CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 19,898 $4.32M 0.47% +12 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 19,880 $4.32M 1.24% +244 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,868 $4.32M 0.57% +5,471 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,800 $4.3M <0.01% +2,409 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,701 $4.28M 0.06% +473 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 19,670 $4.27M 0.37% -454 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,333 $4.18M 0.13% -39 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 19,149 $4.16M 0.28% -330 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 19,112 $4.15M 0.14% -1,058 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 19,080 $4.15M 0.36% -11,278 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 19,076 $4.14M 0.57% +788 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 18,789 $4.08M 0.27% +110 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,725 $4.07M 0.54% +561 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 18,670 $4.06M 0.35% +1,942 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 18,557 $4.03M 2.62% -1,605 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 18,480 $4.01M 0.68% -470 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 18,296 $3.97M 2.14% +180 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 18,179 $3.95M 0.04% -1,708 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 18,153 $3.94M 1.91% +1,818 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 18,055 $3.92M 0.16% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 18,052 $3.92M 0.08% -1,043 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 18,000 $3.91M 0.35% -2,374 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 17,928 $3.89M 0.08% -50 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 17,005 $3.89M -3,610 Timeline Fluent Financial, LLC More: the full row for Fluent Financial, LLC 17,127 $3.89M 1.42% +324 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 17,787 $3.86M 0.32% -1,248 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,784 $3.86M 0.02% -5,458 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,752 $3.86M 0.13% +57 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 17,697 $3.85M 1.32% +726 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 17,686 $3.84M 2.16% +47 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 17,624 $3.83M 0.18% -7,661 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 17,567 $3.82M 0.27% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 17,375 $3.77M 2.79% -501 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 17,316 $3.76M 1.48% +141 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 17,262 $3.75M 1.78% +50 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 17,160 $3.73M 1.06% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,148 $3.73M 0.08% +5,250 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 17,099 $3.71M 0.42% -852 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 17,091 $3.71M 0.08% +1,411 13F-HR/A Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 17,090 $3.71M 0.17% +115 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 16,908 $3.67M 0.23% -105 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 16,853 $3.66M 0.51% +298 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,684 $3.62M 0.83% +723 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16,662 $3.62M 0.81% -835 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,634 $3.61M 0.08% +453 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 16,604 $3.61M 0.02% +1,669 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,513 $3.59M 0.04% -96 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,467 $3.58M 0.2% -136 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 16,422 $3.57M 0.79% -200 13F-HR Timeline GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I… More: the full row for GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 16,211 $3.52M 2.75% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,211 $3.52M 0.75% +1,928 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,211 $3.52M 0.1% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,073 $3.49M 0.2% -243 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16,000 $3.48M 0.71% -747 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,934 $3.46M 0.08% -2,716 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 15,924 $3.46M 1.2% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 15,822 $3.44M 0.15% +15,772 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 15,742 $3.42M 1.09% -765 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 16,101 $3.42M 1.32% -735 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,614 $3.39M 0.38% +47 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 15,457 $3.36M 0.47% +1,177 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 15,439 $3.35M 1.45% -523 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 15,309 $3.33M 2.06% +54 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 15,257 $3.31M 1.61% -461 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 15,243 $3.31M 0.04% new 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 15,133 $3.31M 0.41% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15,158 $3.29M 0.17% -82 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,152 $3.29M 0.21% -2,315 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 15,074 $3.27M 0.06% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 15,006 $3.26M 0.09% -148 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 15,006 $3.26M 0.14% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 15,000 $3.26M 0.87% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14,982 $3.25M 0.2% -1,292 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,646 $3.18M 1.17% +422 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,475 $3.14M 0.46% -6,455 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 14,385 $3.13M 1.36% -1,482 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 14,343 $3.12M 1.31% +1,225 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 14,134 $3.07M 0.14% -1,027 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 14,042 $3.05M 0.16% -1,776 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 14,029 $3.05M 2.46% -10 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,949 $3.03M 0.1% +277 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 13,905 $3.02M -974 Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 13,848 $3.01M 0.22% -1,926 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 13,806 $3M 2.11% +102 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,680 $2.97M 0.11% -4,427 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,648 $2.97M 0.13% +260 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 13,636 $2.96M 0.82% -412 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 13,607 $2.96M 1.24% 0 13F-HR/A Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 13,583 $2.95M 0.76% -274 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 13,507 $2.93M 1.27% +1,321 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,489 $2.93M 0.06% +333 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 13,423 $2.92M 1.57% -1,355 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 13,243 $2.88M 0.32% +291 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 13,237 $2.88M 1.84% -600 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,224 $2.87M 0.15% -405 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 13,160 $2.86M 1.67% -340 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 13,121 $2.85M 0.49% -394 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,117 $2.85M 0.16% -230 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 12,967 $2.82M 0.32% -563 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,915 $2.81M 0.01% -101 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 12,905 $2.8M 0.01% -608 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 12,875 $2.8M 2.45% +4,900 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 12,837 $2.79M 0.42% -939 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,771 $2.77M 0.04% -532 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 12,761 $2.77M 0.9% +1,929 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,661 $2.75M 0.13% +975 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 12,510 $2.72M 0.92% -12,832 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,477 $2.71M 1.07% -334 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 12,427 $2.7M 0.43% +25 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 12,412 $2.7M <0.01% -1,063 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 12,320 $2.68M 0.16% +33 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,306 $2.67M 0.11% +387 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,299 $2.67M 0.18% -320 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 12,240 $2.66M 0.12% +2,759 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 12,236 $2.66M 0.5% +930 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 12,176 $2.65M 0.06% -998 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,176 $2.65M 0.16% +552 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,154 $2.64M 0.38% -531 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 12,150 $2.64M 2.12% +1,732 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 12,143 $2.64M 0.05% +79 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 12,142 $2.64M 0.72% -45 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 12,139 $2.64M 0.14% +4,200 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 12,126 $2.63M 0.17% +1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,113 $2.63M 0.05% -478 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,684 $2.63M 0.07% +131 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,031 $2.61M 1.37% -10,655 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 11,969 $2.6M 2.05% -3,889 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,924 $2.59M 0.35% -201 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 11,841 $2.57M 0.24% +7,272 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,820 $2.57M 0.31% -625 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,744 $2.55M 0.24% +401 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 11,620 $2.52M 0.84% -5,720 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,526 $2.5M 0.17% +7,365 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,437 $2.48M 0.04% +2,657 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,436 $2.48M 0.15% -107 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,325 $2.46M 0.15% -323 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 11,308 $2.46M 0.64% +4,633 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 11,262 $2.45M 1.22% -1,463 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 11,254 $2.44M 1% +2,727 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 10,588 $2.41M 0.33% -352 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 11,055 $2.4M 1.02% -21 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 11,033 $2.4M 2.32% +435 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,948 $2.38M 0.49% +4,066 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 10,942 $2.38M 0.73% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,828 $2.36M 0.04% -452 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 10,798 $2.35M 2.04% +176 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,786 $2.34M 0.16% -11 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,725 $2.33M 0.39% -3,942 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,675 $2.32M 0.03% +487 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,667 $2.32M 0.21% +426 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,657 $2.32M 1.73% +43 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 10,652 $2.31M 0.99% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 10,642 $2.31M 1.74% -278 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 10,605 $2.3M 0.6% +55 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,537 $2.29M 0.03% +3,395 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 10,412 $2.26M 0.67% -1,050 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,411 $2.26M 0.15% -273 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,377 $2.25M 0.06% -20 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10,288 $2.24M 1.04% +337 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 10,228 $2.22M 0.17% +1 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 10,225 $2.22M 1.41% -213 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,214 $2.22M 0.17% +2,715 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,203 $2.22M 0.68% -199 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,195 $2.21M 1.33% -853 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 10,169 $2.21M 1.88% +1,039 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,166 $2.21M <0.01% +176 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,151 $2.21M 0.06% +3,978 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 10,151 $2.21M 0.6% -104 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 10,129 $2.2M 1.59% +201 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 10,061 $2.19M 0.35% -158 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 10,000 $2.17M 0.49% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 9,990 $2.17M 0.91% +53 13F-HR Timeline Family Legacy, Inc. 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