Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,774 $4.04M 0.22% -1,131 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,498 $4.04M 0.81% -67 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 11,753 $4.03M 2.73% -671 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 11,738 $4.03M 0.9% +801 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 11,736 $4.03M 0.61% -2,640 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,467 $4.03M 0.79% +251 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 11,746 $4.02M 1.23% +300 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,721 $4.02M 0.16% +289 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 11,698 $4.01M 2.37% +1,777 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 11,694 $4.01M 0.92% +4,827 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 11,693 $4.01M 0.08% -4,000 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,682 $4.01M 0.76% +11,369 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,649 $4M 0.68% -530 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 11,637 $3.99M 0.83% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $3.99M 0.95% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NWAM LLC More: the full row for NWAM LLC 11,631 $3.99M 0.2% +3,045 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 12,642 $3.98M 1.09% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 11,556 $3.96M 0.41% -128 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 11,536 $3.96M 0.05% +468 13F-HR Timeline Group Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 11,528 $3.96M 2.69% +554 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 11,522 $3.95M 1.01% +558 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 11,495 $3.94M 1.96% +1,400 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 11,491 $3.94M 0.65% +1,497 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 11,481 $3.94M 1.32% +562 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,433 $3.92M 1.21% +2,833 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 11,400 $3.91M 0.73% +504 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 11,396 $3.91M 1.83% +503 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 11,378 $3.9M 0.61% +1,680 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 11,367 $3.9M 1.54% -2,486 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,359 $3.9M 0.92% -74 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 11,350 $3.89M 3.3% +265 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 11,345 $3.89M 1.68% +427 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 11,290 $3.87M 1.4% +144 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 11,288 $3.87M 0.35% +403 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 11,287 $3.87M 3.33% +10,595 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,284 $3.87M 0.83% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,282 $3.87M 0.37% +315 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 10,627 $3.87M 2.88% +917 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,257 $3.86M 0.39% -111 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,238 $3.86M 0.87% -185 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,238 $3.86M 0.73% +28 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 11,227 $3.85M 0.1% -7,069 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,203 $3.84M 0.08% -20 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 11,201 $3.84M 0.68% +361 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,154 $3.83M 0.33% -114 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,153 $3.83M 0.32% +445 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 11,139 $3.82M 0.86% +888 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 12,628 $3.82M 0.84% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 11,108 $3.81M 3.01% +764 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,093 $3.81M 0.15% +133 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,091 $3.81M 0.55% -1,245 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 11,091 $3.81M 0.14% +436 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,075 $3.8M 1% -3 13F-HR Timeline CNB Bank More: the full row for CNB Bank 11,071 $3.8M 1.48% +445 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 11,063 $3.8M 1.66% +345 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 11,061 $3.8M 2.17% +3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11,046 $3.79M 0.41% +29 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,019 $3.78M 1.35% -116 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 11,018 $3.78M 0.05% +200 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,961 $3.76M 0.12% -951 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,956 $3.76M 0.81% +381 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 10,954 $3.76M 0.13% -458,406 13F-HR Timeline Group Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 10,953 $3.76M 1.75% -1,016 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 10,894 $3.74M 0.68% +645 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 10,842 $3.72M 1.06% +5,568 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,841 $3.72M 0.87% +55 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10,841 $3.72M 1.37% -237 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 10,824 $3.71M 2.49% -132 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 10,821 $3.71M 0.62% +1 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 10,805 $3.71M 1.06% +29 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,799 $3.71M 0.11% +104 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 10,775 $3.7M 0.54% +456 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 10,770 $3.7M 1.01% -363 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 10,765 $3.69M 0.22% -17,020 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,761 $3.69M 0.21% +4,490 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 10,757 $3.69M 0.18% -244 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,176 $3.69M 1.97% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 10,736 $3.68M 3.11% +2,332 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,723 $3.68M 0.15% +1,485 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,688 $3.67M 0.47% -187 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,645 $3.65M 0.94% -782 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 10,624 $3.64M 0.37% -842 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 10,621 $3.64M 0.34% +370 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 10,621 $3.64M 0.93% +1,045 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 10,604 $3.64M 1.08% -155 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,563 $3.62M 0.28% -112 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,533 $3.61M 0.24% -29 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 10,533 $3.61M 0.17% -436 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 9,969 $3.61M 0.56% +4,269 13F-HR Timeline Group Lindsell Train Ltd More: the full row for Lindsell Train Ltd 10,500 $3.6M 0.14% +200 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,491 $3.6M 0.62% +692 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 10,481 $3.6M 1.63% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 10,477 $3.59M 1.23% -1,264 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,880 $3.59M 