DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,332 $3.55M 0.3% -412 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 12,281 $3.53M 0.44% +952 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 12,286 $3.53M 0.06% -726 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 12,265 $3.53M 0.53% +360 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 12,243 $3.52M 0.23% -320 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,213 $3.51M 0.37% +3,718 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,204 $3.51M 0.4% -254 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 12,199 $3.51M 0.77% +693 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 12,187 $3.5M 2.19% +452 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 12,183 $3.5M 0.08% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 12,172 $3.5M 1.95% -2,717 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 12,164 $3.5M 1.02% -390 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 12,121 $3.49M 0.59% +2,981 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,719 $3.48M 1.61% -250 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,103 $3.48M 0.24% +1,359 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,182 $3.48M 0.24% +257 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 12,043 $3.46M 1.96% -6,561 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 12,034 $3.46M 1.98% +5,252 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 12,030 $3.46M 1.44% +298 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 12,011 $3.45M 3.2% +20 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,000 $3.45M 5.73% 0 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 12,000 $3.45M 0.87% -4,000 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,963 $3.44M 1.62% -1,426 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 11,943 $3.43M 2.03% -255 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,933 $3.43M 0.63% +21 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 11,925 $3.43M 2.58% -1,232 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 11,913 $3.43M 1.57% +1,012 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 11,892 $3.42M 2.27% -404 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,884 $3.42M 1.06% +354 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,876 $3.42M 1.66% -100 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 11,874 $3.41M 0.51% -272 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 11,869 $3.41M 1.3% -581 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 11,857 $3.41M 1.58% +109 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 11,848 $3.41M 2.01% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,696 $3.41M 0.25% +787 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,840 $3.4M 0.38% +41 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,829 $3.4M 0.55% +820 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,825 $3.4M 1.47% +227 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 11,817 $3.4M 1.63% -132 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,805 $3.39M 0.6% -296 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,785 $3.39M 0.19% -1,287 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,776 $3.39M 0.66% +120 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 11,752 $3.38M 1.13% -539 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,748 $3.38M 2.44% -1,145 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 11,745 $3.38M 2.86% +50 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 11,736 $3.37M 0.08% -238,995 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 11,723 $3.37M 0.02% -2,293 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,722 $3.37M 0.23% -102 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,722 $3.37M 0.81% -824 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,706 $3.37M 0.29% -352 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,702 $3.37M 2.27% -226 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,701 $3.36M 1.01% +466 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 11,695 $3.36M 1.37% 0 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 11,689 $3.36M 2.5% +2 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 11,687 $3.36M 1.87% -79 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,674 $3.36M 0.63% +8 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 11,646 $3.35M 1.75% 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 11,643 $3.35M 0.63% -2,523 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 11,634 $3.35M 1.23% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 11,629 $3.34M 0.72% -5,133 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 11,629 $3.34M 0.47% +1,056 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 11,628 $3.34M 1.79% -48 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 11,610 $3.34M 0.04% -3,306 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 11,602 $3.34M 1% -1,002 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 11,579 $3.33M 3.99% -15,948 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,564 $3.33M 1.08% -1,824 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 11,555 $3.32M 0.84% +71 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 11,545 $3.32M 3.39% -458 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 11,502 $3.31M 0.04% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 11,500 $3.31M 0.79% +38 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,477 $3.3M 0.98% +27 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 11,474 $3.3M 1.5% -1,463 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 11,445 $3.29M 1.38% -240 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,441 $3.29M 3.72% -675 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,395 $3.28M 0.56% +16 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 11,382 $3.27M 4.3% -2,223 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 11,378 $3.27M 0.93% -227 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 11,364 $3.27M 1.18% -527 13F-HR/A Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 11,359 $3.27M 1.79% -26,550 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,350 $3.26M 0.11% -14,413 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 11,341 $3.26M 2% -396 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 10,417 $3.26M 2.02% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 11,337 $3.26M 2.83% +281 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 11,316 $3.25M 2.61% +1,184 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 11,312 $3.25M 0.61% +190 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 11,310 $3.25M 0.96% +5,558 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 11,305 $3.25M 0.93% +242 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,304 $3.25M 0.67% +927 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,294 $3.25M 1.99% +21 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,285 $3.25M 0.82% +972 