BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,152 $2.89M 0.68% -232 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 13,148 $2.88M 2.77% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 13,086 $2.88M 1.55% -2,547 13F-HR/A Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 13,123 $2.88M 0.28% +3,611 13F-HR/A Timeline Group BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 13,121 $2.88M 0.91% +317 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 13,104 $2.87M 0.94% -27,745 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 13,102 $2.87M 0.61% -230 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 13,100 $2.87M 1.99% -3,700 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 13,098 $2.87M 1.46% -1,900 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,086 $2.87M 0.89% +74 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,060 $2.87M 0.42% +2,641 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 13,060 $2.87M 3.59% +494 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 13,057 $2.86M 0.43% -6,806 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 13,057 $2.86M 2.06% -402 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 12,994 $2.85M 0.46% -298 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 12,965 $2.84M 2.8% 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 12,940 $2.84M 1.79% +236 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 12,938 $2.84M 0.56% -1,055 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 12,937 $2.84M 2.05% new 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 12,930 $2.84M 0.94% +601 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 12,928 $2.84M 4.29% 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 12,893 $2.83M 0.64% -1,091 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 12,884 $2.83M 1.56% +800 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 12,884 $2.83M 2.4% +71 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12,853 $2.82M 1.06% +51 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 12,838 $2.82M 2.19% +14 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 12,829 $2.81M 2.99% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,829 $2.81M 0.42% 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 12,810 $2.81M 1.71% +782 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 12,803 $2.81M 1.01% +503 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 12,801 $2.81M 1.08% -643 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 12,572 $2.81M 0.36% +89 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,405 $2.8M 0.58% +647 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 12,762 $2.8M 0.51% +86 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 12,760 $2.8M 1.23% 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 12,758 $2.8M 1.18% -10 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 11,887 $2.8M 1.09% +280 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 12,754 $2.8M 0.57% +448 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 12,739 $2.79M 1.19% -65 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,999 $2.79M 0.92% -71 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 12,736 $2.79M 0.09% +8,496 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 12,717 $2.79M 0.88% +635 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 12,707 $2.79M 2.56% 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 12,703 $2.79M 2.78% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 12,687 $2.78M 0.25% +515 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 12,655 $2.78M 1.06% -1,676 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 12,650 $2.78M 0.73% 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 12,643 $2.77M 0.69% new 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 12,631 $2.77M 0.36% -146 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,620 $2.77M 0.8% +80 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 12,617 $2.77M 1.81% +388 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 12,606 $2.77M 0.37% +4,936 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 12,592 $2.76M 4.02% +218 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,591 $2.76M 1.03% -4,516 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 12,581 $2.76M 0.23% -638 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12,574 $2.76M 0.39% +214 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 12,549 $2.75M 0.31% -265 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,516 $2.75M 0.94% +1,342 13F-HR Timeline SCOGGIN MANAGEMENT LP in group SCOGGIN MANAGEMENT LP More: the full row for SCOGGIN MANAGEMENT LP 12,500 $2.74M 1.44% -5,000 13F-HR Timeline Group PCJ Investment Counsel Ltd. More: the full row for PCJ Investment Counsel Ltd. 12,500 $2.74M 0.93% new 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 12,500 $2.74M 1.35% 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,499 $2.74M 2.22% -424 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 12,480 $2.74M 1.92% -120 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 12,466 $2.73M 1.96% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 12,461 $2.73M 0.05% +757 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,455 $2.73M 0.82% -317 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 12,438 $2.73M 2.3% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 12,430 $2.73M 0.93% +324 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,426 $2.73M 0.58% 13F-HR Timeline TLWM More: the full row for TLWM 12,405 $2.72M 0.54% +292 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 12,394 $2.72M 1.02% +2,230 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 14,585 $2.72M 0.5% 0 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 12,380 $2.72M 2.72% +2,640 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 12,363 $2.71M 0.72% 0 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,356 $2.71M 1.46% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,425 $2.71M 0.96% +1,209 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 12,325 $2.7M 2.42% 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,304 $2.7M 2.52% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,301 $2.7M 0.58% +3,466 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,301 $2.7M 1.94% +82 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 12,289 $2.7M 3.01% 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,278 $2.69M 0.38% +1,155 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12,273 $2.69M 0.34% +281 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,263 $2.69M 1.38% +812 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 12,252 $2.69M 2.11% +174 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 12,248 $2.69M 0.17% -566 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 12,245 $2.69M 0.29% +2,735 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 12,244 $2.69M 1.27% +62 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 12,239 $2.69M 1.88% 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 12,224 $2.68M 1.54% -51 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 12,220 $2.68M 1.34% +873 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 12,219 $2.68M 0.84% +139 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 12,215 $2.68M 1.36% -3,622 