Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 34,239 $3.08M 1.2% +1,435 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 33,218 $2.98M 1.14% +4,140 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 33,214 $2.98M 0.07% +1,501 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 32,789 $2.95M 1.56% -150 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 32,577 $2.93M 2.27% -4,757 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 32,437 $2.91M 1.33% +2,929 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 32,381 $2.91M 0.01% new 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 32,233 $2.9M 1.8% +6,045 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 31,293 $2.81M 0.02% +5,493 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 30,880 $2.77M 0.08% +761 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,643 $2.75M 0.3% +3,706 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 30,215 $2.71M 0.64% -217 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30,201 $2.71M 0.04% -3,105 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 30,074 $2.7M 0.95% +300 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 29,465 $2.65M 0.09% +2,561 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 26,899 $2.62M 0.05% +132 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 29,029 $2.61M 0.09% new 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 29,015 $2.61M 0.72% -54 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 29,008 $2.61M 0.18% +24,883 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 28,652 $2.57M 0.13% +15,908 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 28,084 $2.52M 0.06% -325 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 28,050 $2.52M 0.21% -21 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 27,956 $2.51M 0.37% -13 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 27,928 $2.51M 0.02% -2,981 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 27,536 $2.47M 0.08% +5,144 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 27,494 $2.47M 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 27,476 $2.47M 0.07% -1,524 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 26,985 $2.42M 0.07% +5,688 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 26,873 $2.41M <0.01% -102,901 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 26,055 $2.34M 0.01% -2,345 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 26,047 $2.34M 0.09% +1,248 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 25,923 $2.33M <0.01% +712 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25,658 $2.31M 0.11% +22,982 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 25,568 $2.3M <0.01% -1,188 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,435 $2.29M 0.09% +5,961 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 25,260 $2.27M 1.63% +18,989 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 25,228 $2.27M 0.01% +3,543 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 24,760 $2.22M 0.04% -3,525 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,520 $2.2M 0.03% 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 24,486 $2.2M 1.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 24,296 $2.18M 0.03% -703 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 24,166 $2.17M 0.83% +13 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 23,506 $2.11M 0.07% +3,413 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,256 $2.09M 0.02% +1,617 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 23,220 $2.09M 0.03% -181 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 23,041 $2.07M 0.04% -3,188 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,997 $2.07M 0.04% -828 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 22,900 $2.06M <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 19,516 $2.05M 0.01% -58,502 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 22,683 $2.04M 0.79% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 22,622 $2.03M 0.08% +7,129 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 22,326 $2.01M <0.01% -17,088 13F-HR/A Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 22,566 $2M 0.15% -501 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,104 $1.99M 0.08% -514 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 21,988 $1.98M 0.08% +2,883 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 21,886 $1.97M 1% +334 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 21,793 $1.96M 0.61% -9,694 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,692 $1.95M 0.14% +385 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,805 $1.94M 0.13% -12,792 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 21,540 $1.94M 0.22% -133 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 21,433 $1.93M 1.36% +988 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. 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More: the full row for Essex Financial Services, Inc. 18,879 $1.7M 0.08% -475 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 18,793 $1.69M 0.89% +1,762 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 18,532 $1.67M 0.13% +340 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 18,482 $1.66M 0.02% +4,721 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 18,456 $1.66M 0.14% -1,426 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,145 $1.63M 0.01% -13,896 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 18,113 $1.63M 0.13% +73 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 18,095 $1.63M 0.08% -293 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 18,020 $1.62M 0.22% +392 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17,991 $1.62M 0.67% +2,402 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 17,817 $1.6M 0.08% +540 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 17,802 $1.6M 0.11% -6,883 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 17,580 $1.58M 1.07% +5,263 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 17,538 $1.58M 0.49% -188 13F-HR Timeline Group Macro Advisors, Inc. 