Breakwater Investment Management More: the full row for Breakwater Investment Management 24,480 $5.01M 1.94% +251 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 24,321 $5M 0.19% +2,168 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 24,379 $4.99M 1.87% +6,755 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,149 $4.94M 0.15% +11,069 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 24,094 $4.93M 0.21% -2,053 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 24,079 $4.93M 1.09% -1,137 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 24,038 $4.92M 0.48% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 23,938 $4.9M 0.7% -553 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 23,885 $4.89M 1.26% -60 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,888 $4.89M 0.99% +47 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 23,886 $4.89M 1.36% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 23,772 $4.89M 0.47% +6,644 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 23,831 $4.88M 0.51% 0 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 23,775 $4.87M 1.06% +471 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 23,742 $4.86M 0.57% -30 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23,724 $4.86M 0.08% +23,621 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 23,574 $4.82M 0.86% -747 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 23,272 $4.76M 2.12% +292 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,195 $4.75M 0.17% +90 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 23,071 $4.74M 0.17% +7,386 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 23,092 $4.73M 1.77% +253 13F-HR Timeline S&CO INC More: the full row for S&CO INC 23,067 $4.72M 0.3% 0 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 22,697 $4.7M 2.64% +2,109 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,936 $4.69M 0.46% +703 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 22,636 $4.63M 1.46% -2,514 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22,319 $4.62M 0.79% +411 13F-HR Timeline Financial Insights, Inc. 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More: the full row for Abbot Financial Management, Inc. 22,114 $4.53M 2.09% +56 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 21,995 $4.52M 2.4% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 21,850 $4.5M 1.22% -7,217 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,894 $4.48M <0.01% +5,428 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 21,753 $4.45M 1.06% +18,385 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 21,745 $4.45M 2.44% -200 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,675 $4.44M 0.28% +1,211 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 21,603 $4.42M 0.1% -2,426 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 21,452 $4.39M 0.61% +560 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 21,292 $4.36M 0.85% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 21,335 $4.35M 0.62% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 21,172 $4.33M 6.05% +41 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,117 $4.32M 0.03% +327 13F-HR Timeline Group CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 21,104 $4.32M 1.22% -127 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 21,100 $4.32M 0.13% -800 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 21,057 $4.31M 0.56% -2,221 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 20,985 $4.3M 0.53% +1,608 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,923 $4.28M 0.82% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 20,783 $4.25M 2.02% -653 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,763 $4.25M 0.42% +714 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 20,619 $4.22M 1.89% 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 20,510 $4.2M 1.79% -745 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 20,479 $4.19M 1.52% -24 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 20,391 $4.17M 0.19% 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 20,326 $4.16M 0.31% -359 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 20,252 $4.14M 0.01% -974 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 20,246 $4.14M 0.03% +420 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 20,151 $4.14M 1.3% +818 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 20,127 $4.12M 0.2% -305 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 20,122 $4.12M 0.19% +179 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 19,997 $4.09M 3.17% +57 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,930 $4.08M 0.01% +16,336 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 19,921 $4.08M 1.12% +132 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 19,795 $4.07M 1.61% +2,131 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 19,852 $4.06M 0.47% +235 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 19,712 $4.03M 1.31% +735 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 19,675 $4.03M 2.29% +590 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 19,642 $4.02M 0.85% -707 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 19,574 $4.01M 0.21% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19,545 $4M 2.07% +14 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 19,475 $3.99M 0.78% -1,556 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,438 $3.98M 0.92% -70 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 19,356 $3.96M 0.2% -240 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 19,280 $3.95M 1.14% -27 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 19,266 $3.94M 0.68% -43 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 19,260 $3.94M 3.98% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,236 $3.94M 1.61% -20 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 19,230 $3.94M 1.29% +2,651 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 19,229 $3.94M 1.65% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,213 $3.93M 0.14% -4,635 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,132 $3.92M 0.15% +343 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 19,125 $3.91M 0.17% +266 13F-HR Timeline Group Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 19,119 $3.91M 1.28% -174 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 19,072 $3.9M 0.93% -101 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,863 $3.9M 0.17% +67 