Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 13,487 $4.17M 2.57% -46 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,459 $4.17M 0.01% +200 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 13,457 $4.17M 1.4% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 13,451 $4.16M 1.09% -1,156 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 13,451 $4.16M 0.22% -801 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,412 $4.15M 0.53% +380 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,401 $4.15M 1.02% -2,253 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 13,339 $4.13M 1.63% -690 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 13,313 $4.12M 1.04% 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 13,269 $4.11M 0.18% +11,260 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,219 $4.09M 0.94% +197 13F-HR Timeline Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 13,192 $4.08M 3.5% +1,894 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 13,186 $4.08M 4.23% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,984 $4.07M 2.63% -442 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 13,120 $4.06M 0.55% +180 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 13,113 $4.06M 2.58% +103 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 13,078 $4.05M 0.81% +3,048 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 13,077 $4.05M 1.65% -533 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 13,070 $4.05M 0.73% -276 13F-HR/A Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 13,061 $4.04M 2.73% -1,204 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13,045 $4.04M 0.92% +322 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13,044 $4.04M 1.96% -49 13F-HR/A Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 13,035 $4.03M 2.71% +1,319 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 12,974 $4.02M 0.53% -181 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,951 $4.01M 0.57% -1,835 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12,905 $3.99M 0.78% -237 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 12,886 $3.99M 0.5% +145 13F-HR/A Timeline Group Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 12,876 $3.99M 4.22% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,844 $3.98M 1.25% -328 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 12,795 $3.96M 0.56% -115 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 12,791 $3.96M 2.08% -3,859 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 12,785 $3.96M 1.44% +228 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,774 $3.95M 1.62% -576 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 12,564 $3.94M 0.19% +379 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 12,682 $3.93M +6,590 Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 12,661 $3.92M 1.2% -24 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 12,658 $3.92M 0.4% -3,778 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 12,654 $3.92M 0.46% +4,382 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 12,640 $3.91M 1.43% +7,608 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,634 $3.91M 0.18% +547 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 12,634 $3.91M 0.65% +2,179 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,617 $3.9M 0.44% +532 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 12,611 $3.9M 2.67% +26 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 11,252 $3.89M 0.36% +96 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 12,564 $3.89M 0.54% +2,266 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,563 $3.89M 0.62% -432 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 12,552 $3.89M 0.67% +2,321 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 12,538 $3.88M 0.21% -7,164 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,534 $3.88M 0.44% -50 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 12,525 $3.88M 1.39% -1,789 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,515 $3.87M 0.37% -102 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 12,491 $3.87M 0.76% +193 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 12,479 $3.86M 0.21% +13 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 12,460 $3.86M 0.56% -2,335 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 12,453 $3.85M 1.93% +175 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 12,442 $3.85M 1.7% +255 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,432 $3.85M 0.41% -52 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12,426 $3.85M 1.58% +2,905 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 12,408 $3.84M 3.38% -1,040 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 12,385 $3.83M 1.26% -166 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,376 $3.83M 0.91% -1,022 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,366 $3.83M 0.4% -123 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 12,357 $3.82M 0.21% -3,408 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 12,334 $3.82M 2.5% +1,317 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 12,327 $3.82M 0.9% +251 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 12,325 $3.81M 0.16% -552 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12,320 $3.81M 1.03% +398 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,302 $3.81M 0.29% +6,287 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,298 $3.81M 0.21% +120 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 12,287 $3.8M 1.26% -61 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 12,273 $3.8M 1.31% +851 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 12,206 $3.78M 1.18% +1,654 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 12,195 $3.77M 2.21% +145 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 12,195 $3.77M 2.13% -255 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 12,173 $3.77M 3.1% -342 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 12,155 $3.76M 2.66% +271 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 12,125 $3.75M 1.91% +8,984 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12,119 $3.75M 0.74% +154 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 12,116 $3.75M 3.46% -2,029 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 12,082 $3.74M 1.69% +151 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 12,065 $3.73M 0.7% +724 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 12,057 $3.73M 0.79% -923 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,020 $3.72M 1.02% +2,348 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 12,010 $3.72M 0.52% +4,364 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 11,998 $3.71M 1.3% -7,376 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 11,959 $3.7M 0.35% -924 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,942 $3.7M 2.73% -1,929 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 11,921 $3.69M 2.36% -93 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 11,891 $3.68M 0.57% +3,184 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 11,889 $3.68M 3.62% +80 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,887 $3.67M 1.15% +156 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 11,843 $3.67M 0.82% +83 