Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,110 $2.27M 0.26% +622 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,050 $2.27M 0.11% -210 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,111 $2.27M 0.14% +996 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,098 $2.27M 0.16% +233 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,085 $2.26M 0.03% -14,807 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,071 $2.26M 0.29% -2,659 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 6,069 $2.26M 0.48% +641 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,058 $2.25M 0.32% -484 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,054 $2.25M 1.39% +1,824 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 6,052 $2.25M 0.16% -377 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 6,029 $2.24M 3.07% -662 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,026 $2.24M 0.12% -193 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 6,020 $2.24M 0.17% +34 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,014 $2.24M 0.12% +290 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,003 $2.23M 0.11% -557 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 6,003 $2.23M 0.15% -22,773 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 6,000 $2.23M 1.34% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 6,001 $2.23M 1% +724 13F-HR Timeline Spark Investment Management LLC More: the full row for Spark Investment Management LLC 6,000 $2.23M 5.36% 0 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 5,999 $2.23M 1.73% +4,642 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5,990 $2.23M 1.49% +102 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 5,989 $2.23M 0.82% -165 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 5,980 $2.22M 0.56% +164 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5,954 $2.21M 0.14% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 5,953 $2.21M 0.64% +650 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 5,928 $2.2M 1.23% +591 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,923 $2.2M 0.67% +4 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,913 $2.2M 0.13% +151 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 5,912 $2.2M 0.82% -109 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 5,887 $2.19M 0.55% +2,709 13F-HR Timeline IKE Capital, LLC More: the full row for IKE Capital, LLC 5,880 $2.19M 1.23% new 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,873 $2.18M 0.76% +1,393 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 5,065 $2.18M 2.04% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 5,860 $2.18M 0.99% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,853 $2.18M 0.25% -215 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,845 $2.17M 0.31% -910 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,843 $2.17M 0.35% -64 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 5,813 $2.16M 1.99% -564 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,813 $2.16M 0.31% +236 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 5,804 $2.16M 0.17% +38 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,802 $2.16M 0.1% +491 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 5,792 $2.15M 1.3% +105 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,787 $2.15M 0.49% +354 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,785 $2.15M 0.19% -8 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 5,785 $2.15M 0.47% -59 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 5,782 $2.15M 1.9% +4,324 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,781 $2.15M 0.51% +156 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 5,780 $2.15M 0.76% -78 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 5,770 $2.14M 0.72% +37 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 5,764 $2.14M 0.42% +1,262 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 5,753 $2.14M 0.04% +4,296 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,741 $2.13M 0.12% +234 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 $2.13M 0.08% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,731 $2.13M 0.07% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 5,587 $2.13M 0.35% +6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,689 $2.12M 0.09% -274 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,689 $2.12M 0.29% -244 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,686 $2.11M 0.05% -91 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,654 $2.1M 0.27% +960 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,649 $2.1M 1.15% new 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 5,648 $2.1M 1.03% +450 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 5,645 $2.1M 1.48% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,646 $2.1M 0.29% -474 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 5,646 $2.1M 2.42% +52 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 5,635 $2.09M 1.24% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,633 $2.09M 0.57% -153 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,625 $2.09M 0.01% +1,025 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,625 $2.09M 0.07% -92 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 5,620 $2.09M 0.53% -159 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 5,620 $2.09M 0.89% -17 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,619 $2.09M 1.28% +200 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,619 $2.09M 0.07% +816 13F-HR/A Timeline HITE Hedge Asset Management LLC More: the full row for HITE Hedge Asset Management LLC 5,602 $2.08M 0.12% +1,123 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 5,595 $2.08M 0.08% +151 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,591 $2.08M 0.31% +210 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,591 $2.08M 1.44% +3 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 5,590 $2.08M 0.76% -288 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 5,582 $2.08M 1.13% +25 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 5,570 $2.07M 0.53% -1,124 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 5,569 $2.07M 0.47% -30 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 5,565 $2.07M 0.56% +518 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 5,558 $2.07M 1.05% +3,961 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,556 $2.07M 0.6% +315 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 5,539 $2.06M 0.17% -60,186 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,528 $2.06M 0.85% -1,414 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 5,511 $2.05M 0.29% +439 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 5,477 $2.04M 0.44% +151 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,467 $2.03M 0.43% +69 