RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 3,529 $4.23M 1.59% +299 13F-HR Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,521 $4.22M 2.73% -18 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 3,511 $4.21M 1.92% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,510 $4.21M 0.64% +478 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,509 $4.21M 0.27% +2,228 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,505 $4.2M 2.08% -109 13F-HR Timeline Taylor Financial Group, Inc. 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More: the full row for KANE INVESTMENT MANAGEMENT, INC. 3,446 $4.13M 1.76% -43 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,438 $4.12M 0.5% +254 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3,421 $4.1M 0.91% +25 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,421 $4.1M 0.25% +346 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,409 $4.09M 0.34% +226 13F-HR/A Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,407 $4.09M 0.18% -27 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 3,395 $4.07M 0.24% -269 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 3,395 $4.07M 0.82% +128 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,390 $4.07M 0.45% -73 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,390 $4.07M 0.24% +491 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,390 $4.07M 0.03% -90,149 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 3,376 $4.05M 0.5% -20 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,375 $4.05M 0.84% +23 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,371 $4.04M 1.32% -32 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,365 $4.04M 0.03% +357 13F-HR/A Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 3,361 $4.03M 1.08% +642 13F-HR Timeline Etesian Wealth Advisors, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,308 $3.97M 0.89% -45 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 3,298 $3.96M 1.81% -173 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 3,293 $3.95M 0.43% +176 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,290 $3.95M 0.25% +771 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,287 $3.94M 0.52% +33 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,283 $3.94M 1.21% -6 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,281 $3.94M 0.31% +158 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 3,281 $3.94M 0.41% +237 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,269 $3.92M 2.65% -100 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,269 $3.92M 0.26% +1,368 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 3,268 $3.92M 4.22% +1,718 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3,251 $3.9M 1.83% -598 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,250 $3.9M 0.67% +74 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,249 $3.9M 0.31% +64 13F-HR Timeline RD Lewis Holdings, Inc. 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Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,027 $3.63M 0.51% -15 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,025 $3.63M 0.42% +54 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 3,016 $3.62M 0.44% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,015 $3.62M 0.68% 0 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 3,013 $3.61M 2.59% +935 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,005 $3.6M 0.46% +17 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,001 $3.6M 0.28% +119 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,001 $3.6M 0.83% +1,358 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 3,000 $3.6M 0.47% 0 13F-HR Timeline Graphene Investments SAS More: the full row for Graphene Investments SAS 3,000 $3.6M 2.1% -200 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,000 $3.6M 1.37% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,996 $3.59M 0.31% +264 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,995 $3.59M 0.67% +120 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,984 $3.58M 0.5% +107 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,982 $3.58M 0.29% -6 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 2,976 $3.56M 0.25% -41 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,966 $3.56M 1.15% +134 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,963 $3.55M 0.8% +328 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,984 $3.55M 3.06% +1,512 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,960 $3.55M 0.75% +1,309 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 2,956 $3.55M 3.07% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,955 $3.54M 0.63% -56 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Exit Wealth Advisors, LLC. 2,922 $3.5M 1.6% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,921 $3.5M 0.91% -48 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,914 $3.49M 1.08% -15 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,906 $3.49M 1.19% -1,521 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,906 $3.49M 0.13% +367 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,892 $3.47M 0.87% +101 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,885 $3.46M 0.66% -191 13F-HR/A Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 2,877 $3.45M 1.07% +2,205 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,874 $3.45M 0.35% -650 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,871 $3.44M 0.44% -460 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,869 $3.44M 1.69% +32 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,861 $3.43M 0.05% +208 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 2,857 $3.43M 2.37% +100 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,857 $3.43M 0.11% new 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,856 $3.43M 0.19% +104 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,851 $3.42M 0.28% +126 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 2,850 $3.42M 0.97% +11 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,848 $3.42M 0.35% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,847 $3.41M 0.21% +123 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,847 $3.41M 0.73% +44 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 2,836 $3.4M 2.21% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,835 $3.4M 0.83% -91 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,833 $3.4M 1.59% +923 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,827 $3.39M 0.5% +293 13F-HR Timeline Patten Group, Inc. 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