Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,188 $1.84M 0.06% +4,165 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 27,165 $1.83M 0.79% -34 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 27,153 $1.83M 0.23% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 27,048 $1.83M 0.41% +469 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 26,993 $1.82M 0.29% +5,208 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 26,955 $1.82M 0.14% +4,590 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 26,948 $1.82M 0.31% -1,200 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 26,875 $1.81M 0.76% +580 13F-HR/A Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 26,867 $1.81M 1.24% -4,959 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26,780 $1.81M 0.62% -2,050 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 26,557 $1.79M 0.57% -1,749 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 26,519 $1.79M 0.99% +3,043 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 26,509 $1.79M 0.14% -2,603 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 26,433 $1.79M 0.24% -197 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 26,355 $1.78M 0.65% +178 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 26,325 $1.78M 0.2% +9,878 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 26,244 $1.77M 1.15% +504 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 26,049 $1.76M 0.03% new 13F-HR/A Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 26,039 $1.76M 0.74% +45 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 26,017 $1.76M 0.32% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 26,011 $1.76M 0.01% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 25,926 $1.75M 0.81% new 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 25,854 $1.75M 0.33% +12,882 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25,794 $1.74M 0.14% -140 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 25,772 $1.74M 1.53% +148 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 25,745 $1.74M 0.1% +3,493 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 25,739 $1.74M 0.04% -1,888 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 25,692 $1.73M 0.23% -4,845 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 25,679 $1.73M 2.41% -547 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 25,581 $1.73M 0.28% +4,738 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 23,646 $1.72M 0.27% -1,686 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 25,409 $1.72M <0.01% +3,100 13F-HR Timeline Group Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 25,368 $1.71M 1.24% +743 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 25,330 $1.71M 0.27% +1,653 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 25,318 $1.71M 0.49% -501 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 25,307 $1.71M 0.38% -469 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 25,214 $1.7M 0.14% -308 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 25,177 $1.7M 0.11% -906 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 25,162 $1.7M 1.33% +3,253 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 25,128 $1.7M <0.01% -15,149 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 25,100 $1.7M <0.01% -400 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 25,090 $1.69M 0.14% -1,274 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 25,003 $1.69M 0.56% +1,290 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 24,958 $1.69M 0.22% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 24,943 $1.68M 0.46% -3,414 13F-HR Timeline Strathmore Capital Advisors, Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 24,570 $1.66M 0.15% 0 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 24,546 $1.66M 0.55% -761 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 24,528 $1.66M 0.33% new 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 24,509 $1.66M 0.31% -642 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 24,464 $1.65M 1.42% +18,120 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 24,445 $1.65M 0.31% -962 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 24,442 $1.65M 1.03% +8,242 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 24,380 $1.65M 0.08% +1,377 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 17,927 $1.64M 0.47% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 24,292 $1.64M 0.09% +4,816 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 24,274 $1.64M 0.26% +79 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 24,142 $1.63M 0.93% +474 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24,098 $1.63M 0.31% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 24,030 $1.62M 0.18% +123 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 23,999 $1.62M 0.25% -468 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 23,936 $1.62M 1.5% 0 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 23,914 $1.61M 0.23% +68 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 23,866 $1.61M 1.68% -489 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,841 $1.61M <0.01% +415 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,750 $1.6M 0.45% -8,000 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,713 $1.6M 0.11% +10,500 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 23,420 $1.59M 0.11% +592 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 23,494 $1.59M 0.13% -963 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 23,389 $1.58M 0.62% -556 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 23,359 $1.58M 0.73% -314 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 23,094 $1.57M 0.25% +5,864 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 23,175 $1.57M 0.07% +11,580 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 23,115 $1.56M 0.08% +215 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 23,057 $1.56M 0.08% -552 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 23,002 $1.55M 1.11% -1,342 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 22,984 $1.55M 0.2% -135 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 22,957 $1.55M 0.17% -309 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 22,947 $1.55M 0.77% +477 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 22,895 $1.55M 0.55% +300 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 22,812 $1.54M 0.83% -669 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 22,807 $1.54M 0.21% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 22,658 $1.53M 0.15% -625 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 22,646 $1.53M 0.94% -664 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 22,574 $1.52M 0.57% +1,850 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 22,360 $1.51M 0.57% -1,642 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 22,345 $1.51M 0.52% -950 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 22,177 $1.5M 1.11% +821 13F-HR Timeline GS Investments, Inc. 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More: the full row for Dana Investment Advisors, Inc. 21,903 $1.48M 0.04% +450 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 21,890 $1.48M 0.61% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 21,878 $1.48M 0.79% -2,450 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 21,750 $1.47M 0.8% +90 13F-HR/A Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 21,748 $1.47M 2.3% -6,011 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 21,593 $1.46M 0.65% +1,544 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 21,593 $1.46M 0.13% +727 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 21,570 $1.46M 0.08% -1,475 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 22,330 $1.46M +11,162 Timeline Gainplan LLC More: the full row for Gainplan LLC 21,535 $1.45M 1.09% +2,927 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 21,533 $1.45M 0.26% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 21,505 $1.45M 0.73% -100 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 21,504 $1.45M 0.33% +3,807 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 19,941 $1.45M 0.24% -3,963 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 21,407 $1.45M 0.04% +1,007 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 21,373 $1.44M 0.28% -239 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 21,329 $1.44M 0.39% -551 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 21,280 $1.44M 0.55% -2,093 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 21,277 $1.44M 0.86% +8,568 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 21,253 $1.44M 0.34% +352 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 21,227 $1.43M 0.18% 0 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 21,096 $1.42M 0.62% +11 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 21,684 $1.42M 0.08% -2,825 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 21,426 $1.42M 0.1% +5,653 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 21,044 $1.42M 0.17% +308 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 21,042 $1.42M 0.21% -9,675 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20,952 $1.41M 0.05% -12,924 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 20,785 $1.4M 0.66% 0 13F-HR Timeline Miller Capital Partners, Inc. 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More: the full row for Tudor Financial Inc. 19,820 $1.34M 0.68% +411 13F-HR/A Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 19,683 $1.33M 0.04% +3,058 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 19,613 $1.32M 0.04% +734 13F-HR/A Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 19,600 $1.32M 0.86% -78 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 19,481 $1.32M 0.51% +1,975 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 17,776 $1.31M 0.49% +2,312 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,419 $1.31M 0.37% -53 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 19,339 $1.31M 0.47% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 19,308 $1.3M 0.33% -2,690 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 19,298 $1.3M 0.54% -1,662 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 19,295 $1.3M 0.32% -609 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,274 $1.3M 0.11% -474 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 19,254 $1.3M 0.32% +2,598 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 19,241 $1.3M 0.46% +402 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 19,225 $1.3M 0.24% 0 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 19,205 $1.3M 1.24% -1,050 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 19,178 $1.3M 0.17% +1,316 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 19,177 $1.3M 0.25% +20 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 19,169 $1.29M 0.12% -2,707 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 19,124 $1.29M 0.88% +139 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 17,765 $1.29M 0.52% -99 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 19,020 $1.28M 0.32% +15 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 19,019 $1.28M 0.05% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,875 $1.27M 0.04% +2,228 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 19,307 $1.27M 0.13% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 18,843 $1.27M 0.08% +2,768 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 18,820 $1.27M 0.73% -671 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 18,813 $1.27M 0.54% -299 13F-HR Timeline Mann Financial Group, Inc. More: the full row for Mann Financial Group, Inc. 18,808 $1.27M 1.2% +5,429 13F-HR Timeline Clark Capital Management Group, Inc. 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