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 12,205 $2.68M 0.27% -160 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 12,171 $2.67M 0.26% +110 13F-HR Timeline Essex LLC More: the full row for Essex LLC 12,171 $2.67M 0.56% -1,094 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 11,814 $2.67M 1.69% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 12,162 $2.67M 0.88% +84 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,142 $2.66M 1.99% -170 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 12,142 $2.66M 0.45% -100 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 12,119 $2.66M 1.73% +36 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 12,114 $2.66M 1.43% +4,850 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 12,106 $2.66M 1.22% +927 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 12,000 $2.65M 1.79% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 12,085 $2.65M 0.89% +1,048 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 12,073 $2.65M 0.04% 0 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 12,071 $2.65M 1.1% -3,728 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 12,057 $2.65M 0.67% +1,485 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12,048 $2.64M 0.27% +336 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 12,022 $2.64M 2.12% -985 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 12,018 $2.64M 2.34% 13F-HR Timeline Sheets Smith Investment Management More: the full row for Sheets Smith Investment Management 12,017 $2.64M 2.23% 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 12,016 $2.64M 1.76% +20 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 11,990 $2.63M 0.24% +957 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 11,981 $2.63M 0.6% +20 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 11,974 $2.63M 0.34% -37 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 11,962 $2.62M 3.37% -81,935 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 11,959 $2.62M 0.6% +159 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 11,943 $2.62M 0.76% +371 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,942 $2.62M 1.73% -15,350 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 11,932 $2.62M 0.48% -360 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 11,920 $2.62M 1.65% -1,457 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11,890 $2.61M 0.79% +260 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 11,873 $2.6M 1.95% +37 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 11,748 $2.6M 2.58% -171 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 11,848 $2.6M 1.86% -123 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 11,823 $2.59M 1.72% -131 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 11,783 $2.59M 1.69% +229 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,754 $2.58M 1.35% -70 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 11,747 $2.58M 1.51% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 11,745 $2.58M 0.5% +792 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 11,045 $2.58M 1.18% +480 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 11,608 $2.57M 1.35% 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,706 $2.57M 2.18% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 11,682 $2.56M 2.26% 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 11,667 $2.56M 1.82% +60 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,667 $2.56M 0.27% -1,299 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 11,649 $2.56M 1.86% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 11,639 $2.55M 2.24% 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 11,635 $2.55M 1.7% 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 11,628 $2.55M 0.61% +965 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 11,617 $2.55M 1.13% -1,423 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 11,615 $2.55M 1.03% +80 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,608 $2.55M 0.93% -10 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,602 $2.55M 0.92% -45 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 11,597 $2.54M 0.84% +649 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 11,586 $2.54M 0.55% -454 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 11,583 $2.54M 0.6% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 11,577 $2.54M 1.2% -6 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 11,575 $2.54M 2.26% 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 11,559 $2.54M 0.25% -446 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,552 $2.53M 0.77% -1,168 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 11,429 $2.53M 2.89% -24,914 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 13,592 $2.53M 1.32% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,543 $2.53M 0.42% -1,720 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 11,541 $2.53M 1.72% -220 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 11,523 $2.53M 1.17% +319 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 11,503 $2.52M 0.52% +1,123 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 11,490 $2.52M 1.66% 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 11,486 $2.52M 2% 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 11,471 $2.52M 1.03% -54 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 11,443 $2.51M 1.15% -9,087 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 11,399 $2.51M 0.54% +593 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 11,437 $2.51M 1.44% +54 13F-HR/A Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,433 $2.51M 0.51% +698 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,433 $2.51M 0.46% +732 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 11,430 $2.51M 2.28% +150 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 11,422 $2.51M 0.55% +379 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,421 $2.51M 1.71% +285 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 11,389 $2.5M 0.4% +6,225 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 11,372 $2.49M 0.95% +153 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 11,371 $2.49M 2.03% -202 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 11,356 $2.49M 2.41% 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 11,333 $2.49M 0.64% +325 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,332 $2.49M 1.98% +629 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,318 $2.48M 0.34% -1,678 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 11,305 $2.48M 0.5% +245 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 11,295 $2.48M 1.77% +237 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 11,294 $2.48M 1.15% -145 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 11,290 $2.48M 1.08% -132 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 11,290 $2.48M 0.96% 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 10,640 $2.48M 1.39% +1,480 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 11,280 $2.47M 0.71% 0 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 11,271 $2.47M 2.25% +137 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,231 $2.46M 0.6% +636 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,223 $2.46M 1.29% -410 13F-HR Timeline Longitude (Cayman) Ltd. 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