Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 6,038 $591K 0.42% -11 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 6,035 $591K 0.3% +60 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,019 $589K 0.12% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 6,012 $589K 0.38% -105 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,011 $589K 0.05% -1,016 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 5,963 $584K 0.06% +2,691 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 5,943 $582K 0.15% -217 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,875 $575K 0.03% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 5,872 $575K 0.2% +249 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,871 $575K 0.02% -1,303 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,865 $574K 0.01% +579 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,838 $572K 0.03% -20 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5,814 $569K 0.17% -43 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,814 $569K 0.02% +438 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,811 $569K 0.03% -365 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 5,804 $568K 0.24% +96 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,772 $565K 0.08% +82 13F-HR/A Timeline Fox Financial, Inc More: the full row for Fox Financial, Inc 5,762 $564K 0.46% -100 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,745 $562K 0.09% -35 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 5,722 $560K 0.55% 0 13F-HR Timeline APS Management Group, Inc. 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LLC 5,251 $514K 0.35% 0 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,248 $514K 0.14% +548 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,184 $508K <0.01% +420 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 5,182 $507K new Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 5,181 $507K 0.17% -994 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,858 $506K 0.06% -344 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,169 $506K 0.05% +2,484 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 5,117 $501K 0.39% 0 13F-HR Timeline Kropog Financial Group, LLC More: the full row for Kropog Financial Group, LLC 5,099 $499K 0.41% 0 13F-HR Timeline Ebert Capital Management Inc. 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ET AL 3,750 $367K <0.01% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,748 $367K 0.08% -65 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,744 $366K 0.15% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 3,726 $365K 0.25% +28 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,673 $360K 0.05% +150 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 3,672 $360K 0.21% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,669 $359K 0.05% new 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,659 $358K 0.05% 0 13F-HR Timeline NWF Advisory Services Inc. 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Derek Lewis & Associates Inc. 3,247 $318K 0.07% +31 13F-HR/A Timeline MATAURO, LLC More: the full row for MATAURO, LLC 3,236 $317K 0.05% -6,083 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,231 $316K 0.01% +2 13F-HR Timeline Group Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,218 $315K 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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