Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 6,947 $2.32M 0.27% -44 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,488 $2.32M 0.4% +717 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 7,373 $2.31M 0.76% -367 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 7,326 $2.31M 0.4% -75 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,359 $2.31M 0.41% -59 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 7,357 $2.31M 1.21% -334 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7,356 $2.31M 0.21% -4,967 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 7,349 $2.31M 1.93% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 7,345 $2.3M 0.75% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,345 $2.3M 0.54% -146 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,326 $2.3M 0.31% -881 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 7,309 $2.29M 0.37% +4 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7,301 $2.29M 0.31% -415 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,296 $2.29M 1.2% +1 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 7,278 $2.28M 1% -2,642 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,264 $2.28M 0.6% -140 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 6,841 $2.28M 0.35% -86 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,217 $2.28M 0.81% +66 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 7,257 $2.28M 1.4% -585 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,252 $2.28M 1.48% +1 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 7,240 $2.27M 0.17% -115 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,233 $2.27M 0.3% -646 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,219 $2.27M 0.53% +103 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 7,217 $2.26M 1.19% 0 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 7,215 $2.26M 0.32% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 7,215 $2.26M 0.09% +3,412 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,210 $2.26M 0.71% -4,302 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,210 $2.26M 0.3% -91 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 7,210 $2.26M 0.52% -66 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 7,200 $2.26M 2.2% 0 13F-HR Timeline Group PHOENIX ASSET MANAGEMENT PARTNERS Ltd More: the full row for PHOENIX ASSET MANAGEMENT PARTNERS Ltd 7,200 $2.26M 1.55% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 7,186 $2.25M 0.31% -185 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,158 $2.25M 1.15% -1,150 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 7,145 $2.24M 0.83% +1,540 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 7,141 $2.24M 1.64% +3,477 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,141 $2.24M 0.25% +376 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 7,106 $2.23M 0.86% +26 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 7,073 $2.22M 0.33% -65 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 7,066 $2.22M 0.7% -163 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 7,049 $2.21M 0.43% -48 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,042 $2.21M 1.66% -304 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 7,038 $2.21M 1.13% -627 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 7,036 $2.21M 0.17% +30 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,016 $2.2M 0.61% -34 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,010 $2.2M 0.37% +456 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 7,004 $2.2M 0.54% 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 7,003 $2.2M 1.12% 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,000 $2.2M 1.36% -201 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 7,000 $2.2M 0.06% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6,997 $2.2M 0.29% +5 13F-HR Timeline Portolan Capital Management, LLC in group Portolan Capital Management, … More: the full row for Portolan Capital Management, LLC 6,992 $2.19M 0.12% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 6,984 $2.19M 0.56% -149 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,980 $2.19M 0.67% -40 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 6,980 $2.19M 1.66% +750 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 6,975 $2.19M 0.25% -45 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,966 $2.19M 0.61% +193 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,960 $2.18M 0.25% -700 13F-HR/A Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 6,943 $2.18M 0.77% -409 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 6,930 $2.17M 0.73% -20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 6,929 $2.17M 0.46% +325 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,460 $2.17M 1.42% -48 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 6,921 $2.17M 2.15% -19,926 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 6,920 $2.17M 0.9% +549 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,913 $2.17M 0.46% -128 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,896 $2.16M 0.2% -320 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,892 $2.16M 0.12% -362 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 6,890 $2.16M 1.87% -329 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6,873 $2.16M 0.31% +200 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,872 $2.16M 0.53% -267 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,871 $2.16M 0.47% +10 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 6,869 $2.16M 0.34% +16 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,847 $2.15M 0.07% new 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 6,844 $2.15M 0.3% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,828 $2.14M 1.85% 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 6,828 $2.14M 0.36% +8 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,630 $2.14M 1.5% -202 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,826 $2.14M 0.36% -7,171 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,824 $2.14M 0.48% -2,006 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 6,816 $2.14M 0.23% -136 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 6,816 $2.14M 2.05% 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 6,807 $2.14M 0.67% +2,200 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,797 $2.13M 0.45% +107 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 6,791 $2.13M 1.15% +971 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,786 $2.13M 0.27% -76 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 6,786 $2.13M 0.65% +446 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 6,776 $2.13M 1.57% -1,404 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 6,776 $2.13M 0.51% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 6,363 $2.12M 1.33% -183 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,742 $2.12M 0.2% +781 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 6,753 $2.12M 0.39% -279 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 6,742 $2.12M 0.25% -4,778 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,739 $2.11M 0.35% -33 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,725 $2.11M 0.51% +400 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,724 $2.11M 0.14% +269 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,716 $2.11M 1.27% +44 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,710 $2.11M 0.66% -3,892 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 6,710 $2.11M 0.84% 0 13F-HR Timeline American Trust More: the full row for American Trust 6,703 $2.1M 0.18% -60 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 6,693 $2.1M 1.57% 