CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 29,325 $5.62M 0.74% +495 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 28,799 $5.55M 0.9% +6,548 13F-HR Timeline Group Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 28,967 $5.55M 0.23% +3,599 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 28,872 $5.53M 1.38% -1,155 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 28,869 $5.53M 0.09% +14,610 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 28,818 $5.52M 1.12% +4,026 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 28,626 $5.48M 0.12% +2,297 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 28,524 $5.46M 0.92% -1,464 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 26,829 $5.46M 2.1% +21,954 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 28,473 $5.45M 4.57% -2,033 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 28,378 $5.44M 2.09% +303 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 28,367 $5.43M 2.35% -462 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 28,107 $5.38M 0.12% +2,823 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 27,867 $5.38M 0.36% +3,076 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 27,825 $5.33M 0.67% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 27,759 $5.32M 8.37% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,767 $5.32M 0.06% +4,741 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 27,632 $5.29M 5.78% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,573 $5.28M 0.1% -2,393 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 27,516 $5.27M 2.37% -606 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 27,514 $5.27M 0.95% -157 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 27,493 $5.27M 2.44% +558 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 27,446 $5.26M 0.14% +242 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 27,428 $5.25M 2.83% -1,584 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 27,181 $5.21M 2.44% +290 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 27,180 $5.21M 0.81% +33 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 27,124 $5.2M 1.26% -195 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 27,077 $5.19M 1.1% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 26,031 $5.19M 0.18% +876 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,952 $5.16M 0.01% +1,974 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 26,946 $5.16M 0.98% -2,129 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26,938 $5.16M 1.74% -30 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 26,713 $5.12M 1.59% +1,398 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 26,705 $5.12M 4.91% -44 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 26,593 $5.09M 0.7% +892 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 26,535 $5.08M 1.22% -1,026 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,412 $5.06M 2.84% -401 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 26,401 $5.06M 1.82% +2,439 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 26,306 $5.04M 0.22% +2,014 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 26,265 $5.03M 0 Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 26,141 $5.01M 2.1% +893 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 26,084 $5M 1.31% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 26,038 $4.99M 0.57% +6,549 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 26,019 $4.98M 4.33% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 25,948 $4.94M 0.56% +753 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 25,742 $4.93M 0.3% +3,690 13F-HR Timeline Group MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 25,652 $4.91M 0.76% -596 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,372 $4.86M 0.03% +1,447 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 25,139 $4.82M 0.02% -2,630 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 25,138 $4.82M 0.01% -1,653 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 24,980 $4.79M 0.3% +1,958 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 24,969 $4.78M 0.45% +3,705 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 24,933 $4.78M 0.86% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 24,853 $4.76M 0.09% +784 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 24,703 $4.73M 0.29% +1,579 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 24,700 $4.73M 1.71% +3,062 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 24,596 $4.71M 1.47% -197 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 24,559 $4.7M 0.77% +476 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,552 $4.7M 2.71% -142 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 24,539 $4.7M 0.35% +2,617 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 24,495 $4.69M 1.82% +1,029 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 24,337 $4.66M 0.09% -27 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 24,261 $4.65M 0.03% new 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 24,250 $4.65M 2.85% +4,379 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 24,247 $4.64M 0.27% -10,507 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 24,053 $4.61M 0.31% -140 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 23,996 $4.6M 0.48% +2,210 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 23,933 $4.58M 3.39% 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 23,900 $4.58M 1.52% +1,255 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23,867 $4.57M 0.7% +92 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 22,954 $4.56M 3.22% -1,634 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 23,678 $4.54M 1.23% -2,729 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 23,573 $4.52M 3.1% +233 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 23,568 $4.51M 0.29% +509 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 23,503 $4.5M 0.31% +1,408 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,447 $4.49M 0.21% +3,657 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 23,423 $4.49M 2.97% +850 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 23,262 $4.46M 0.7% +3,300 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 23,230 $4.45M +1,538 Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 23,189 $4.44M 0.39% -410 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 23,156 $4.44M 0.05% -5,944 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 23,142 $4.43M 0.91% -101 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,129 $4.43M 3.2% -202 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,029 $4.41M 0.26% +241 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 23,011 $4.41M 0.71% +13,034 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 22,980 $4.4M 0.41% -16,399 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 22,954 $4.4M 1.69% -4,662 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 22,920 $4.39M 1.19% +2,092 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 22,910 $4.39M 1.47% -4,615 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 22,896 $4.39M 1.01% +10,196 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 22,770 $4.36M 0.6% +12,671 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 22,642 $4.34M 0.09% -87,130 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 22,616 $4.33M 