Atlas Wealth LLC More: the full row for Atlas Wealth LLC 172,694 $8.76M 3.42% +45,561 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 171,676 $8.71M 0.25% +132,621 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Maltin Wealth Management, Inc. 146,680 $7.44M 3.49% -7,158 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 146,797 $7.42M 0.46% +24,592 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 146,172 $7.41M 1.95% +43,110 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 146,012 $7.4M 5.39% +80,044 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 145,798 $7.39M 0.11% +75,430 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 145,787 $7.39M 0.75% +2,525 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 144,073 $7.31M 0.06% -2,878 13F-HR/A Timeline Group Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 143,875 $7.3M 6.17% -8,567 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 143,451 $7.25M 0.18% +63,278 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 141,516 $7.18M 3.17% +36,492 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 141,352 $7.17M 0.47% +92,686 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 141,247 $7.16M 0.99% +8,487 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 139,736 $7.09M 3.59% -6,000 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 139,187 $7.06M 6.36% +15,631 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 138,042 $7M 1.94% +108,289 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 137,583 $6.98M 0.29% +35,716 13F-HR Timeline Eldridge Investment Advisors, Inc. 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More: the full row for Bowman & Co S.C. 136,552 $6.93M 3.4% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 134,598 $6.83M 0.79% -469,059 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 134,192 $6.8M 0.43% -6,501 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 131,151 $6.65M 0.1% +16,938 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 127,711 $6.48M 0.54% +10,709 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 127,414 $6.46M 3.4% +6,271 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 127,287 $6.45M 0.12% -13,689 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 127,089 $6.44M 0.19% -19,976 13F-HR Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 126,632 $6.42M 3.07% -4,546 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,779 $6.38M 0.03% +74,520 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 124,541 $6.32M 3.25% +38,711 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 124,515 $6.31M 1.43% +103,615 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 123,961 $6.29M 0.65% +19,686 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 122,170 $6.2M 3.61% -7,460 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 121,085 $6.14M 3.3% +15,560 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 120,710 $6.12M 0.03% +11,680 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 119,848 $6.08M <0.01% -29,380 13F-HR Timeline Group Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 119,013 $6.04M 5.9% new 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 118,109 $5.99M 0.08% -20,682 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 117,752 $5.97M 0.01% +26,521 13F-HR Timeline Group Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 117,498 $5.96M 4.45% +84,908 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 117,684 $5.92M 0.77% -1,110 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 116,684 $5.92M 0.68% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 115,766 $5.87M 2.17% new 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 113,257 $5.74M 0.24% +3,234 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 112,695 $5.71M 0.61% +26,161 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 112,605 $5.71M 2.42% +15,497 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 112,353 $5.7M 4.6% -2,155 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 112,083 $5.68M 0.78% +4,217 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 112,055 $5.68M 0.74% +68,293 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 111,557 $5.66M 2.45% +45,978 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 111,353 $5.65M 2.74% +7,052 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 110,039 $5.58M 0.9% 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 109,678 $5.56M 1.04% 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 109,670 $5.56M 3.75% +51,987 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 106,594 $5.41M 0.53% +34,578 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 106,163 $5.38M 1.05% +77,796 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 106,105 $5.38M 1.2% +70,836 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 106,035 $5.38M 0.62% +97,221 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 105,662 $5.36M 1.45% +3,475 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 106,754 $5.33M 0.43% new 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 103,767 $5.26M 1.76% 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 103,325 $5.24M 0.93% -24,813 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 102,995 $5.22M 2.31% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 101,438 $5.14M 1.77% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 100,951 $5.12M 1.41% -5,695 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 100,195 $5.08M 0.7% -2,060 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 99,881 $5.06M 3.38% +25,562 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 99,630 $5.05M 1% -19,464 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 99,628 $5.05M 0.06% +21,574 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 99,351 $5.04M 3.68% +198 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 97,644 $4.95M 0.04% +72,015 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 97,394 $4.94M 0.15% +71,516 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 97,100 $4.91M 1.78% -5,750 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 96,762 $4.91M 1.2% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 95,712 $4.85M 0.26% +44,324 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 94,657 $4.8M 1.67% +882 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 91,820 $4.66M 2.1% +10,757 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 91,607 $4.64M 0.03% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 91,190 $4.62M 0.33% +20,998 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 90,558 $4.59M 1.2% +33,054 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 89,571 $4.54M 0.99% +37,372 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 88,797 $4.5M 0.37% new 13F-HR Timeline Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 