Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 41,228 $4.61M 0.98% -892 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40,811 $4.56M 1.34% -2,141 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 39,799 $4.45M 1.12% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 37,588 $4.2M 0.4% +1,598 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 37,154 $4.15M 2.61% -6,785 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 36,970 $4.13M 1.75% +107 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 36,891 $4.12M 2.24% +5,338 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 35,572 $3.98M 1.04% -414 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,522 $3.97M 0.04% +16,896 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 35,185 $3.93M 0.01% -639 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 34,740 $3.88M 0.66% -759 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 34,124 $3.81M 3.63% 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,783 $3.78M +2,685 Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 32,534 $3.76M 0.88% -1,574 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 33,236 $3.72M 0.07% +1,384 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 32,231 $3.6M 0.05% -3,405 13F-HR Timeline Group Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 30,865 $3.45M 2.63% 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 30,464 $3.41M 3.4% -27,676 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,024 $3.36M 0.11% -55 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 29,988 $3.35M 0.01% -1,042 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,684 $3.32M 0.01% +44 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29,165 $3.26M 1.15% -507 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 29,037 $3.25M 0.24% +169 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 28,774 $3.22M 0.72% +337 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 28,495 $3.21M 0.22% -1,618 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 28,717 $3.21M 0.69% +1,395 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,387 $3.17M 0.08% +1,193 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 28,251 $3.16M 0.57% +5,013 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 28,141 $3.1M 0.35% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 26,898 $3.01M 0.57% +9,939 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 26,772 $2.99M 2.78% 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 26,710 $2.99M 0.54% -65 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 26,681 $2.98M 3.57% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,275 $2.94M 0.2% +1,131 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,217 $2.93M 0.05% +1,373 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,027 $2.91M 0.05% +1,996 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25,199 $2.82M 1.24% -294 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 24,531 $2.76M 0.1% +23,275 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 24,492 $2.74M 1.31% -1,175 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,458 $2.73M 0.01% +1,609 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 24,402 $2.73M 0.72% +304 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,282 $2.6M 0.18% -303 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 21,783 $2.53M 0.04% -310 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 21,886 $2.52M 1.61% 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 22,117 $2.47M 0.87% -2,887 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 21,484 $2.4M <0.01% +410 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20,826 $2.33M 0.62% +119 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 20,397 $2.28M 0.76% -415 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 20,169 $2.25M 1.73% -7,217 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,669 $2.2M 0.2% -2,036 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 19,434 $2.17M 0.38% -864 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 19,189 $2.14M 0.01% new 13F-HR Timeline Kane Co Wealth Management, Inc. More: the full row for Kane Co Wealth Management, Inc. 19,128 $2.14M 1.89% 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 18,996 $2.12M 0.16% -1,168 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,212 $2.04M 0.03% -1,303 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 17,977 $2.01M 1.41% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,487 $1.95M 0.19% +22 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 17,233 $1.93M 1.16% -964 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 17,222 $1.93M 0.1% +5,626 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,059 $1.91M 0.15% -538 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 16,919 $1.89M 0.15% -277 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 16,420 $1.84M 0.22% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,338 $1.83M 0.06% +12,362 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 16,310 $1.82M 1.26% +575 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,188 $1.81M <0.01% +755 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 16,023 $1.79M 0.25% new 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 15,755 $1.76M 1.73% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 15,606 $1.74M 0.49% -101 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 15,434 $1.73M 0.12% -2,698 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 14,816 $1.71M 0.32% -300 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,684 $1.69M 0.09% -642 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 14,683 $1.64M 0.78% +2,320 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,662 $1.64M 0.41% 0 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,360 $1.61M 0.24% -115 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 13,618 $1.58M 1.52% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 14,044 $1.57M 0.71% +41 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 13,829 $1.55M 0.38% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 13,650 $1.53M 0.97% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,550 $1.51M 0.02% +19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 13,436 $1.5M 0.71% +1 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 13,421 $1.5M 1.08% +631 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 13,255 $1.48M 0.85% +2,095 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,177 $1.47M 0.11% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,163 $1.47M 0.34% -24 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,965 $1.45M 0.09% -500 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,856 $1.44M <0.01% -392 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 12,719 $1.42M 1.33% 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 12,641 $1.41M 1.23% -1,619 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 12,485 $1.4M 0.37% 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 12,381 $1.38M 0.4% -1,941 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,266 $1.37M <0.01% new 13F-HR Timeline Group ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 12,044 $1.35M 0.8% +4,597 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 11,919 $1.34M 1.17% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,937 $1.33M 0.01% +70 13F-HR Timeline Group Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,888 $1.33M 0.54% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,602 $1.3M 0.08% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,585 $1.29M 0.3% -3,907 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 11,286 $1.29M 0.19% +666 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 11,460 $1.28M 0.87% +3,810 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 11,302 $1.26M 0.95% -208 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 11,104 $1.24M 0.27% +9,021 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,985 $1.23M 0.03% +32 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,857 $1.21M 0.4% +122 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 10,825 $1.21M 0.44% +2,551 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,057 $1.14M 0.49% -33 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,140 $1.13M 0.02% -1,242 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,096 $1.13M 0.01% -113 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,762 $1.09M 0.04% +487 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,717 $1.09M 1.01% -265 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,459 $1.06M 0.09% +3,886 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,450 $1.06M 0.03% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,345 $1.04M 0.01% +5,763 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 9,297 $1.04M 0.31% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 9,232 $1.03M 0.17% -550 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 9,206 $1.03M 0.39% -860 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,019 $1.01M 0.09% 0 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 8,940 $999K 0.1% -230 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,818 $986K 0.41% +2,410 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 8,803 $984K 0.54% +20 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 8,801 $984K 0.85% +919 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,645 $966K 0.06% +12 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 8,132 $909K <0.01% +32 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 7,845 $877K 0.02% -14 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 7,773 $869K 0.1% 0 13F-HR Timeline Group Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 7,626 $852K 0.55% +693 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,590 $848K 0.65% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 7,586 $848K 0.8% 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,509 $839K 0.05% -2,656 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,410 $828K 0.01% +123 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 7,399 $827K 0.51% 0 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,305 $817K 0.45% -481 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 7,096 $793K <0.01% +500 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 6,993 $782K 0.1% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,987 $781K 0.26% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,959 $778K <0.01% +1,938 13F-HR Timeline Group UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,943 $776K 0.17% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,933 $775K 0.02% -336 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,906 $772K <0.01% +352 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,898 $771K 0.04% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,809 $761K 0.14% -120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,808 $761K 0.01% -1,525 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,594 $737K 0.15% +570 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,434 $719K <0.01% +19 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,305 $705K <0.01% -4,130 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,222 $696K 0.55% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,976 $668K 0.04% +12 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 5,960 $666K 0.28% -400 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,917 $661K 0.01% -65 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,895 $659K 0.05% +90 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,887 $658K 0.33% +188 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,814 $650K <0.01% -19 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 5,594 $625K <0.01% 0 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 5,573 $623K 0.3% +1,128 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,566 $622K 0.03% +400 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 5,547 $620K 0.18% +136 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,545 $620K 0.02% -1,221 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,505 $615K 0.03% -270 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,215 $583K 0.04% -197 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,209 $582K 0.02% +912 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 5,140 $575K 0.32% -146 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,123 $573K 0.3% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,055 $565K 0.65% 13F-HR Timeline William Mack & Associates, Inc. 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