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,460 $2.03M 0.03% +27 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,452 $2.03M 0.1% +91 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 5,446 $2.02M 2.29% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 5,441 $2.02M 0.59% +613 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 5,427 $2.02M 0.11% -9 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,412 $2.01M 0.34% +1,013 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 5,411 $2.01M 0.19% +366 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,407 $2.01M 0.43% -3,074 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 5,405 $2.01M 0.27% -608 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,742 $2M 0.02% -10 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 5,382 $2M 2.03% -53 13F-HR Timeline COURAGE CAPITAL MANAGEMENT LLC More: the full row for COURAGE CAPITAL MANAGEMENT LLC 5,380 $2M 2.83% +2,280 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 5,379 $2M 0.84% new 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 5,375 $2M 0.99% -1,965 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 5,375 $2M 2.14% +24 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,373 $2M 0.04% -21 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 5,372 $2M 1.85% +509 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,368 $2M 0.68% -73 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5,356 $1.99M 0.11% -590 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 5,355 $1.99M 0.1% +2,485 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,352 $1.99M 0.31% +840 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,342 $1.99M 1.07% +289 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,337 $1.98M 0.7% -25 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,334 $1.98M 0.54% +7 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 5,575 $1.97M 0.12% +114 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 5,271 $1.96M 0.81% +1,266 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,269 $1.96M 0.64% +64 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,265 $1.96M 0.28% +133 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 5,256 $1.95M 0.09% -215,757 13F-HR Timeline Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 5,247 $1.95M 0.82% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,200 $1.93M 0.14% -179 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,200 $1.93M 0.14% +4,690 13F-HR Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 5,199 $1.93M 1.6% -29 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 5,193 $1.93M 0.73% -40 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,186 $1.93M 0.37% -496 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 5,180 $1.93M 1.93% 0 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 5,177 $1.92M 0.05% -86,075 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,155 $1.92M 0.22% +2,713 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,149 $1.91M 0.43% -111 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,140 $1.91M 0.83% +83 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,131 $1.91M 0.51% +616 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 5,474 $1.9M 0.81% +410 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 5,077 $1.89M 0.31% +15 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,066 $1.88M 0.11% +275 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 5,060 $1.88M 0.53% 0 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 5,059 $1.88M 0.21% +102 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,056 $1.88M 0.26% -30 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,052 $1.88M 1.24% +45 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,047 $1.88M 0.08% +20 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 5,046 $1.88M 0.72% +1,015 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,041 $1.87M 0.38% -341 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,034 $1.87M 0.52% -1,203 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5,029 $1.87M 0.37% +1 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 5,020 $1.87M 0.44% -2,068 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,019 $1.87M 0.22% +82 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,019 $1.87M 0.14% +132 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,003 $1.86M +473 Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,000 $1.86M 0.05% 0 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 5,000 $1.86M 0.2% +1,200 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 5,000 $1.86M 0.82% -346 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,000 $1.86M 0.45% +205 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,997 $1.86M 0.63% -70 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 4,991 $1.86M 0.46% -181 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 4,980 $1.85M 0.16% +939 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,619 $1.85M 0.13% -562 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 4,977 $1.85M 0.15% -230 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,970 $1.85M 0.29% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,965 $1.85M 0.35% -682 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 4,962 $1.84M 0.74% +366 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,955 $1.84M 0.2% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,947 $1.84M 0.24% +906 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,930 $1.83M 0.57% +296 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 4,927 $1.83M 0.77% 0 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 4,925 $1.83M 0.84% +171 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,924 $1.83M 0.21% -1,278 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 4,916 $1.83M 0.97% -5 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,913 $1.83M 0.61% -5 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,912 $1.83M 0.11% +5 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,906 $1.82M 0.82% +776 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,881 $1.81M 0.02% -6 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 4,878 $1.81M 0.42% -120 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,868 $1.81M 0.2% +43 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 4,860 $1.81M 0.45% -671 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,860 $1.81M 0.29% +1,234 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,851 $1.8M 0.35% +304 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,850 $1.8M 0.26% -221 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,848 $1.8M 0.31% 0 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,847 $1.8M 0.9% -764 13F-HR Timeline Ellevest, Inc. 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