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,968 $3.24M 0.7% +16 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,251 $3.24M 1.59% -10 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 11,233 $3.23M 0.18% -127 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,233 $3.23M 1.08% -242 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 11,208 $3.22M 1.36% +3,524 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 11,094 $3.22M 0.69% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,186 $3.22M 0.78% +13 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 11,184 $3.22M 1.84% -4,966 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 11,180 $3.21M 0.08% +5,029 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,178 $3.21M 1.29% -540 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 11,165 $3.21M 0.98% -15 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 9,551 $3.21M 0.88% -100 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 11,149 $3.21M 0.45% +1,337 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,133 $3.2M 1.23% -1,795 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 11,124 $3.2M 0.4% +1,093 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 11,115 $3.2M 0.59% +206 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,108 $3.19M 0.53% -5 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 11,062 $3.18M 0.31% +327 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 11,057 $3.18M 0.63% +3,057 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,042 $3.18M 0.26% -974 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 11,029 $3.17M 0.35% -2,413 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,025 $3.17M 1.17% -494 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 11,022 $3.17M 0.47% -57 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 11,019 $3.17M 0.33% +1,274 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 11,017 $3.17M 1.47% -6,106 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,015 $3.17M 0.77% +71 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11,011 $3.17M 2.19% -95 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 11,011 $3.17M 0.01% -403 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 11,005 $3.16M 0.39% +2,156 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 11,000 $3.16M 5.01% -9,000 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 10,999 $3.16M 0.96% -13 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 10,974 $3.16M 0.32% +2,083 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,948 $3.15M 1.37% +20 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 10,938 $3.15M 2.71% -668 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,923 $3.14M 0.27% -129 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,902 $3.13M 2.41% -135,381 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 10,897 $3.13M 1.56% +3,248 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 10,885 $3.13M 1.39% -353 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10,836 $3.12M 0.98% -203 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 10,865 $3.12M 1.17% +14 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 10,807 $3.11M 0.35% +398 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 10,793 $3.1M 1.83% +39 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,789 $3.1M 1.35% -18 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,776 $3.1M 0.33% -1,575 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 10,775 $3.1M 1.06% +717 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 10,772 $3.1M 0.49% +99 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 10,549 $3.1M 1.89% +1,084 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,771 $3.1M 0.28% +815 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10,770 $3.1M 1.77% +403 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 0 $3.09M 1.74% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,748 $3.09M 2.79% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,704 $3.08M 0.16% -274 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 10,702 $3.08M 2.51% +41 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 10,697 $3.08M 1.91% -1,592 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 10,686 $3.07M 0.54% -2,587 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,683 $3.07M 0.9% -81 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,680 $3.07M 1.36% +346 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,666 $3.07M 0.81% -3,451 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 10,653 $3.06M 0.97% -5,007 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 10,650 $3.06M 0.84% -1,813 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10,633 $3.06M 2.25% -117 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,615 $3.05M 1.6% -1,731 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,601 $3.05M 0.73% -267 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,585 $3.04M 0.95% +558 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 10,555 $3.04M 1.38% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10,553 $3.03M 1.49% -1,646 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,549 $3.03M 0.69% -465 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,546 $3.03M 2.27% -307 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 8,985 $3.03M 0.63% -304 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 10,537 $3.03M 0.98% -16,638 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,917 $3.03M 0.64% +167 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 10,492 $3.02M 0.88% -5 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,490 $3.02M 1.49% +848 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 10,474 $3.01M 2.91% -431 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 10,469 $3.01M 1.95% +323 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 10,458 $3.01M 1.11% +960 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 10,447 $3M 1.86% -15 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,445 $3M 0.54% -176 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 10,444 $3M 2.65% -27,716 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 10,430 $3M 0.33% +265 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 10,428 $3M 1.21% -178 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 10,425 $3M 2.12% 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 10,420 $3M 0.13% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 10,409 $2.99M 4.77% -2,185 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,404 $2.99M 1.78% +1,034 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,398 $2.99M 0.47% +70 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 10,382 $2.99M 1.36% -538 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,768 $2.98M 1.8% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,373 $2.98M 0.82% -562 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 10,344 $2.97M 1.52% +1,867 13F-HR Timeline Cresta Advisors, Ltd. 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