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 11,833 $3.66M 2.09% -553 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 11,831 $3.66M 6.09% -2,325 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 11,825 $3.66M 0.63% +613 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,783 $3.65M 1.28% +125 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,772 $3.64M 0.29% +2,892 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,752 $3.64M 2.04% -2,811 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 11,748 $3.64M 0.04% -551,622 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 11,722 $3.63M 2.86% +914 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,656 $3.61M 0.55% -1,517 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,650 $3.61M 1.11% +1,500 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,635 $3.6M 1.51% -608 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 11,613 $3.59M 0.36% -300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 11,604 $3.59M 2.61% +487 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 11,594 $3.59M 0.32% -6,958 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 11,586 $3.59M 0.99% -4,537 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,579 $3.58M 0.3% +4,075 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 11,571 $3.58M 1.83% +4,309 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,562 $3.58M 0.67% +469 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,547 $3.57M 2.53% +47 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 11,532 $3.57M 0.63% +4,127 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,517 $3.56M 0.27% +1,453 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,480 $3.55M 3.21% 0 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 11,476 $3.55M 0.8% -807 13F-HR/A Timeline Apriem Advisors More: the full row for Apriem Advisors 11,469 $3.55M 0.34% -3,175 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 11,465 $3.55M 0.05% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,445 $3.54M 0.24% -2,217 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 11,426 $3.54M 0.99% -107 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,425 $3.54M 0.79% -750 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 11,423 $3.54M 0.95% -4 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,404 $3.53M 1.3% +3,130 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 11,371 $3.52M 1.49% +616 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 11,360 $3.52M 1.88% +61 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 11,326 $3.51M 0.2% +5,257 13F-HR/A Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 11,300 $3.5M 1.13% -95 13F-HR Timeline KR Capital LP More: the full row for KR Capital LP 11,275 $3.49M 0.7% 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 11,251 $3.48M 0.93% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,238 $3.48M 0.05% -24,472 13F-HR Timeline Group Watchtower Advisors, LP More: the full row for Watchtower Advisors, LP 11,235 $3.48M 2.47% -18,765 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11,201 $3.47M 0.7% +5,086 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,198 $3.47M 1.71% -441 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 11,195 $3.46M 1.05% +166 13F-HR Timeline Schorn Wealth LLC More: the full row for Schorn Wealth LLC 11,192 $3.46M 1.05% +31 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 11,175 $3.46M 0.86% +10,258 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,131 $3.45M 0.89% -152 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 11,120 $3.44M 0.13% -5,916 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 11,113 $3.44M 0.81% +101 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,085 $3.43M 0.67% -7 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 11,083 $3.43M 0.63% +8,822 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 11,068 $3.43M 2.72% +311 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 11,060 $3.42M 0.71% +218 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 11,052 $3.42M 1.98% 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 11,044 $3.42M 0.39% -32,879 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 11,020 $3.41M 1.15% -5,684 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 11,000 $3.4M 3.62% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 10,973 $3.4M 0.3% +1,468 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 10,924 $3.38M 0.39% +1,376 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 10,922 $3.38M 1.74% -1,218 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,921 $3.38M 1.16% -60 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 10,917 $3.38M 0.96% -235 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,909 $3.38M 0.21% +4,693 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 10,903 $3.37M 1.97% +291 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,879 $3.37M 0.54% -719 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 10,849 $3.36M 0.26% +2,671 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 10,845 $3.36M 1.16% +467 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,829 $3.35M 0.31% +502 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,742 $3.32M 0.73% -124 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,735 $3.32M 0.05% +2,173 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,700 $3.31M 0.78% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,650 $3.3M 0.43% +1,640 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 10,631 $3.29M 1.76% +1,999 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 10,601 $3.28M 0.6% -2,879 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 10,575 $3.27M 1.14% -16 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 10,570 $3.27M 1.54% -40 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 10,562 $3.27M 0.93% -73 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 10,558 $3.27M 0.49% -5,942 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,031 $3.26M 0.05% +2,115 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 10,538 $3.26M 2.51% +1,207 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 10,510 $3.25M 2.96% -47 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 10,470 $3.24M 0.63% +1,025 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 10,456 $3.24M 0.95% +5,146 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,422 $3.23M 1.31% -1,933 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,320 $3.23M 0.16% -1,380 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 10,421 $3.23M 0.96% +5 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 10,420 $3.23M 0.09% -1,596 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,409 $3.22M 0.68% +440 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 10,406 $3.22M 0.91% -6 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,379 $3.21M 1.49% -171 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 10,378 $3.21M 12% -447 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 10,331 $3.2M 1% +62 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 10,324 $3.2M 0.72% +451 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 10,303 $3.19M 3.05% +203 13F-HR Timeline Bernicke Wealth Management, Ltd. 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