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 19,015 $3.89M 0.38% -98 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 18,968 $3.88M 0.91% -41 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 18,511 $3.87M 3.64% +1,034 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 18,905 $3.87M 0.05% 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 18,895 $3.87M 2.39% -130 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18,894 $3.87M 0.09% -16,121 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 18,706 $3.87M 2.02% +6,694 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 18,825 $3.85M 0.12% -520 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 18,783 $3.84M 0.79% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 18,782 $3.84M 0.11% -906 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 18,730 $3.83M 2.16% -106 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 18,697 $3.83M 0.13% +100 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 18,675 $3.82M 1.33% +1,050 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 18,350 $3.81M 0.68% +20 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 18,521 $3.79M 2.63% -71 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 18,420 $3.77M 0.94% -81 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 18,416 $3.77M 1.34% -89 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 18,354 $3.76M 0.57% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,237 $3.73M 2.05% +14,885 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 18,235 $3.73M 0.63% -682 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 18,195 $3.72M 0.24% +568 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 18,044 $3.69M 2.88% +1,848 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 18,035 $3.69M 0.89% -1,612 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 17,851 $3.65M 0.52% -2,220 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 17,832 $3.65M 0.31% -510 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 17,801 $3.64M 0.06% -15 13F-HR/A Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 17,762 $3.64M 0.08% -925 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,749 $3.63M 0.46% -828 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 17,647 $3.61M 0.02% -1,009 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 17,506 $3.58M 1.44% -98 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 17,496 $3.58M 0.19% -1,850 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 17,484 $3.58M 2.48% -1,042 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17,428 $3.57M 0.33% -288 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,078 $3.57M 0.41% -228 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 17,342 $3.55M 0.08% +13,621 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 17,320 $3.54M 0.26% +4,706 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 17,301 $3.54M 0.38% -316 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 17,275 $3.54M 3.41% -135 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 17,271 $3.53M 2.62% +314 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 17,257 $3.53M 2.5% -148 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 17,077 $3.5M 0.94% -26 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,077 $3.5M 0.79% -677 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,986 $3.49M 0.05% -473 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 17,038 $3.49M 1% +2,777 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 16,989 $3.48M 0.53% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 16,901 $3.46M 1.36% -95 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,878 $3.45M 0.41% -9 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 16,872 $3.45M 1.68% -30 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 16,850 $3.45M 1.85% -10 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 16,801 $3.44M 0.99% +560 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 16,783 $3.44M 2.84% -380 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,750 $3.43M 0.2% -940 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,668 $3.41M 0.35% -7,178 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,658 $3.41M 1.13% +40 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 16,649 $3.41M 2.78% +541 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,575 $3.41M 0.06% +3,186 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 16,625 $3.4M 0.86% -258 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,567 $3.39M 1.05% +211 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 16,466 $3.37M 0.06% -134 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 16,459 $3.37M 2.26% -5 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,411 $3.36M 0.22% +695 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,394 $3.36M 0.27% +78 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 16,372 $3.35M 0.06% +9,634 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,371 $3.35M 0.28% -419 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 16,314 $3.34M 0.17% -375 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 16,265 $3.33M 0.76% +5,507 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,253 $3.33M 1.69% -1,065 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 16,116 $3.31M 1.78% +2,097 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16,122 $3.3M 0.29% -1,032 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,994 $3.27M 2.28% +75 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 15,960 $3.27M 0.16% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 15,953 $3.27M 0.12% +465 13F-HR Timeline Friday Financial More: the full row for Friday Financial 15,948 $3.26M 1.66% +238 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,914 $3.26M 0.04% +1,562 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,897 $3.25M 0.2% +1,028 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,892 $3.25M 1.09% -214 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,747 $3.25M 0.54% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,832 $3.24M 0.82% -1,850 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 15,823 $3.24M 0.85% -500 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 15,736 $3.22M 2.43% -405 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,586 $3.19M 0.12% +68 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,520 $3.18M 0.08% +129 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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