Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 31,039 $6.37M 1.81% +643 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 31,014 $6.36M 4.21% +667 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 30,981 $6.36M 0.37% -264 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 30,953 $6.35M 2.3% +109 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 30,939 $6.35M 2.73% -298 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 30,926 $6.35M 1.55% -34,849 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 30,895 $6.34M 6.12% +3,915 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 30,896 $6.34M 0.95% +1,954 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 30,888 $6.34M 1.78% +540 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 30,854 $6.33M 1.55% +8 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 30,847 $6.33M 2.37% +317 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 30,837 $6.33M 1.78% -38 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 30,817 $6.32M 1.21% -815 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 30,805 $6.32M 1.47% +781 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 30,776 $6.31M 1.12% +1,095 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 30,736 $6.31M 3.62% +305 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 30,735 $6.31M 3.33% +1,245 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 30,723 $6.3M 0.7% +3,569 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 30,682 $6.3M 0.61% +283 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 30,660 $6.29M 2.78% +145 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 30,655 $6.29M 2.01% -242 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 30,605 $6.28M 1.34% +3,773 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 30,577 $6.27M 0.96% -1,450 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 30,527 $6.26M 3.06% -225 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 30,503 $6.26M 2.74% -1,304 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 30,480 $6.25M 2.14% -75 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 30,448 $6.25M 2.86% +683 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 30,387 $6.23M 4.18% -38,348 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 30,380 $6.23M 4.18% -1,538 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 30,371 $6.23M 1.19% +2,520 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 30,334 $6.23M 3.28% +2,973 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 30,289 $6.22M 1.98% +605 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 30,323 $6.22M 5.41% +3 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 30,319 $6.22M 5.71% +1,008 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 30,309 $6.22M 4.67% -230 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 30,302 $6.22M 1.26% +5,202 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 30,245 $6.21M 2.74% +565 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 30,244 $6.21M <0.01% +3,100 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 30,202 $6.2M 4.14% -87 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 30,159 $6.19M 2.64% -169 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 30,105 $6.18M 3.83% +3,172 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 30,089 $6.17M 1.57% -119 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 30,088 $6.17M 3.45% +718 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 30,085 $6.17M 3.17% -11,667 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 30,075 $6.17M 4.16% -4,620 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 30,054 $6.17M 0.18% -665 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 30,051 $6.17M 2.48% +7 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 30,012 $6.16M 4.02% -5,840 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 30,005 $6.16M 2.95% -1,034 13F-HR Timeline Boit C F David More: the full row for Boit C F David 30,002 $6.16M 2.96% 0 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 30,000 $6.16M 1.4% new 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 29,908 $6.14M 1.12% -1,860 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 29,840 $6.12M 1.46% +1,439 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 29,834 $6.12M 3.21% -807 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 29,825 $6.12M 2.73% +136 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 29,808 $6.12M 2.01% +728 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 29,802 $6.11M 2.96% -5,174 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 29,787 $6.11M 0.11% 0 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for CASCADE INVESTMENT GROUP, INC. 29,524 $6.06M 4.23% -237 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 29,514 $6.06M 4.59% -670 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 29,478 $6.05M 4.09% +4,454 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 29,474 $6.05M 1.44% -443 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,460 $6.04M 1.19% -1,378 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 29,400 $6.03M 3.93% +4,700 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 29,399 $6.03M 4.32% +1,976 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 29,395 $6.03M 0.66% -1,807 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 29,367 $6.03M 3.6% -750 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 29,344 $6.02M 2.16% -1,702 13F-HR/A Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 29,339 $6.02M 1.71% +300 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 29,287 $6.01M 0.71% +4,239 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 29,285 $6.01M 0.43% -482,252 13F-HR Timeline Group TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 29,263 $6M 2.4% -96 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 29,218 $5.99M 0.98% -333 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 29,203 $5.99M 5.45% -378 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 29,193 $5.99M 4.79% -1,136 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 29,170 $5.98M 2.96% -2,229 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 29,160 $5.98M 0.17% -737 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29,472 $5.98M 1.22% -132 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 29,148 $5.98M 2.75% -2,102 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 29,122 $5.97M 1.17% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29,121 $5.97M 2.36% -510 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 29,114 $5.97M 4.12% -577 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 29,103 $5.97M 3.21% -1,383 