Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,135 $4.1M 1.45% +97 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 11,082 $4.08M 0.71% -115 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 11,075 $4.08M 0.61% -4,821 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 11,031 $4.06M 0.7% +4,060 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 11,026 $4.06M 0.16% -1,858 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 11,004 $4.05M 3.83% -1,234 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 10,954 $4.04M 0.82% +291 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 10,953 $4.03M 0.32% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 10,950 $4.03M 2.45% -118 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,890 $4.01M 0.17% +57 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 10,862 $4M 1.24% -670 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 10,858 $4M 1.27% -105 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,834 $3.99M 0.32% +100 13F-HR Timeline VVR Holdings LLC More: the full row for VVR Holdings LLC 10,808 $3.98M 1.72% -8,011 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,760 $3.96M 1.58% -160 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,741 $3.96M 0.33% +1,021 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 10,725 $3.95M 0.56% +577 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 10,693 $3.94M 2.17% +10,693 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,675 $3.93M 1.3% +273 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 10,662 $3.93M 0.82% -83 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 10,638 $3.92M 0.29% -28,404 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,634 $3.92M 0.07% +58 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,620 $3.91M 0.77% +482 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 10,616 $3.91M 0.66% -11,419 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 10,600 $3.9M 0.34% -4,400 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,534 $3.88M 0.39% +120 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10,528 $3.88M 1.36% +1,734 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 10,520 $3.88M 0.65% -189 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,350 $3.87M 1.29% +163 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 10,476 $3.86M 0.34% +1,072 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,458 $3.85M 0.01% -10,714 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,439 $3.85M 0.17% -1,259 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,430 $3.84M 0.98% +267 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,369 $3.82M 0.01% -65 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,349 $3.81M 0.15% -1,673 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,328 $3.8M 0.82% -661 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 10,320 $3.8M 0.76% -127 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,288 $3.79M 1.03% -373 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,262 $3.78M 0.11% -176 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,254 $3.78M 0.1% +818 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,249 $3.78M 0.27% 0 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,244 $3.77M 0.26% -19 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,208 $3.76M 0.19% +233 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,141 $3.76M 0.22% -746 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 10,199 $3.76M 0.85% -314 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 10,175 $3.75M 1.21% +85 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,159 $3.74M 0.23% +9,234 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,107 $3.72M 0.04% -262 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,063 $3.71M 0.07% -1,864 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 10,038 $3.7M 0.75% +178 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,037 $3.7M 0.25% +862 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,034 $3.7M 0.76% +217 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 10,030 $3.69M 1.72% 0 13F-HR Timeline Willow Creek Capital Management, Inc. More: the full row for Willow Creek Capital Management, Inc. 10,003 $3.68M 3.58% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 10,000 $3.68M 0.21% new 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 9,963 $3.67M 3.19% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,947 $3.66M 0.99% +462 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 9,931 $3.66M 0.1% +3,293 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 9,927 $3.66M 2.74% -2,260 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 9,916 $3.65M 0.22% -417 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,800 $3.65M 0.57% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,890 $3.64M 2.44% -103 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 9,889 $3.64M <0.01% -80 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 9,872 $3.64M 0.64% -143 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 9,870 $3.64M 3.11% +458 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,846 $3.63M 0.84% +400 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,825 $3.62M 0.75% +1,057 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 9,802 $3.61M 0.6% +619 13F-HR Timeline Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 9,785 $3.6M 2.47% -1,728 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 9,771 $3.6M 1.47% -75 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 9,761 $3.6M 0.41% +397 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,708 $3.58M 0.05% +151 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 9,698 $3.57M 0.59% +28 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,692 $3.57M 0.35% -371 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 9,690 $3.57M +3,894 Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 9,685 $3.57M 1.22% +33 13F-HR Timeline Clarity Retirement & Wealth, LLC More: the full row for Clarity Retirement & Wealth, LLC 9,683 $3.57M 2.47% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 9,660 $3.56M <0.01% -843 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,644 $3.55M 0.03% +302 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 9,569 $3.53M 1.19% +739 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 9,545 $3.52M 1.23% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 9,541 $3.51M 4.4% -4,264 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,516 $3.51M 0.25% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,482 $3.49M 0.28% +846 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,473 $3.49M 0.22% -5,050 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 9,455 $3.48M <0.01% new 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 9,439 $3.48M 0.29% -6,166 