Centric Wealth Management More: the full row for Centric Wealth Management 10,477 $3.28M 0.78% -125 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 10,616 $3.24M 1.41% -227 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,597 $3.23M 0.12% +8,300 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,596 $3.23M 0.31% -345 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 10,594 $3.23M 1.01% +1,839 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,584 $3.23M 0.74% -222 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,578 $3.22M 0.07% +2 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,571 $3.22M 0.42% +2,956 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,472 $3.19M 1.23% +567 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 10,458 $3.19M 0.89% -100 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 10,440 $3.18M 0.26% -3,919 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,431 $3.18M 0.37% -200 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,425 $3.18M 0.29% +94 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 10,397 $3.17M 0.21% +5,252 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,379 $3.16M 0.15% -26,988 13F-HR Timeline Group Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 10,377 $3.16M 0.73% -1,459 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,359 $3.16M 1.68% +155 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 10,339 $3.15M 1.33% +3,245 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 10,337 $3.15M 1.32% +2,140 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 10,327 $3.15M 0.5% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,326 $3.15M 0.25% -6,006 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10,326 $3.15M 1.33% +914 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,300 $3.14M 0.22% +1,008 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,299 $3.14M 0.06% +107 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,268 $3.13M 1.61% +242 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 10,266 $3.13M 2.65% +9,150 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 10,255 $3.13M 0.66% +115 13F-HR/A Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,245 $3.12M 1.6% -175 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 10,209 $3.11M 0.72% -490 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,207 $3.11M 0.96% +366 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,187 $3.11M 0.14% +986 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,175 $3.1M 0.05% -69 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 10,171 $3.1M 0.01% +7,113 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 10,131 $3.09M 0.23% -3,300 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 10,095 $3.08M 0.85% +37 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,093 $3.08M 0.17% +4,153 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 10,030 $3.06M 1.86% -70 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,965 $3.04M 0.09% -12,974 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 9,963 $3.04M 1.29% +13 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 9,905 $3.02M 1.72% +1,006 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 9,877 $3.01M 1.18% -66 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 9,854 $3M 0.23% +2,212 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,835 $3M 0.05% +4,024 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 9,832 $3M 0.89% +831 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 9,821 $2.99M 2.07% 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 9,806 $2.99M 0.56% -53 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9,804 $2.99M 2.91% +737 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 9,746 $2.97M 0.54% -55,500 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 9,715 $2.96M 1.89% +409 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,701 $2.96M 0.58% +6 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,656 $2.94M 0.23% -400 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,642 $2.94M 0.01% 0 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 9,621 $2.94M 1.12% -967 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9,626 $2.93M 0.14% +285 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,568 $2.93M 0.22% +53 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 9,606 $2.93M 0.7% +115 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,587 $2.92M 0.44% +260 13F-HR/A Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,558 $2.91M 0.2% +1,390 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 9,546 $2.91M 1.06% -972 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,545 $2.91M 0.2% -88 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 9,541 $2.91M 0.5% +1,190 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 9,465 $2.9M 6.21% +300 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 9,497 $2.89M 0.92% -4,783 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 9,479 $2.89M 0.64% +709 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,451 $2.88M 0.27% -582 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 9,430 $2.87M 1.02% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,362 $2.85M 0.15% +1,241 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 9,337 $2.85M 0.75% -619 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 9,239 $2.82M 0.38% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,230 $2.81M 0.62% +5,391 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 9,210 $2.81M 2.64% -1,121 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 9,210 $2.81M 1.24% -154 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,197 $2.8M 0.78% -242 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 9,182 $2.8M 0.62% -6,380 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,133 $2.78M 0.1% +5,320 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,087 $2.77M 0.2% -67 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,079 $2.77M 0.31% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,066 $2.76M 0.14% +1,228 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,066 $2.76M 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9,058 $2.76M 0.82% +753 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 9,055 $2.76M 1.06% +1,535 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,050 $2.76M 1.51% +5,675 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,037 $2.75M 0.06% +513 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,030 $2.75M 0.51% -4 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,029 $2.75M 0.9% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 8,992 $2.74M 1.16% -9,298 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,989 $2.74M 0.27% +2,856 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 8,989 $2.74M 0.91% +940 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,893 $2.73M 0.07% -570 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,959 $2.73M 0.26% +1,104 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 8,940 $2.73M 0.49% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,908 $2.72M 0.59% -517 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,900 $2.71M 0.73% -1,888 