WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 12,183 $2.27M 0.44% +2,005 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 12,181 $2.27M 0.04% +5,310 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 12,159 $2.27M 1.84% 13F-HR Timeline Cannon Capital Management, Inc. More: the full row for Cannon Capital Management, Inc. 12,158 $2.27M 1.99% 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 12,132 $2.26M 0.19% -1,070 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 12,123 $2.26M 1.67% -689 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 12,110 $2.26M 2.57% -6,100 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 12,100 $2.26M 0.61% 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 12,080 $2.25M 1.29% +847 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 12,050 $2.25M 1.53% 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 12,032 $2.24M 0.59% +387 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 12,028 $2.24M 0.05% +866 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 12,023 $2.24M 0.4% -276 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 12,020 $2.24M 0.94% +380 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 12,018 $2.24M 0.58% +234 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 12,016 $2.24M 3.59% 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 11,992 $2.24M 0.49% 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 11,983 $2.23M 0.67% +1,693 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,908 $2.23M 0.85% +9,863 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 11,968 $2.23M 1.12% +4,373 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 11,967 $2.23M 1.09% +3,631 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 11,965 $2.23M 1.78% +3,230 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11,947 $2.23M 0.97% +123 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 11,946 $2.23M 0.53% -2,833 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11,912 $2.22M 0.63% -93 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 11,909 $2.22M 1.04% -473 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 11,906 $2.22M 1.07% +527 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,897 $2.22M 0.35% +97 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,895 $2.22M 0.55% -7,805 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 11,881 $2.22M 1.18% -19 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,871 $2.21M 0.58% -1,580 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 11,869 $2.21M 1.52% -1,674 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 11,868 $2.21M 1.34% +155 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 11,867 $2.21M 1.28% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 11,807 $2.21M 0.33% +6,752 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 11,854 $2.21M 0.7% +561 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,850 $2.21M 1.42% +321 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 11,680 $2.21M 1.66% +114 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 11,837 $2.21M 1.4% 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 11,834 $2.21M 1.63% -481 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 11,833 $2.21M 1.51% 0 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 11,814 $2.2M 0.49% +426 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 11,800 $2.2M 0.34% +10,000 13F-HR Timeline Markin Asset Management, LP group of 2 filers holding More: the full row for Markin Asset Management, LP 11,756 $2.19M new Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 11,747 $2.19M 0.57% -103 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 11,745 $2.19M 0.88% -2 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 11,714 $2.18M 1.15% +3,113 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 12,534 $2.18M 0.46% -531 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 11,702 $2.18M 1.42% -322 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,700 $2.18M 1.73% +1,110 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 11,692 $2.18M 1.87% 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 11,690 $2.18M 1.39% -310 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,689 $2.18M 0.34% -83 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 11,618 $2.17M 0.88% -116 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11,603 $2.16M 1.79% +4,530 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 11,602 $2.16M 0.6% -2,125 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 11,596 $2.16M 0.36% +75 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 11,582 $2.16M 1.21% -737 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,579 $2.16M 0.52% +96 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 11,565 $2.16M 0.45% +181 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 11,546 $2.15M 0.92% +842 13F-HR Timeline PMG Family Office LLC More: the full row for PMG Family Office LLC 11,525 $2.15M 2.48% 0 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 11,510 $2.15M 0.98% +651 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 11,509 $2.15M 2.17% -110 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 11,484 $2.14M 1.32% -93 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,476 $2.14M 0.01% +424 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,473 $2.14M 0.75% -128 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 11,464 $2.14M 0.6% -8,201 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,464 $2.14M 1.76% -490 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 5,733 $2.14M 0.9% -914 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 11,457 $2.14M 6.88% 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 11,450 $2.14M 0.61% +40 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 11,446 $2.13M 0.48% +4,275 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 11,419 $2.13M 1.66% -90 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 11,405 $2.13M 2.1% 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,404 $2.13M 0.58% 0 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 11,396 $2.13M 1.89% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 11,384 $2.12M 1.01% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 11,383 $2.12M 0.4% +1,495 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 11,380 $2.12M 0.69% -815 13F-HR Timeline Trust Co More: the full row for Trust Co 11,368 $2.12M 0.2% +4,209 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 11,367 $2.12M 2.62% -20,537 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 11,362 $2.12M 1.01% -142 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 11,357 $2.12M 1.2% +2,349 13F-HR Timeline RESTON WEALTH MANAGEMENT LLC More: the full row for RESTON WEALTH MANAGEMENT LLC 11,350 $2.12M 0.65% +3,924 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 11,345 $2.12M 1.15% -464 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 11,330 $2.11M 1.08% +8,417 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 11,320 $2.11M 3.98% -20 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 11,294 $2.11M 0.5% +173 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,292 $2.11M 1.79% +114 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 11,289 $2.11M 1.31% -2,245 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 11,275 $2.1M 1.34% +2,720 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 11,273 $2.1M 1.02% -1,011 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 11,270 $2.1M 1.63% -10,000 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 11,236 $2.1M 1% -1,314 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 11,235 $2.1M 0.43% 0 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 11,228 $2.09M 0.79% -1 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 11,221 $2.09M 1.3% +157 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 11,203 $2.09M 0.93% +1,332 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 11,188 $2.09M 1.14% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,182 $2.09M 0.86% -19 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 11,176 $2.08M 0.95% +680 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 11,173 $2.08M 0.92% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 11,171 $2.08M 1.08% +671 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 11,169 $2.08M 2.4% +95 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 11,156 $2.08M 0.25% +1,531 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 11,184 $2.08M 1.29% +255 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 11,142 $2.08M 0.77% 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 11,127 $2.08M 1.04% 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 11,023 $2.07M 1.1% +204 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 11,068 $2.06M 0.61% -171 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 11,068 $2.06M 1.38% -48 13F-HR/A Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,044 $2.06M 0.81% -532 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 10,981 $2.05M 0.5% -115 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 10,977 $2.05M 0.53% -2,074 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 10,971 $2.05M 1.25% -1,216 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 11,886 $2.04M 1.26% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10,952 $2.04M 1.02% -457 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 10,935 $2.04M 0.79% +135 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 10,912 $2.04M 0.03% -1,315 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 10,902 $2.03M 1.23% +82 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10,890 $2.03M 0.43% -508 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 10,887 $2.03M 0.91% -1,250 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 10,809 $2.03M 0.33% -564 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,868 $2.03M 0.61% +5,409 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 10,861 $2.03M 1.21% 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 10,843 $2.02M 1.17% -1,230 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 10,841 $2.02M 2.02% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 10,827 $2.02M 0.76% +741 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 10,827 $2.02M 1.19% +162 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 10,825 $2.02M 0.31% +224 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 10,819 $2.02M 0.81% +192 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 10,810 $2.02M 0.52% +505 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 10,806 $2.02M 0.61% -1,519 13F-HR Timeline truNorth Financial Services, Inc. More: the full row for truNorth Financial Services, Inc. 10,799 $2.01M 2.18% 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 10,793 $2.01M 0.23% -716 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 10,765 $2.01M 1.04% +224 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 10,764 $2.01M 2.3% +111 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 10,753 $2.01M 1.1% +2,519 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 10,739 $2M 0.15% +314 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 10,727 $2M 0.27% +8 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 10,726 $2M 1.54% 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,717 $2M 0.51% -52 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 10,710 $2M 1.14% -2,025 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 10,710 $2M 1.33% -1,365 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 10,705 $2M 0.87% +840 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 10,697 $1.99M 1.67% 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 10,692 $1.99M 0.27% +137 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 10,683 $1.99M 1.58% 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 10,674 $1.99M 0.4% +84 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 10,656 $1.99M 0.24% +98 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 10,627 $1.98M 0.84% +928 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10,615 $1.98M 0.3% +488 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 10,614 $1.98M 0.65% -859 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,586 $1.97M 0.11% +1,916 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 10,584 $1.97M 0.65% -561 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 10,571 $1.97M 1.44% -2,899 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 10,563 $1.97M 1.15% -658 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 10,559 $1.97M 0.51% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 10,558 $1.97M 0.3% +508 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 10,539 $1.97M 0.28% -1,102 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,533 $1.96M 0.45% +253 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 10,528 $1.96M 0.99% +267 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,507 $1.96M 1.27% -680 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,507 $1.96M 0.41% +179 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 10,495 $1.96M 0.5% +206 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 10,487 $1.96M 0.16% +443 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 10,462 $1.95M 0.69% -1,946 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 10,451 $1.95M 1.42% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 10,486 $1.95M 1.1% +1,144 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 10,429 $1.95M 1.33% +566 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 10,421 $1.94M 0.95% +3,723 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 10,398 $1.94M 1.12% +286 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 10,390 $1.94M 1.29% 0 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 10,330 $1.94M 0.58% -1,941 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 10,378 $1.94M 0.81% -240 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 10,359 $1.93M 1.3% +8,459 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 10,345 $1.93M 0.87% -341 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 10,341 $1.93M 1.66% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 10,332 $1.93M 0.66% -300 13F-HR Timeline Financial Management, Inc. 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