Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,231 $2.33M 0.31% +508 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 5,086 $2.32M 1.73% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,211 $2.32M 0.78% +40 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 5,205 $2.31M 0.59% -300 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 5,198 $2.31M 0.43% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,180 $2.3M 2.2% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,166 $2.3M 0.87% +78 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 5,164 $2.3M 1.1% +161 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,147 $2.29M 0.07% -1,550 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,145 $2.29M 0.35% +209 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,136 $2.28M 0.39% +121 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,134 $2.28M 0.26% -109 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,260 $2.28M 0.17% +761 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,128 $2.28M 0.38% -872 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,123 $2.28M 0.11% +211 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,113 $2.27M 0.1% -3,854 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 5,100 $2.27M 0.34% -2,282 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,095 $2.27M 0.14% +500 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,079 $2.26M 0.12% +284 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,072 $2.26M 0.81% +9 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 5,063 $2.25M 0.7% +388 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,060 $2.25M 0.68% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,044 $2.24M 1.52% +193 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 5,041 $2.24M 1.21% -118 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,021 $2.23M 0.62% -60 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,836 $2.23M 0.96% +334 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,017 $2.23M 0.1% +33 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,012 $2.23M 0.52% +447 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,999 $2.22M 0.28% +3,593 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 4,996 $2.22M 1.74% -650 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,990 $2.22M 0.94% +54 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,986 $2.22M 0.31% +1,708 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,984 $2.22M 0.74% -101 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,160 $2.21M 0.05% +733 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,960 $2.21M 0.94% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 4,959 $2.21M 0.54% -7,116 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 4,954 $2.2M 0.25% +173 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,953 $2.2M 0.31% +92 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,953 $2.2M 0.34% -1,348 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,934 $2.19M 0.93% +6 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 4,934 $2.19M 0.4% +86 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4,933 $2.19M 0.49% +274 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,930 $2.19M 0.07% -579 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 4,929 $2.19M 0.68% -5,706 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,925 $2.19M 0.09% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,912 $2.18M 0.42% +245 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,079 $2.18M 0.14% +6 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,908 $2.18M 0.01% +219 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,907 $2.18M 0.13% -200 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,907 $2.18M 0.08% +43 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,904 $2.18M 0.03% -356 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 4,745 $2.18M 1.35% -278 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,889 $2.17M 0.24% +20 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,877 $2.17M 0.39% +2 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,874 $2.17M 1.01% +3,912 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 4,867 $2.16M 1.27% new 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 5,036 $2.16M 1.21% -350 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,860 $2.16M 0.17% -159 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 4,850 $2.16M 0.56% -246 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,848 $2.16M 0.38% -135 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,841 $2.15M 0.22% +1,504 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,833 $2.15M 1.16% -319 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,827 $2.15M 0.75% -578 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,824 $2.15M 0.79% -87 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,819 $2.14M 0.79% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,813 $2.14M 0.47% +316 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,803 $2.14M 0.61% +3,623 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 4,779 $2.13M 0.41% -75 13F-HR Timeline City State Bank More: the full row for City State Bank 4,774 $2.12M 0.61% +297 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,761 $2.12M 0.8% +31 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 4,760 $2.12M 1.44% -671 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,750 $2.11M 0.13% +118 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,742 $2.11M 0.33% +666 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,727 $2.1M 0.24% +2 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,723 $2.1M 0.76% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 4,722 $2.1M 1.54% +1,041 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 4,721 $2.1M 0.66% 0 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 4,721 $2.1M 0.91% +46 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 4,717 $2.1M 1.58% -3,924 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 4,717 $2.1M 0.54% -4,334 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,713 $2.1M 0.08% +87 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 4,706 $2.09M 0.63% -48 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 4,705 $2.09M 0.6% -2,142 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,702 $2.09M 0.55% -83 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,694 $2.09M 0.09% +225 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 4,690 $2.09M 1.7% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,688 $2.08M 0.16% +94 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,688 $2.08M 0.11% new 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,683 $2.08M 0.31% -46 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,669 $2.08M 0.05% -14,691 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,660 $2.07M 0.38% +156 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,657 $2.07M 0.52% -1,213 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,652 $2.07M 0.02% -3,341 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,644 $2.07M 0.58% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,637 $2.06M 1.76% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 4,630 $2.06M 1.11% -805 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,628 $2.06M 0.2% -379 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,627 $2.06M 0.89% -55 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 4,622 $2.06M 0.3% -2,324 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,621 $2.06M 0.33% -1,348 