Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 15,325 $3.64M 1.99% +1,102 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15,201 $3.61M 0.08% -281 13F-HR Timeline LEGACY CAPITAL WEALTH MANAGEMENT, LLC More: the full row for LEGACY CAPITAL WEALTH MANAGEMENT, LLC 15,127 $3.59M 2.1% -419 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,094 $3.59M 0.01% -2,186 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,060 $3.58M 0.04% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,102 $3.57M +4,564 Timeline PFG Advisors More: the full row for PFG Advisors 14,992 $3.56M 0.17% +2,785 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 14,802 $3.52M 0.64% -22,904 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 14,718 $3.5M 3.16% +577 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,692 $3.49M 0.04% +2,435 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,590 $3.47M 0.02% +3,019 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 14,092 $3.45M 6.02% +7,135 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 14,409 $3.42M 1.28% -10,478 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 14,293 $3.4M 2.87% -10 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,180 $3.37M 0.02% new 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 14,138 $3.36M 0.51% +246 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,970 $3.32M 0.09% +2,479 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 13,878 $3.3M 1.08% -848 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 13,797 $3.28M 1.24% -83 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,757 $3.27M 0.48% -4,427 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 13,751 $3.27M 5.89% +1,173 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 13,729 $3.26M 0.68% -14,557 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 13,705 $3.26M 0.36% +719 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,635 $3.24M 0.07% +6,303 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 13,600 $3.23M 0.43% -18,830 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 13,571 $3.23M 1.79% +343 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 13,279 $3.22M 0.35% -16,323 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 13,477 $3.2M 3.27% -425 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 13,444 $3.2M +2,099 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,404 $3.19M +13,215 Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 13,401 $3.18M 0.5% +29 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,350 $3.17M 0.01% +7,350 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 13,258 $3.15M 2.3% +5,828 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 13,211 $3.14M 0.27% +1,334 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,204 $3.14M 0.66% +1,040 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13,101 $3.11M 0.34% +12,283 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,211 $3.09M 0.06% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,555 $3.09M 0.21% -340 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 12,166 $3.08M 1.3% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,851 $3.05M 0.06% +977 13F-HR Timeline Group Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,580 $3.05M 0.69% -142 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 12,819 $3.05M 0.66% +4,142 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 12,788 $3.04M 1.62% +1,257 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,423 $2.99M 0.21% -4,309 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 12,574 $2.99M 0.61% -11,443 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,544 $2.98M 0.14% -2,992 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12,498 $2.97M 0.68% +217 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 12,494 $2.97M 2.34% -1,454 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,375 $2.94M 0.01% -158 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,321 $2.93M 0.88% +744 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,277 $2.92M 0.16% +123 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 12,098 $2.87M 0.01% +797 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,064 $2.87M 0.16% -13,870 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 11,916 $2.87M 2.32% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,024 $2.86M 0.07% -389 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 11,969 $2.84M 1.25% +715 13F-HR/A Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 11,841 $2.81M 1.14% +445 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,807 $2.81M 0.03% -1,464 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 11,570 $2.75M 0.25% +637 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 11,403 $2.71M 0.91% -7,027 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 11,323 $2.69M 2.42% +3,670 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 11,233 $2.67M 0.37% +3,133 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 11,206 $2.66M 2.2% +416 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 11,174 $2.66M 0.83% +6,642 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,156 $2.65M 0.07% -334 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 11,148 $2.65M 0.8% -27 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,136 $2.65M 0.21% +2,360 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,114 $2.64M 0.19% new 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,017 $2.62M 0.65% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,980 $2.61M 0.08% +1,119 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,327 $2.59M 0.15% +4,689 13F-HR/A Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 10,888 $2.59M 2.48% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,883 $2.59M 0.04% -306 13F-HR Timeline Group RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 10,826 $2.57M 1.73% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 9,335 $2.57M 0.49% new 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 10,773 $2.56M 0.92% +1,070 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,697 $2.54M 0.54% +197 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 10,690 $2.54M 0.29% +2,733 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 10,616 $2.52M 0.12% +5,308 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 10,535 $2.5M 2.36% -374 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,464 $2.49M 0.09% +712 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 10,428 $2.48M 0.25% -192 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,393 $2.47M 0.97% +2,126 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,389 $2.47M 0.1% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 10,352 $2.46M 2.01% +585 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,294 $2.45M 0.08% +2,383 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 10,232 $2.43M 1.67% +1,004 13F-HR Timeline Dougherty & Associates, LLC More: the full row for Dougherty & Associates, LLC 10,229 $2.43M 2.23% +108 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 