AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 5,574 $1.42M 0.34% -67 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5,574 $1.42M 0.42% -594 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,574 $1.42M 1.05% -101 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 5,569 $1.42M 0.75% +1 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,569 $1.42M 0.72% -88 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5,552 $1.41M 1.03% +97 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 5,534 $1.41M 0.52% +1,041 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 5,529 $1.41M 0.18% +691 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 5,500 $1.4M 0.37% +523 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 5,510 $1.4M 0.54% -50,199 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 5,510 $1.4M 0.54% -96 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 5,510 $1.4M 0.9% -65 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 5,467 $1.39M 0.66% -729 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 5,419 $1.38M 0.62% +153 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 5,380 $1.38M 0.34% -418 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 5,416 $1.38M 0.63% +81 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 5,413 $1.38M 0.58% -13 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 5,402 $1.38M 0.85% -164 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,400 $1.38M 1.22% +2,755 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 5,399 $1.37M 1.18% -1 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 5,398 $1.37M 1.18% +81 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 5,393 $1.37M 0.45% new 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 5,378 $1.37M 0.37% -36 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 5,377 $1.37M 1.55% -110 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 5,370 $1.37M 0.93% -23 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 5,368 $1.37M 0.52% +358 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,367 $1.37M 0.19% +4,633 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 5,367 $1.37M 1.22% 0 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,362 $1.37M 1.09% +429 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 5,357 $1.36M 0.28% -2,075 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,355 $1.36M 0.62% -137 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 5,352 $1.36M 0.29% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 5,349 $1.36M 1.1% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 5,346 $1.36M 0.86% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 5,335 $1.36M 0.77% +792 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 5,313 $1.35M 0.84% -1,081 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 5,303 $1.35M 0.44% -65 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5,252 $1.34M 0.55% -841 13F-HR Timeline Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 5,236 $1.33M 1.03% -15 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 5,229 $1.33M 19.1% -322 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 5,200 $1.32M 0.95% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 5,200 $1.32M 0.45% -157 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,195 $1.32M 0.56% -27,957 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5,191 $1.32M 0.93% -821 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 5,161 $1.31M 0.79% +344 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 5,141 $1.31M 1.95% 0 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 5,132 $1.31M 1.33% -300 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 5,123 $1.3M 0.61% -805 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 5,118 $1.3M 0.77% +4 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 5,110 $1.3M 0.76% -133 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 5,108 $1.3M 0.42% 0 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 5,103 $1.3M 0.39% -497 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,103 $1.3M 0.95% -100 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 5,100 $1.3M 0.56% -100 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 5,075 $1.29M 0.19% new 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 5,073 $1.29M 0.58% 0 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 5,066 $1.29M 0.04% -4 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 5,066 $1.29M 1% +266 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 5,059 $1.29M 0.53% -777 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 5,038 $1.28M 0.35% -156 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,019 $1.28M 0.17% +715 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 5,018 $1.28M 0.2% +1,177 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 5,014 $1.28M 1.61% -2,686 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 5,013 $1.28M 0.64% -679 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 5,000 $1.27M 0.55% new 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 4,987 $1.27M 1.05% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 4,986 $1.27M 0.17% +482 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 4,982 $1.27M 0.83% +312 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 4,966 $1.26M 0.58% -114 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4,960 $1.26M 1.71% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 4,951 $1.26M 0.45% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,945 $1.26M 0.4% +356 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,940 $1.26M 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 4,932 $1.26M 3.52% -20 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 4,925 $1.25M 0.76% -299 13F-HR/A Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 4,921 $1.25M 0.53% -331 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 4,912 $1.25M 1.28% -74 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 4,901 $1.25M 0.8% -9 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 4,885 $1.24M 0.69% +2 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,876 $1.24M 0.22% -199 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 4,872 $1.24M 0.85% -66 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 4,862 $1.24M 0.36% -50 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 4,858 $1.24M 0.41% +1 13F-HR Timeline Sullivan Wood Capital Management LLC More: the full row for Sullivan Wood Capital Management LLC 4,858 $1.24M 1.82% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 4,854 $1.24M 0.6% +65 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 5,033 $1.24M 0.76% +300 13F-HR Timeline BAYSHORE ASSET MANAGEMENT, LLC More: the full row for BAYSHORE ASSET MANAGEMENT, LLC 4,822 $1.23M 0.53% -2,186 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 4,814 $1.23M 0.86% +43 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,813 $1.23M 0.26% -74 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,812 $1.23M 2.64% -94 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,803 $1.22M 0.09% -11,529 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4,498 $1.22M 0.74% -96 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 4,800 $1.22M 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,798 $1.22M 0.41% +3 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 4,786 $1.22M 1.04% -41 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 4,786 $1.22M 0.58% -6,921 