JB Capital LLC More: the full row for JB Capital LLC 12,636 $624K 0.03% +1,839 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,582 $621K 0.08% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,858 $620K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 12,524 $618K 0.03% +4 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 12,523 $618K 0.03% +4 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 12,490 $617K 0.08% -23,609 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,452 $615K 0.03% +1,714 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 11,213 $614K 0.11% 0 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 12,292 $613K 0.37% +910 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,407 $613K 0.32% -145 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 12,406 $612K 0.18% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 12,347 $610K 0.14% +11 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,341 $609K 0.01% -132 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 11,809 $609K 0.38% 0 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 12,270 $606K 0.01% -300,000 13F-HR Timeline Group PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 12,266 $606K 0.33% +258 13F-HR/A Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 11,563 $603K 0.04% +4,438 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 12,180 $601K 0.21% -1,581 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 12,156 $600K 0.07% -3 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 12,154 $600K 0.1% 0 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 12,143 $599K 0.16% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12,114 $598K 0.02% -168 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,070 $596K 0.01% +2,044 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 12,065 $596K 0.15% -924 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 12,032 $594K 0.03% -1,428 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 12,006 $593K 0.24% -762 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 12,004 $593K 0.15% -136 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 12,000 $592K 0.35% 0 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 11,950 $590K 0.13% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 11,905 $588K 0.08% +13 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,884 $587K 0.14% -100 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,836 $584K 0.01% +173 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,781 $582K 0.05% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 11,735 $579K 0.01% +866 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 11,731 $579K 0.56% -86 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,724 $579K 0.08% -205 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,721 $579K 0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,713 $578K 0.03% -46,820 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 11,709 $578K 0.15% +1 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 11,698 $578K <0.01% -4,260 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 11,612 $573K 0.22% +230 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 11,602 $573K 0.05% -49 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11,578 $572K 0.01% +1,167 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 11,568 $571K 0.16% -1,301 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 11,480 $567K 0.1% +11 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 11,470 $566K 0.43% -150 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11,458 $566K 0.01% +3,857 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 11,431 $564K 0.13% -11,203 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 11,403 $563K 0.49% -1 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,366 $561K 0.04% +4,524 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,785 $560K 0.04% -6,041 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 11,314 $559K 0.29% +57 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,305 $558K 0.02% +2,075 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,300 $558K 0.16% -3,275 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 11,286 $557K 0.37% -590 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,248 $555K 0.02% 0 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,243 $555K 0.08% +708 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 11,240 $555K 0.31% +10 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 11,228 $554K 0.19% +469 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 11,217 $554K 0.02% +8,296 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,208 $553K 0.09% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 11,196 $553K 0.13% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11,160 $551K 0.28% +3 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 11,133 $550K 0.34% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 11,041 $545K <0.01% -221,596 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 11,031 $545K 0.16% -686 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 11,017 $544K 0.07% +205 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 11,010 $544K 0.13% +3,216 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,001 $543K 0.06% +75 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,999 $543K 0.04% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,996 $543K 0.05% -325 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,929 $540K 0.38% +538 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 10,898 $538K -662,518 Timeline Finward Bancorp More: the full row for Finward Bancorp 10,821 $534K 0.43% -60 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,819 $534K 0.03% +2,681 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 10,283 $534K 0.28% -1,471 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,796 $533K 0.04% +1,477 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 10,718 $529K 0.47% +282 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,851 $525K 0.01% -20,315 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,628 $525K <0.01% -1,623 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 10,623 $524K 0.03% -17,973 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 10,622 $524K 0.23% -31 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 10,571 $522K 0.31% +5 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,555 $521K 0.07% -225 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 10,439 $515K 0.1% +5,746 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 10,374 $512K 0.12% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,372 $512K 0.09% -1,195 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 10,365 $512K 0.13% -842 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 10,354 $511K 0.11% +77 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 10,337 $510K 0.01% +506 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 10,331 $510K 0.47% 0 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,323 $510K 0.03% +472 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,316 $509K 0.2% +38 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,246 $506K 0.01% +2,169 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 10,243 $506K 0.04% -839 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 10,206 $504K 0.12% 0 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 10,201 $504K 0.02% -213 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 10,182 $503K 0.06% -1,295 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 10,181 $503K 0.11% +21 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,157 $501K 