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 6,687 $2.1M 0.25% -267 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 6,677 $2.1M 0.83% +27 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 6,673 $2.09M 0.77% +561 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 6,359 $2.09M 0.4% -1,065 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 6,670 $2.09M 0.16% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,660 $2.09M 0.89% -54 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 6,660 $2.09M 0.29% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 6,653 $2.09M 0.62% -15 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,652 $2.09M 0.99% -1,442 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 6,642 $2.08M 2% 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 6,634 $2.08M 1.15% -1 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 6,339 $2.08M 1.07% -40 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,615 $2.08M 0.53% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 6,614 $2.08M 0.29% -266 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 6,606 $2.07M 1.67% 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 6,600 $2.07M 1.95% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,595 $2.07M 0.25% +1,499 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,585 $2.07M 0.78% 0 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,580 $2.06M 0.35% +449 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 6,558 $2.06M 2.25% 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 6,547 $2.05M 0.6% -1,045 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 6,546 $2.05M 0.36% -736 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,540 $2.05M 0.74% -35 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,536 $2.05M 2.97% +164 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 6,522 $2.05M 0.74% -187 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 6,522 $2.05M 0.1% -341 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,522 $2.05M 0.34% +1,131 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 6,515 $2.04M 0.23% +669 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 6,497 $2.04M 1.16% -1,905 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,494 $2.04M 1.54% -20 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 6,054 $2.04M 0.36% -168 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,485 $2.03M 0.6% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,485 $2.03M 0.11% -1,673 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,474 $2.03M 0.11% +2,279 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 6,474 $2.03M 0.37% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6,470 $2.03M 0.46% +82 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 6,469 $2.03M 1.44% -25 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,462 $2.03M 0.56% +1,264 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,460 $2.03M 0.55% -61 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 6,457 $2.03M 0.46% -3,158 13F-HR/A Timeline Exchange Bank More: the full row for Exchange Bank 6,453 $2.02M 1.4% -50 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 6,448 $2.02M 0.72% -110 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,441 $2.02M 0.41% -15 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 6,434 $2.02M 0.22% +1,003 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 6,425 $2.02M 0.35% -251 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,421 $2.02M 0.5% +370 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 6,417 $2.01M -39,607 Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 6,414 $2.01M 0.62% -20 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 5,889 $2.01M 0.76% +471 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,400 $2.01M 1.77% -650 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 6,393 $2.01M 0.4% -99 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 6,388 $2M 1.13% +959 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 6,387 $2M 0.64% -182 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 6,400 $2M 0.24% -2,900 13F-HR/A Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 6,381 $2M 0.59% +371 13F-HR/A Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 6,369 $2M 1.05% -289 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 6,364 $2M 0.31% -170 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 6,355 $1.99M 1.91% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 6,340 $1.99M 0.17% +5 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 6,317 $1.98M 1.14% -400 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 6,315 $1.98M 0.44% +275 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,313 $1.98M 0.42% -95 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 6,310 $1.98M 2% 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,294 $1.98M 0.16% -914 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 6,287 $1.97M 0.56% -20 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 6,277 $1.97M 0.51% -3,523 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,845 $1.97M 0.44% -412 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 6,259 $1.96M 0.99% +439 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 6,258 $1.96M 0.25% +1,696 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 6,255 $1.96M 1.07% -1,050 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 6,242 $1.96M 0.61% -547 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 6,242 $1.96M 0.4% +621 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,233 $1.96M 0.62% +45 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 6,233 $1.96M 0.08% -501 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 6,229 $1.95M 0.16% +1,123 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,228 $1.95M 0.75% -12,852 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 6,215 $1.95M 1.49% -181 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 6,200 $1.95M 1.3% -100 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 6,197 $1.94M 0.93% 13F-HR/A Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,183 $1.94M 0.7% +96 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,180 $1.94M 0.19% +545 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6,172 $1.94M 0.98% +225 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,163 $1.93M 1.12% -441 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 6,147 $1.93M 0.51% +883 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,143 $1.93M 0.58% +2,262 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 6,140 $1.93M 1.41% 0 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 6,131 $1.92M 0.89% -97 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 6,131 $1.92M 0.91% -183 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,128 $1.92M 0.06% +123 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,120 $1.92M 0.67% +22 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 6,114 $1.92M 0.27% -11 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 6,064 $1.9M 1.09% 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,059 $1.9M 0.3% -71 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 6,057 $1.9M 1.93% +58 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 6,050 $1.9M 0.6% 0 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 6,031 $1.89M 0.14% -108,452 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,026 $1.89M 0.34% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 6,025 $1.89M 0.28% +427 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 6,018 $1.89M 0.41% +251 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 6,010 $1.89M 0.37% -387 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,005 $1.88M 0.27% -865 13F-HR Timeline