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,617 $2.05M 0.14% +2,709 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,615 $2.05M 0.01% -97 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4,606 $2.05M 0.34% -712 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 4,603 $2.05M 0.31% -43,828 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,661 $2.03M 0.89% +296 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,563 $2.03M 0.74% -551 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 4,563 $2.03M 1.92% -5,018 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,638 $2.03M 0.42% -2 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,557 $2.03M 0.03% +63 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 4,556 $2.03M 0.17% +3,837 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,556 $2.03M 1.13% +75 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 4,540 $2.02M 0.67% -44 13F-HR/A Timeline Family Office Research LLC More: the full row for Family Office Research LLC 4,539 $2.02M 0.88% +3,682 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,529 $2.01M 0.21% -97 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 4,523 $2.01M 0.48% +1,013 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 4,521 $2.01M 1.19% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 4,511 $2.01M 0.54% +448 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,504 $2M 0.06% +100 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 4,503 $2M +196 Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,501 $2M 0.08% +1,346 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,491 $2M 1.21% -126 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,489 $2M 0.85% -118 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 4,485 $1.99M 0.51% +3,097 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,485 $1.99M 0.54% +237 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,478 $1.99M 0.23% +1,876 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 4,566 $1.99M 0.45% -1,376 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 4,465 $1.99M 1.17% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 4,465 $1.99M 0.16% +229 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 4,435 $1.97M 0.53% -227 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 4,429 $1.97M 0.19% -179 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,428 $1.97M 0.13% -89 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,425 $1.97M 0.59% +614 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,425 $1.97M 0.47% +1,195 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,423 $1.97M 0.2% +2 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,417 $1.96M 0.78% +559 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,406 $1.96M 0.89% -475 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,401 $1.96M 0.84% new 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 4,397 $1.96M 0.37% -141 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4,394 $1.95M 0.2% +1,244 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,390 $1.95M 0.82% +74 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,384 $1.95M 0.08% -36 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,379 $1.95M 0.22% -84 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,374 $1.95M 0.16% +38 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,200 $1.93M 0.28% 0 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,337 $1.93M 0.26% +85 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 4,373 $1.92M 0.81% new 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,322 $1.92M 0.76% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 4,322 $1.92M 1.31% +401 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,293 $1.91M 0.12% +1,088 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 4,291 $1.91M 0.15% -127 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,275 $1.9M 0.38% +450 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,274 $1.9M 0.64% -342 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 4,250 $1.89M 0.17% -2,043 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4,246 $1.89M 1.49% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,239 $1.89M 0.08% +111 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 4,237 $1.88M 0.52% +67 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 4,237 $1.88M 0.34% +35 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,092 $1.88M 0.49% -216 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,226 $1.88M 0.35% +517 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,223 $1.88M 1.05% -197 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 4,941 $1.87M 0.67% +2,194 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 4,200 $1.87M 0.21% 0 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 4,205 $1.86M 0.95% +96 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 4,190 $1.86M 0.87% 0 13F-HR/A Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 4,190 $1.86M 0.12% +152 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,188 $1.86M 1.02% +264 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,183 $1.86M 0.16% +7 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 4,169 $1.85M 0.76% +168 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 4,165 $1.85M 4.41% -996 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,165 $1.85M 0.51% +1,651 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,164 $1.85M 0.24% -3,615 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,162 $1.85M 1.15% +757 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,161 $1.85M 0.24% -2,467 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 4,157 $1.85M 0.55% +25 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 4,153 $1.85M 0.05% -1,075 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,149 $1.85M 0.47% -149 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,145 $1.84M 0.3% -139 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,135 $1.84M 0.24% -949 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 4,127 $1.84M 0.36% +49 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 4,127 $1.84M 1.39% +6 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,124 $1.83M 0.43% -230 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 4,122 $1.83M 1.45% +1,857 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 4,119 $1.83M 0.34% -444 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 4,115 $1.83M +772 Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 4,113 $1.83M 0.59% +2,100 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,106 $1.83M 0.24% +1,223 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,098 $1.82M 0.72% -1,563 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,092 $1.82M 0.19% -12 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,086 $1.82M 1.2% -209 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4,084 $1.82M 0.82% -14 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,074 $1.81M 1.08% -174 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 4,062 $1.81M 0.82% -19 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 4,060 $1.81M 0.33% +184 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 4,057 $1.8M 0.07% -2,527 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 4,060 $1.8M 0.75% 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 4,041 $1.8M 0.43% -1,323 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 4,038 $1.8M 0.3% -63 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,035 $1.79M 0.66% +153 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. 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