Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,955 $3.21M 0.81% +416 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 16,953 $3.21M 1.06% -546 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 16,936 $3.21M 1.59% +268 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18,958 $3.2M 3.09% 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 16,844 $3.19M 0.45% -1,189 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 634,432 $3.18M 0.55% 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 16,800 $3.18M 1.9% -60,000 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 16,770 $3.17M 1.52% -165 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 16,737 $3.17M 2.85% 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 16,729 $3.17M 1.77% -3,759 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 16,712 $3.16M 1.26% +623 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 16,712 $3.16M 0.72% +74 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 16,692 $3.16M 1.32% +825 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 16,684 $3.16M 2.6% -220 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 16,660 $3.15M 0.64% +6,151 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,612 $3.14M 0.45% +1,228 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 16,600 $3.14M 2.35% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 16,583 $3.14M 1.64% 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 16,556 $3.13M 3.15% -231 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 16,547 $3.13M 1.98% -16 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 16,539 $3.13M 0.98% -7,499 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 16,528 $3.13M 0.57% -1,176 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 16,502 $3.12M 0.96% -46 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 16,484 $3.12M 1.52% -152 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 16,489 $3.12M 0.29% +937 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 16,478 $3.12M 1.77% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 16,456 $3.12M 1.57% +349 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 16,435 $3.11M 0.91% -119 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 16,419 $3.11M 1.85% +1,301 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 16,406 $3.11M 0.39% +8,972 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 16,383 $3.1M 2.01% +651 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 16,372 $3.1M 0.35% +1,020 13F-HR/A Timeline Old Port Advisors More: the full row for Old Port Advisors 16,335 $3.09M 0.89% -130 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 16,331 $3.09M 0.71% +622 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 16,277 $3.08M 0.18% +598 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,691 $3.08M 0.03% -306,300 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,691 $3.08M 0.03% -306,300 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 16,245 $3.08M 0.14% -2,631 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,244 $3.07M 1.37% +2,264 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 16,217 $3.07M 1.25% -1,344 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 16,200 $3.07M 0.6% new 13F-HR Timeline Brucke Financial, Inc. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,047 $3.04M 1.47% 0 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 16,005 $3.03M 1.16% 13F-HR Timeline Aquamarine Zurich AG More: the full row for Aquamarine Zurich AG 16,000 $3.03M 1.05% 0 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 15,980 $3.03M 0.16% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,901 $3.01M 0.65% -141 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,896 $3.01M 0.3% -642 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 15,893 $3.01M 0.63% -1,950 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 15,876 $3M 1.51% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,837 $3M 0.34% +2,092 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 15,831 $3M 0.22% +2,709 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 15,825 $3M 2.87% +463 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 15,795 $2.99M 0.38% -554 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 15,784 $2.99M 0.12% new 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 15,776 $2.99M 1.75% +23 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 15,760 $2.98M 0.49% +1,183 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 15,757 $2.98M 1.72% -138 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,747 $2.98M 0.77% +3,711 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 15,746 $2.98M 1.13% +31 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 15,733 $2.98M 1.71% -64 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 15,493 $2.97M 0.46% +2,985 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,404 $2.96M 2.38% 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 15,661 $2.96M 0.53% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 15,656 $2.96M 1.52% +413 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 15,643 $2.96M 2.38% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 15,623 $2.96M 1.26% +9 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 15,622 $2.96M 1.89% +3,257 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 15,555 $2.94M 1.45% -254 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,540 $2.94M 0.61% -4,160 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 15,507 $2.94M 1.51% 0 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 15,477 $2.93M 1.89% +200 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 15,460 $2.93M 1.68% +2,879 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 15,455 $2.93M 0.75% +2,258 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15,453 $2.93M 1.69% +141 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 15,440 $2.92M 1.8% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 15,438 $2.92M 2.24% +578 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 15,322 $2.92M 0.04% -1,144 13F-HR Timeline Group SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 15,428 $2.92M 0.22% -12 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 15,430 $2.92M 2.37% 0 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 15,410 $2.92M 0.95% -26,696 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 15,404 $2.92M 0.28% -1,856 13F-HR/A Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 15,375 $2.91M 0.52% +2,086 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 15,372 $2.91M 2.16% +343 