86,397 $4.38M 3.24% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 85,614 $4.34M 1.51% -6,886 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 84,630 $4.29M 2.31% -347 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 84,489 $4.28M 0.83% -5,881 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 83,611 $4.24M 0.14% +28,130 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 83,407 $4.23M 3.6% -6,288 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 83,295 $4.22M 3.94% +24,350 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 83,290 $4.22M 3.04% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 82,529 $4.19M 1.04% +2,688 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 80,886 $4.1M 3.14% -521 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 78,012 $3.96M 2.9% +14,932 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 77,608 $3.94M 2.44% +14,911 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 77,608 $3.94M 3.33% +1,533 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 77,143 $3.91M 0.67% +52,614 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 75,950 $3.85M 2.88% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 74,892 $3.8M 0.37% +67,140 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 74,429 $3.77M 0.31% +4,874 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 73,807 $3.74M 0.15% -55,079 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 71,158 $3.61M 1.03% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 71,120 $3.61M 0.44% +12,603 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 71,000 $3.6M 0.32% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 70,506 $3.58M 1.07% +11,556 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 70,225 $3.56M 0.03% new 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 69,626 $3.53M 0.87% +7,993 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 69,121 $3.51M 0.03% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 68,940 $3.5M 0.36% +20,384 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 68,699 $3.48M 1.1% +61,032 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 68,487 $3.47M 2.04% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 67,897 $3.44M 1.07% +20,864 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 66,811 $3.39M 2.1% +11,317 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 66,389 $3.37M 1.96% +39,161 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 66,298 $3.36M 3.32% +14,942 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 66,277 $3.36M 1.39% -2,326 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 65,372 $3.32M 0.13% +25,863 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 65,241 $3.31M 0.06% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,064 $3.3M 0.01% +9,406 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 64,685 $3.28M 0.02% +15,737 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 64,598 $3.28M 0.96% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 64,244 $3.26M 0.38% -25,555 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 63,600 $3.23M 0.25% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 62,895 $3.19M 0.29% +25,025 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 61,718 $3.13M 0.93% +1,257 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 61,712 $3.13M 1.99% +4,290 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 61,883 $3.13M 0.84% +2,316 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 61,121 $3.1M 0.14% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 60,922 $3.09M 0.06% +6,977 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 60,549 $3.07M 0.17% new 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 60,380 $3.06M 1.52% +44,371 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 59,428 $3.01M 0.93% +3,036 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 59,343 $3.01M 0.12% +6,172 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 58,543 $2.97M 0.52% +8,394 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 58,520 $2.97M 0.14% -12,930 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 58,352 $2.96M 0.54% -2,204 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 57,669 $2.92M 0.09% +995 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 56,980 $2.89M 2.12% +1,428 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 56,912 $2.89M 0.55% -97,732 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 55,523 $2.82M 2.05% +35,732 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 54,531 $2.77M 1.36% -27,709 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 54,474 $2.76M 0.59% +3,122 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 54,399 $2.76M 0.84% +19,423 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 54,116 $2.74M 0.73% -1,931 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 53,954 $2.74M 1.14% +42,966 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 53,776 $2.73M +5,335 Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 52,992 $2.69M 2.53% +2,324 13F-HR Timeline Family Office Research LLC More: the full row for Family Office Research LLC 52,796 $2.68M 1.3% +9,507 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 51,178 $2.6M 0.2% +11,253 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 51,067 $2.59M 0.14% +27,777 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 50,825 $2.58M 0.51% +1,004 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 50,439 $2.56M 0.13% +4,154 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 50,329 $2.55M 1.92% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 49,949 $2.53M 0.09% -31,565 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 49,800 $2.53M 0.01% +23,875 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 49,428 $2.51M 0.25% +34,219 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 49,272 $2.5M 1.62% 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 49,050 $2.49M 0.72% -53,141 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 48,590 $2.46M 0.68% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 48,176 $2.44M 0.97% -1,293 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 47,991 $2.43M 2.54% +5,994 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 47,307 $2.4M 0.1% +25,803 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 46,406 $2.35M 1.41% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,197 $2.34M 0.18% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 45,945 $2.33M 1.53% +15,054 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 45,589 $2.31M 2.11% 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,134 $2.24M 0.08% +4,879 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 44,008 $2.23M 1.06% +2,877 13F-HR Timeline Total Clarity Wealth Management, Inc. 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