Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 14,290 $5.29M 1.19% -193 13F-HR Timeline WILSON ASSET MANAGEMENT (INTERNATIONAL)… More: the full row for WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 14,287 $5.29M 1.49% +1,840 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,269 $5.28M 1.65% +1,800 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,269 $5.28M 0.4% +6,156 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 13,431 $5.28M 1.19% +1,912 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 14,258 $5.28M 3.34% +330 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 14,243 $5.27M 1.47% -207 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 14,162 $5.27M 2% +384 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 12,793 $5.26M 1.18% +624 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 14,213 $5.26M 1.45% +150 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 14,201 $5.26M 2.63% +142 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 14,180 $5.25M 0.83% +8,646 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 14,168 $5.24M 5.28% -677 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 14,162 $5.24M 0.66% -769 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 14,155 $5.24M 1.98% -1,700 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,100 $5.22M 2.28% +684 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 14,096 $5.22M 0.76% -127 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,096 $5.22M 1.31% -43 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 14,079 $5.21M 1.1% +740 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 14,069 $5.21M 2.1% +157 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 14,066 $5.21M 0.35% +6,757 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 14,061 $5.21M 3.09% +163 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 14,060 $5.2M 0.41% -343 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 14,044 $5.2M 5.08% -245 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 14,035 $5.2M 1.01% -6,243 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 14,019 $5.19M 2.03% +101 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 14,016 $5.19M 1.34% -454 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 14,000 $5.18M 4.74% +1,200 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 13,986 $5.18M 4.9% 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 13,984 $5.18M 2.79% +1,265 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,967 $5.17M 1.62% +402 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 13,965 $5.17M 3.8% -75 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 13,949 $5.16M 1.97% -149 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 13,924 $5.15M 1.46% -5,262 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 13,924 $5.15M 2.67% -23 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 13,919 $5.15M 2.45% +2,484 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 13,918 $5.15M 0.73% -1,439 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 13,898 $5.14M 0.86% -452 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 13,873 $5.14M 2.88% -137 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 13,872 $5.13M 1.16% -4,623 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 13,853 $5.13M 2.81% +3,133 13F-HR/A Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 13,850 $5.13M 0.36% +4,340 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 13,850 $5.13M 0.47% +4,340 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 13,847 $5.13M 1.36% -46,303 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,832 $5.12M 1.96% +3,749 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 13,814 $5.11M 1.13% +650 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 13,814 $5.11M 1.83% +1,392 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 13,809 $5.11M 3.5% +145 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 13,806 $5.11M 1.71% -276 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 13,791 $5.1M 0.19% -1,537 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 13,784 $5.1M 1.37% -663 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 13,776 $5.1M 2.16% +209 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 13,774 $5.1M 5.41% +751 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 13,700 $5.07M 0.48% -475 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 13,699 $5.07M 1.85% +610 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 13,693 $5.07M 2.45% +226 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 13,672 $5.06M 4.55% +266 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13,667 $5.06M 1.3% +493 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,659 $5.06M 1.87% +257 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 13,652 $5.05M 1.33% +364 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,650 $5.05M 3.62% +34 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 13,650 $5.05M 2.99% +20 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 13,455 $5.05M 3.2% +35 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 13,621 $5.04M 2.75% +629 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 13,607 $5.04M 0.21% -641 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 13,605 $5.04M 3.28% -14,445 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 13,601 $5.03M 1.95% -1,688 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 13,571 $5.02M 0.37% +7,910 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 13,569 $5.02M 2.35% -113 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 13,542 $5.02M 1.02% +219 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 13,565 $5.02M 2.68% -173 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 13,561 $5.02M 0.96% +254 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 13,550 $5.02M 4.03% -80 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 13,527 $5.01M 1.21% +460 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 13,519 $5M 2.75% +852 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,508 $5M 0.7% +1,016 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 13,493 $4.99M 2.05% +1,854 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 13,469 $4.99M 3.63% +398 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 13,459 $4.98M 0.47% -1,279 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 13,448 $4.98M 3.92% +7,571 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 13,445 $4.98M 2.31% new 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 13,442 $4.98M 1.12% +329 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 13,422 $4.97M 5.05% +316 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 13,418 $4.97M 0.19% -3,640 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 13,409 $4.96M 0.72% -299 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 13,408 $4.96M 3.25% +3,094 13F-HR Timeline Corecam AG More: the full row for Corecam AG 13,407 $4.96M 4.46% +9,863 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 16,707 $4.96M 2.69% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 13,388 $4.96M 1.07% +430 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 13,385 $4.95M 3.05% +4 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 13,374 $4.95M 0.67% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 