TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,844 $1.77M 0.17% +321 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,822 $1.77M 0.14% +3,883 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,821 $1.77M 0.28% -4,858 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 6,810 $1.76M 0.06% +1,372 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 6,789 $1.76M 0.32% +139 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 6,787 $1.76M 0.78% -445 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 6,782 $1.76M 0.44% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,775 $1.76M 0.75% -600 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6,760 $1.75M 0.47% -2,841 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 6,745 $1.75M 1.13% +750 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,913 $1.74M 0.35% +398 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,720 $1.74M 0.29% +2,828 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 6,695 $1.74M 0.14% +1,383 13F-HR Timeline Pinnacle Wealth Management, LLC More: the full row for Pinnacle Wealth Management, LLC 6,695 $1.74M 1.95% -2,568 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,693 $1.73M 0.21% +118 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 6,688 $1.73M 0.7% -281 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 6,686 $1.73M 1.14% +216 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,683 $1.73M 0.61% +5,944 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,682 $1.73M 0.2% -548 13F-HR Timeline Group Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 6,662 $1.73M 0.4% new 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,660 $1.73M 0.63% +4,427 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 6,651 $1.72M 0.56% -168 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,641 $1.72M 0.06% +1,011 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,635 $1.72M 0.22% -846 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,633 $1.72M 0.2% +2,324 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 6,617 $1.71M 0.1% -464 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 6,610 $1.71M 0.91% -1,835 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 6,595 $1.71M 0.42% +3,494 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,591 $1.71M 0.99% -2,835 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,634 $1.71M <0.01% -61,551 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,555 $1.7M 0.14% +2,659 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,518 $1.69M 0.26% -382 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 6,500 $1.68M 0.76% +100 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,496 $1.68M 1.61% -24 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,494 $1.68M 0.14% +3,767 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,477 $1.68M 0.12% +610 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,460 $1.67M 0.06% -429 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,456 $1.67M 0.1% -372 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,438 $1.67M 0.47% -219 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 6,425 $1.67M 0.72% -577 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,597 $1.66M 0.13% +1,034 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,421 $1.66M <0.01% +31 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,418 $1.66M +911 Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 6,407 $1.66M 0.05% +2,783 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,401 $1.66M 0.54% +3,416 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,401 $1.66M 0.06% +2,319 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 6,358 $1.65M 0.2% +83 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,354 $1.65M 1.39% -323 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 6,334 $1.64M 0.01% -682 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 6,334 $1.64M 1.54% +1,551 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 6,291 $1.63M 0.2% -92 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 6,286 $1.63M 0.45% +2,403 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 6,270 $1.63M 1.06% +3,181 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 6,252 $1.62M 0.36% +4,122 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,228 $1.61M 0.43% +444 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 6,226 $1.61M 0.06% +1,123 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,223 $1.61M 0.69% +168 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 6,197 $1.61M 0.17% -91 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,827 $1.6M 0.95% -3,639 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 6,174 $1.6M 0.85% +35 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,171 $1.6M 0.42% +1,501 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,162 $1.6M 0.56% -2,788 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 6,157 $1.6M 0.16% +284 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 6,139 $1.59M 0.46% -1,000 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 6,138 $1.59M 0.12% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,137 $1.59M 0.38% -98 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 6,135 $1.59M 0.39% +648 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,116 $1.59M 0.13% -2,154 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 6,114 $1.58M 0.32% +4,761 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 6,105 $1.58M 0.62% +437 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,063 $1.57M 1.64% -81 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,732 $1.57M 1.07% -4,827 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,059 $1.57M 0.11% -1,040 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 6,058 $1.57M 0.1% -151 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 6,048 $1.57M 0.7% +418 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,048 $1.57M 0.01% -1,074 13F-HR Timeline Group Sienna Gestion More: the full row for Sienna Gestion 6,212 $1.56M 0.13% -3,631 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 6,035 $1.56M 0.63% -563 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 6,027 $1.56M 0.39% -613 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,014 $1.56M 0.29% +793 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 6,013 $1.56M 0.65% +152 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,008 $1.56M 0.01% -8,161 13F-HR Timeline Group MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 6,000 $1.55M 1.38% 0 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 6,000 $1.55M 0.29% new 13F-HR Timeline Group Spark Investment Management LLC More: the full row for Spark Investment Management LLC 6,000 $1.55M 5.3% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,967 $1.55M 0.8% +219 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 5,959 $1.54M 0.45% +520 