Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 1,023 $351K 0.19% +156 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. 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More: the full row for Braun-Bostich & Associates Inc. 955 $328K 0.18% -33 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 955 $328K 0.18% -16 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 954 $327K 0.16% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 954 $327K 0.08% -1 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 954 $327K 0.19% +2 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 953 $327K 0.1% +91 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 953 $327K 0.04% +56 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 952 $327K 0.13% 0 13F-HR Timeline Foguth Wealth Management, LLC. 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More: the full row for Momentous Wealth Management, Inc. 942 $323K 0.17% +29 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 941 $323K 0.09% -93 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 940 $323K 0.16% -67 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 938 $322K 0.18% -4 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 935 $321K 0.17% 0 13F-HR Timeline Foresight Global Investors, Inc. 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More: the full row for Asset Management Group, Inc. 908 $312K 0.05% +1 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 906 $311K 0.34% +81 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 857 $310K 0.16% +1 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 904 $310K 0.22% -13 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 904 $310K 0.17% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 903 $310K 0.03% -109 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 900 $309K 0.12% -143 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 900 $309K 0.12% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 900 $309K 0.09% 0 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 900 $309K 0.4% 0 13F-HR Timeline Caitong International Asset Management ⦠More: the full row for Caitong International Asset Management Co., Ltd 899 $308K 0.04% -19,921 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 898 $308K 0.11% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 898 $308K 0.22% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 898 $308K 0.02% -497 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 897 $308K 0.16% -90 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 896 $308K 0.06% +154 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 896 $307K 0.11% +10 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 845 $306K 0.23% 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 890 $305K 0.1% -32 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 888 $305K 0.07% +457 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 888 $305K 0.13% -200 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /⦠More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 887 $304K 0.04% +11 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 886 $304K 0.1% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 885 $304K 0.21% -6 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 882 $303K 0.09% +117 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 878 $301K 0.15% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 878 $301K 0.13% +23 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 878 $301K 0.1% +54 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 877 $301K 0.09% new 13F-HR/A Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 966 $301K 0.16% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 876 $301K <0.01% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 876 $301K 0.08% -20 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 876 $301K 0.06% +48 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 875 $300K 0.19% -338 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 875 $300K 0.06% +121 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 870 $298K 0.07% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 870 $298K 0.22% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 870 $298K 0.17% +106 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 864 $297K 0.17% -75 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 863 $296K 0.11% +57 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 859 $295K 0.15% 0 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 858 $295K 0.09% +54 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 858 $294K 0.36% -104 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 858 $294K 0.15% +40 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 855 $293K 0.08% -34,313 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 855 $293K <0.01% -7,114 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sensible Money, LLC More: the full row for Sensible Money, LLC 852 $292K 0.08% +18 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 852 $292K 0.07% -31 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 851 $292K 0.07% -8 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 851 $292K 0.1% +100 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 849 $291K 0.1% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 849 $291K 0.19% +1 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 848 $291K 0.22% +118 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 846 $290K 0.14% -20 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi⦠More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 846 $290K 0.03% +94 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 846 $290K 0.15% -59 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 814 $290K 0.09% +28 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 841 $289K 0.06% -163 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 840 $288K 0.02% -50 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 839 $288K 0.2% -100 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 839 $288K 0.17% -29 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 837 $287K 0.04% 0 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 835 $286K 0.09% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 833 $286K 0.04% +102 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 829 $285K 0.01% -68 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 829 $284K 0.07% -117 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 828 $284K 0.03% -33 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 826 $283K 0.02% -111 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 826 $283K 0.15% -30 13F-HR Timeline Christensen, King & Associates Investme⦠More: the full row for Christensen, King & Associates Investment Services, Inc. 824 $283K 0.11% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 824 $283K 0.04% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 822 $282K 0.03% -80 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 820 $281K 0.09% 0 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 820 $281K 0.03% -51 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 820 $281K 0.03% -291 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 819 $281K 0.16% -148 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 818 $281K 0.03% +40 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 818 $281K 0.12% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 817 $280K 0.09% -55 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 816 $280K 0.07% -15 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 816 $280K 0.04% +38 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 813 $279K 0.01% +69 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 813 $279K 0.07% -49 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 813 $279K 0.18% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 812 $279K 0.11% +55 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 810 $278K 0.09% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 810 $278K 0.02% +350 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 810 $278K 0.18% -112 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 809 $278K 0.18% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 808 $277K 0.13% 0 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 807 $277K 0.16% -26 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 804 $276K 0.04% +82 13F-HR Timeline