Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,147 $665K 0.11% -12,155 13F-HR/A Timeline Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 2,733 $664K 0.51% +333 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,726 $663K 0.22% +2 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,726 $663K 0.57% +75 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,725 $662K 0.33% +2 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 2,720 $661K 0.2% +20 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,714 $660K 0.33% +40 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,713 $660K 0.2% -22,679 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,713 $660K 0.45% 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,712 $659K 0.24% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,708 $658K 0.88% -33 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,707 $658K 0.17% -215 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,702 $657K 0.42% +1,731 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 2,690 $654K 0.39% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,689 $654K 0.12% new 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,687 $653K 0.24% +251 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 2,686 $653K 0.05% +78 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 2,686 $653K 0.46% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,683 $652K 0.09% +27 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,585 $650K 0.23% +14 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,672 $650K 0.52% +140 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 2,662 $647K 0.32% -1 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2,660 $647K 0.21% +100 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,658 $646K 0.33% +69 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,651 $644K 0.14% +1,161 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 2,649 $644K 0.28% +1 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 2,641 $642K 0.06% -69 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 2,636 $641K 0.46% +109 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,634 $640K 0.15% +2 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 2,607 $639K 0.27% -273 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 2,626 $638K 0.23% +22 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 2,625 $638K 0.27% 0 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 2,620 $637K 0.37% 0 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 2,619 $636K 0.22% +47 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,610 $635K 0.36% -1,033 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 2,607 $634K 0.24% +9 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 2,607 $634K 0.26% +76 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,606 $634K 0.28% -3,480 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,601 $632K 0.1% 0 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 2,489 $630K 0.41% +263 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 2,595 $630K 0.32% +131 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,199 $630K 0.39% -591 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,586 $629K 0.28% +1 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 2,581 $628K 0.27% +178 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,499 $627K 0.31% -111 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 2,580 $627K 0.3% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,577 $626K <0.01% -235 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,577 $626K 0.13% +143 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,575 $626K 0.34% 0 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,572 $625K 0.4% +216 13F-HR Timeline GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 2,556 $621K 0.12% 0 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 2,547 $619K 0.12% -132 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,546 $619K 0.39% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,544 $618K 0.17% +14 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 2,541 $618K 0.07% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 2,541 $618K 0.09% 0 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 2,540 $617K 0.16% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,538 $617K 0.36% +132 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,536 $617K 0.41% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 2,536 $617K 0.34% -215 13F-HR Timeline Broad Run Investment Management, LLC More: the full row for Broad Run Investment Management, LLC 2,535 $616K 0.1% -135 13F-HR Timeline BG Investment Services, LLC More: the full row for BG Investment Services, LLC 2,531 $615K 0.61% +804 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,523 $613K 0.42% +2 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,516 $612K 0.38% -104 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,507 $611K 0.18% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,511 $610K 0.08% -23 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,509 $610K 0.17% 0 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 2,502 $608K 0.53% +241 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,488 $605K 0.33% +753 13F-HR/A Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 2,480 $603K 0.23% +900 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,421 $603K 0.21% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 2,479 $603K 0.23% -20 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 2,825 $602K 0.24% -539 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,474 $602K 0.53% +1,404 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,473 $601K 0.59% -25 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 2,894 $601K 0.24% +51 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,465 $599K 1.07% -9,697 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,462 $599K 0.19% +97 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,455 $597K 0.15% +554 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 2,299 $596K 0.45% -379 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,450 $596K 0.46% +43 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,449 $595K 0.15% +108 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 2,449 $595K 0.1% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,448 $595K 0.07% +79 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,444 $594K 0.53% +116 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,443 $594K 0.15% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,443 $594K 0.04% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,424 $594K 0.25% -18 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 2,441 $593K 0.31% 0 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 2,441 $593K 0.65% +72 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 2,440 $593K 0.21% +162 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 2,438 $593K 0.26% +33 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,434 $592K 0.37% 0 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,432 $591K 0.15% +49 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 2,349 $591K 0.21% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,427 $590K 0.09% new 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 2,419 $588K 0.17% +50 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 2,417 $587K 0.18% +3 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,413 $587K 0.46% 