Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,044 $1.85M 1.04% -442 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 10,583 $1.85M 0.46% +1,163 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 10,581 $1.85M 2.91% -1,435 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10,574 $1.84M 1.48% +3 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 10,559 $1.84M 0.84% +470 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 10,553 $1.84M 0.36% +6,087 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 10,510 $1.83M 1.32% -200 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10,491 $1.83M 0.94% +2,744 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 10,480 $1.83M 1.44% -217 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 10,479 $1.83M 0.88% +224 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 10,463 $1.82M 0.09% +187 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 10,451 $1.82M 1.39% 0 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 10,432 $1.82M 0.77% -195 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,427 $1.82M 0.14% -312 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 10,400 $1.81M 0.82% +283 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 10,395 $1.81M 1.19% +5 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 10,393 $1.81M 0.56% -191 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 10,389 $1.81M 0.75% +11 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 10,378 $1.81M 0.68% -2,165 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 10,359 $1.81M 1.28% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 10,360 $1.81M 0.15% -2,835 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 10,340 $1.8M 0.96% +758 13F-HR Timeline Financial Management, Inc. More: the full row for Financial Management, Inc. 10,324 $1.8M 1.69% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 10,324 $1.8M 1.54% -13,283 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 10,313 $1.8M 0.95% +724 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,309 $1.8M 0.32% +514 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,304 $1.8M 0.47% +2,322 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 10,294 $1.8M 1.06% -579 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 10,289 $1.79M 1.12% +363 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 10,285 $1.79M 0.12% +31 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 10,272 $1.79M 1.09% -2 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 10,266 $1.79M 0.2% +2,675 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 10,263 $1.79M 1.61% +212 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 10,254 $1.79M 0.85% +353 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 10,250 $1.79M 0.55% +1,425 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 10,236 $1.79M 0.6% +20 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 8,833 $1.78M 0.54% -185 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 10,230 $1.78M 1.14% -333 13F-HR Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 8,560 $1.78M 2.68% 0 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 10,199 $1.78M 0.76% +265 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 10,193 $1.78M 1.31% -18 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,187 $1.78M 0.36% -320 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 10,163 $1.77M 0.66% -6,372 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 10,160 $1.77M 1.01% -1,864,392 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 10,146 $1.77M 0.45% -349 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,140 $1.77M 0.45% -577 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,106 $1.76M 0.43% -875 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 10,105 $1.76M 0.02% -807 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 10,104 $1.76M 1.51% +90 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 10,097 $1.76M 1.94% -1,072 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 10,092 $1.76M 0.73% -1,081 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 10,087 $1.76M 0.22% +3,652 13F-HR Timeline SC&H Financial Advisors, Inc. 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More: the full row for Grace & Mercy Foundation, Inc. 10,000 $1.74M 0.43% 0 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 9,990 $1.74M 0.76% +2,682 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 9,982 $1.74M 0.48% 0 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 9,979 $1.74M 2.67% +166 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 9,965 $1.74M 0.35% +1,567 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 9,958 $1.74M 1.93% +1,018 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,952 $1.74M 0.2% -24,483 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 9,950 $1.74M 1.15% +506 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,908 $1.73M 2.09% -856 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 9,899 $1.73M 0.24% -828 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,897 $1.73M 0.88% +230 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 9,895 $1.73M 1.55% +1,001 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 9,888 $1.72M 1% -510 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 9,799 $1.72M 0.99% +3,738 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 9,871 $1.72M 0.29% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,866 $1.72M 0.52% +6,570 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 7,790 $1.72M 1.37% -420 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 9,849 $1.72M 0.65% +269 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 9,842 $1.72M 0.54% -15 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,842 $1.72M 1.83% +1,293 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 9,807 $1.71M 1.16% -622 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9,803 $1.71M 1.21% -237 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 9,798 $1.71M 1.03% -478 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 9,795 $1.71M 0.54% +715 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,776 $1.7M 1.01% +669 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 9,771 $1.7M 0.92% +624 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,770 $1.7M 0.1% -63 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 9,730 $1.7M 0.93% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 9,693 $1.69M 0.6% +40 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,683 $1.69M 0.19% +2,100 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,667 $1.69M 0.26% -130 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 9,631 $1.68M 2.33% -397 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 9,630 $1.68M 0.36% -285 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 9,606 $1.68M 1.27% -1,120 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 9,600 $1.67M 1.13% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,596 $1.67M 0.52% -348 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 9,590 $1.67M 0.18% +366 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 9,587 $1.67M 0.71% +1,149 13F-HR Timeline Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 9,578 $1.67M 1.1% +3,334 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 9,577 $1.67M 1.4% +934 13F-HR/A Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 7,748 $1.67M 0.57% -8,973 