10,101 $2.4M 1.21% +574 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,044 $2.39M 0.25% -3,580 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,012 $2.38M 0.18% +501 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 9,898 $2.35M 0.02% -2,697 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 9,750 $2.32M 0.13% -656 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,731 $2.31M 0.04% +6,961 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 9,724 $2.31M 0.37% -372 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 9,624 $2.29M 0.57% +508 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,576 $2.28M 0.14% +400 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 9,499 $2.26M 1.78% +614 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 9,492 $2.26M 0.15% -41 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 9,470 $2.25M 1.86% +321 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,457 $2.25M 0.06% +4,480 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,441 $2.24M 0.13% +1,559 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,343 $2.22M 0.83% -8,701 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 9,290 $2.21M 1.42% +145 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 9,246 $2.2M 0.53% +357 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 9,236 $2.19M 1.5% -125 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 9,225 $2.19M 0.19% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9,075 $2.16M 1.07% +8,671 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,059 $2.15M 0.11% -442 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 9,017 $2.14M 2.1% -992 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 8,932 $2.12M 0.87% -17 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,903 $2.12M 0.19% -690 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 8,863 $2.11M 0.99% +1,246 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,861 $2.11M 0.89% -3 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 8,712 $2.07M 2.02% +205 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,658 $2.06M 0.19% +1,143 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,634 $2.05M 0.13% -1,769 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,629 $2.05M <0.01% -174 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,540 $2.03M 0.17% +62 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 8,396 $2.03M 0.75% +142 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,534 $2.03M <0.01% new 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 8,450 $2.01M 0.23% -3,180 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,417 $2M 0.05% +1,266 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,357 $1.99M 0.01% +4,684 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 8,350 $1.98M 1.96% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,344 $1.98M 0.05% +1,918 13F-HR Timeline Cabana LLC More: the full row for Cabana LLC 8,322 $1.98M 15.52% +291 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 8,291 $1.97M 1.04% +360 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,247 $1.96M 0.04% +658 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,196 $1.95M 0.1% -61 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 8,152 $1.94M 1.64% +571 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 8,151 $1.94M 0.13% +312 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,124 $1.93M 0.12% +502 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,107 $1.93M 1.33% +568 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,085 $1.92M 0.36% +3,939 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,043 $1.91M 0.07% -15,686 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,014 $1.9M 0.62% +304 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 8,256 $1.9M 0.63% +160 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 7,956 $1.89M 1.44% +288 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 7,946 $1.89M 0.24% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 7,909 $1.88M 0.72% +2,143 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,794 $1.85M 0.18% -202 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,734 $1.84M 1.65% +4,394 13F-HR Timeline Omnitrust Wealth Management, Inc More: the full row for Omnitrust Wealth Management, Inc 7,731 $1.84M 2.38% -9,875 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,705 $1.83M 0.01% +818 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,556 $1.8M 0.13% -3,017 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 7,480 $1.78M 0.22% +388 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,448 $1.77M <0.01% -4,983 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,414 $1.76M <0.01% +4,876 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 7,365 $1.75M 0.8% +4,519 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 7,365 $1.75M 0.05% 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 7,197 $1.71M 0.19% -189 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,187 $1.71M 0.44% +1,480 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 7,097 $1.69M 0.4% -100 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,073 $1.68M 0.13% +4,113 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,069 $1.68M 0.61% +465 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 7,047 $1.67M 0.32% +74 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 7,020 $1.67M <0.01% new 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 7,007 $1.67M 0.17% +7 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,959 $1.65M 0.16% +3,525 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,929 $1.65M 0.05% +390 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 6,919 $1.64M 0.6% -241 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,850 $1.63M 0.21% +480 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,805 $1.62M 0.06% -57,107 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 6,730 $1.6M 0.01% -4,642 13F-HR Timeline Group Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 6,689 $1.59M 0.57% -625 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 6,618 $1.57M 1.21% +11 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 6,618 $1.57M 1.51% -161 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 6,606 $1.57M 0.4% +165 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,577 $1.56M 0.21% -207 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,568 $1.56M 0.07% +48 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,248 $1.54M 0.09% +1 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,459 $1.53M 0.39% -683 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,388 $1.52M 0.09% +5 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 6,365 $1.51M 1.31% +1,315 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 6,266 $1.49M 0.81% -853 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 6,207 $1.49M 0.56% +462 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,159 $1.46M 0.01% +1,249 13F-HR Timeline Group Nadler Financial Group, Inc. 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