Crewe Advisors LLC More: the full row for Crewe Advisors LLC 36 $5.37K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 35 $5.21K <0.01% 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $5.07K <0.01% +9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 40 $5K <0.01% +3 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 30 $4.47K <0.01% 0 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 27 $4.39K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 29 $4.32K <0.01% -1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 28 $4.17K <0.01% -7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $4.17K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 28 $4.17K <0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 27 $4.02K <0.01% -10 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 26 $3.87K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $3.58K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 23 $3.46K <0.01% -1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23 $3.43K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $3.28K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22 $3.28K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 22 $3.28K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21 $3.13K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 21 $3.07K <0.01% -9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $2.98K <0.01% +8 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 19 $2.83K <0.01% +12 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 19 $2.83K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 18 $2.68K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $2.53K <0.01% -63 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 15 $2.24K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 15 $2.23K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15 $2.23K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $2.23K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $2.09K <0.01% +6 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 14 $2.09K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 14 $2.09K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 13 $1.94K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 11 $1.64K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $1.6K <0.01% -12 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 10 $1.5K <0.01% +6 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $1.49K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.49K <0.01% +1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 10 $1.49K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $1.49K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 9 $1.34K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.34K <0.01% +1 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9 $1.33K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $1.19K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.19K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 8 $1.19K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $1.19K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $1.19K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $1.04K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8 $1K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $989 <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $895 <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 6 $894 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $894 <0.01% +2 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $894 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $746 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5 $745 <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $745 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $745 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5 $745 <0.01% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4 $620 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $596 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $448 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $447 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $349 <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1 $149 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $149 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $149 <0.01% 0 13F-HR Timeline