Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,944 $860K 0.67% 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 5,933 $858K 0.25% -170 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,924 $857K 0.16% +1 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,921 $856K 0.43% +299 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,899 $853K 0.55% +167 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,890 $852K 0.21% +100 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,889 $852K 0.7% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,876 $850K 0.07% -20 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 5,855 $847K 0.51% -10 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 5,855 $847K -11,442 Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 5,853 $847K 0.58% +4 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,844 $845K 0.54% 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 5,840 $845K 0.35% -50 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 5,834 $844K 0.28% -140 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 5,825 $842K 0.71% -4,649 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 5,820 $842K 0.4% -128 13F-HR Timeline Group Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 5,813 $841K 0.27% -578 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,812 $841K 0.13% -1,211 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 5,793 $838K 0.19% +230 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,793 $838K 0.15% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 5,789 $837K 0.09% +596 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 5,785 $837K 0.17% -157 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,783 $836K 0.33% -647 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 5,762 $833K 0.11% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,761 $833K 0.11% +5,700 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 5,748 $833K 0.56% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,757 $833K 0.21% -200 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,739 $832K 0.11% +193 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,741 $830K 0.21% -36 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,734 $829K 0.33% +74 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 5,723 $828K 0.39% -161 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 5,703 $825K 0.94% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,703 $825K 0.3% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 5,689 $823K 0.11% 0 13F-HR/A Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,685 $822K 0.46% +32 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 5,684 $822K 0.82% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,677 $821K 0.04% +580 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 5,672 $820K 0.13% -80 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 5,669 $820K 0.78% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,666 $819K 0.29% +59 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 5,677 $819K 0.18% -7 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 5,660 $818K 0.75% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 5,653 $818K 0.14% -3,264 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,653 $817K 0.16% +946 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 5,652 $817K 0.05% +161 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,638 $815K 1.2% 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,632 $815K 0.45% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 5,632 $815K 0.03% -2,116 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 5,623 $813K 0.12% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 5,621 $813K 0.72% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 5,342 $813K 0.7% 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 5,610 $811K 0.47% +4 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,606 $811K 0.26% 0 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 5,605 $811K 0.33% +617 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 5,587 $808K 0.23% +240 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 5,583 $807K 0.27% -50 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 5,583 $807K 0.34% +522 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 5,559 $804K 0.1% +4 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,557 $804K 0.17% +527 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,549 $802K 0.15% -299 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,546 $802K 0.35% -1,244 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,540 $801K 0.07% -439 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,538 $801K 0.51% +2,065 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 5,526 $799K 0.25% -96 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,526 $799K 1.12% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,524 $799K 0.9% 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 5,521 $798K 0.26% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,510 $797K 0.68% -106 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 5,510 $797K 0.32% -727 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 5,507 $796K 0.29% -982 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 5,497 $795K 0.61% 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,497 $795K 0.34% +29 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,491 $794K 0.22% -688 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,485 $793K 0.4% -67 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,483 $793K 0.49% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 5,482 $793K 0.13% -74 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,475 $792K 0.11% -939 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 5,464 $790K 0.07% +104 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,451 $788K 0.14% -1,570 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 5,448 $788K 0.34% -322 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5,426 $785K 0.28% +1,239 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,414 $783K 0.11% -422 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 5,410 $782K 0.24% -149 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5,399 $781K 0.44% +200 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 5,390 $780K 0.17% +179 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,382 $778K 0.09% -82 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,377 $778K 0.2% 0 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 5,375 $777K 0.37% +17 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 5,375 $777K 0.84% 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 5,369 $776K 0.32% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,366 $776K 0.02% +98 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,360 $775K 0.31% +26 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,353 $774K 0.29% -81 13F-HR/A Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,353 $774K 0.38% -498 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 5,347 $773K 0.49% +526 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,336 $772K 0.21% -617 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5,331 $771K 0.29% -191 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,330 $771K 0.61% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,324 $770K 0.08% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,323 $770K 0.34% -73 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 5,303 $767K 0.27% 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 5,292 $765K 0.39% +90 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,288 $765K 0.14% -67 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 5,285 $764K 0.14% -526 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 5,273 $763K 0.1% -1,019 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 5,272 $762K 0.58% -58 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,255 $760K 0.37% +380 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5,248 $759K 0.58% 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,263 $759K 0.17% -250 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 5,242 $758K 0.4% +17 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 5,234 $757K 0.08% +727 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,223 $755K 0.1% +399 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 5,217 $754K 0.14% -978 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,207 $753K 0.08% -507 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 5,192 $751K 0.66% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 5,172 $748K 0.21% -166 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 5,161 $746K 0.46% 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,159 $746K 0.48% -203 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 5,156 $746K 0.44% -1,893 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 5,153 $745K 0.27% -518 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 5,153 $745K 0.17% +87 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 5,148 $745K 0.03% +46 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 5,149 $745K 0.18% -333 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5,147 $744K 0.18% -571 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 5,146 $744K 0.14% -101 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,141 $744K 0.57% +354 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,130 $742K 0.09% 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 5,128 $742K 0.08% +67 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 5,124 $741K 0.17% +1,153 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 5,123 $741K 0.32% +575 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,121 $741K 0.06% -603 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 5,119 $740K 0.35% -17 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,110 $739K 0.23% -176 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 5,106 $738K 0.61% +126 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,101 $738K 0.15% -344 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 5,098 $737K 0.06% -433 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 5,098 $737K 0.24% +10 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 5,097 $737K 0.09% +110 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,092 $736K 0.48% +196 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,091 $736K 0.1% +1,280 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 5,088 $736K 0.29% -44 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5,083 $735K 0.14% +2,799 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 5,079 $735K 0.48% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 4,724 $732K 0.71% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,062 $732K 0.28% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,060 $732K 0.31% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 4,623 $731K 0.38% +45 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 5,050 $730K 0.11% +1,206 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,049 $730K 0.17% +74 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,035 $728K 0.1% -121 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 5,022 $726K 0.44% -318 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 5,008 $724K 0.3% -19 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 5,004 $724K 0.33% +61 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 5,005 $724K 0.32% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 5,002 $723K 0.38% -8 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,000 $723K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 4,997 $723K 0.62% -350 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 4,997 $723K 0.36% -120 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,989 $722K 0.04% -155 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,978 $720K 0.2% +1,244 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,973 $719K 0.29% 0 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 4,971 $719K 0.1% +581 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,364 $718K 0.4% -4,518 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,967 $718K 0.07% -157 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,951 $716K 0.14% -1,733 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,950 $716K 0.1% +1,265 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,944 $715K 0.63% 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,943 $715K 0.07% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 4,942 $715K 0.41% -900 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 4,941 $715K 0.14% +412 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 4,937 $714K 0.58% +7 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,935 $714K 0.03% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,937 $714K 0.08% -63 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 4,932 $713K 0.23% +25 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,929 $713K 0.54% +2,167 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 4,924 $712K 0.41% -42 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,923 $712K 0.21% -657 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,921 $712K 0.75% -3,644 13F-HR Timeline Capital Advantage, Inc. 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More: the full row for Westside Investment Management, Inc. 4,859 $703K 0.15% +570 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,838 $700K 0.47% -46 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,816 $696K 0.22% -1,157 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 4,811 $696K 0.43% -76 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,810 $696K 0.18% -2 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,806 $695K 0.75% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 4,797 $694K 0.35% +379 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,793 $693K 0.17% -240 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 4,788 $692K 0.54% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 4,761 $689K 1.11% +4 13F-HR Timeline