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 5,949 $1.54M 0.59% +1,150 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,941 $1.54M 0.52% -83 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,930 $1.54M 0.29% -473 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,926 $1.54M 0.37% +1,405 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 5,920 $1.53M 1.25% -1,385 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,712 $1.53M 0.45% -725 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 5,881 $1.52M 0.81% +164 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 6,302 $1.52M 0.15% +1,339 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,862 $1.52M 0.21% +950 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,858 $1.52M 0.08% +1,012 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 5,855 $1.52M 1.38% 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 5,853 $1.52M 0.48% -164 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,844 $1.51M 0.17% -991 13F-HR/A Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 5,830 $1.51M 0.33% +612 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,984 $1.51M 0.32% +280 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,822 $1.51M 0.16% +1,756 13F-HR/A Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 5,812 $1.51M 0.88% +1,120 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 5,811 $1.51M 0.21% +224 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,809 $1.51M 0.25% +292 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 5,795 $1.5M 4.47% -6,455 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 5,794 $1.5M 0.26% -914 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,740 $1.49M 0.05% -2,199 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 5,734 $1.49M 0.06% -207 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 5,733 $1.49M 2.46% +513 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,732 $1.49M 0.1% -149 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,729 $1.48M 0.23% +409 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,705 $1.48M 0.46% +298 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 5,681 $1.47M 0.03% +1,156 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 5,671 $1.47M 0.14% -83 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,670 $1.47M 0.69% -16,199 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 5,596 $1.47M 0.91% +550 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 5,667 $1.47M 0.39% -15,412 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5,664 $1.47M 0.42% +119 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,607 $1.45M <0.01% +1,942 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,606 $1.45M 0.26% +281 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,588 $1.45M 0.15% -1,393 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 5,557 $1.44M 0.94% +46 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,547 $1.44M 0.31% new 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,529 $1.43M 0.51% +3,561 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,524 $1.43M 0.03% -291 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 5,505 $1.43M 0.37% +338 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,500 $1.43M 0.25% -65 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 5,470 $1.42M 0.85% +140 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,469 $1.42M 0.51% +96 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,465 $1.42M 0.27% +3,775 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5,439 $1.41M 0.96% -3,081 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,436 $1.41M 0.53% -474 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 5,434 $1.41M 0.17% +488 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,426 $1.41M 0.04% -1,295 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 5,400 $1.4M 0.27% +3,400 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,382 $1.39M 0.05% -1,536 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,374 $1.39M 0.9% -283 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 5,369 $1.39M 0.63% +1,067 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,367 $1.39M 0.55% +85 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 5,355 $1.39M 0.12% 0 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 5,352 $1.39M 1.16% -1,565 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,343 $1.38M 0.46% +1,993 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,340 $1.38M 0.14% +729 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 5,145 $1.38M 0.34% -22,295 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 5,328 $1.38M 0.26% -293 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,327 $1.38M 0.78% -297 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,306 $1.38M 0.32% +516 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,302 $1.37M 1.18% +13 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,297 $1.37M 0.08% -435 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,295 $1.37M 0.31% +189 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,282 $1.37M 0.07% +10 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,277 $1.37M 0.87% -260 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,275 $1.37M 0.18% +55 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 5,264 $1.36M 0.43% -11,363 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,263 $1.36M 1.22% +40 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 3,377 $1.36M 0.9% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 5,259 $1.36M 0.27% -147 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 5,242 $1.36M 0.12% +170 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,238 $1.36M 0.59% +28 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,228 $1.35M 0.48% -1,286 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 5,228 $1.35M 1.05% -10,992 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,227 $1.35M 0.43% -197 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,212 $1.35M 0.87% +2,416 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,204 $1.35M 0.29% +239 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,203 $1.35M 0.18% -824 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,203 $1.35M 0.2% +199 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,193 $1.35M 0.38% +389 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,193 $1.35M 0.41% +1,071 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,191 $1.35M 0.29% -461 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,193 $1.34M 0.62% +190 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,182 $1.34M 0.06% -11,181 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,173 $1.34M 0.51% +44 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 5,171 $1.34M 0.19% -190 13F-HR Timeline Stonebrook Private Inc. 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