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 9,436 $3.48M 0.02% +1,689 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 9,415 $3.47M 1.39% -198 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,401 $3.46M 1.03% +10 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 9,385 $3.46M 4.12% +979 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,358 $3.45M 0.19% -80 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,354 $3.45M 1.25% -136 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,350 $3.44M 0.22% +949 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 9,334 $3.44M 2.31% +401 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,250 $3.43M 1.18% +400 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 9,300 $3.43M 0.92% +1,283 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 9,286 $3.42M 0.73% -563 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 9,275 $3.42M 0.42% +1,429 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 9,258 $3.41M 0.32% -807 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 9,250 $3.41M 3.72% -5,650 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,237 $3.4M 4.97% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,168 $3.38M 0.28% +200 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 9,165 $3.38M 1.66% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,039 $3.37M 0.74% new 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,471 $3.37M 1.75% -34 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,130 $3.36M 0.18% -206 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 9,102 $3.35M 1.55% -30 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 9,096 $3.35M 0.18% -346 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,091 $3.35M 0.01% +2,356 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 9,089 $3.35M 0.23% -1,252 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 9,070 $3.34M 0.64% -311 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,041 $3.33M 0.08% +596 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 8,959 $3.3M 0.68% +170 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,939 $3.29M 0.26% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 8,938 $3.29M 1.19% -156 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 8,915 $3.28M <0.01% +3,165 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,791 $3.27M 0.18% +549 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,777 $3.26M 0.32% -32 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 8,847 $3.26M 0.16% -196 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,763 $3.23M 0.26% -1,715 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 8,733 $3.22M 1.2% -13,778 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 8,732 $3.22M 0.49% -43 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,715 $3.21M 0.2% -420 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,655 $3.19M 2.83% 0 13F-HR/A Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 8,624 $3.18M 1.59% -7,231 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 8,628 $3.18M 0.64% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 8,625 $3.18M 0.11% -445 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 8,620 $3.18M 0.68% -31 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 8,603 $3.17M 0.27% +105 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,566 $3.16M 0.31% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 8,565 $3.16M 1.02% -2,205 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 8,557 $3.15M 0.03% +60 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 8,531 $3.14M 1.04% +1,192 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,302 $3.14M 0.39% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,499 $3.13M 0.63% +92 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 8,475 $3.12M 0.32% -242 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 8,463 $3.12M 0.21% -750 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,384 $3.11M 0.06% -311 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 7,673 $3.11M 2.05% +2 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 8,424 $3.1M 0.47% +208 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,413 $3.1M 0.3% +94 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,367 $3.08M 0.08% -149 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,342 $3.07M 0.66% -54 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,318 $3.06M 0.69% -919 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,289 $3.05M 0.18% -47,450 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,268 $3.05M 0.26% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,268 $3.05M 0.94% -930 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8,260 $3.04M 0.34% +184 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,248 $3.04M 2.12% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,228 $3.03M 0.53% -9 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 8,226 $3.03M 1.32% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 8,218 $3.03M 0.93% -3,728 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,209 $3.02M 0.24% -2,205 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,208 $3.02M 0.03% +1,122 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 8,203 $3.02M 0.19% -187,937 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,198 $3.02M 0.15% -1,620 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,184 $3.01M 0.31% -93 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,164 $3.01M 0.13% -1,200 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,161 $3.01M 0.19% +279 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 8,157 $3M 0.4% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 8,141 $3M 0.35% +167 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 8,094 $2.98M 0.6% -39 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,073 $2.97M 0.06% -987 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,043 $2.96M -194 Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,029 $2.96M 0.01% +29 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,008 $2.95M 0.11% +45 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 7,991 $2.94M 0.94% -3,262 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 7,991 $2.94M 1% -833 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 7,963 $2.93M 2.16% -1,729 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 7,921 $2.92M 0.37% -4,145 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,920 $2.92M 0.19% -188 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,889 $2.91M 0.2% -141 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,816 $2.88M 1.33% -20 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,795 $2.87M 0.28% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 7,773 $2.86M 0.21% +122 13F-HR Timeline Forum Finance Group S.A. 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