Matrix Trust Co More: the full row for Matrix Trust Co 2,145 $471K 0.07% +563 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 2,142 $470K 0.41% +331 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 2,141 $470K 0.29% -110 13F-HR Timeline LAM GROUP, INC. 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Roge & Company, Inc. 1,859 $408K 0.21% +128 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,857 $408K 0.29% new 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 1,855 $407K 0.31% +426 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,848 $406K 0.17% +85 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,843 $405K 0.27% +508 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,837 $403K 0.25% -50 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 1,834 $403K 0.3% +65 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,834 $403K 0.03% +156 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,833 $402K 0.12% +18 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 1,822 $400K 0.22% +35 13F-HR/A Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 1,818 $399K 0.25% +28 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 1,813 $398K 0.18% +140 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 1,812 $398K 0.01% +662 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,803 $396K 1.11% 0 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 1,795 $394K 0.59% 0 13F-HR Timeline Harbor Group, Inc. 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Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,729 $380K 0.08% 0 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 1,726 $379K 0.18% 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,721 $378K 0.2% +310 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 1,720 $378K 0.22% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 1,718 $377K 0.23% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,717 $377K 0.22% +495 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. 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