Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,688 $816K 0.05% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,073 $815K 0.07% +150 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 9,059 $814K 0.38% +7 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 8,989 $808K <0.01% -9,663 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,861 $796K 0.02% +2,490 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,740 $785K 0.65% +112 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,709 $783K <0.01% +4,705 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,680 $780K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,627 $775K 0.24% -123 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 8,621 $775K 0.08% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 8,549 $768K 0.17% -328 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 8,390 $764K 0.3% +6 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 8,502 $764K 0.07% -778 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,456 $760K 0.01% +270 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,412 $757K 0.04% +493 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,404 $755K 0.02% -231 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,397 $754K 0.01% -3,229 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 8,202 $737K 0.34% +1,571 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8,199 $737K 0.14% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,799 $731K 0.01% -478 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 8,125 $730K 0.23% +8,025 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,931 $726K 0.16% new 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 8,021 $721K 0.56% new 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 8,000 $719K 0.5% 0 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 7,994 $718K 0.25% -648 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,965 $716K 0.01% -41 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,900 $710K 0.02% -2,162 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 7,872 $707K 0.1% +353 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,811 $702K 0.19% -245 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 7,800 $701K 0.14% +3,180 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,800 $701K 0 Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 7,595 $696K 0.45% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,743 $696K 0.31% +211 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,696 $691K <0.01% +650 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,649 $687K <0.01% +3,137 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,643 $687K 0.4% +562 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7,523 $682K 0.54% -804 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,714 $676K 0.22% +138 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 7,289 $668K 0.21% -118 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 7,375 $663K 0.1% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,373 $662K 0.3% +17 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 7,257 $652K 0.06% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,256 $652K 0.02% -94 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 7,219 $649K 0.21% -737 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,215 $648K <0.01% 0 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 7,206 $647K 0.23% -3,669 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,179 $645K 0.2% -6,057 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,121 $640K 0.04% -167 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,116 $639K 0.01% +196 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,054 $634K 0.07% +1,418 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 6,986 $628K 0.17% +1,016 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,966 $626K <0.01% -819 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,937 $623K 0.01% +2,975 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,933 $623K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,875 $618K 0.46% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,811 $612K <0.01% -108 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,791 $610K 0.14% +430 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,725 $610K 0.03% +945 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,723 $604K 0.11% -610 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 6,641 $597K 0.36% -103 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,633 $596K 0.04% -183 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,574 $591K 0.11% +76 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,560 $589K 0.18% -126 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,539 $588K 0.1% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,501 $584K <0.01% -4,803 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,491 $583K 0.07% -2,285 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,469 $581K 0.08% +1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,320 $581K 0.26% +818 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,419 $577K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 6,414 $576K 0.34% -2,880 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,359 $571K 0.02% -140 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 6,293 $565K 0.82% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,266 $563K 0.16% -17 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,256 $562K 0.09% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 6,210 $558K 0.16% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,165 $554K 0.03% -1,718 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 6,073 $546K 0.23% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,990 $538K 0.04% -233 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,973 $537K 0.05% +2,517 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,876 $528K 0.08% +5 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,821 $523K <0.01% +68 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,820 $523K 0.05% +1,584 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5,723 $514K 0.12% +83 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,633 $506K 0.01% +226 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 5,581 $501K 0.13% -842 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 5,575 $501K 0.07% +250 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,563 $500K 0.07% +190 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,357 $481K 0.02% +268 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,348 $481K <0.01% +469 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,217 $469K 0.04% -358 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,135 $461K <0.01% +85 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,119 $460K 0.03% +953 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 5,096 $458K 0.18% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,073 $456K 0.02% +478 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 5,066 $455K 0.11% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,121 $453K 0.02% +148 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,023 $451K 0.05% -127 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 5,011 $450K 0.04% +11 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,982 $448K 0.02% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 4,937 $444K 0.09% -3,121 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,928 $443K 0.06% +2 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,920 $442K 0.06% +402 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,861 $437K <0.01% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,842 $435K 0.12% +179 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,837 $435K 0.03% +1 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 4,750 $427K 0.08% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 4,742 $426K 0.15% +638 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,613 $414K 0.01% +72 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,600 $413K 0.12% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,556 $409K 0.21% -127 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,553 $409K 0.04% -4 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,518 $406K <0.01% +351 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,435 $398K 0.02% -663 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,412 $396K 0.09% -508 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,398 $395K 0.01% -55 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,396 $395K 0.1% +2,013 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 4,387 $394K 0.14% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,386 $394K 0.09% +929 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 4,358 $392K 0.49% +772 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,348 $391K 0.07% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,332 $389K <0.01% +3 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,323 $388K 0.23% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,315 $388K 0.01% new 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,311 $387K <0.01% +77 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,158 $386K <0.01% -295 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 4,278 $384K <0.01% 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,271 $384K 0.05% +150 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,257 $382K 0.08% -2,338 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,255 $382K 0.02% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,174 $375K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,142 $372K 0.01% +442 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 4,000 $369K 0.12% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,111 $369K 0.01% +383 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,074 $366K 0.18% +750 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 4,030 $362K 0.1% -74 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 4,000 $359K 0.17% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,900 $358K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,940 $354K 0.02% +136 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 3,921 $352K 0.22% -7,281 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,887 $349K 0.13% +2,342 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,875 $348K 0.04% +100 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,878 $348K 0.02% -720 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,844 $345K 0.26% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,831 $344K <0.01% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,819 $343K 0.1% +12 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,790 $341K 0.06% +2 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,762 $338K 0.07% +226 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,703 $333K 0.08% -968 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,702 $332K 0.09% -113 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,687 $331K 0.18% -610 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,644 $327K 0.14% +2 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,628 $326K 0.1% +2 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,600 $323K 0.07% 0 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,596 $323K <0.01% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,587 $322K 0.2% 0 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 3,555 $319K 0.13% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,539 $318K 0.04% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,500 $314K <0.01% new 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,493 $314K 0.14% -158 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,476 $312K 0.08% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,473 $312K 0.28% -1,398 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,468 $312K 0.03% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,462 $311K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,458 $311K 0.02% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3,457 $311K 0.13% -95 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 3,443 $309K 0.15% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 3,427 $308K 0.06% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,427 $308K 0.04% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,417 $307K 0.11% -385 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,366 $302K 0.08% +105 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,356 $302K 0.18% -419 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,336 $300K 0.06% +15 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,320 $298K 0.04% 0 13F-HR Timeline Sonoma Allocations LLC More: the full row for Sonoma Allocations LLC 3,253 $298K 0.09% -1,287 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,312 $298K 0.06% +76 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 3,289 $296K 0.15% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,282 $295K 0.09% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,254 $292K <0.01% +1,317 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 3,245 $292K 0.16% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,228 $290K 0.14% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,222 $289K 0.01% -213 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,204 $288K 0.1% -409 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,200 $288K 0.04% -4,007 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,200 $287K 0.26% -672 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,193 $287K 0.11% -1,160 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,188 $286K <0.01% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,185 $286K 0.14% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,160 $284K 0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,128 $281K 0.18% new 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,113 $280K 0.1% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,100 $279K 0.03% 0 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,078 $277K 0.18% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,075 $276K 0.17% new 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 3,072 $276K 0.25% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,064 $275K 0.02% +48 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 3,052 $274K 0.13% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 3,047 $274K 0.09% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,031 $272K 0.02% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,023 $272K 0.01% new 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3,019 $271K 0.18% new 13F-HR Timeline