FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 11,378 $1.04M 0.65% +1,019 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 11,375 $1.04M 0.15% -756 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 11,364 $1.04M 0.02% -1,758 13F-HR/A Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 11,350 $1.04M 0.04% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,292 $1.03M 0.47% +8,975 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,248 $1.03M 0.14% +1,741 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 11,247 $1.03M 0.13% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,244 $1.03M 0.05% -442 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 11,240 $1.03M 0.03% +4,950 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 11,144 $1.02M 0.9% -13,353 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 11,068 $1.01M 0.15% +3,675 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,062 $1.01M 0.06% +679 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 11,029 $1.01M 0.18% -327 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 11,017 $1.01M 0.4% +6,589 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,011 $1.01M 0.12% -344 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 10,863 $995K 0.11% -31,229 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 10,844 $994K 0.37% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,776 $988K 0.11% +7,127 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10,709 $981K 0.32% +1,631 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,705 $981K 0.19% -3,686 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 10,614 $973K 0.18% +4,492 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,591 $971K 0.48% +1,183 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,499 $962K <0.01% new 13F-HR Timeline Group Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 10,496 $962K 0.37% +1,450 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 10,416 $954K 0.21% -4,019 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,408 $954K 0.3% +7,567 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 10,336 $947K 0.25% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,238 $938K 0.06% -914 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 10,226 $937K 0.29% +24 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 10,124 $927K 0.09% +551 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 10,116 $927K 1.14% +3,535 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 10,070 $923K 0.41% -5,827 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,040 $920K 0.2% +917 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 10,038 $920K 0.45% +298 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,015 $916K 0.46% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 9,916 $909K 0.08% +3,590 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,915 $909K <0.01% new 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,892 $907K <0.01% -2,489 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 9,861 $904K 0.29% -369 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,845 $902K 0.04% +3,494 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 9,808 $899K 0.57% -6,424 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,780 $896K <0.01% -39,960 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 9,739 $892K 0.1% -5,366 13F-HR Timeline Broussard Financial Group LLC More: the full row for Broussard Financial Group LLC 9,664 $886K 0.71% -6,820 13F-HR Timeline CRAMER ROSENTHAL MCGLYNN LLC More: the full row for CRAMER ROSENTHAL MCGLYNN LLC 9,570 $877K 0.06% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,541 $874K 0.02% -7,990 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 9,520 $872K 0.11% -1,980 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 9,503 $871K +3,819 Timeline CMC Financial Group More: the full row for CMC Financial Group 9,373 $859K 1.74% -2,797 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,346 $856K 0.06% +11 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 9,305 $853K 0.23% +5,629 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,307 $851K 0.23% +1,022 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,285 $851K 0.39% +199 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 9,254 $848K 0.12% +4,039 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 9,227 $846K 0.34% -334 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 9,214 $844K 0.06% -32,136 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 9,167 $840K 0.39% -843 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 9,128 $836K 0.85% +2,310 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 8,990 $824K 0.36% -980 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 8,965 $822K 0.12% -1,974 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 8,932 $819K 0.2% +1,565 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 8,931 $818K 0.51% -3,671 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,906 $816K 0.03% -8,033 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 8,848 $810K 0.01% -243 13F-HR Timeline Group Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 8,796 $806K 0.21% +2,660 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 8,782 $805K 0.48% +26 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,752 $802K <0.01% -4,919 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 8,749 $802K 0.26% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,665 $794K 0.23% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,600 $788K 0.08% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,514 $780K 0.09% +2,998 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,509 $780K 0.13% +1,611 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,489 $778K 0.01% +2,135 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 8,489 $778K 0.13% new 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 8,452 $775K 0.75% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,434 $773K 0.02% +4,724 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 8,356 $764K 0.47% -540 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8,335 $764K 0.26% +8,302 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,307 $761K 0.09% -59 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,216 $753K 0.31% +218 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,162 $748K 0.02% -3,604 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,122 $744K 0.43% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,027 $735K 0.02% -796 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,003 $733K 0.01% +2,612 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 8,000 $733K 0.42% -24,500 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 7,857 $720K 0.31% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,849 $719K 0.01% +895 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,819 $717K 0.13% -25,116 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 7,759 $711K 0.14% +374 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,758 $711K 0.25% +258 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 7,775 $711K 0.11% +19 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 7,672 $703K 0.47% -12,152 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 7,650 $701K 0.44% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 7,632 $699K 0.62% +1,206 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,600 $696K 0.05% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 7,485 $686K 0.13% -573 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,403 $678K 0.09% -56,667 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,353 $674K 0.14% -6,555 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 7,315 $670K 0.24% 0 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,312 $670K 0.37% -472 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 7,179 $658K 0.07% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 7,095 $650K 0.27% +84 13F-HR Timeline Valmark Advisers, Inc. 