Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,353 $1.47M 0.62% -489 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,349 $1.47M 0.02% -165 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,346 $1.47M 0.11% +627 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,887 $1.47M 0.09% +473 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,342 $1.47M 0.19% -1,260 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,331 $1.46M 0.08% +1,062 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,333 $1.46M 0.18% -304 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,332 $1.46M 0.35% +320 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 4,330 $1.46M 0.38% -140 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,309 $1.46M 0.09% +773 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,303 $1.45M 0.14% +494 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4,302 $1.45M 0.29% -13 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 4,300 $1.45M 0.3% +3,800 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,296 $1.45M 0.19% +290 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 4,291 $1.45M 2.98% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,276 $1.44M 0.26% -863 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,259 $1.44M 0.5% +239 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,255 $1.44M 0.28% -4,402 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,236 $1.43M 0.68% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,232 $1.43M 0.01% +189 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,220 $1.43M 0.23% +2,400 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,212 $1.42M 0.04% +2,506 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,210 $1.42M 0.46% -853 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,200 $1.42M 0.44% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,189 $1.42M 0.46% +53 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 4,176 $1.41M 0.33% -517 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,176 $1.41M 0.09% -1,276 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,373 $1.41M 0.08% +577 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,153 $1.4M 0.04% -58 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 4,147 $1.4M 0.12% +32 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 4,124 $1.39M 0.32% +635 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,118 $1.39M 0.06% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,104 $1.39M 0.14% -200 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,100 $1.39M 0.34% new 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 4,100 $1.39M 0.35% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,098 $1.38M 0.2% +672 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,093 $1.38M 0.17% +650 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,079 $1.38M 0.26% -3,338 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,064 $1.37M 0.12% +1,112 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 4,050 $1.37M 0.37% +125 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,035 $1.36M 0.53% -614 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,031 $1.36M 0.37% -1,093 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,030 $1.36M 0.21% -4,450 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,028 $1.36M 0.1% +2,475 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 4,022 $1.36M 0.13% -88 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,018 $1.36M 0.14% +256 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,017 $1.36M 0.62% 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,006 $1.35M 0.26% -120 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,000 $1.35M 0.22% +1,000 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 4,000 $1.35M 0.32% new 13F-HR Timeline Andar Capital Management HK Ltd More: the full row for Andar Capital Management HK Ltd 4,000 $1.35M 1.16% new 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 4,000 $1.35M 0.83% new 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 4,000 $1.35M 1.21% new 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 4,000 $1.35M 0.18% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,996 $1.35M 0.74% -834 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,986 $1.35M 0.09% -1,245 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,977 $1.34M 0.39% +498 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,977 $1.34M 0.45% -12 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,971 $1.34M 0.29% +3,103 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 3,953 $1.34M 0.37% +25 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 3,949 $1.33M 0.47% -1,437 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,941 $1.33M 0.15% +576 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 3,934 $1.33M 1.37% +359 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,921 $1.32M 0.37% +790 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,887 $1.31M 0.07% +586 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,883 $1.31M 0.14% +640 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,881 $1.31M 0.4% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,864 $1.31M <0.01% +2,958 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,854 $1.3M 0.49% +2,102 13F-HR/A Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 3,841 $1.3M 1.46% -2,945 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 3,833 $1.29M 0.42% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,830 $1.29M 0.49% -150 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,056 $1.29M 0.04% +306 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,800 $1.28M 0.34% +1,892 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 3,800 $1.28M 0.33% 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 3,800 $1.28M 0.35% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,800 $1.28M 0.69% -3,758 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,795 $1.28M 0.16% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,788 $1.28M 0.28% +700 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,782 $1.28M 0.16% -79 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,781 $1.28M 0.02% +1,006 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,780 $1.28M 0.46% -1,645 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 1,956 $1.26M 0.8% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,733 $1.26M 0.06% +432 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,728 $1.26M 0.1% +60 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,728 $1.26M 0.14% +179 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,724 $1.26M 0.29% -193 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,716 $1.26M 0.08% +464 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,712 $1.25M 0.14% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,701 $1.25M 0.56% +1,704 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,699 $1.25M 0.07% -2,416 13F-HR Timeline Group MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 3,700 $1.25M 