Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,853 $1.73M 1.15% +529 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,847 $1.72M 0.33% +408 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 1,847 $1.72M 0.92% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,842 $1.72M 0.04% +962 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,841 $1.72M 0.08% +45 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,839 $1.71M 0.1% -234 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,830 $1.71M 0.13% +137 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,751 $1.7M 0.1% -40 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,824 $1.7M 0.11% +118 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,824 $1.7M 0.35% +195 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,816 $1.69M 0.82% +110 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 1,812 $1.69M 1.09% +418 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 1,809 $1.69M 1.94% -1,940 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,806 $1.68M +271 Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 1,806 $1.68M 0.36% +1,271 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,803 $1.68M 0.89% +53 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,803 $1.68M 0.14% +47 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,783 $1.66M 0.17% +377 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,782 $1.66M 0.2% +152 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,782 $1.66M 0.46% -233 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,775 $1.66M 0.27% -78 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,773 $1.65M 0.45% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,770 $1.65M 0.14% -1,244 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,769 $1.65M 0.03% +100 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,758 $1.64M 0.88% -380 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,756 $1.64M 0.07% +248 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,756 $1.64M 0.13% +96 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,752 $1.63M 1.38% +112 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,748 $1.63M 0.21% -1,059 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,748 $1.63M 0.16% -25 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,744 $1.63M 0.89% -1,350 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,744 $1.63M 0.01% -1,774 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,743 $1.63M 0.91% +242 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 1,769 $1.62M 0.32% -1 13F-HR Timeline Connective Capital Management, LLC More: the full row for Connective Capital Management, LLC 1,731 $1.61M 1.49% new 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,729 $1.61M 0.01% +1,057 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,727 $1.61M 0.07% -39 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,726 $1.61M 0.56% -46 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,720 $1.6M 0.23% +325 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,716 $1.6M 0.8% -48 13F-HR/A Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,710 $1.59M 0.41% -4 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 1,707 $1.59M 0.09% -218 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,707 $1.59M 0.21% -206 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 16,683 $1.59M 0.33% +15,096 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,706 $1.59M 0.14% +347 13F-HR/A Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,700 $1.58M 0.21% new 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 1,691 $1.58M 3.96% +1,279 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,556 $1.58M 0.09% +274 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 1,690 $1.58M 1.49% +120 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,686 $1.57M 0.02% new 13F-HR/A Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,683 $1.57M 0.29% +79 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,674 $1.56M 0.04% -227 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,668 $1.56M 0.27% +32 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,666 $1.55M 0.84% +3 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,666 $1.55M 0.45% -14 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,662 $1.55M 0.3% +8 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,660 $1.55M 0.49% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,659 $1.55M 0.07% +54 13F-HR/A Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,658 $1.55M 0.12% +7 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,654 $1.54M 0.09% -189 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 1,651 $1.54M 0.42% +183 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,648 $1.54M 0.14% -44 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,645 $1.53M 0.15% +40 13F-HR/A Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,632 $1.52M 0.61% +54 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,626 $1.52M 0.76% +515 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,624 $1.51M 0.08% -124 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,624 $1.51M 0.03% +82 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,623 $1.51M 0.07% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,623 $1.51M 0.2% +113 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,621 $1.51M 0.02% +1,617 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,618 $1.51M 0.19% -8 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,617 $1.51M 0.08% +115 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,613 $1.5M 0.13% +16 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,613 $1.5M 0.09% -30 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,612 $1.5M 0.19% +54 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 1,611 $1.5M 1.45% +10 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,610 $1.5M 0.01% 0 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 1,607 $1.5M 0.38% -122 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,595 $1.49M 0.36% -497 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,619 $1.49M 0.28% +71 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,594 $1.49M 0.45% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,593 $1.49M 0.41% -204 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,591 $1.48M 0.61% +138 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,585 $1.48M 0.17% -211 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,579 $1.47M 0.18% +15 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,576 $1.47M 0.04% -107 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,575 $1.47M 0.84% -3,081 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,574 $1.47M 0.01% +40 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 1,574 $1.47M 0.69% -200 