DWR WEALTH MANAGEMENT, LLC More: the full row for DWR WEALTH MANAGEMENT, LLC 258,384 $9.9M 9.18% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 254,764 $9.71M 0.19% +30,004 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 252,510 $9.62M 2.51% +11,541 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 247,461 $9.43M 1.62% +21,607 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 242,768 $9.25M 1.98% +43,551 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 240,475 $9.16M 0.16% +221,678 13F-HR/A Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 237,462 $9.05M 3.78% +219,915 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 233,188 $8.89M 6.68% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 233,188 $8.89M 6.68% +6,018 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 228,672 $8.71M 0.24% +25,015 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 228,265 $8.7M 4.78% -36,863 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 226,184 $8.62M 0.09% +19,505 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 226,035 $8.61M 3.62% +10,192 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 225,329 $8.59M 1.8% -1,376 13F-HR Timeline Security Financial Services, INC. 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Roge & Company, Inc. 178,287 $6.79M 3.36% -4,731 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 175,487 $6.69M 0.5% +3,148 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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Prunier Capital Management LLC 143,238 $5.46M 2.27% 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 142,623 $5.44M 3.71% -9,130 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 137,673 $5.25M 0.03% +15,240 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 136,435 $5.2M 3.15% -135 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 135,604 $5.17M 3.97% +16,813 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 133,568 $5.09M 0.42% +7,244 13F-HR Timeline Capstone Wealth Management, Inc. 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