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,801 $2.68M 0.24% +33 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,760 $2.67M 0.59% +4,425 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,756 $2.67M -2,974 Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 8,834 $2.66M 0.39% -396 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,693 $2.65M 0.05% +2,030 13F-HR Timeline CLEAR STREET LLC More: the full row for CLEAR STREET LLC 8,663 $2.64M 0.02% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 8,655 $2.64M 2.4% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 8,650 $2.64M 0.43% +6,259 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 8,637 $2.63M 0.35% +1,111 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,629 $2.63M 0.79% -1,342 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 8,626 $2.63M 0.83% -4,328 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 8,621 $2.63M 0.24% -377 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 8,609 $2.62M 0.18% -383 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,599 $2.62M 0.68% +1,629 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,566 $2.61M 0.33% -1,891 13F-HR/A Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 8,539 $2.6M 1.03% +106 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 8,539 $2.6M 0.7% -143 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 8,493 $2.59M 0.4% +7,086 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 8,460 $2.58M 0.53% +50 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 8,460 $2.58M 0.99% +346 13F-HR Timeline Nadler Financial Group, Inc. 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More: the full row for Financial Guidance Group, Inc. 8,292 $2.53M 1.23% -14 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 8,251 $2.52M 1.16% +30 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 8,250 $2.51M <0.01% new 13F-HR Timeline Group PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 8,242 $2.51M 0.28% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,226 $2.51M 0.14% -5,036 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,201 $2.5M 1.4% -26 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,160 $2.49M 0.19% +220 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,138 $2.48M 0.06% +5 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,134 $2.48M 0.18% -232 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 8,100 $2.47M 0.91% +800 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 8,088 $2.47M 1.38% -655 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,079 $2.46M 0.34% -120 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 8,044 $2.45M 0.77% +304 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 8,005 $2.44M 0.07% -63,890 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,986 $2.43M 0.21% +206 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,969 $2.43M 0.08% -55 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,944 $2.42M 0.1% +348 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,940 $2.42M 0.03% -481 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,927 $2.42M 0.59% -93 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 7,725 $2.41M 0.56% -109 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 7,921 $2.41M 0.57% -1,097 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,846 $2.41M 1.11% -36 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,913 $2.41M 0.34% +5,439 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 7,886 $2.41M 0.01% +3,392 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,830 $2.39M 0.06% -27,490 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,826 $2.39M 0.04% +2,307 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,809 $2.38M 0.1% +348 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 7,793 $2.38M 1.44% -247 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,790 $2.37M 0.57% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 7,762 $2.37M 0.97% 0 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,761 $2.37M 1.41% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 7,757 $2.36M 0.75% -479 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 7,754 $2.36M 1.42% +1,051 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,587 $2.34M 0.5% +765 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,678 $2.34M 1.82% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,659 $2.33M 0.31% +59 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,658 $2.33M 0.31% 0 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 7,626 $2.32M 0.02% -263 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,624 $2.32M 0.05% +657 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,612 $2.32M 0.02% 0 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 7,579 $2.31M 0.29% -249 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,553 $2.3M 2.01% +1,316 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,552 $2.3M 1.12% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 7,581 $2.3M 1% -140 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,492 $2.28M 0.16% +1,642 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,485 $2.28M 0.8% +3,885 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 7,479 $2.28M 0.79% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,455 $2.27M 0.57% +5,257 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 7,393 $2.25M 0.74% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,374 $2.25M 0.64% +4,399 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,370 $2.25M 0.25% +377 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 7,361 $2.24M 0.42% +178 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,339 $2.24M 0.08% +500 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 7,325 $2.23M 0.23% +1,000 13F-HR Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 7,317 $2.23M 0.83% +1,755 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,289 $2.22M 0.04% +1,428 13F-HR Timeline Group Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 7,271 $2.22M 2.3% -95 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,260 $2.21M 1.23% +654 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,205 $2.2M 0.03% -361 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,230 $2.19M 0.04% -17,314 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,185 $2.19M 0.44% +363 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,182 $2.19M 0.06% +385 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,186 $2.18M 0.39% -357 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 7,135 $2.17M 0.3% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,117 $2.17M 1.44% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 7,071 $2.16M 1.21% +102 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,056 $2.15M 2.14% -252 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 7,048 $2.15M 0.64% -30 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,050 $2.15M 0.55% -14 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 7,006 $2.14M 1.55% +1,613 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 7,001 $2.13M 0.74% -36 13F-HR Timeline D'Orazio & Associates, Inc. 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