0.57% -311 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 10,452 $3.59M 0.83% +173 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 10,439 $3.58M 0.5% -38 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,437 $3.58M 1.79% -384 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 10,435 $3.58M 0.11% +8,842 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 10,435 $3.58M 1.61% -38 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 10,431 $3.58M 0.56% +57 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 10,412 $3.57M 0.05% +8,672 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 10,405 $3.57M 0.73% -125 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 10,358 $3.55M 0.93% +417 13F-HR Timeline TOBAM More: the full row for TOBAM 10,318 $3.54M 0.86% +1,146 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tsai Capital Corp More: the full row for Tsai Capital Corp 10,317 $3.54M 2.62% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,296 $3.53M 0.19% +368 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 10,289 $3.53M 0.24% +433 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 10,273 $3.52M 1.07% +1,843 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 9,910 $3.52M 1.2% -254 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 10,231 $3.51M 2.47% -679 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 10,162 $3.49M 1.1% -42 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 10,154 $3.48M 2.65% +201 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 10,138 $3.48M 1.4% +363 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 10,107 $3.47M 1.16% +541 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 10,105 $3.47M 1.41% +200 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 10,081 $3.46M 1.08% -180 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 10,041 $3.44M 1.49% +192 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,025 $3.44M 0.17% +876 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,020 $3.44M 0.73% -29 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 10,002 $3.43M 0.68% -451 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 9,954 $3.42M 1.16% -35 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 9,937 $3.41M 1.55% +216 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 9,937 $3.41M 1.12% -215 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 9,936 $3.41M 2.46% +144 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 9,933 $3.41M 0.35% +388 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 9,928 $3.41M 0.87% +740 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 9,903 $3.4M 0.61% +1,830 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 9,880 $3.39M 0.64% +31 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 9,874 $3.39M 0.54% +215 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,774 $3.38M 0.16% +600 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 9,852 $3.38M 1.36% +345 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,845 $3.38M 0.21% -158 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 9,831 $3.37M 1.17% -301 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,826 $3.37M 0.03% -2,587 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,825 $3.37M 0.18% +989 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,822 $3.37M 0.14% +7,370 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 12,869 $3.36M 0.62% +145 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 9,795 $3.36M 0.66% -50 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 9,779 $3.36M 0.55% +231 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 9,770 $3.35M 0.6% +2,740 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 9,757 $3.35M 2.17% +45 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 9,745 $3.34M 0.08% +1,861 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 9,723 $3.34M 0.26% -527 13F-HR Timeline Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 9,706 $3.33M 0.57% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 9,705 $3.33M 0.51% -189 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 9,672 $3.32M 2.05% +35 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 9,344 $3.32M 0.55% +403 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,665 $3.32M 0.04% -108,877 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 9,645 $3.31M 1.66% +45 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 9,636 $3.31M 1.02% -413 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,625 $3.3M 0.57% +1,006 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,618 $3.3M 1.34% -205 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 9,604 $3.3M 0.61% +57 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 9,593 $3.29M 1.5% -711 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 9,589 $3.29M 1.45% -1 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 9,588 $3.29M 1.75% -51 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 9,569 $3.28M 1.09% +2,728 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,564 $3.28M 0.66% -154 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 9,540 $3.27M 0.33% -314 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,527 $3.27M 2.15% +3 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,525 $3.27M 1.04% -290 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,506 $3.26M 0.92% +1,040 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 9,464 $3.25M 1.47% +63 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 9,462 $3.25M 1.52% new 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 9,451 $3.24M 0.39% +741 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 9,425 $3.23M 0.38% -979 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 9,415 $3.23M 0.19% +4,495 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 9,396 $3.22M 0.11% -16 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 9,392 $3.22M 2.15% +123 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,391 $3.22M 1.29% -10,912 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,382 $3.22M 0.08% +708 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,373 $3.22M 1.82% -1,324 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 9,369 $3.21M 0.15% -877 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 9,354 $3.21M 0.89% +524 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9,350 $3.21M 0.88% +1,704 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,332 $3.2M 1% -2,490 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,317 $3.2M 0.69% -3 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,313 $3.2M 0.2% +880 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 9,274 $3.18M 0.93% -4 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 9,263 $3.18M 2.48% -197 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,235 $3.17M 0.76% +4,820 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 9,223 $3.16M 1.8% +1,522 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 9,192 $3.15M 0.48% +46 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 9,179 $3.15M 0.79% -641 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 9,167 $3.15M 0.24% -24 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 9,160 $3.14M 0.57% -478 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,159 $3.14M 0.62% +752 13F-HR Timeline SS&H Financial Advisors, Inc. 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