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 2,413 $586K 0.25% +83 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 2,406 $585K 0.13% -50 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 2,402 $584K 0.02% +2 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 2,398 $583K 0.44% +112 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 2,398 $583K 0.06% +841 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,396 $583K 0.36% +177 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 2,324 $582K 0.35% -123 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 2,394 $582K 0.42% +877 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,387 $580K 0.13% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 2,383 $579K 0.4% +307 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 2,380 $579K 0.42% +200 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 2,375 $577K 0.36% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,370 $576K 0.13% +500 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 2,351 $576K 0.28% 0 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 2,368 $576K 0.09% -40 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 2,367 $575K 0.23% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 2,366 $575K 0.07% -17 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,362 $574K 0.14% -109 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 2,361 $574K 0.2% +54 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,354 $572K 0.37% +18 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 2,352 $572K 0.07% +7 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,352 $572K 0.1% +542 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,351 $572K 0.26% +640 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 2,349 $571K 0.36% -642 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 2,342 $569K 0.54% -29 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 2,342 $569K 0.3% +145 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,340 $569K 0.07% -4 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 2,339 $569K 0.37% -192 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 2,338 $568K 0.06% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 2,335 $568K 0.4% +223 13F-HR/A Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2,332 $567K 0.3% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 2,015 $567K 0.34% +6 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 2,328 $566K 0.25% new 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 2,326 $565K 0.53% -21 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 2,320 $564K 0.2% +45 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,314 $563K 0.04% -750 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 2,312 $562K 0.38% +91 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,308 $561K 0.07% +805 13F-HR Timeline Group Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 2,307 $561K 0.25% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,305 $560K 0.42% +49 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 2,302 $560K 0.38% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,299 $559K 0.29% +183 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,299 $559K 0.1% -150 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,296 $558K 0.9% -50 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,292 $557K 0.24% +224 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 2,288 $556K 0.31% +294 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 2,287 $556K 0.21% 0 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 2,270 $556K 0.1% +75 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,280 $554K 1.81% -3,588 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,280 $554K 0.23% +12 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 2,278 $554K 0.31% +141 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2,273 $553K 0.16% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 2,273 $553K 0.07% 0 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,265 $551K 0.36% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,264 $550K 0.17% -55 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,264 $550K 0.07% +26 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 2,263 $550K 0.23% +160 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,262 $550K 0.19% -937 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,257 $549K 0.26% +52 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,250 $547K 0.22% -70 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 2,243 $545K 0.4% -24 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 2,258 $545K 0.2% +2 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,240 $545K 0.11% +171 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,240 $545K 0.17% 0 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 2,240 $545K 0.29% 0 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 2,237 $544K 0.02% -1,845 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,233 $543K 0.15% +858 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,231 $542K 0.11% -11 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,227 $541K 0.13% -52 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2,227 $541K 0.35% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,226 $541K 0.14% +38 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,225 $541K 0.37% -600 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 2,222 $540K 0.03% -585 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 2,220 $540K 0.25% 0 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 2,220 $540K 0.19% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 2,220 $540K 0.42% +300 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,218 $539K 0.06% -4 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,217 $539K 0.31% +3 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 2,214 $538K 0.16% -237 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,209 $537K 0.25% +243 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2,200 $535K 0.31% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,200 $535K 0.19% 0 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,196 $534K 0.31% +360 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 2,196 $534K 0.19% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 2,189 $532K 0.1% +1 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 2,187 $532K 0.44% -952 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,182 $531K 0.08% +244 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 2,182 $530K 0.2% -27 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,181 $530K 0.37% +81 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 2,181 $530K 0.39% -30 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 2,181 $530K 0.22% +27 13F-HR Timeline Mason Investment Advisory Services, Inc. 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More: the full row for ACT Advisors, LLC. 2,173 $528K 0.21% +143 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 2,168 $527K 1.56% -62 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 2,167 $527K 0.13% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,165 $526K 0.36% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,161 $525K 0.08% +199 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 2,157 $524K 0.07% +131 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,155 $524K 0.1% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,154 $524K 0.16% +517 13F-HR Timeline