Lane & Associates LLC More: the full row for Lane & Associates LLC 12,942 $1.4M 0.76% -213 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 12,913 $1.4M 1.05% -1,907 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 12,912 $1.4M 0.32% +6,414 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 12,895 $1.4M 0.15% -576 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 12,892 $1.4M 0.9% +120 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 12,856 $1.39M 1.27% +1,160 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 12,822 $1.39M 0.32% -2,384 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 12,821 $1.39M 0.26% +459 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,764 $1.38M 0.18% -1,584 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 12,760 $1.38M 1.69% -430 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,753 $1.38M 0.45% +6,437 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 12,713 $1.38M 1.56% -1,365 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 12,706 $1.38M 0.27% +975 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12,661 $1.37M 0.74% +383 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 12,649 $1.37M 0.55% -49 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 12,616 $1.37M 0.78% -7,139 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 12,617 $1.37M 0.44% -6 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 12,615 $1.37M 1.06% -244 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 12,600 $1.37M 1.28% +535 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 12,589 $1.36M 0.65% +94 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 12,588 $1.36M 0.54% +720 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 13,426 $1.36M 0.6% +2,588 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 12,545 $1.36M 0.85% +1,273 13F-HR Timeline Coordinated Financial Services, Inc./CO More: the full row for Coordinated Financial Services, Inc./CO 12,522 $1.36M 1.04% 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 12,521 $1.36M 0.05% -863 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 12,519 $1.36M 0.24% -2,103 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 12,503 $1.36M 0.93% +1,383 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12,500 $1.35M 0.1% +8,845 13F-HR Timeline Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 12,500 $1.35M 1.69% -46,368 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,485 $1.35M 0.55% +182 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 12,484 $1.35M 0.49% -8,287 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 12,466 $1.35M 0.94% +861 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 12,425 $1.35M 1.09% -238 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 12,417 $1.35M 1.08% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 12,415 $1.35M 0.4% -4 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 12,410 $1.34M 0.11% +6,828 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 12,405 $1.34M 0.9% -98 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 12,399 $1.34M 0.07% -104 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 12,385 $1.34M 0.4% -1,278 13F-HR/A Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 12,358 $1.34M 0.5% +1,105 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 12,359 $1.34M 5.43% +4,159 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 12,345 $1.34M 0.26% +965 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 12,332 $1.34M 0.73% -7,198 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 12,304 $1.33M 0.34% +155 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 12,300 $1.33M 0.61% -142 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 12,298 $1.33M 0.89% -92 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 12,287 $1.33M 0.21% +1,130 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 12,285 $1.33M 1.1% -565 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 12,282 $1.33M 0.36% +1,643 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 12,258 $1.33M 0.26% +245 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 12,256 $1.33M 0.52% +1,546 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 12,209 $1.32M 1.03% -37 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,198 $1.32M 1.17% -2,002 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,169 $1.32M 0.18% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 12,143 $1.32M 0.27% +1,956 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 12,140 $1.32M 1.2% +1,308 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 11,833 $1.31M 0.24% +4,758 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 12,106 $1.31M 0.54% -293 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 12,093 $1.31M 1.15% -266 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 12,089 $1.31M 0.45% +2,963 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 12,091 $1.31M 0.33% -2,814 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 12,077 $1.31M 0.38% +1,514 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 12,068 $1.31M 0.63% +1,549 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 11,780 $1.31M 1.18% +1,552 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 12,059 $1.31M 0.78% -609 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 12,040 $1.3M 0.61% -32,693 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11,989 $1.3M 0.3% -18 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 12,798 $1.3M 1.01% +75 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 11,973 $1.3M 0.26% +11,055 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 11,961 $1.3M 0.02% new 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 11,923 $1.29M 0.31% -257 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 11,919 $1.29M 0.21% -940 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 11,886 $1.29M 1.22% -13,907 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 11,871 $1.29M 0.78% +96 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 11,858 $1.29M 0.24% +362 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 11,836 $1.28M 0.76% +1,085 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 11,830 $1.28M 0.3% -303 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 11,823 $1.28M 0.79% +746 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 11,815 $1.28M 0.28% -6,012 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,810 $1.28M 0.62% +1,278 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 12,223 $1.28M 7.55% +1,223 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 11,800 $1.28M 0.97% -650 13F-HR Timeline TLWM More: the full row for TLWM 11,799 $1.28M 0.26% +1,356 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,790 $1.28M 0.72% +925 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 11,776 $1.28M 0.9% +3,274 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 13,168 $1.28M 0.68% +633 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 11,752 $1.27M 1.17% +32 13F-HR/A Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 11,703 $1.27M 0.07% -500 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 11,697 $1.27M 0.08% -104 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 11,644 $1.26M 0.63% +1,777 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,642 $1.26M 1.49% -3,283 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 11,625 $1.26M 1.08% +2,578 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 11,612 $1.26M 0.62% +818 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,568 $1.25M 0.13% -582 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 11,566 $1.25M 0.84% +591 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 6,720 $1.25M 0.63% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 11,562 $1.25M 0.5% +2,075 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,560 $1.25M 0.71% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11,560 $1.25M 0.76% -120 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 11,555 $1.25M 0.81% +1,803 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 11,365 $1.25M 0.46% -105 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,539 $1.25M 0.8% +1,361 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 11,500 $1.25M 0.57% -7,768 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 11,489 $1.25M 0.25% -5,860 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 11,480 $1.24M 0.77% +146 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 11,475 $1.24M 0.79% new 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 11,474 $1.24M 0.74% +250 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,469 $1.24M 0.34% -3,456 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 11,466 $1.24M 0.84% +2,536 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 11,464 $1.24M 0.16% -2,088 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,439 $1.24M 0.38% +2,222 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,435 $1.24M 0.23% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 11,427 $1.24M 0.52% +267 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 11,421 $1.24M 0.97% +619 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 10,344 $1.24M 0.63% +32 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 11,405 $1.24M 0.18% -8,595 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,396 $1.24M 1.29% +86 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 11,391 $1.23M 0.61% -966 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 11,390 $1.23M 4.17% -12,595 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 11,377 $1.23M 0.35% -50 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 11,352 $1.23M 1.86% +5 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 11,345 $1.23M 0.2% +1,103 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 11,335 $1.23M 0.97% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,333 $1.23M 0.13% -97 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,334 $1.23M 0.01% +81 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 11,324 $1.23M 0.31% +4,706 13F-HR/A Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,303 $1.23M 0.31% +2,913 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 11,300 $1.22M 0.24% +4,100 13F-HR/A Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 11,286 $1.22M 0.07% -1,434 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 11,258 $1.22M 0.34% +604 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 11,256 $1.22M 0.26% +1,948 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,246 $1.22M 0.34% -2,117 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 11,235 $1.22M 0.3% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 11,440 $1.22M 0.79% +571 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 11,220 $1.22M 0.1% +1,155 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,218 $1.22M 0.21% +194 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 11,204 $1.21M 0.12% +325 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 11,197 $1.21M 0.58% +4,421 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,196 $1.21M 0.24% +9,474 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 11,192 $1.21M 0.58% +1,185 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 11,081 $1.21M 0.58% +494 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 11,156 $1.21M 0.62% +356 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 11,147 $1.21M 0.47% -734 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 11,140 $1.21M 0.49% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 11,140 $1.21M 0.7% -500 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,132 $1.21M 0.48% +596 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 11,120 $1.21M 0.93% +57 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,118 $1.2M 0.3% -2,406 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,089 $1.2M 0.92% +219 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 11,082 $1.2M 0.98% +1,062 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 11,076 $1.2M 0.86% +7,341 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 11,029 $1.2M 0.34% new 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 11,022 $1.19M 1.09% +1,117 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 11,021 $1.19M 0.7% -21 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 11,012 $1.19M 1.01% +531 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 11,009 $1.19M 0.13% -1,014 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 11,006 $1.19M 0.55% +7,446 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 11,003 $1.19M 0.5% -1,023 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 11,000 $1.19M 0.58% +10,000 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 10,996 $1.19M 1.24% -1,895 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 10,994 $1.19M 0.37% +772 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 10,967 $1.19M 0.14% +354 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,965 $1.19M 0.73% -7,880 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 10,930 $1.18M 0.68% -921 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 10,912 $1.18M 1.41% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 10,907 $1.18M 0.47% -663 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 10,899 $1.18M 0.67% +1,549 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 10,896 $1.18M 0.13% +2,129 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,879 $1.18M 0.18% +8,261 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,868 $1.18M 0.16% +1,149 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 10,865 $1.18M 0.98% -1,195 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 12,144 $1.18M 1.29% -1,592 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 10,855 $1.18M 0.44% +1,555 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 10,844 $1.18M 0.32% -220 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 10,830 $1.17M 0.82% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 10,807 $1.17M 0.63% -200 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 10,798 $1.17M 0.66% -152 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 10,773 $1.17M 0.1% -769 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 10,763 $1.17M 0.48% -67 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 10,760 $1.17M 0.77% +9,890 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 10,759 $1.17M 1.04% +4,971 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 10,737 $1.16M 0.39% +116 13F-HR Timeline Peak Retirement Planning, Inc. 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More: the full row for Tarbox Family Office, Inc. 10,642 $1.15M 0.19% -427 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 10,639 $1.15M 0.45% +807 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 10,625 $1.15M 0.34% +410 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 10,550 $1.14M 0.47% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 10,547 $1.14M 0.46% +2,680 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 8,507 $1.14M 0.14% +37 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 10,537 $1.14M 0.46% -115 13F-HR Timeline Vermillion Wealth Management, Inc. 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