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 4,786 $1.22M 1.82% -134 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 4,782 $1.22M 0.67% -5,046 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,780 $1.22M 0.94% 0 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 4,772 $1.22M 0.68% -60 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4,762 $1.21M 0.64% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,755 $1.21M 0.53% +636 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,747 $1.21M 0.34% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,745 $1.21M 0.42% 0 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 4,744 $1.21M 0.38% +1,476 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 4,727 $1.2M 1.22% +357 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,711 $1.2M 0.01% -64,436 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,710 $1.2M 0.04% -13,560 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 4,704 $1.2M 0.46% -206 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 4,700 $1.2M 0.38% +283 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 4,699 $1.2M 0.01% -450 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4,696 $1.2M 0.17% +773 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 4,694 $1.2M 0.68% -66 13F-HR Timeline Tumwater Wealth Management, LLC More: the full row for Tumwater Wealth Management, LLC 4,690 $1.19M 0.53% -50 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,686 $1.19M 0.71% -59 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 4,678 $1.19M 0.6% +579 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,653 $1.18M 0.92% +159 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 4,650 $1.18M 1.04% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,647 $1.18M 0.57% -11,130 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 4,640 $1.18M 0.58% +131 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,639 $1.18M 0.81% +167 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 4,626 $1.18M 0.09% 0 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,621 $1.18M 0.91% +381 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 4,610 $1.17M 0.86% -191 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4,608 $1.17M 0.6% 0 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 4,601 $1.17M 0.78% -692 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 4,642 $1.17M 0.76% +225 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,593 $1.17M 0.69% -763 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,571 $1.16M 1.01% -260 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,558 $1.16M 0.45% -100 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 4,543 $1.16M 0.88% +587 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 4,540 $1.16M 0.41% 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,539 $1.16M 0.37% +1,026 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 4,511 $1.15M 0.25% 0 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 4,509 $1.15M 1.19% 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 4,472 $1.14M 0.93% +5 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 4,455 $1.13M 1.02% -225 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 4,448 $1.13M 0.24% -1,204 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 4,445 $1.13M 0.5% -454 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 4,441 $1.13M 0.9% +122 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 4,400 $1.12M 0.67% +505 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 4,395 $1.12M 0.28% -183 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,381 $1.12M 0.71% -85 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4,360 $1.11M 0.59% -46 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 4,356 $1.11M 0.63% +346 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 4,310 $1.1M 0.39% +57 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 4,299 $1.09M 0.4% -20 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 4,292 $1.09M 0.98% -903 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 4,286 $1.09M 0.5% +509 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 4,280 $1.09M 0.47% -1,057 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 4,276 $1.09M 0.52% -1,460 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 4,266 $1.09M 0.8% +32 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 4,260 $1.08M 0.46% -540 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 4,259 $1.08M 0.37% -905 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,246 $1.08M 0.91% -456 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 4,243 $1.08M 0.44% +2 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 4,234 $1.08M 0.09% +743 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,231 $1.08M 0.9% +174 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 4,231 $1.08M 0.89% -30 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,219 $1.07M 0.52% -165 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,217 $1.07M 0.47% +280 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 4,200 $1.07M 2.79% +1,500 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 4,192 $1.07M 0.43% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,191 $1.07M 0.62% +173 13F-HR Timeline O'Connor Financial Group LLC More: the full row for O'Connor Financial Group LLC 4,167 $1.06M 0.44% +92 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 4,153 $1.06M 0.12% +2,804 13F-HR Timeline Group AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 4,150 $1.06M 0.53% -3,000 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,140 $1.05M 0.13% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 4,130 $1.05M 0.71% 0 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 4,129 $1.05M 0.29% +75 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 4,103 $1.04M 0.94% +201 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,101 $1.04M 0.74% -40 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 4,101 $1.04M 0.62% +315 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 4,100 $1.04M 0.47% -146,248 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,098 $1.04M 0.3% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 4,071 $1.04M 0.4% -903 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,070 $1.04M 0.45% -49 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 4,069 $1.04M 0.45% -149 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,063 $1.03M 0.32% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,057 $1.03M 0.53% +4 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 4,043 $1.03M 0.51% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4,023 $1.02M 0.46% -556 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,015 $1.02M 1.68% -843 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Gleason Group, Inc. 3,938 $1M 0.1% -349 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 3,929 $1M 0.81% 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 3,920 $998K 0.41% -201 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 3,919 $998K 0.14% +499 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 3,904 $994K 1.93% -38 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 3,899 $993K 0.01% -61 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 3,895 $992K 0.62% +467 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 3,894 $992K 0.4% -1,056 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 3,884 $989K 0.54% +469 13F-HR Timeline