Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 2,063 $255K 0.04% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 2,042 $254K 0.07% +1 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 2,042 $254K 0.02% 0 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,040 $253K 0.11% -226 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 2,039 $253K 0.06% +20 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,037 $253K 0.05% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,036 $253K 0.12% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,927 $252K 0.06% -11,392 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,026 $252K 0.06% -8 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 2,026 $252K 0.17% +149 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 2,022 $251K 0.25% +134 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 2,022 $251K 0.07% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 2,021 $251K 0.13% +150 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 2,021 $251K 0.1% -188 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,016 $251K 0.05% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,014 $250K 0.05% -1,225 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,012 $250K 0.06% -390 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,010 $250K 0.06% 0 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 2,010 $250K 0.05% +65 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,009 $250K 0.14% -221,806 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 2,010 $249K 0.24% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 1,999 $249K 0.03% -2,310 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,002 $249K 0.2% -1,541 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,996 $248K 0.23% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 1,994 $248K 0.08% -48 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,993 $248K 0.12% +13 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,986 $247K 0.07% new 13F-HR Timeline Cornerstone Capital, Inc. 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More: the full row for Stirlingshire Investments, Inc. 1,796 $224K 0.2% -375 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,793 $223K 0.04% +55 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,787 $222K 0.08% new 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,783 $222K 0.21% new 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 1,782 $221K 0.05% new 13F-HR Timeline Grant Street Asset Management, Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 1,766 $219K 0.19% +200 13F-HR Timeline E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 1,764 $219K 0.23% new 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 1,761 $219K 0.09% new 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 1,760 $219K 0.18% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,757 $218K 0.04% new 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 1,755 $218K 0.2% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,754 $218K 0.63% 0 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 1,754 $218K 0.14% -260 13F-HR Timeline OakTrust Wealth Advisors, LLC More: the full row for OakTrust Wealth Advisors, LLC 1,753 $218K 0.2% new 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 1,752 $218K 0.22% -18 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,751 $218K 0.12% +6 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,751 $218K 0.09% -661 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 1,748 $217K 0.09% new 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,748 $217K 0.04% -1,539 13F-HR Timeline CARLSON FINANCIAL, INC. 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More: the full row for Cornerstone Management, Inc. 1,740 $216K 0.03% -2,232 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 1,737 $216K 0.11% new 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 1,737 $216K 0.07% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,736 $216K 0.06% new 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,735 $216K 0.12% new 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,734 $216K 0.07% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,733 $215K 0.02% -8,415 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,728 $215K 0.08% new 13F-HR Timeline Clarity Asset Management, Inc. 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LLC 1,720 $214K <0.01% -11,950 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,713 $213K 0.11% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,710 $213K 0.06% -4,575 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,709 $212K 0.02% +424 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 1,674 $212K 0.04% new 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1,707 $212K 0.12% new 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 1,707 $212K 0.2% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 1,702 $212K 0.11% new 13F-HR Timeline Latko Wealth Management, Ltd. More: the full row for Latko Wealth Management, Ltd. 1,699 $211K 0.1% -99 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,696 $211K 0.07% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 1,695 $211K 0.23% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,693 $210K 0.02% new 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 1,691 $210K 0.04% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 1,690 $210K 0.09% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,689 $210K 0.05% +17 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,681 $209K 0.05% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,679 $209K 0.05% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 1,679 $209K 0.05% new 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 1,673 $208K 0.09% new 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 1,672 $208K 0.04% new 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,671 $208K 0.02% new 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 1,664 $207K 0.1% new 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 1,660 $206K 0.03% new 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 1,659 $206K 0.17% new 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 1,654 $206K 0.16% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,653 $205K 0.07% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,650 $205K 0.12% 0 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,557 $205K 0.1% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,647 $205K 0.02% new 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 1,644 $204K 0.06% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 1,642 $204K 0.06% -400 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,640 $204K 0.1% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1,639 $204K 0.2% 0 13F-HR Timeline Welch Financial Planning, LLC More: the full row for Welch Financial Planning, LLC 1,638 $204K 0.15% new 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 1,637 $203K 0.08% new 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,636 $203K 0.13% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 1,634 $203K 0.05% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,633 $203K 0.11% -1,191 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,632 $203K 0.07% -75 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 1,631 $203K 0.15% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,630 $203K 0.08% -232 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,629 $202K 0.14% new 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,636 $202K 0.04% new 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 1,625 $202K 0.16% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,625 $202K 0.03% new 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,624 $202K 0.13% new 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 1,621 $201K 0.14% new 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 1,616 $201K 0.06% -389 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 1,610 $200K 0.07% new 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 1,610 $200K 0.1% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,612 $200K 0.14% -981 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,604 $199K 0.05% -5 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. 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