1.69% +1,556 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 22,574 $4.32M 0.93% +9,510 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 22,569 $4.32M 0.89% +407 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 22,471 $4.3M 1.09% +4,231 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,399 $4.29M 0.03% +1,777 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,385 $4.29M 0.09% +941 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 22,266 $4.27M 1.55% -90 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 22,189 $4.25M 0.09% +578 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 22,177 $4.25M 1.01% +1,940 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 22,173 $4.25M 0.03% +301 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 22,042 $4.22M 0.1% +2,358 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,008 $4.22M 0.04% -1,720 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 22,001 $4.21M 0.25% +17,523 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,972 $4.21M 0.2% -800 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 21,843 $4.18M 0.07% +608 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 21,817 $4.18M 1.38% +256 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 21,774 $4.17M 1.24% -3,374 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 21,750 $4.17M 1.92% +895 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 21,547 $4.13M 0.08% +85 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 21,535 $4.13M 0.51% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 21,510 $4.12M 2.39% +448 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 21,381 $4.1M 1.63% +321 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,350 $4.09M 0.06% +1,384 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 21,289 $4.08M 0.41% +300 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 21,273 $4.08M 0.45% -123 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 21,144 $4.05M 0.98% -14,230 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,058 $4.03M 0.1% +4,708 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 21,010 $4.02M 0.12% +86 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 20,980 $4.02M 2.19% +31 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 20,765 $3.98M 2.24% +364 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 20,702 $3.97M 0.37% +525 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 20,629 $3.95M 0.57% +594 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 20,593 $3.94M 1.13% -8,680 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 20,573 $3.94M 1.91% +624 13F-HR Timeline RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 19,344 $3.92M 3.83% 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 20,431 $3.91M 0.14% -14,641 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 20,378 $3.9M 0.15% +16,833 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 20,360 $3.9M 0.12% +1,256 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 20,354 $3.9M 0.17% -1,368 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. 20,330 $3.89M 0.07% -273 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 20,319 $3.89M 0.33% -3,527 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 20,300 $3.89M 2.57% +18,000 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 20,284 $3.89M 0.94% +5,000 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 20,029 $3.87M 0.22% -2,436 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 20,140 $3.86M 0.95% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 20,108 $3.85M 1.08% +5,976 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 19,209 $3.83M 0.46% -93,697 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 20,000 $3.83M 0.13% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 19,991 $3.83M 0.01% -2,920 13F-HR Timeline Group First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 19,827 $3.8M 0.83% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 19,775 $3.79M 0.05% +748 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,758 $3.78M 0.22% -47 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 19,755 $3.78M 0.03% +17,506 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 19,744 $3.78M 0.28% +911 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 19,683 $3.77M 0.86% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 19,587 $3.75M 2.16% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 19,458 $3.73M 0.05% -130,385 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,451 $3.73M 0.67% +64 13F-HR/A Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,434 $3.72M 2.54% +20 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 19,435 $3.72M 0.22% -980 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 19,402 $3.72M 1.13% +3,144 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 19,349 $3.71M 1.43% +3,077 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,605 $3.7M +331 Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 19,266 $3.69M 0.37% -170 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 19,244 $3.69M 0.11% +2,772 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 18,926 $3.63M 0.1% +4,913 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 18,895 $3.62M 1.1% +622 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 18,781 $3.6M 3.84% 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 17,922 $3.57M 0.46% -221 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,634 $3.57M 0.28% +4,770 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 18,605 $3.56M 1.08% -6,928 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,602 $3.56M 0.13% -7,420 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 18,541 $3.55M 1.52% +610 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,501 $3.54M 0.12% +7,418 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 24,300 $3.54M 0.7% +8,950 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,357 $3.52M 0.27% -4,893 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,115 $3.47M 0.59% +84 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 18,098 $3.47M 2.61% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,001 $3.45M 0.02% +8,205 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 17,996 $3.45M 0.1% +2,346 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 17,931 $3.43M 0.28% -1,557 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 17,892 $3.43M 0.27% +1 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 17,665 $3.38M 1.7% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 17,617 $3.37M 0.5% +11,939 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17,526 $3.36M 1.18% +64 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 17,520 $3.36M 0.17% -950 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 17,495 $3.35M 0.85% -537 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 17,487 $3.35M 0.25% +1,012 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 17,437 $3.34M 0.2% +4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 17,303 $3.31M 0.26% +14,559 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 17,200 $3.29M 0.19% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 17,129 $3.28M 0.2% +6,431 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 16,953 $3.25M 3.29% -2,060 13F-HR Timeline Weil Company, Inc. 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