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,569 $1.46M 1.02% -478 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,566 $1.46M 0.21% +1,317 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,564 $1.46M 0.68% +446 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,564 $1.46M 0.74% -5 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,551 $1.45M 0.41% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,550 $1.45M 0.15% +448 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,550 $1.45M 0.13% +341 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 1,548 $1.44M 0.62% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,550 $1.44M 0.36% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,547 $1.44M 0.32% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,546 $1.44M 0.06% +288 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,540 $1.44M 0.62% -27 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 1,538 $1.43M 0.65% -295 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,538 $1.43M 0.2% -206 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,532 $1.43M 1.41% -1,385 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 1,530 $1.43M 0.09% -601 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,530 $1.43M 0.05% +34 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,529 $1.43M 0.72% +47 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,528 $1.42M 0.33% +14 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,528 $1.42M 0.63% +518 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,521 $1.42M 0.05% +140 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,521 $1.42M 0.4% -2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,513 $1.41M 0.05% +195 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 1,512 $1.41M 0.67% -40 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 1,510 $1.41M +370 Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,509 $1.41M 0.54% +328 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 1,504 $1.4M 0.29% -5 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 1,503 $1.4M 0.75% -85 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,502 $1.4M 0.43% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,500 $1.4M 0.4% +20 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,500 $1.4M 0.28% +350 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 1,489 $1.39M 0.1% +67 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,487 $1.39M 0.31% -1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1,485 $1.38M 0.27% +1,481 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,480 $1.38M 0.26% +40 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,477 $1.38M 0.1% -85 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,474 $1.37M 0.21% +116 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 1,150 $1.37M 0.83% +50 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,467 $1.37M 0.19% +29 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,464 $1.37M 0.17% +160 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,462 $1.36M 0.03% -239 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,457 $1.36M 0.5% -738 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,457 $1.36M <0.01% +19 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 1,455 $1.36M 0.27% +220 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,452 $1.35M 0.51% +156 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,450 $1.35M 0.07% +1,177 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,446 $1.35M 0.38% +10 13F-HR/A Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,446 $1.35M 0.14% +274 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,446 $1.35M 0.59% -7 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,445 $1.35M 0.87% +4 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,444 $1.35M 0.7% +138 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,444 $1.35M 0.16% -16 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,441 $1.34M 0.05% -132 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,279 $1.34M 0.01% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,435 $1.34M 0.7% 0 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 1,423 $1.33M 0.84% -26 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,422 $1.33M 0.47% +72 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,422 $1.33M 0.55% +77 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,487 $1.33M 0.92% +26 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,421 $1.33M 0.25% +13 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,422 $1.32M 0.03% -178 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,416 $1.32M 2.62% +47 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,519 $1.32M 0.03% +239 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,414 $1.32M 0.96% -48 13F-HR/A Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,162 $1.32M 0.03% -58 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,391 $1.32M 0.05% +320 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 1,407 $1.31M 1.25% -231 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,405 $1.31M 0.49% +43 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,157 $1.31M 0.13% -170 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,402 $1.31M 0.29% +430 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,401 $1.31M 0.34% +841 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,400 $1.31M 0.18% +40 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,399 $1.3M 0.84% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,396 $1.3M 0.84% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,393 $1.3M 0.32% +6 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,392 $1.3M 0.11% -16 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 1,387 $1.29M 0.5% -20 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 1,384 $1.29M +437 Timeline SWS Partners More: the full row for SWS Partners 1,382 $1.29M 0.42% +55 13F-HR/A Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 1,380 $1.29M 0.55% -3 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,379 $1.29M 1.16% +19 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 1,378 $1.29M 0.39% +93 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,375 $1.28M 0.04% +383 13F-HR/A Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,370 $1.28M 0.38% +306 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,361 $1.27M 0.95% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,366 $1.27M 0.71% +20 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,113 $1.26M 0.25% +139 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,352 $1.26M 0.21% -146 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,352 $1.26M 0.46% +23 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. 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