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 29,071 $5.96M 1.5% +1,750 13F-HR Timeline InvesTrust More: the full row for InvesTrust 29,056 $5.96M 2.3% -13,740 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 28,657 $5.95M 1.06% -231 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 28,971 $5.94M 1.73% -1,536 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 28,945 $5.94M 1.73% -453 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 28,945 $5.94M 3.39% -659 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 28,944 $5.94M 1.16% -2,641 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 28,904 $5.93M 1.25% +4,346 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 28,900 $5.93M 1.56% +16,692 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28,889 $5.93M 2.34% -599 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 28,836 $5.92M 1.68% +479 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28,808 $5.91M 4.2% -83 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 28,802 $5.91M 2.66% -10,117 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 28,784 $5.91M 0.61% -410 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 28,868 $5.91M 1.95% -2,561 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 28,771 $5.9M 1.41% -92 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 28,740 $5.9M 0.51% -260 13F-HR/A Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 28,733 $5.9M 3.73% -902 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 28,719 $5.89M 0.87% -803 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 28,697 $5.89M 4.46% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 28,677 $5.88M 1.24% +3,019 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 28,646 $5.88M 4.83% +16,056 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 28,643 $5.88M 0.85% -409 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 28,630 $5.87M 1.05% -64 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 28,613 $5.87M 2.17% +483 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 28,596 $5.87M 3.72% +57 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 28,553 $5.86M 4.84% +1,191 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 28,525 $5.85M 1.29% +1,915 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 28,501 $5.85M 3.12% +2,437 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 28,489 $5.85M 5.19% +57 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 28,466 $5.84M 3.22% -102 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 28,466 $5.84M 4.32% -1,933 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 28,436 $5.83M 4.07% +1,306 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 28,424 $5.83M 0.91% -2,103 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 28,416 $5.83M 0.97% +8,782 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 28,338 $5.81M 2.21% -1,415 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 28,289 $5.8M 3.74% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 28,269 $5.8M 2.44% +831 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 28,264 $5.8M 1.56% +87 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 28,210 $5.79M 3.24% +699 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 31,695 $5.79M 2.55% +3,093 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 28,194 $5.78M 1.43% -6,440 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28,192 $5.78M 0.99% +291 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 28,190 $5.78M 0.09% +13,476 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 28,162 $5.78M 0.53% +324 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 28,144 $5.77M 5.64% -904 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 28,126 $5.77M 1.26% +11,788 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 28,115 $5.77M 0.37% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 28,100 $5.77M 2.17% -481 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 28,078 $5.76M 1.75% +100 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28,070 $5.76M 0.66% +414 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 28,060 $5.76M 1.9% -445 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 25,757 $5.75M 6.54% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 27,986 $5.74M 2.95% +1,739 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 27,934 $5.73M 2.89% -8,083 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 27,905 $5.73M 1.4% +554 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 27,903 $5.72M 1.71% -407 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 27,805 $5.7M 0.96% -118 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 27,774 $5.7M 0.92% +6,867 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 27,758 $5.7M 2.18% +32 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 27,705 $5.68M 1.3% -189 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 27,633 $5.67M 1.55% -283 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 27,617 $5.67M 3.92% -100 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 27,535 $5.65M 4.26% -294 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 27,518 $5.65M 1.82% +237 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 27,507 $5.64M 0.61% +496 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 27,501 $5.64M 0.85% -315 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 27,500 $5.64M 2.24% -502 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 27,464 $5.63M 4.52% -3,772 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 27,402 $5.62M 3.79% -344 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 27,265 $5.59M 3.17% +9,470 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27,264 $5.59M 1.87% new 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 27,362 $5.59M 1.81% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 27,260 $5.59M 1.31% -16,770 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 27,242 $5.59M 0.84% -1,726 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 27,211 $5.58M 1.19% -8,515 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 27,206 $5.58M 1.98% -2,193 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 27,195 $5.58M 2.96% +444 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 27,169 $5.57M 1.99% -3,708 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 27,123 $5.56M 4.08% +240 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 27,099 $5.56M 1.29% +1,884 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 27,082 $5.56M 2.28% -27,069 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 27,076 $5.56M 1.72% -1,616 13F-HR Timeline CWC Advisors, LLC. 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