EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 5,111 $232K 0.17% -113 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 5,092 $231K 0.09% -36 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,090 $231K 0.18% +77 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,087 $231K 0.07% new 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 5,084 $231K 0.03% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,468 $231K 0.11% -66 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,084 $231K 0.05% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,079 $230K 0.08% +215 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 5,078 $230K 0.04% +86 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 5,075 $230K 0.05% new 13F-HR/A Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,072 $230K 0.01% -800 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 5,066 $230K 0.35% +44 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5,054 $229K 0.06% +299 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,047 $229K 0.03% -26,625 13F-HR/A Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,045 $229K 0.04% 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 5,034 $228K 0.03% 0 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 5,029 $228K 0.07% -477 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,024 $228K 0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 5,015 $227K 0.03% -104 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,012 $227K 0.04% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 5,008 $227K 0.11% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 5,005 $227K 0.09% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 5,004 $227K 0.06% -139 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 4,993 $226K 0.06% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,992 $226K 0.13% new 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 5,275 $226K 0.17% -576 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 4,985 $226K 0.15% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,983 $226K 0.17% -1,431 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 4,990 $226K 0.05% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 4,988 $226K 0.08% +720 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 4,976 $226K 0.02% -72 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 4,975 $226K 0.15% +29 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 4,969 $225K 0.14% -56 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 4,945 $224K 0.05% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,944 $224K 0.14% -127 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 4,943 $224K 0.14% new 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 4,935 $224K 0.06% new 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 4,934 $224K 0.02% new 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,932 $224K 0.22% -81 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,930 $224K 0.15% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,923 $223K 0.01% -1,763 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 4,911 $223K 0.16% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,884 $222K 0.06% -1,319 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,881 $221K 0.03% -205 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,874 $221K 0.02% new 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 4,869 $221K 0.09% -156 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4,865 $221K 0.14% 0 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 4,856 $220K 0.15% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 4,850 $220K 0.27% -9,374 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4,847 $220K 0.04% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,846 $220K 0.17% -2,771 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,137 $220K 0.12% -3,133 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 4,829 $219K 0.07% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,828 $219K 0.24% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,828 $219K 0.12% new 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 4,921 $219K 0.02% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,816 $218K 0.03% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,807 $218K 0.04% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,801 $218K 0.03% +1,387 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 4,800 $218K 0.04% -998 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 4,797 $218K 0.08% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 4,795 $218K 0.05% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,091 $217K 0.07% -5,078 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,785 $217K 0.07% -416 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 4,786 $217K 0.24% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 4,779 $217K 0.17% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 4,771 $216K 0.12% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,746 $215K 0.12% -2,532 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 4,739 $215K 0.15% -4,336 13F-HR/A Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 4,739 $215K 0.09% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,736 $214K 0.02% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,713 $214K 0.07% -400 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,706 $213K 0.08% +23 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 4,689 $213K 0.11% -348 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,683 $213K 0.02% new 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 4,682 $212K 0.05% new 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 4,680 $212K 0.12% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,788 $212K 0.06% new 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 4,673 $212K 0.29% new 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 4,660 $211K 0.18% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,657 $211K 0.14% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 4,653 $211K 0.18% -368 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 4,635 $210K 0.09% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,627 $210K 0.1% new 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 4,610 $209K 0.16% new 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 4,601 $209K 0.02% new 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 4,600 $209K 0.08% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,600 $209K 0.03% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 4,548 $206K 0.24% +26 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,544 $206K 0.01% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,544 $206K 0.08% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,539 $206K 0.03% new 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 4,538 $206K 0.17% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 4,532 $206K 0.1% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,529 $205K 0.03% new 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,526 $205K 0.04% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,520 $205K 0.02% +161 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,517 $205K 0.11% new 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,515 $205K 0.11% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 4,507 $204K 0.22% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 4,501 $204K 0.13% -786 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,496 $204K 0.05% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,493 $204K 0.02% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,485 $203K 0.04% new 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 4,480 $203K 0.25% 13F-HR Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 4,473 $203K 0.06% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,473 $203K 0.08% -5,168 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,464 $202K 0.09% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,453 $202K 0.07% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 4,450 $202K 0.1% +820 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 4,450 $202K 0.09% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 4,448 $202K 0.09% new 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,441 $201K 0.05% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 4,440 $201K 0.12% new 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 4,423 $201K 0.07% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,422 $201K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 4,325 $196K 0.03% -260 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,300 $195K 0.07% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,499 $194K 0.19% +30 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,252 $193K 0.17% +533 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 4,248 $193K 0.05% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,244 $193K 0.09% -1,538 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,226 $192K 0.08% 0 13F-HR/A Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,224 $192K 0.08% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,218 $191K 0.07% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,202 $191K 0.13% +83 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,572 $190K <0.01% -4,104 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,094 $186K 0.02% -1,633 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,079 $185K 0.05% -6,984 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,325 $185K 0.04% +2,016 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4,045 $183K 0.02% +21 13F-HR/A Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,018 $182K <0.01% -8,870 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,007 $182K 0.04% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,971 $180K 0.06% +9 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,964 $180K 0.01% +2,464 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,900 $177K 0.12% -2,700 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 3,847 $174K 0.24% -122 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,743 $170K 0.06% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3,688 $167K 0.14% +425 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,627 $165K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 3,509 $159K 0.05% +2,558 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,486 $158K 0.01% -618 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,456 $157K 0.14% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,418 $155K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,403 $154K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,398 $154K 0.03% -286 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 3,390 $154K 0.07% +19 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 3,307 $150K 0.12% -1,499 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 3,285 $149K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,291 $149K 0.02% +376 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,240 $147K 0.05% -1,000 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 3,215 $146K 0.04% +89 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,191 $145K 0.03% -500 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,357 $145K 0.03% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,155 $143K 0.02% +38 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,063 $139K 0.05% -639 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 3,061 $139K 0.16% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,060 $139K 0.07% +97 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 3,036 $138K 0.05% +21 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,026 $137K 0.04% -54 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,989 $136K 0.03% +51 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,979 $135K 0.03% +1,276 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,978 $135K 0.06% +186 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2,967 $135K 0.14% +6 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,908 $132K 0.07% +7 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,900 $132K 0.06% +184 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2,951 $131K 0.09% -80 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,885 $131K 0.02% +467 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,880 $131K 0.06% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,838 $129K 0.12% -424 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,805 $127K 0.05% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,800 $127K <0.01% new 13F-HR Timeline Group Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2,793 $127K 0.12% -18 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,724 $124K 0.07% -36 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,710 $123K 0.06% -550 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,666 $121K 0.04% -950 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,661 $121K 0.09% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,653 $120K <0.01% +105 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,638 $120K 0.09% 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,515 $114K 0.04% -1,000 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,514 $114K 0.04% -5,090 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,503 $114K 0.08% -46 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,504 $114K 0.01% +173 13F-HR/A Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,500 $113K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,498 $113K 0.02% -2,536 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,490 $113K 0.11% +24 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,464 $112K 0.04% -91 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2,457 $111K 0.05% -425 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,352 $107K 0.09% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,326 $106K 0.02% -41 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,294 $104K 0.01% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,293 $104K 0.02% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2,241 $102K 0.1% -221 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,216 $101K 0.05% +106 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,191 $99.4K 0.07% -604 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,189 $99.3K 0.02% +249 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,182 $99K 0.02% 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 2,167 $98.3K 0.02% +310 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,134 $96.8K 0.01% -405 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,790 $96.2K 0.01% +1,821 13F-HR Timeline