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More: the full row for Koshinski Asset Management, Inc. 16,920 $1.52M 0.08% +282 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 16,862 $1.52M <0.01% +454 13F-HR Timeline Group Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 16,780 $1.51M 0.45% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 16,637 $1.49M 0.19% +743 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 16,600 $1.49M 0.38% -689 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 16,350 $1.47M 0.18% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 10,609 $1.47M 0.36% +2,473 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,312 $1.47M 0.01% +215 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 16,307 $1.47M <0.01% -7,941 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 16,200 $1.46M 0.31% -2,453 13F-HR/A Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 15,904 $1.43M 1.22% +18 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,754 $1.42M 0.02% -2,186 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 15,699 $1.41M 0.21% -361 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 15,684 $1.41M 0.09% -45,233 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 14,790 $1.39M 0.17% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 15,409 $1.38M 0.27% +59 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,341 $1.38M 0.27% +2 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 15,338 $1.38M 0.15% +498 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,134 $1.36M 0.05% +1,278 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,912 $1.34M 0.04% +7,704 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,773 $1.33M 0.04% +904 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 14,749 $1.33M 0.07% +3,023 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 14,692 $1.32M 0.07% -330 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 14,615 $1.31M 0.4% +86 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,526 $1.3M 0.21% -1,341 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,385 $1.29M 0.01% -1,185 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,373 $1.29M 0.22% +5,219 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 14,331 $1.29M 0.5% +5,542 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,273 $1.28M 0.02% +1,104 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,139 $1.27M 0.09% -1,166 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,045 $1.26M 0.03% -639 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 13,930 $1.25M 0.13% -703 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,928 $1.25M 0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,922 $1.25M 0.13% -15 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,890 $1.25M 0.05% +879 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 13,853 $1.24M 0.19% +2,136 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,808 $1.24M <0.01% +242 13F-HR Timeline Group Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 13,747 $1.23M -2,011 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,631 $1.22M 0.03% +1,407 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 13,437 $1.21M 0.12% -277 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,344 $1.2M 0.13% +1,572 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,269 $1.19M <0.01% +3,580 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 13,220 $1.19M 0.13% 0 13F-HR Timeline Group FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13,130 $1.18M 0.06% +30 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13,114 $1.18M 0.02% +1,034 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 13,100 $1.18M 0.14% +12,319 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 13,045 $1.17M 0.34% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 12,819 $1.15M 0.34% +483 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,779 $1.15M 0.03% -1,629 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,746 $1.15M <0.01% +5,351 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 12,701 $1.14M 0.01% +1,463 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 12,652 $1.14M 0.22% +720 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 18,129 $1.14M 0.03% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,640 $1.14M 0.22% -2,335 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,535 $1.13M 0.31% +814 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 12,417 $1.12M 0.18% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 12,400 $1.11M 0.28% +114 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,326 $1.11M 0.15% +9,728 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 12,275 $1.1M 0.43% -294 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,164 $1.09M 0.3% +193 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 12,130 $1.09M 0.46% +930 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 12,127 $1.09M 1.02% +660 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 12,067 $1.08M 0.04% -596 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,063 $1.08M 0.04% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,034 $1.08M 0.18% +5,826 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 11,945 $1.07M 0.05% +6,569 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,841 $1.06M 0.16% +3,193 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 10,432 $1.05M 0.5% +770 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 11,626 $1.04M 0.03% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 11,600 $1.04M 0.8% +7,721 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 11,379 $1.02M 0.4% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,323 $1.02M 0.01% +2,464 13F-HR Timeline Group Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 11,143 $1M 0.64% -288 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,113 $999K 0.58% -80 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,091 $997K 0.08% +5,108 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 11,000 $988K 0.08% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,954 $984K 0.05% +3,858 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 10,904 $980K 0.12% +9 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,867 $976K 0.25% +442 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,849 $975K 0.26% +1,284 13F-HR Timeline APS Management Group, Inc. 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Co. 10,111 $908K 0.1% +19 13F-HR Timeline Cornerstone Wealth, LLC/TN More: the full row for Cornerstone Wealth, LLC/TN 9,644 $898K 0.45% -1,078 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,886 $888K <0.01% +2,868 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,882 $888K 0.19% -375 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 9,877 $887K 0.1% +306 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 9,815 $882K 0.34% -186 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,755 $876K 0.02% +2,420 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,703 $872K 0.05% +3,078 13F-HR Timeline SFG Wealth Management, LLC. 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