% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,836 $848K 0.39% +8 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,827 $845K <0.01% new 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 2,801 $837K 0.35% 0 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,781 $831K 0.43% -246 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 2,770 $828K 3.77% -2,285 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 2,764 $826K 0.09% -98 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,763 $826K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,491 $823K 0.06% -34 13F-HR Timeline City State Bank More: the full row for City State Bank 2,753 $823K 0.21% +10 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,750 $822K 0.11% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2,731 $816K 0.24% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,727 $815K 0.01% 0 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 2,471 $805K 0.33% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 2,684 $802K 0.14% -103 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,679 $801K 0.02% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,659 $795K 0.08% -335 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,648 $791K 0.02% -62 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 2,628 $785K 0.09% 0 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,610 $780K 0.06% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,572 $769K 0.09% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 2,571 $768K 0.47% +2 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,561 $765K 0.06% -12 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,546 $761K 0.09% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 2,526 $755K 0.19% -65 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,515 $752K 0.19% -53 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,493 $751K 0.07% -39 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,491 $744K 0.02% -155 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,483 $742K 0.06% 0 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 2,476 $740K 0.2% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 2,459 $735K 0.52% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,450 $732K 0.25% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,419 $728K 0.12% +1 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 2,434 $728K 0.09% -811 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,418 $723K 0.4% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 2,411 $721K 0.7% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,409 $720K 0.39% +7 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,404 $718K 0.74% +7 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 2,395 $716K 0.16% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,378 $712K 0.01% +95 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,376 $710K 0.35% +1,472 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) 2,370 $708K 0.02% new 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,368 $708K 0.07% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,368 $708K 0.01% +115 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 2,359 $705K 0.22% -6 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,358 $705K 0.06% +3 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,348 $702K 0.03% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,323 $694K 0.05% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 2,306 $689K 0.39% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,300 $687K 0.07% +117 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 2,296 $686K 0.06% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,290 $684K 0.05% +82 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,279 $681K 0.03% +16 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,261 $676K 0.02% +228 13F-HR Timeline Group Avant Capital LLC More: the full row for Avant Capital LLC 2,256 $674K 0.47% +149 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,975 $674K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,226 $665K 0.09% -10 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,226 $665K 0.14% -160 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,222 $664K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,214 $662K 0.01% +4 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 2,208 $660K 0.13% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,205 $659K 0.02% -18 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,199 $657K 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,191 $655K 0.05% -49 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,180 $651K 0.03% new 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 2,177 $651K 0.42% +1,185 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,160 $646K 0.13% 0 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,159 $645K 0.14% +124 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,158 $645K 0.29% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,155 $644K 0.19% +37 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 2,150 $643K 0.62% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,146 $641K 0.02% +238 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,146 $641K 0.25% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,131 $637K 0.07% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,127 $636K 0.45% -250 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 2,121 $634K 0.32% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,115 $632K 0.08% -731 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,114 $632K 0.05% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,110 $631K 0.16% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,104 $629K 0.06% -254 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 2,090 $625K 0.66% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,089 $624K <0.01% new 13F-HR/A Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,086 $623K 0.42% -39 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 2,082 $622K 0.12% -2,559 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,080 $622K 0.03% new 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,057 $615K 0.06% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,057 $614K 0.08% 0 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,046 $611K +1,023 Timeline Advantage Trust Co More: the full row for Advantage Trust Co 2,040 $610K 0.27% 0 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,037 $609K 0.24% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,033 $608K 0.01% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,029 $606K 0.07% -1,700 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,028 $606K 0.01% -1,974 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,026 $605K 0.1% +2 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,024 $605K 0.03% +5 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,017 $603K 0.03% +33 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 2,007 $600K 0.31% 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 2,000 $598K 0.05% +662 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,000 $598K 0.04% -4,288 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 2,000 $598K 0.32% +4 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 1,870 $597K 0.15% -8 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,994 $596K 0.04% -44 13F-HR/A Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,961 $594K 0.1% -507 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,982 $592K 0.48% -34 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,975 $590K 0.06% -806 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,970 $589K 0.01% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 1,957 $585K 0.31% 0 13F-HR Timeline Karnit Road Accident Victims Compensati… More: the full row for Karnit Road Accident Victims Compensation Fund 1,950 $583K 0.34% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 1,945 $581K 1.21% -26 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,937 $579K 0.02% +10 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,937 $579K 0.2% -210 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,937 $579K 0.01% +239 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,935 $578K 0.04% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 1,935 $578K 0.17% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,924 $575K 0.01% +1,899 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 1,905 $569K 0.58% +145 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,901 $568K 0.03% -34 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,900 $568K 0.19% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,897 $567K 0.04% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 1,892 $565K 0.17% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,892 $565K 0.07% +1 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,884 $563K 0.04% +77 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,877 $561K 0.24% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,829 $546K 0.01% 0 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,828 $546K 0.23% -259 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,807 $540K 0.35% -106 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,800 $538K 0.29% +507 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,796 $537K 0.09% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,792 $536K 0.11% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,784 $533K 0.07% +1 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,782 $533K 0.02% -343 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 1,771 $529K 0.26% 13F-HR Timeline