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 15,371 $2.91M 0.58% +19 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 15,369 $2.91M 1.48% -1,350 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 15,361 $2.91M 0.67% +2,593 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 15,353 $2.91M 2.64% +155 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 15,330 $2.9M 1.55% 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 15,322 $2.9M 2.2% -17,272 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 15,158 $2.9M 0.46% -344 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,990 $2.89M 0.71% +36 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 15,078 $2.89M 0.63% +57 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 15,251 $2.89M 0.74% +151 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 15,232 $2.88M 1.47% -600 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 15,226 $2.88M 1.52% +71 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 15,602 $2.88M 0.8% -583 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 15,194 $2.88M 3.28% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 15,193 $2.88M 0.88% +1,911 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14,089 $2.87M 1.32% 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 15,159 $2.87M 1% +104 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 15,141 $2.87M 1.82% -982 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 15,013 $2.84M 1.64% -383 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 15,013 $2.84M 1.03% +235 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 15,000 $2.84M 2.2% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 14,991 $2.84M 1.98% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 14,982 $2.84M 0.15% +230 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 14,971 $2.83M 0.37% +433 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 14,964 $2.83M 0.12% -1,900 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 14,930 $2.83M 0.42% +506 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 14,929 $2.83M 1.31% -10 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 14,925 $2.83M 1.04% -1,788 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 14,894 $2.82M 1.56% -478 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 14,900 $2.82M 1.42% 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 14,893 $2.82M 1.03% +1,571 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 14,879 $2.82M 0.87% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 14,865 $2.81M 0.79% -367 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 14,851 $2.81M 1.36% -343 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 14,834 $2.81M 0.33% -6,046 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 14,811 $2.8M 1.71% +1,023 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 14,805 $2.8M 2.04% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 14,800 $2.8M 0.52% +385 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,778 $2.8M 0.5% +295 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 14,719 $2.79M 1.14% -65 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 14,368 $2.79M 0.64% -510 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 14,697 $2.78M 0.24% +1,374 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 53,083 $2.78M 0.27% -144 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 14,688 $2.78M 0.88% +542 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 14,685 $2.78M 0.17% +92 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 14,636 $2.77M 0.72% +325 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 14,557 $2.76M 1.29% -1,024 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 14,528 $2.75M 0.23% -6 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 14,521 $2.75M 0.33% -578 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 14,377 $2.75M 2.77% +92 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 14,488 $2.74M 1.36% -385 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 14,461 $2.74M 1.14% +1,089 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 14,427 $2.73M 0.45% -55 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 14,412 $2.73M 2.53% 13F-HR/A Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 14,388 $2.72M 1.41% -528 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 14,314 $2.71M 0.45% +1,586 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 14,313 $2.71M 0.3% +2,787 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 14,309 $2.71M 2.27% -152 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 14,296 $2.71M 0.47% -387 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 14,291 $2.71M 7.73% -1,189 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 14,260 $2.7M 1.73% +763 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 14,260 $2.7M 0.16% -2,749 13F-HR Timeline Legacy Capital Group California, Inc. 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More: the full row for Barden Capital Management, Inc. 13,808 $2.61M 2.24% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 13,780 $2.61M 2.15% 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,551 $2.6M 1.13% 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 13,747 $2.6M 0.74% new 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 13,742 $2.6M 1.15% +6 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,739 $2.6M 0.32% -574 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 13,718 $2.6M 3.26% +2,463 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,713 $2.6M 1.77% +181 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,704 $2.59M 0.61% +247 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 13,700 $2.59M 0.61% +107 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 13,656 $2.59M 0.38% +4,024 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 13,618 $2.58M 0.84% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13,613 $2.58M 0.97% +157 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 13,611 $2.58M 1.01% +2,563 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 13,609 $2.58M 0.79% +170 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 13,545 $2.56M 0.56% +650 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 13,496 $2.56M 0.28% -21 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,478 $2.55M 0.53% -78 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 13,469 $2.55M 0.13% +877 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 13,405 $2.54M 1.74% -1,950 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,404 $2.54M 1.02% +8 13F-HR Timeline