0.97% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,696 $1.25M 0.04% +99 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,671 $1.24M 0.25% -692 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,669 $1.24M 0.18% -2,059 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,663 $1.24M 0.14% +1,599 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,662 $1.24M 0.33% -136 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,659 $1.24M 0.13% +368 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 3,658 $1.24M 0.14% -836 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,655 $1.23M 0.02% -179 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,654 $1.23M 0.09% +385 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3,650 $1.23M 0.7% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,646 $1.23M 0.08% +1,510 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,646 $1.23M 0.26% +210 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 3,635 $1.23M 0.59% +2,885 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,631 $1.23M 0.18% +2,283 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,615 $1.22M 0.5% -262 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 3,610 $1.22M 0.16% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 3,601 $1.22M 0.01% +116 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,602 $1.22M 0.14% -871 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,600 $1.22M 0.46% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 3,588 $1.21M 0.51% new 13F-HR Timeline Anatole Investment Management Ltd More: the full row for Anatole Investment Management Ltd 3,583 $1.21M 0.17% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,580 $1.21M 0.05% -77 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,576 $1.21M 0.2% +72 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,576 $1.21M 0.96% -6,195 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,572 $1.21M 0.26% -16 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,562 $1.2M 0.02% +464 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,559 $1.2M 0.07% -49,284 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,556 $1.2M 0.27% -2,522 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,546 $1.2M 0.03% +250 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 3,542 $1.2M 0.39% -1,862 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,532 $1.19M 0.01% -815 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,529 $1.19M 0.25% +152 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 3,528 $1.19M 0.46% -2,820 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,528 $1.19M 0.11% -670 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,527 $1.19M 0.09% -5,618 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,519 $1.19M 0.67% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,510 $1.19M 0.86% +910 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,510 $1.19M 0.15% +10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,508 $1.19M 0.05% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,500 $1.18M 0.36% +1,600 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,500 $1.18M 0.29% new 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,498 $1.18M 0.06% +1,462 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,491 $1.18M 0.15% +358 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,490 $1.18M 0.12% +188 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 3,484 $1.18M 0.25% +547 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,468 $1.17M 0.1% +56 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,464 $1.17M 0.57% -1,939 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,457 $1.17M 0.18% -876 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 3,454 $1.17M 0.74% -3,751 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 3,453 $1.17M 0.09% -5,002 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,452 $1.17M -1,051 Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,446 $1.16M 0.36% +662 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,441 $1.16M 0.79% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,421 $1.16M 0.16% +143 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,420 $1.16M 0.18% -802 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,407 $1.15M 0.1% +872 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,404 $1.15M 0.07% -12,358 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,401 $1.15M 0.89% -366 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 3,397 $1.15M 0.2% +145 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 3,374 $1.14M 0.41% +135 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,365 $1.14M 0.51% +314 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,359 $1.13M 0.27% +26 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,358 $1.13M 0.07% +628 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 3,349 $1.13M 0.7% -251 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,085 $1.13M 0.73% -82 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 3,347 $1.13M <0.01% -3,004 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,346 $1.13M 0.02% -2,524 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 3,335 $1.13M 0.21% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,333 $1.13M 0.3% +2,734 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 3,332 $1.13M 0.22% +200 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,319 $1.12M 0.12% -26 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,306 $1.12M 0.19% new 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 1,937 $1.12M 0.22% -330 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,300 $1.11M 0.22% +1,411 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 3,295 $1.11M 0.04% -9 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 2,445 $1.11M 0.02% +595 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 3,292 $1.11M 0.3% -12,049 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3,291 $1.11M 0.08% +160 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,280 $1.11M 0.15% +765 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,277 $1.11M 0.6% +36 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,272 $1.11M 0.56% +11 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,263 $1.1M 0.42% -2,959 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,263 $1.1M 0.08% +767 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,258 $1.1M 0.16% -416 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,253 $1.1M 0.4% +1,988 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,246 $1.1M 0.07% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,242 $1.1M 0.57% -271 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,236 $1.09M 0.16% +439 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,234 $1.09M 0.58% -230 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 3,229 $1.09M 0.26% +2,323 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 3,227 $1.09M 0.6% new 13F-HR Timeline Avantra Family Wealth, Inc. 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