13,371 $4.95M 1.09% +1,510 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 13,367 $4.95M 3.21% +584 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 13,361 $4.95M 1.14% -608 13F-HR Timeline Maniro Ltd More: the full row for Maniro Ltd 13,342 $4.94M 1.5% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 13,339 $4.94M 2.19% +411 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 13,317 $4.93M 4.82% -3,500 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 13,312 $4.93M 0.28% -5,455 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 13,311 $4.93M 1.95% +614 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 13,298 $4.92M 1.53% +2,734 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 13,295 $4.92M 0.27% -369 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 13,289 $4.92M 1.08% +1,813 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 13,286 $4.92M 4.42% -263 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 13,283 $4.92M 1.98% -455 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 13,281 $4.92M 0.97% +1,422 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,275 $4.91M 0.58% -21,176 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 13,268 $4.91M 1.21% -322 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 13,228 $4.91M 1.17% +363 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,251 $4.9M 1.15% -392 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13,222 $4.89M 0.3% -796 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 13,221 $4.89M 5.54% -2,515 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 13,183 $4.88M 0.97% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 13,170 $4.88M 2.76% -450 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 13,170 $4.88M 1.53% +584 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 13,122 $4.86M 0.56% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 13,104 $4.85M 2.65% -975 13F-HR Timeline Essex LLC More: the full row for Essex LLC 13,100 $4.85M 0.86% +287 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 13,092 $4.85M 1.37% -1,767 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 13,076 $4.84M 3.76% +9,558 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 13,071 $4.84M 0.27% -19,075 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 13,059 $4.83M 2.14% -1,097 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 13,049 $4.83M 1.91% +154 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 13,041 $4.83M 0.34% +324 13F-HR/A Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 13,038 $4.83M 0.84% -592 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 13,024 $4.82M 2.22% +8,764 13F-HR Timeline Group Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 13,018 $4.82M 1.66% -185 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 13,016 $4.82M 0.42% +933 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 13,009 $4.82M 0.59% +2,680 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 12,994 $4.81M 4.69% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 12,977 $4.8M 2.36% -440 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 12,950 $4.79M 3.35% 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 12,944 $4.79M 4.63% +751 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12,933 $4.79M 1.65% +232 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 12,915 $4.78M 0.87% +4,988 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 12,890 $4.77M 3.37% +2,701 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,887 $4.77M 1.03% -4,091 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 12,875 $4.77M 2.79% -706 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 12,880 $4.77M 0.55% -349 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 12,871 $4.76M 4.96% +174 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 12,861 $4.76M 0.42% -4,494 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 12,850 $4.76M 2.55% +1,732 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 12,828 $4.75M 2.64% -106 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 12,820 $4.75M 4.21% +43 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 12,802 $4.74M 0.86% -1,891 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 12,798 $4.74M 1.93% +448 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 12,792 $4.74M 4.62% -2,834 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 12,789 $4.73M 2.92% +265 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 12,787 $4.73M 2.46% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 12,785 $4.73M 1.33% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 12,782 $4.73M 1.35% +2,253 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 12,779 $4.73M 0.83% +79 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 12,777 $4.73M 3.45% +3,376 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,770 $4.73M 1.98% +2,828 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,768 $4.73M 1.34% +1,764 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 12,766 $4.73M 3.46% -314 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 12,762 $4.72M 3.63% +1,247 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 12,748 $4.72M 3.91% +1,490 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 12,717 $4.71M 1.75% +553 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 12,710 $4.7M 3.08% +87 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,707 $4.7M 0.52% -607 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 12,700 $4.7M 2.3% new 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 12,693 $4.7M 1.08% +296 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,687 $4.7M 0.94% +2,544 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,685 $4.7M 0.66% -565 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 12,685 $4.7M 1.04% +86 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 12,676 $4.69M 1.6% +621 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12,645 $4.68M 2.49% +23 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 12,632 $4.68M 0.48% +2,251 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 12,610 $4.67M 0.64% -1,452 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 12,610 $4.67M 0.75% +223 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12,604 $4.67M 2.5% +1,093 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12,603 $4.67M 0.95% +3,736 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12,599 $4.66M 1.16% new 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 12,583 $4.66M 0.88% -1,322 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,584 $4.66M 0.46% -306 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 12,561 $4.65M 1.08% +53 13F-HR Timeline Etesian Wealth Advisors, Inc. 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Cornerstone Investments Inc. 12,492 $4.62M 2.89% -821 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 12,489 $4.62M 3.16% +7,370 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 12,485 $4.62M 2.97% -4 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 12,476 $4.62M 2.45% -158 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,476 $4.62M 1.76% -310 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 12,473 $4.62M 5.29% +1 13F-HR Timeline Corundum Group, Inc. 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