Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,609 $1.48M 0.55% -1,089 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 1,608 $1.48M 0.76% +42 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,605 $1.48M 0.61% -20 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 1,620 $1.48M 0.06% +1,020 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,602 $1.47M 0.65% +224 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,600 $1.47M 0.87% -100 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,598 $1.47M 0.9% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,598 $1.47M 0.45% -14 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 1,597 $1.47M 0.26% +34 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,592 $1.46M 0.43% +15 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,591 $1.46M 0.12% -73 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 1,589 $1.46M 0.54% -24 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,589 $1.46M 0.83% -272 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,588 $1.46M 0.22% +15 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 1,586 $1.46M 1.44% +50 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,583 $1.46M 0.04% +681 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,578 $1.45M 0.19% -18 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 1,574 $1.45M 1.36% -215 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,569 $1.44M 1.08% +357 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,567 $1.44M 0.15% -1,358 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,567 $1.44M 0.52% +407 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,567 $1.44M 0.47% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,565 $1.44M 1.11% +3 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,564 $1.44M 0.1% -747 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,560 $1.43M 0.29% +73 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 1,557 $1.43M 0.52% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,557 $1.43M 0.42% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 1,555 $1.43M 0.36% +58 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,553 $1.43M 0.16% -165 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,580 $1.43M 0.6% -225 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 1,551 $1.43M 0.53% +61 13F-HR Timeline Group Valley Brook Capital Group, Inc. 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Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 1,517 $1.4M 0.16% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,515 $1.39M 0.42% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,515 $1.39M 0.65% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,514 $1.39M 0.07% -700 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,513 $1.39M 0.65% -6 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,513 $1.39M 0.25% +571 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,510 $1.39M 0.37% +1,109 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1,510 $1.39M 2.12% -89 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,507 $1.39M 0.9% +3 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 1,505 $1.38M 1.12% +4 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,504 $1.38M 0.23% +386 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,504 $1.38M 0.29% -27 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 1,502 $1.38M 0.46% +46 13F-HR/A Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,497 $1.38M 0.89% -2,218 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,496 $1.38M 0.35% -217 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,496 $1.38M 0.48% +19 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,494 $1.38M 0.33% +105 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 1,492 $1.37M 0.05% +170 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,489 $1.37M 0.34% -96 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,487 $1.37M 0.82% -368 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 1,487 $1.37M 0.25% -77 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 1,487 $1.37M 0.08% -3,039 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,486 $1.37M 0.97% -87 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,485 $1.37M 0.09% +90 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,483 $1.36M 0.24% -5 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,476 $1.36M 0.83% +441 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,482 $1.36M 0.45% +82 13F-HR Timeline Group Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 1,480 $1.36M 0.45% 0 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 1,477 $1.36M 0.2% +706 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,477 $1.36M 0.05% +638 13F-HR/A Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 1,474 $1.36M 0.5% -87 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,473 $1.36M 0.23% +20 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,473 $1.35M 0.24% +148 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,473 $1.35M 0.9% +9 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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More: the full row for PORTLAND INVESTMENT COUNSEL INC. 1,458 $1.34M 0.43% +291 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,457 $1.34M 0.59% +199 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,456 $1.34M 0.64% -16 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1,454 $1.34M 0.46% +231 13F-HR Timeline Gilbert & Cook, Inc. 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More: the full row for Financial Solutions Advisory Group, Inc. 1,444 $1.33M 0.18% 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,413 $1.33M 0.12% +45 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,441 $1.33M 0.23% +8 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,434 $1.32M 0.22% +2 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 1,433 $1.32M 1.21% +4 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 1,431 $1.32M 0.17% +27 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,429 $1.31M 0.21% +160 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,428 $1.31M 0.16% -82 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,427 $1.31M 0.87% -50 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 1,427 $1.31M 0.61% +25 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,425 $1.31M 0.26% +20 13F-HR Timeline Group O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 1,423 $1.31M 0.52% -2 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,420 $1.31M 0.69% +7 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 1,419 $1.31M 0.27% new 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,419 $1.31M 0.95% -134 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 1,419 $1.3M 0.29% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,418 $1.3M 0.28% +44 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,415 $1.3M 1.26% -155 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,411 $1.3M 0.56% +22 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,411 $1.3M 0.15% +12 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,411 $1.3M 0.99% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,409 $1.3M 0.27% -19 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,330 $1.3M 0.82% +59 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,409 $1.3M 0.09% -8 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,409 $1.3M 0.29% +14 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,408 $1.29M 0.46% +66 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,406 $1.29M 0.96% +4 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,405 $1.29M 0.21% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,401 $1.29M 0.44% -65 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,398 $1.29M 0.31% -90 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,396 $1.28M 0.62% +19 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 1,396 $1.28M 1.08% -1 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 1,392 $1.28M 0.23% +23 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 1,388 $1.28M 0.37% -2 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 1,388 $1.28M 0.82% -873 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,387 $1.28M 0.28% +7 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 1,385 $1.27M 0.78% +29 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,384 $1.27M 0.18% -2 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,380 $1.27M 0.08% -280 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 1,380 $1.27M 0.53% -8 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 1,379 $1.27M 0.19% -16 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 1,376 $1.27M 0.29% +65 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 1,374 $1.26M 0.22% -8 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 1,370 $1.26M 0.28% -19 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,370 $1.26M 0.75% +7 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,369 $1.26M 0.99% +430 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,368 $1.26M 0.21% +237 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,366 $1.26M 1.27% -31 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,364 $1.25M 0.5% +2 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 1,363 $1.25M 0.63% +113 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,363 $1.25M 0.05% 0 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. 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