Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,111 $4.03M 3.05% +65 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8,105 $4.03M 0.94% -848 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 8,097 $4.03M 0.36% -374 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 7,876 $4.02M 1.72% 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 8,087 $4.02M 1.23% -26 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,080 $4.02M 2.8% -92 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 8,074 $4.02M 7.31% -909 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 8,072 $4.01M 1.27% -1,498 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 8,065 $4.01M 3.62% +5,622 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 8,055 $4.01M 0.94% -49 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 8,039 $4M 1.64% +1,452 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 8,035 $4M 1.15% -266 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 8,029 $3.99M 1.31% -200 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 8,024 $3.99M 2.42% -16 13F-HR Timeline Forest Hill Capital, LLC More: the full row for Forest Hill Capital, LLC 8,000 $3.98M 2.82% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 7,986 $3.97M 3.52% -1 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 7,975 $3.97M 0.73% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 7,970 $3.96M 1.89% -7,460 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 7,940 $3.95M 3.18% -150 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 7,933 $3.95M 2.87% -28 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,926 $3.94M 3.73% -373 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 7,920 $3.94M 1.87% -10 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 7,908 $3.93M 1.19% -14 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,901 $3.93M 0.99% -71 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,891 $3.93M 2.69% +136 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,884 $3.92M 2.07% +410 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,884 $3.92M 1.01% +426 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,877 $3.92M 1.51% +177 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,876 $3.92M 3.05% -15 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 12,125 $3.92M 0.7% +9,578 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,864 $3.91M 3.41% -68 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 7,855 $3.91M 1.54% -317 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,852 $3.91M 0.42% -632 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 7,849 $3.9M 1.52% +2,906 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 7,600 $3.9M 0.39% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 7,843 $3.9M 1.04% -3,755 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 7,836 $3.9M 1.98% +162 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 7,829 $3.89M 1.89% +1,369 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 7,797 $3.89M 2.03% -36 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 7,820 $3.89M 4.07% +3 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 7,818 $3.89M 0.93% +470 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,818 $3.89M 0.67% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,817 $3.89M 0.56% +772 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 7,817 $3.89M 0.73% +1,890 13F-HR Timeline Group Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 7,803 $3.88M 3.09% -4,485 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,798 $3.88M 3.43% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,773 $3.87M 1.08% +60 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 7,770 $3.86M 2.64% +3 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 7,754 $3.86M 1.75% +84 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 7,743 $3.85M 1.21% +2,492 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 7,742 $3.85M 3.34% +1,112 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 7,723 $3.84M 1.18% -849 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7,723 $3.84M 0.43% -37 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 7,722 $3.84M 2.9% +13 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,718 $3.84M 2.44% -21 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 7,717 $3.84M 1.01% -3,144 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 7,700 $3.83M 1.52% +929 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,689 $3.82M 0.89% -168 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 7,681 $3.82M 2.58% +195 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 7,644 $3.8M 6.11% -4,725 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 7,643 $3.8M 1.83% -4 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 7,639 $3.8M 3.05% +1,832 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 7,636 $3.8M 0.6% +51 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,635 $3.8M 0.58% +351 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 7,632 $3.8M 1.13% -329 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,623 $3.79M 0.59% -336 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 7,620 $3.79M 1.26% 0 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 7,616 $3.79M 3.26% -134 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,614 $3.79M 0.09% +531 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 7,610 $3.79M 0.24% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7,605 $3.78M 2.1% +113 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,604 $3.78M 0.53% -117 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 7,603 $3.78M 1.15% +43 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,597 $3.78M 2.36% -70 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 7,592 $3.78M 1.67% +3,199 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,588 $3.77M 1.03% +1,426 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,558 $3.76M 0.65% +980 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 7,557 $3.76M 0.72% -58 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 7,552 $3.76M 1.06% +280 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 7,545 $3.75M 1.12% -9,653 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 7,504 $3.73M 3.17% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7,494 $3.73M 2.66% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 7,491 $3.73M 3.45% +509 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 7,490 $3.73M 3.34% -405 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,488 $3.72M 2.29% +840 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 7,468 $3.71M 1.84% -51 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,465 $3.71M 2.75% +133 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 7,519 $3.71M 7.95% +2,500 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 7,455 $3.71M 1.09% -561 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,452 $3.71M 2.51% +2,290 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,445 $3.7M 0.72% +231 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7,024 $3.7M 3.01% +92 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7,434 $3.7M 0.59% -1,477 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 7,434 $3.7M 1.66% -43 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,423 $3.69M 0.85% +296 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 7,487 $3.69M 1.43% +118 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 7,421 $3.69M 2.36% +52 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 7,394 $3.68M 0.93% +33 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 