Bay Rivers Group More: the full row for Bay Rivers Group 2,141 $1.28M 0.53% +165 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,137 $1.28M 0.98% +401 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,137 $1.28M 0.06% +310 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,134 $1.28M 0.36% +193 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2,133 $1.27M 0.47% -533 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,132 $1.27M 0.39% +168 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,128 $1.27M 0.14% -352 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2,123 $1.27M 0.52% -10 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,113 $1.26M 0.84% +112 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,103 $1.26M 0.61% +538 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 2,099 $1.25M 0.52% +28 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,099 $1.25M 0.46% -2 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2,095 $1.25M 0.14% +1 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 2,093 $1.25M 0.38% 0 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,085 $1.25M 0.29% -118 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 2,085 $1.25M 0.01% 0 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 2,078 $1.24M 0.54% +932 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,075 $1.24M 0.07% +902 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,072 $1.24M 0.06% +217 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,071 $1.24M 0.34% -91 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,070 $1.24M 0.08% +483 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,069 $1.24M 0.28% +10 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,066 $1.23M 0.36% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,032 $1.23M 0.62% +616 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,057 $1.23M 0.61% +32 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 2,053 $1.23M 0.14% +33 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 2,044 $1.22M 0.22% -16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 2,036 $1.22M 0.31% +1,495 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,034 $1.22M 0.1% +14 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 2,033 $1.21M 0.73% +25 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 2,027 $1.21M 0.42% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,027 $1.21M 0.09% +346 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,017 $1.21M 4.08% +1,765 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,014 $1.2M 0.13% +93 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,013 $1.2M 0.12% -284 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 2,013 $1.2M 0.15% +305 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2,008 $1.2M 0.26% +1,080 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,008 $1.2M 0.4% -140 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,007 $1.2M 0.22% +317 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 2,006 $1.2M 0.95% +166 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 1,995 $1.19M 0.47% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,987 $1.19M 0.24% +2 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 1,985 $1.19M 0.79% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 1,984 $1.19M 0.09% -145 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 1,978 $1.18M 0.02% new 13F-HR Timeline Group BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 1,978 $1.18M 0.46% +951 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1,973 $1.18M 1.11% 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,971 $1.18M 1.2% +40 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 1,970 $1.18M 0.07% +250 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,970 $1.18M 0.01% +676 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,966 $1.17M 0.7% +336 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,964 $1.17M 0.01% -76 13F-HR Timeline Group Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,963 $1.17M 0.92% +1,144 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,962 $1.17M 0.6% -252 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 1,961 $1.17M 0.64% -3 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,958 $1.17M 0.43% +27 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 1,955 $1.17M 0.16% -80 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 1,956 $1.17M 1.14% +694 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 1,953 $1.17M 1.03% new 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 1,953 $1.17M 0.36% +2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,961 $1.17M 0.15% +769 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,950 $1.16M 0.39% +755 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,948 $1.16M 0.13% -13 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 1,929 $1.16M 1.05% 0 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 1,944 $1.16M 0.48% -21 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 1,944 $1.16M 0.55% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,940 $1.16M 0.26% +76 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,909 $1.16M 0.26% -830 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 1,933 $1.16M 1.16% 0 13F-HR/A Timeline AVENIR CORP More: the full row for AVENIR CORP 1,930 $1.15M 0.14% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,928 $1.15M 0.22% -91 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,928 $1.15M 0.71% -47 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,928 $1.15M 0.94% +9 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 1,922 $1.15M 1.07% +10 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,920 $1.15M 0.37% -390 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,914 $1.14M 0.08% -156 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,912 $1.14M 0.39% +52 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,856 $1.14M 0.27% +2,143 13F-HR Timeline Benchmark Financial, LLC More: the full row for Benchmark Financial, LLC 1,908 $1.14M 1.02% +50 13F-HR Timeline SJBENEN ADVISORY, LLC More: the full row for SJBENEN ADVISORY, LLC 1,900 $1.14M 0.95% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,898 $1.13M 0.11% -99 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 1,896 $1.13M 0.49% +42 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,893 $1.13M 0.01% 0 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,892 $1.13M 0.96% -35 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,887 $1.13M 0.09% +7 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,887 $1.13M 0.9% +26 13F-HR Timeline Willow Financial LLC More: the full row for Willow Financial LLC 1,877 $1.12M 1.14% +20 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,876 $1.12M 0.07% +84 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,707 $1.12M 0.07% -111 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,866 $1.12M 0.2% -14 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,865 $1.11M 0.33% -329 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 1,862 $1.11M 1.14% -69 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,861 $1.11M 0.49% 0 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 1,856 $1.11M 0.38% new 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,855 $1.11M 1.56% -7 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,848 $1.1M 0.25% -29 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,847 $1.1M 0.45% +5 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,846 $1.1M 0.22% -2,543 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,845 $1.1M 0.17% +160 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,842 $1.1M 0.21% +3 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,841 $1.1M 0.14% +172 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,836 $1.1M 0.06% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,831 $1.09M 0.15% -1 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,831 $1.09M 0.21% -2,912 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,829 $1.09M 0.3% +24 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,827 $1.09M 0.13% +70 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 1,827 $1.09M 0.1% +747 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,824 $1.09M 0.16% +6 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,824 $1.09M 0.13% -79 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 1,823 $1.09M 0.18% +31 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 1,823 $1.09M 1.01% +6 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 1,822 $1.09M 0.88% +65 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 1,819 $1.09M 0.48% -67 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,804 $1.09M 0.12% +968 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,816 $1.09M 0.45% +1 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,814 $1.08M 0.24% -1,249 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 1,803 $1.08M 0.24% +4 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,802 $1.08M 0.54% -5 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,801 $1.08M 0.46% +25 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,799 $1.07M 0.07% +385 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 1,799 $1.07M 0.38% 0 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,798 $1.07M 1.09% -20 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 1,793 $1.07M 0.27% -44 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 1,787 $1.07M 0.15% +214 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,703 $1.06M 0.13% +107 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,780 $1.06M 0.1% +22 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 1,779 $1.06M 0.42% -544 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,778 $1.06M 0.5% -14 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,776 $1.06M 1.31% -148 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,771 $1.06M 0.13% +978 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,771 $1.06M 0.46% +330 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,770 $1.06M 0.05% +111 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,769 $1.06M 0.22% +265 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,767 $1.06M 0.46% -412 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 1,752 $1.06M 0.79% +70 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,765 $1.05M 0.11% -6 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,763 $1.05M 0.39% -100 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,763 $1.05M 0.24% +192 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 1,681 $1.05M 0.16% +111 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 1,632 $1.05M 0.6% +381 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 1,751 $1.05M 0.67% 0 13F-HR Timeline Lynch Investment Planning, LLC More: the full row for Lynch Investment Planning, LLC 1,750 $1.05M 0.94% +28 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,748 $1.04M 0.25% -53 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,746 $1.04M 0.25% +69 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,746 $1.04M 0.36% +130 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 1,746 $1.04M 1.16% +5 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,738 $1.04M 0.36% -10 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,736 $1.04M 0.13% 0 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 1,728 $1.03M 0.81% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,727 $1.03M 0.34% +21 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,722 $1.03M 0.14% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,716 $1.03M 0.18% -31 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,704 $1.02M 0.29% +403 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 1,700 $1.02M 0.15% +256 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,698 $1.01M 0.61% +229 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,536 $1.01M 0.36% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,697 $1.01M 0.47% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,696 $1.01M 0.11% -48 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,693 $1.01M 0.05% -68,231 13F-HR/A Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 1,551 $1.01M 0.48% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,690 $1.01M 0.46% +19 13F-HR Timeline CLG LLC More: the full row for CLG LLC 1,689 $1.01M 0.25% -23 13F-HR Timeline SageOak Financial, LLC More: the full row for SageOak Financial, LLC 1,684 $1.01M 0.71% +108 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,675 $1M 0.16% -52 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 1,671 $999K 0.55% +83 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 1,670 $998K 0.42% +78 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,668 $997K 0.07% -229 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,667 $996K 0.53% +18 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 1,666 $995K 0.37% 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,650 $995K 0.12% +34 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 1,664 $994K 0.84% -230 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 1,663 $994K 0.29% +3 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 1,660 $992K 0.26% +42 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,659 $991K 0.41% -35 13F-HR Timeline Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 1,658 $991K 0.88% -78 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 1,656 $990K 0.73% -297 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,653 $987K 0.49% +1 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 1,652 $987K 0.45% +5 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,645 $983K 0.22% +160 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,641 $981K 0.28% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 1,640 $980K 0.66% +55 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 1,639 $979K 0.21% +150 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,639 $979K 0.43% +8 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,631 $975K 0.2% -9 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 1,627 $972K 0.49% -76 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,626 $972K 0.46% -225 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 1,625 $971K 0.87% +20 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 1,624 $971K 0.19% +769 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,624 $970K 0.09% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 1,624 $970K 0.12% +260 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 1,622 $969K 1.16% +1 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 1,620 $968K 0.74% -14 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,618 $967K 0.09% -140 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 1,614 $965K 0.14% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,614 $964K 0.15% -144 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,613 $964K 0.09% +81 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 1,612 $963K 0.31% +161 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,611 $963K 0.24% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,607 $960K 0.53% +615 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,605 $959K 0.73% -7 13F-HR Timeline