Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,469 $2.85M 0.45% +160 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,467 $2.85M 1.08% -805 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 2,465 $2.85M 1.13% -2,044 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,458 $2.84M 0.09% -10,011 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,454 $2.83M 0.03% +365 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,451 $2.83M 0.15% -953 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,441 $2.82M 0.96% -95 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,437 $2.81M 1.45% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,434 $2.81M 0.31% -1,057 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,434 $2.81M 0.35% +77 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,431 $2.81M 0.9% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,420 $2.79M 0.01% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 2,414 $2.79M 0.17% -877 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,414 $2.79M 0.98% +1,634 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,403 $2.77M 0.29% -183 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,402 $2.77M 0.48% +224 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,399 $2.77M 0.37% +96 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,397 $2.77M 0.21% +522 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 2,395 $2.76M 2.48% -3,666 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,388 $2.76M 0.1% +563 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,386 $2.75M 0.99% -1,229 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,318 $2.75M 0.16% +425 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 2,365 $2.73M 1.94% -835 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,361 $2.73M 0.44% -36 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 2,379 $2.72M 2.27% new 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 2,350 $2.71M 1.12% -420 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,332 $2.69M 0.08% +40 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 2,325 $2.68M 0.29% new 13F-HR Timeline N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 2,324 $2.68M 1.16% 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,319 $2.68M 0.21% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,319 $2.68M 0.81% +24 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,308 $2.66M 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,305 $2.66M 1.09% +1,004 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,293 $2.65M 0.49% +1,086 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 2,287 $2.64M 0.4% -1,019 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,285 $2.64M 0.38% -415 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,285 $2.64M 1.56% -766 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,274 $2.62M 1.52% +79 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,272 $2.62M 0.44% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,269 $2.62M 0.15% +14 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,269 $2.62M 0.1% -265 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 2,262 $2.61M 0.73% -22 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,261 $2.61M 0.16% -2,954 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,259 $2.61M 0.5% new 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,257 $2.61M 1.22% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,257 $2.6M 0.8% -2,365 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,257 $2.6M 0.26% +4 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 2,256 $2.6M 0.26% +552 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,254 $2.6M 0.19% +286 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,251 $2.6M 0.23% -1,239 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,244 $2.59M 0.92% +325 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,240 $2.59M 0.49% +407 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,237 $2.58M 0.94% +120 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,227 $2.57M 0.11% +836 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 2,226 $2.57M 0.64% +613 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 2,225 $2.57M 0.28% -1,875 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 2,223 $2.57M 0.03% -2,674 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,222 $2.56M 0.5% -88 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,219 $2.56M 0.41% -239 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,219 $2.56M 0.47% +59 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,218 $2.56M 2.36% +84 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 2,217 $2.56M 1.88% -3,094 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 2,214 $2.56M 0.29% +1,090 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,213 $2.55M 0.44% -63 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,212 $2.55M 1.13% -2,362 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,209 $2.55M 0.3% -267 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 2,209 $2.55M 1.09% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,206 $2.55M 1.42% -1,143 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,200 $2.54M 1.44% -469 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 2,197 $2.54M 1.06% -431 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,194 $2.53M 0.16% +445 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,193 $2.53M 0.65% -142 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,192 $2.53M 1.7% -273 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,191 $2.53M 0.48% +56 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,190 $2.53M 0.2% +441 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,188 $2.53M 0.79% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,188 $2.53M 0.14% +49 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,181 $2.52M 0.38% -125 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,176 $2.51M 0.46% -200 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,175 $2.51M 0.02% -24 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,675 $2.51M 0.04% +230 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,172 $2.51M 0.64% -226 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,171 $2.51M 0.33% -498 13F-HR/A Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,165 $2.5M 0.37% -24 13F-HR Timeline Ruane, Cunniff & Goldfarb L.P. More: the full row for Ruane, Cunniff & Goldfarb L.P. 2,162 $2.5M 0.04% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,157 $2.49M 0.6% -16 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,152 $2.48M 1.54% -494 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,646 $2.48M 0.06% -410 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,514 $2.48M 0.23% +1 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,136 $2.47M 0.89% +128 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,135 $2.46M 0.4% -902 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,135 $2.46M 0.05% +82 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,129 $2.46M 1.14% +1,162 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 2,124 $2.45M 0.24% +123 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 2,118 $2.44M 0.82% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2,116 $2.44M 0.08% +1,540 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,116 $2.44M 0.81% -4,647 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 2,110 $2.44M 0.46% +60 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,101 $2.43M 0.03% +35 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,101 $2.42M 1.2% -611 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 2,100 $2.42M 1.77% new 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,097 $2.42M 0.21% +195 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,095 $2.42M 0.42% -1,205 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 2,086 $2.41M 1.23% -399 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,087 $2.41M 1.58% -469 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,086 $2.41M 0.2% -41 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 2,086 $2.41M 0.31% +126 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 2,081 $2.4M 1.28% +565 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 2,080 $2.4M 3.23% +180 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,916 $2.4M 1.57% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,057 $2.37M 0.06% +125 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,056 $2.37M 0.67% +270 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,053 $2.37M 0.75% -368 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,053 $2.37M 0.6% -386 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,053 $2.37M 0.75% -14,497 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,051 $2.37M 0.49% +638 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 2,048 $2.36M 0.2% -3,055 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 2,048 $2.36M 0.21% +185 13F-HR Timeline United Bank More: the full row for United Bank 2,040 $2.35M 0.72% +126 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,039 $2.35M 0.23% -425 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 2,039 $2.35M 0.31% -88 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,401 $2.35M 0.84% +487 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,037 $2.35M 0.51% -559 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,410 $2.35M 0.03% +632 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,033 $2.35M 0.87% +1,381 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 2,652 $2.35M 0.76% +2,054 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 2,032 $2.35M 0.52% +512 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 2,031 $2.34M 0.16% +710 13F-HR Timeline Group Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,030 $2.34M 1.52% -407 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,025 $2.34M 0.48% -290 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 2,020 $2.33M 1.42% -476 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 2,017 $2.33M 1.27% -2,852 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,010 $2.32M 0.13% -1,236 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,006 $2.32M 0.16% -86 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,006 $2.32M 0.36% +208 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 2,000 $2.31M 9.16% -8,000 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 2,000 $2.31M 1.01% -2,500 13F-HR Timeline Twin Peaks Capital Ltd More: the full row for Twin Peaks Capital Ltd 2,000 $2.31M 1.59% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1,999 $2.31M 0.8% +344 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,998 $2.31M 0.19% +65 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,997 $2.31M 0.16% +586 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 1,996 $2.3M 1.53% -24 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 1,995 $2.3M 0.45% +479 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,994 $2.3M 0.3% -1,637 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,994 $2.3M 0.7% -1,470 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,989 $2.3M 0.09% -235 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,985 $2.29M 0.03% +224 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,984 $2.29M 0.06% +680 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,981 $2.29M 0.46% +501 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,979 $2.28M 0.16% +701 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,979 $2.28M 0.7% +380 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,974 $2.28M 0.2% +254 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,973 $2.28M 1.21% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,966 $2.27M 0.21% +365 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,962 $2.26M 0.43% +28 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 1,962 $2.26M 0.06% -40 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,946 $2.25M 0.41% +100 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,945 $2.25M 0.28% -1,313 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 1,944 $2.24M 1% -817 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 1,943 $2.24M 0.48% -28 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 1,942 $2.24M 0.16% -1,585 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,390 $2.24M 0.53% +1,515 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,934 $2.23M 4.31% +185 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 2,381 $2.22M 0.8% -932 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 1,918 $2.21M 2.08% -851 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,917 $2.21M 0.14% -1,799 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,914 $2.21M 0.2% +14 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,911 $2.21M 0.82% +449 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,910 $2.2M 0.4% -5 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,904 $2.2M 0.68% -95 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,904 $2.2M 0.6% +288 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,902 $2.2M 0.79% -206 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 1,901 $2.19M 0.52% new 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,900 $2.19M 1.91% -700 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 1,900 $2.19M +348 Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,898 $2.19M 0.33% -960 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,896 $2.19M 1% new 13F-HR Timeline Arrow Capital Management, LLC in group Arrow Capital Management, LLC More: the full row for Arrow Capital Management, LLC 1,891 $2.18M 1.21% new 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,889 $2.18M 0.12% -14 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 1,888 $2.18M 2.17% 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,887 $2.18M 0.14% +103 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 1,886 $2.18M 0.37% -1,697 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,327 $2.17M 0.18% -15,795 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,878 $2.17M 1% -834 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,875 $2.16M 0.18% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,872 $2.16M 1.17% +52 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,997 $2.16M 0.25% +117 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,870 $2.16M 0.52% +238 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,864 $2.15M 0.29% -1,805 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,861 $2.15M 0.44% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,078 $2.15M 0.45% -3 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,855 $2.14M 0.16% -100 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,855 $2.14M 1.17% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,852 $2.14M 0.11% +525 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 1,851 $2.14M 0.86% -883 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,849 $2.13M 0.35% +637 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,848 $2.13M 0.14% -576 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 1,846 $2.13M 3.04% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,838 $2.12M 0.14% +482 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,838 $2.12M 0.26% new 13F-HR Timeline