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More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,653 $609K 0.19% -117 13F-HR Timeline Navigation Wealth Management, Inc. More: the full row for Navigation Wealth Management, Inc. 6,588 $604K 2.18% +2,961 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 6,557 $601K 0.12% new 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 6,535 $599K 0.31% -632 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,510 $597K 0.05% -563 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,491 $595K 0.01% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 6,472 $593K 0.1% +1,244 13F-HR Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 6,454 $591K 0.24% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,353 $582K 0.01% +7 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,352 $582K 0.43% -129 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,345 $581K 0.01% new 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 6,343 $581K 0.05% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 6,336 $581K 0.34% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,297 $577K 0.18% -301 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 6,295 $577K <0.01% -15,855 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 6,269 $575K 0.28% -1,028 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,255 $573K 0.05% -2,354 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,240 $572K 0.03% +208 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 6,207 $569K 0.04% +203 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 6,106 $559K 0.08% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 6,098 $559K 0.32% -4,049 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,060 $555K 0.02% +34 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,993 $549K 0.04% -475 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,956 $544K 0.11% +2,644 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 5,902 $541K 0.24% +1,365 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 5,775 $529K 0.07% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,755 $527K <0.01% -8,968 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 5,721 $524K 0.44% +148 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 5,701 $522K 0.18% -1,030 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,700 $522K 0.02% +3,400 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 5,700 $522K 0.37% +500 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,700 $522K 0.23% -1,970 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 5,597 $513K 0.23% +37 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 5,571 $511K 0.14% +6 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,570 $510K 0.04% +31 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,565 $510K 0.35% +430 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,520 $506K 0.01% -787 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,481 $502K 0.17% +1,149 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 5,473 $502K 0.17% -1,162 13F-HR Timeline Schusterman Interests, LLC More: the full row for Schusterman Interests, LLC 5,460 $500K 0.13% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 5,446 $499K 0.33% +1,057 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,443 $499K 0.01% new 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. 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More: the full row for BCS Private Wealth Management, Inc. 5,250 $481K 0.15% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 5,220 $478K 0.16% +895 13F-HR/A Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,140 $471K 0.08% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,135 $471K 0.23% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,110 $468K 0.29% +2,366 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 5,053 $463K 0.44% +2,618 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,025 $460K 0.15% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,963 $455K 0.31% -274 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 4,957 $454K 0.64% 13F-HR/A Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 4,935 $452K 0.4% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4,916 $450K 0.33% -54 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,899 $449K <0.01% +120 13F-HR/A Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 4,885 $448K 0.24% -1,208 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 4,870 $446K 0.04% +620 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 4,829 $442K 0.05% +28 13F-HR/A Timeline Group VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 4,807 $441K 0.35% -631 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,785 $438K 0.07% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,776 $438K 0.24% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,766 $437K 0.23% +78 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,732 $433K 0.11% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,709 $432K 0.02% -1,974 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,706 $431K 0.19% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,660 $427K 0.1% -1,906 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 4,630 $424K 0.04% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 4,571 $419K 0.05% -410 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 4,570 $419K 0.17% -98 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4,554 $417K 0.86% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,553 $417K 0.02% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,547 $417K 0.05% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,534 $415K 0.04% 0 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,519 $414K 0.12% -2 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,507 $412K 0.02% -117,307 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,449 $408K 0.01% -2,208 13F-HR Timeline