7,393 $3.68M 1.03% +77 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 7,386 $3.67M 2.26% -71 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 7,382 $3.67M 0.69% -572 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,252 $3.67M 1.85% +769 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 7,371 $3.67M 0.98% -8,460 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 7,342 $3.66M 2.19% -76 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 7,348 $3.66M 0.81% -14 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 7,347 $3.65M 2.54% -24 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 7,393 $3.64M 1.67% -142 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,308 $3.64M 1.18% 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 7,290 $3.63M 0.77% +4,552 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 7,285 $3.62M 0.79% -358 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 7,268 $3.62M 3.76% -12 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 7,264 $3.61M 0.77% +108 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,264 $3.61M 1.33% -1,577 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 7,258 $3.61M 1% -1,335 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,247 $3.6M 1.16% -336 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 7,244 $3.6M 2.11% +85 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 7,243 $3.6M 0.84% -339 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,236 $3.6M 1.25% -21 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,217 $3.59M 1.05% +199 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 7,213 $3.59M 2.36% +321 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 7,207 $3.58M 2.72% -42 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 7,206 $3.58M 2.14% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 7,200 $3.58M 0.7% -466 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,188 $3.58M 1.76% +3,214 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 7,180 $3.57M 0.24% -8,800 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,170 $3.57M 1.14% -137 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 7,159 $3.56M 0.05% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 7,158 $3.56M 0.7% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 7,157 $3.56M 0.24% -633 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 7,149 $3.56M 1.5% +159 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 7,147 $3.55M 2.5% +92 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,146 $3.55M 2.14% +477 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 7,122 $3.54M 0.03% +761 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 7,119 $3.54M 2.31% +4 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 7,108 $3.54M 1.68% +20 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 7,090 $3.53M 1.83% +475 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,073 $3.52M 2.28% -64 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,263 $3.51M 1.77% 0 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 7,045 $3.5M 0.06% -234 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 7,041 $3.5M 2.71% -279 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 7,025 $3.49M 0.76% +532 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,018 $3.49M 2.81% +131 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 7,015 $3.49M 2.05% +11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 7,008 $3.49M 1.15% +808 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 6,997 $3.48M 0.2% +3,226 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 6,990 $3.48M 0.56% +1,748 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 6,985 $3.47M 1.77% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6,984 $3.47M 1.13% -26 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 6,640 $3.47M 1.96% +2,720 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 6,968 $3.47M 1.66% +359 13F-HR Timeline Otter Creek Advisors, LLC More: the full row for Otter Creek Advisors, LLC 6,966 $3.46M 2.6% -784 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,950 $3.46M 0.33% +392 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 6,945 $3.45M 1.96% -239 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 6,944 $3.45M 1.9% +670 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,944 $3.45M 0.72% +281 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,940 $3.45M 2.4% -156 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,912 $3.45M 1.24% -71 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 6,930 $3.45M 5.26% -2,111 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 6,911 $3.44M 1.21% +620 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 6,911 $3.44M 1.8% +380 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,911 $3.44M 1.73% -33 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 6,902 $3.43M 2.64% -95 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 6,901 $3.43M 2.01% 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 6,889 $3.43M 1.69% +166 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 6,889 $3.43M 1.75% +417 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,888 $3.43M 2.49% +771 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 6,861 $3.41M 2.21% -220 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,860 $3.41M 1.02% -2,499 13F-HR/A Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 6,852 $3.41M 2.42% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 6,838 $3.4M 1.91% -26 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,825 $3.39M 2.04% -731 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 6,821 $3.39M 1.49% -102 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,818 $3.39M 0.9% +169 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 6,813 $3.39M 0.8% -241 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,810 $3.39M 0.89% 0 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,800 $3.38M 2.37% +66 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 6,787 $3.38M 0.53% -14 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,785 $3.38M 1.79% -400 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 6,769 $3.37M 2.48% +7 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,766 $3.37M 1.29% +3 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 6,766 $3.37M 0.64% -25 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 6,762 $3.36M 0.55% +284 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 6,760 $3.36M 1.93% +51 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 6,750 $3.36M 0.01% +2,953 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 6,747 $3.36M 1.74% -37 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,814 $3.35M 2.68% +37 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 6,739 $3.35M 2.95% -254 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,734 $3.35M 2.77% 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,733 $3.35M 1.01% +878 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 6,727 $3.35M 0.55% +166 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 6,726 $3.35M 1.53% +737 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 6,724 $3.34M 2.16% +72 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 6,724 $3.34M 0.73% -37 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 6,723 $3.34M 2.28% +191 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 6,719 $3.34M 0.92% -100 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 6,714 $3.34M 0.77% +52 13F-HR Timeline RD Lewis Holdings, Inc. 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