True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $18.6K 0.01% +42 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $18.2K <0.01% +33 13F-HR Timeline Trust Co More: the full row for Trust Co 46 $18.2K <0.01% +21 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 43 $17K <0.01% -17 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $17K <0.01% +3 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 41 $16.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 39 $15.5K <0.01% -20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 39 $15.5K 0.01% +5 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 36 $14.3K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 35 $14.1K <0.01% +5 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 35 $13.9K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 35 $13.9K 0.01% +21 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 34 $13.5K 0.08% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 34 $13.5K 0.01% -52 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 34 $13.5K 0.01% -3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 34 $13.5K 0.01% -25 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 33 $13.1K <0.01% +12 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 32 $13K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 32 $12.7K 0.01% -5 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 32 $12.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 31 $12.3K 0.01% -24 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $12K <0.01% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 30 $11.9K 0.01% +27 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 29 $11.5K <0.01% -8 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $11.5K <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 29 $11.5K <0.01% -13 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 28 $11.1K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 28 $11.1K <0.01% -15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $11K <0.01% +11 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 27 $10.7K <0.01% +11 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $10.7K <0.01% +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 25 $9.91K <0.01% +1 13F-HR Timeline Group Pacifica Partners Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 17 $6.74K <0.01% +12 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 13 $6.71K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16 $6.34K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 16 $6.34K <0.01% +3 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 16 $6.34K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 16 $6.34K <0.01% -7,500 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 13 $5.15K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13 $5.15K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 13 $5.15K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13 $5.15K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $5.15K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 13 $5.15K <0.01% +3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13 $5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. 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