0.2% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 10,062 $497K 0.08% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 10,054 $496K 0.01% +1,500 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 10,048 $496K 0.03% +92 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,047 $496K 0.03% -239 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 10,045 $496K 0.14% -1,241 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,042 $496K 0.02% +4,011 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 10,039 $496K 0.06% -38 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 10,035 $495K 0.15% 0 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 10,000 $494K 0.07% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 10,000 $494K 0.16% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,943 $491K 0.05% +2,000 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,911 $489K 0.04% -5 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,903 $489K 0.02% +1,216 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 9,891 $488K 0.23% -1,225 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 9,832 $485K 0.05% -2,646 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,817 $485K 0.01% -2,450 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 9,809 $484K 0.06% +5,627 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 9,800 $484K 0.18% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,799 $484K 0.08% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 9,776 $483K 0.29% -468 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,757 $482K 0.05% +681 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,742 $481K 0.07% -137 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 9,702 $479K 0.12% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,385 $479K 0.03% +5,487 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,678 $478K 0.03% +5,196 13F-HR Timeline Group WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 9,629 $475K 0.11% -2,250 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,625 $475K 0.26% -501 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 9,623 $475K 0.19% -3,080 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 9,549 $471K 0.17% +20 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,520 $470K 0.1% +87 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 9,497 $469K 0.06% -14,116 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 9,456 $467K 0.12% +467 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,449 $466K 0.03% -892 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,339 $461K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,317 $460K 0.01% +621 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,937 $459K 0.03% +1,131 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,281 $458K 0.01% -5,393 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 9,217 $455K 0.2% -64 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,181 $453K 0.02% -120 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,133 $451K 0.12% -3,174 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 9,114 $450K 0.02% +305 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,055 $447K 0.03% +546 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 9,046 $447K 0.06% +4 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,042 $446K 0.21% -2,120 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,021 $445K 0.03% -741 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,000 $444K 0.03% -1,000 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 8,957 $442K 0.06% -220 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 8,955 $442K 0.02% -1,877 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 8,938 $441K 0.25% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,935 $441K 0.02% +2,680 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,931 $441K 0.05% new 13F-HR/A Timeline Group Sequent Planning LLC More: the full row for Sequent Planning LLC 8,928 $441K 0.11% +4,606 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,919 $440K 0.1% -2,050 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 8,915 $440K 0.18% -208 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,905 $440K 0.01% -294 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,868 $438K 0.03% +468 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,868 $438K 0.13% -2,182 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 8,854 $437K 0.03% -1,538 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 8,823 $436K 0.07% -1,540 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,820 $435K 0.11% +5,017 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,788 $434K 0.06% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,757 $432K 0.03% -178 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 8,723 $431K 0.17% -199,723 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 8,717 $430K 0.02% +2,628 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,712 $430K 0.07% -120 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,701 $430K 0.02% +4 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 8,682 $429K 0.15% +3,227 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 8,633 $426K 0.06% +350 13F-HR/A Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 8,617 $425K 0.04% +155 13F-HR Timeline Group Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 8,615 $425K 0.23% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 8,600 $425K 0.26% -697 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8,586 $424K 0.23% -14,725 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 8,570 $423K 0.25% -10,528 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,557 $422K 0.01% new 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 8,505 $420K 0.2% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 8,504 $420K 0.2% +193 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,490 $419K 0.02% -22 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,484 $419K 0.3% +47 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 8,481 $419K 0.08% +1,506 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,470 $418K 0.08% +1,471 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 8,428 $416K 0.13% -99 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 8,419 $416K 0.5% 0 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 7,575 $414K 0.29% -1,898 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 8,335 $411K 0.03% 0 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 8,488 $410K 0.46% -1,232 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 8,297 $410K 0.43% +440 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 8,290 $409K 0.07% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,289 $409K 0.12% -3,454 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,287 $409K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,266 $408K 0.03% +3,986 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,267 $408K 0.01% +2,404 13F-HR Timeline Group ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,260 $408K 0.31% -1,026 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,258 $408K 0.04% +515 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,432 $407K 0.06% -757 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 8,245 $407K 0.11% +26 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,210 $405K 0.25% -1,605 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 8,189 $404K 0.34% 0 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,184 $404K 0.08% +191 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 8,157 $403K 0.13% -18,929 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8,134 $402K 0.33% -4,072 13F-HR Timeline