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 9,555 $1.67M 0.23% -2,683 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 9,549 $1.67M 0.24% +309 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 9,546 $1.66M 1.07% -67 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 9,502 $1.66M 1.71% -350 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 8,925 $1.66M 1.35% -118 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,264 $1.66M 0.46% +40 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 9,482 $1.65M 0.39% +3,399 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,459 $1.65M 0.37% +304 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 9,293 $1.65M 0.2% -160 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 9,448 $1.65M 1.35% +6,442 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 9,446 $1.65M 0.97% -1,397 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 9,434 $1.65M 0.14% +1,160 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 9,424 $1.64M 0.87% +70 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 9,416 $1.64M 0.62% +270 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 9,410 $1.64M 0.35% +215 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,363 $1.63M 0.11% -179,778 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 9,357 $1.63M 0.68% +173 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,357 $1.63M 1.31% -7,151 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9,346 $1.63M 0.68% +2,576 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 9,339 $1.63M 0.69% +714 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 9,323 $1.63M 0.08% -440 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 9,318 $1.63M 0.39% +4,654 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 9,310 $1.62M 0.66% 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 9,301 $1.62M 0.54% +335 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 9,250 $1.61M 0.35% +65 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 9,250 $1.61M 0.62% +3,550 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 9,227 $1.61M 0.68% +426 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 9,214 $1.61M 0.28% -24,474 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 9,210 $1.61M 1.27% -70 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,186 $1.6M 1.18% -74 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 9,184 $1.6M 0.39% -25 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 9,182 $1.6M 1% +750 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 9,177 $1.6M 0.58% +55 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 9,177 $1.6M 0.16% +1,502 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 9,162 $1.6M 1.15% +520 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 9,129 $1.59M 0.65% +922 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9,113 $1.59M 1.58% +770 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 9,112 $1.59M 0.16% +345 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 9,098 $1.59M 0.3% -27 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 9,094 $1.59M 0.3% +100 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 9,092 $1.59M 1.14% +886 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 9,092 $1.59M 0.68% +8 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 9,092 $1.59M 0.2% +1,540 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 9,584 $1.58M 1.39% +520 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 9,073 $1.58M 0.52% +80 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 9,070 $1.58M 0.33% -494 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 9,068 $1.58M 0.59% +2,630 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 9,064 $1.58M 0.41% -1 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 9,057 $1.58M 0.42% +1,084 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 9,055 $1.58M 1.21% -350 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,042 $1.58M 0.09% -1,544 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 9,026 $1.57M 0.81% -24 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 9,014 $1.57M 0.7% -15,223 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 9,006 $1.57M 0.28% +132 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 9,001 $1.57M 1.25% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 8,987 $1.57M 0.36% new 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 8,978 $1.57M 1.52% +654 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,973 $1.56M 1.11% +113 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 8,956 $1.56M 0.87% -212 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 8,936 $1.56M 0.47% +6,601 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 8,922 $1.56M 3.07% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 8,905 $1.55M 0.42% -416 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 8,904 $1.55M 1.61% +63 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,897 $1.55M 0.33% +1,183 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 8,892 $1.55M 0.48% +123 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 8,891 $1.55M 1.03% -582 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 8,876 $1.55M 0.53% +5,018 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 8,867 $1.55M 1.02% +5 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 8,867 $1.55M 0.41% +529 13F-HR Timeline Wealth Care LLC More: the full row for Wealth Care LLC 8,861 $1.55M 1.37% 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 8,851 $1.54M 1.26% -407 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 8,845 $1.54M 1.09% +129 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 8,843 $1.54M 1.16% -14,539 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 7,394 $1.54M 1.08% +1,684 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 8,827 $1.54M 1.32% +59 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,815 $1.54M 1.12% -677 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,815 $1.54M 1.08% +157 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,814 $1.54M 0.95% -166 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 8,807 $1.54M 0.98% -144 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 8,798 $1.53M 1.52% +20 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 8,783 $1.53M 0.35% +1,825 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 8,774 $1.53M 0.43% -3,033 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8,763 $1.53M 0.16% +6 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 8,755 $1.53M 0.18% +2,745 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 8,755 $1.53M 0.9% -414 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 8,748 $1.53M 0.52% -551 13F-HR Timeline Global Trust Wealth Management LLC More: the full row for Global Trust Wealth Management LLC 8,745 $1.53M 1.15% -81 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 8,738 $1.52M 0.65% -12 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 8,718 $1.52M 0.15% +1,304 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 8,715 $1.52M 0.68% -757 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 8,700 $1.52M 1.19% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 8,695 $1.52M 0.21% +235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Select Asset Management & Trust More: the full row for Select Asset Management & Trust 8,695 $1.52M 0.47% 0 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 8,686 $1.51M 0.76% +95 13F-HR Timeline