WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,791 $2.15M 0.15% +781 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,788 $2.15M 0.29% -165 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,906 $2.15M 0.41% +268 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 4,780 $2.15M 0.4% -5,520 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,767 $2.14M 0.31% +145 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,761 $2.14M 0.79% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,754 $2.14M 0.07% +41 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,754 $2.14M 0.89% -517 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,744 $2.13M 0.46% -59 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,733 $2.13M 0.24% +6 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,731 $2.13M 0.91% +10 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,717 $2.12M 0.26% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 4,702 $2.11M 2.15% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,697 $2.11M 0.17% +714 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,694 $2.11M 0.26% +1,010 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 4,690 $2.11M 0.7% new 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 4,690 $2.11M 1.64% -27 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,690 $2.11M 1.64% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 4,688 $2.11M 0.33% -40,033 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,685 $2.11M 0.55% -165 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,683 $2.11M 0.33% 0 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 4,678 $2.1M 1.08% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,669 $2.1M 0.09% -25 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 4,659 $2.1M 0.36% -773 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,645 $2.09M 0.88% +255 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,637 $2.09M 2.13% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,634 $2.08M 0.69% +71 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,624 $2.08M 0.46% -309 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,615 $2.08M 0.28% 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,600 $2.07M 0.01% -308 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,596 $2.07M 0.85% +107 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,596 $2.07M 0.19% -32 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,590 $2.06M 0.21% +498 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,584 $2.06M 0.65% +44 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,567 $2.05M 0.55% +330 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,567 $2.05M 0.01% -48 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,550 $2.05M 0.22% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 4,549 $2.05M 1.16% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,547 $2.04M 0.43% -155 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,546 $2.04M 1.04% -618 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 8,224 $2.04M 0.16% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,538 $2.04M 0.47% +803 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,740 $2.04M 0.77% -96 13F-HR/A Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,530 $2.04M +27 Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,529 $2.04M 0.37% +132 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 4,527 $2.04M 1.22% +4,000 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,521 $2.03M 1.17% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,515 $2.03M 0.53% +30 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 4,512 $2.03M 0.35% +2,997 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,507 $2.03M 1.23% -253 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,504 $2.03M 0.43% +380 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,502 $2.02M 0.42% -64 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,500 $2.02M 0.23% +500 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 4,497 $2.02M 0.87% -5,809 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 4,480 $2.01M 0.46% -43 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,480 $2.01M 0.66% +693 13F-HR Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 4,479 $2.01M 0.13% new 13F-HR Timeline City State Bank More: the full row for City State Bank 4,469 $2.01M 0.55% -305 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,467 $2.01M 0.09% -780 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 4,462 $2.01M 1.63% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,461 $2.01M 0.94% -169 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,458 $2.01M 0.75% -476 13F-HR Timeline Friday Financial More: the full row for Friday Financial 4,452 $2M 0.71% +638 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 4,446 $2M 0.22% +604 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,434 $1.99M 1.14% -31 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,213 $1.99M 0.84% +131 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 5,403 $1.99M 0.22% -2,710 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,418 $1.99M 0.27% -2,102 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,418 $1.99M 0.42% -395 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,412 $1.98M 0.16% +38 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,411 $1.98M 0.08% -712 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,411 $1.98M 0.34% +292 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,399 $1.98M 0.35% +162 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,392 $1.98M 0.13% -36 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,391 $1.97M 0.49% +299 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,376 $1.97M 0.22% -3 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,373 $1.97M 0.16% -92 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,371 $1.97M 1.2% +209 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,369 $1.96M 0.35% +328 13F-HR/A Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,357 $1.96M 0.26% +20 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,677 $1.95M 0.95% +899 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,337 $1.95M 1.07% +114 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,323 $1.94M 0.35% +196 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,317 $1.94M 0.37% +91 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,315 $1.94M 0.15% +437 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 4,301 $1.93M 0.58% -405 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,294 $1.93M 0.47% +1,893 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 4,475 $1.93M 0.76% +1,289 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,286 $1.93M 0.18% -143 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,284 $1.93M 0.18% -110 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 4,277 $1.92M 0.2% -7,267 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,273 $1.92M 1.05% +2,526 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,252 $1.91M 0.15% -39 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,252 $1.91M 0.12% +62 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 4,251 $1.91M 0.81% +577 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,246 $1.91M 1.13% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,246 $1.91M 0.12% +3,616 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 4,245 $1.91M 0.63% 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,242 $1.91M 0.34% +182 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,230 $1.9M 1.13% -261 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,226 $1.9M 0.19% -197 13F-HR Timeline Group Cadia Private Client LLC More: the full row for Cadia Private Client LLC 4,220 $1.9M 1.51% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,219 $1.9M 1.16% -103 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,217 $1.9M 0.8% +3,551 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,214 $1.9M 0.81% +130 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,213 $1.89M 0.58% +100 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 4,212 $1.89M 0.17% +875 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 4,203 $1.89M 0.57% +199 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 4,201 $1.89M 0.58% -862 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,194 $1.89M +79 Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,190 $1.88M 0.84% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,178 $1.88M 0.61% -96 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,177 $1.88M 1.15% +91 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 4,170 $1.88M 0.5% +765 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,164 $1.87M 0.36% +232 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,162 $1.87M 0.49% -323 13F-HR Timeline Group Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,162 $1.87M 1.32% +35 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 4,161 $1.87M 1.56% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,160 $1.87M 0.45% +223 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,157 $1.87M 0.54% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 4,156 $1.87M 0.14% +441 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,155 $1.87M 0.48% -356 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,141 $1.86M 0.08% -243 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,139 $1.86M 1.72% 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,130 $1.86M 0.98% 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,130 $1.86M 0.73% +32 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 4,430 $1.86M 0.42% +1,695 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 4,125 $1.86M 0.29% new 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 4,231 $1.85M 0.89% +26 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,120 $1.85M 0.33% -25 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 4,118 $1.85M 0.47% +314 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,108 $1.85M 0.56% +112 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,104 $1.85M 1.52% +99 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,100 $1.84M 0.53% +78 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,096 $1.84M 1.19% +1,149 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,200 $1.84M 0.3% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,091 $1.84M 0.66% +56 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4,091 $1.84M 0.32% +906 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,082 $1.84M 0.08% -157 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,070 $1.83M 1.05% -4 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,062 $1.83M 0.16% +911 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,056 $1.82M 1.03% -132 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,157 $1.82M 0.22% -7 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 4,050 $1.82M 0.21% +566 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,049 $1.82M 0.06% -8 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,041 $1.82M 0.24% -65 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,041 $1.82M 0.15% +13 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,039 $1.82M 0.25% +171 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,038 $1.82M 0.29% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 4,031 $1.81M 0.69% +174 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,030 $1.81M 0.21% -4,500 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,025 $1.81M 0.16% -158 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,024 $1.81M 0.12% +14 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,020 $1.81M 0.8% -42 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,007 $1.8M 0.54% 0 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,005 $1.8M 0.59% -144 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,004 $1.8M 1.23% +17 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,002 $1.8M 0.46% -8 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 4,002 $1.8M 1.17% 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 4,000 $1.8M 0.11% 0 13F-HR/A Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 4,000 $1.8M 2.64% 0 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 4,000 $1.8M 0.29% -13,600 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,995 $1.8M 0.97% -411 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 3,994 $1.8M 3.22% +139 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,990 $1.79M 0.19% +124 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,988 $1.79M 0.23% +111 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 3,986 $1.79M 0.32% -1,821 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,981 $1.79M 0.12% +118 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3,981 $1.79M 0.05% -172 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 3,981 $1.79M 0.59% +103 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 3,975 $1.79M 1.34% -10,728 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 3,975 $1.79M 1.34% +13 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,969 $1.78M 0.76% +168 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 3,961 $1.78M 1.06% +136 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 3,960 $1.78M 1.38% -162 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 4,128 $1.78M 0.61% -45 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,948 $1.78M 0.17% +946 13F-HR/A Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,948 $1.78M 0.32% 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 3,947 $1.78M 0.16% -303 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,942 $1.77M 0.18% +82 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,942 $1.77M 1.09% +2,003 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 3,938 $1.77M 0.93% -2,879 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,970 $1.77M 0.15% +556 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,933 $1.77M 0.24% +1,035 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,930 $1.77M 0.63% +124 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,920 $1.76M 0.17% +205 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,911 $1.76M 0.28% 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 3,905 $1.76M 0.03% -1,776 13F-HR Timeline Group JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,901 $1.75M 0.56% +180 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 3,892 $1.75M 0.5% -134 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,874 $1.74M 0.19% -604 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,861 $1.74M 5.37% -304 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 3,854 $1.73M 0.51% -83 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 3,851 $1.73M 0.2% 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,849 $1.73M 0.37% +258 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,847 $1.73M 0.53% +112 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 3,845 $1.73M 0.31% -2 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,842 $1.73M 1.07% -25 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,995 $1.72M 0.2% +130 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,812 $1.71M 0.46% -353 13F-HR Timeline