Guilbault Capital LLC More: the full row for Guilbault Capital LLC 15,815 $3.4M 3.73% +959 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,782 $3.39M 0.61% +277 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 15,645 $3.36M 0.27% -459 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 15,641 $3.36M 3.09% -1,439 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 15,527 $3.34M 0.2% +1,568 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,474 $3.33M 0.09% +555 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 15,420 $3.32M 0.43% -895 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 15,407 $3.31M 3.08% -2,382 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,393 $3.31M 3.12% +214 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,237 $3.28M 0.16% +722 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 15,190 $3.27M 2.14% +8,615 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,072 $3.24M 1.01% +970 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 15,056 $3.24M 1.07% -1,940 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,984 $3.22M 0.21% -814 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,981 $3.22M 0.82% +335 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 14,958 $3.22M 2.2% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,490 $3.21M 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,919 $3.21M 0.12% +1,219 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,917 $3.21M 0.05% -2,536 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 14,908 $3.21M 0.38% +1,102 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 14,839 $3.19M 1.31% +49 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,800 $3.18M 0.26% +86 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 13,978 $3.18M 1.81% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 14,783 $3.18M 1.41% +4,939 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,741 $3.17M 0.83% +232 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 14,708 $3.16M 1.91% -145 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 14,046 $3.16M 1.34% -3,249 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 14,669 $3.15M 0.19% -65 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,666 $3.15M 0.28% -66 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 14,656 $3.15M 0.21% -29 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 14,617 $3.14M 0.95% +1,257 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 14,513 $3.12M 2.67% 13F-HR/A Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 14,148 $3.11M 0.3% +7,074 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 14,447 $3.11M 0.43% -119,710 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,416 $3.1M 0.19% +332 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 14,360 $3.09M 0.48% -54,291 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,355 $3.09M 0.11% +147 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 14,340 $3.08M 1.21% -3,082 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 14,339 $3.08M 0.82% +4 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,733 $3.08M 0.19% -525 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 14,312 $3.08M 0.16% -3,177 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 14,296 $3.07M 0.33% +581 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 14,272 $3.07M 0.28% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,211 $3.06M 1.24% -252 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,205 $3.06M 0.43% -850 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 14,130 $3.04M 2.43% +1,069 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 14,095 $3.03M 0.81% +1,956 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 14,045 $3.02M 0.01% -2,459 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,019 $3.01M 0.09% +991 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,008 $3.01M 1.05% +187 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,996 $3.01M 0.04% +651 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,934 $3M 0.03% -331 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 13,915 $2.99M 0.49% -23 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,839 $2.98M 0.05% +460 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 13,784 $2.96M 0.34% -465 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 13,779 $2.96M 0.49% -382 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,707 $2.95M 0.62% +373 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 13,688 $2.94M 2.36% +802 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 13,683 $2.94M 0.32% +10 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,614 $2.93M 0.03% -598 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,560 $2.92M 0.16% -137 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 13,555 $2.92M 0.36% +444 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 13,550 $2.91M 1.39% +11,885 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 13,542 $2.91M 1.54% -976 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,487 $2.9M 0.83% +175 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,461 $2.89M 0.3% -43 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,392 $2.88M 0.09% +979 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,361 $2.87M 0.29% +12 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 13,306 $2.86M 2.55% +649 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,239 $2.85M 0.47% -200 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,557 $2.84M 0.31% +510 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 13,199 $2.84M 0.65% +384 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,192 $2.84M 0.08% +534 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,167 $2.83M 0.05% +654 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 13,125 $2.82M 1.71% -1,646 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,021 $2.81M 0.3% +9,652 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 13,025 $2.8M 0.39% -1,999 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,018 $2.8M 0.25% -1,270 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,933 $2.79M 0.1% new 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,938 $2.78M 0.07% +8,267 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,882 $2.77M 0.32% -90 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 12,874 $2.77M 0.86% +336 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 12,874 $2.77M 0.62% -757 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 12,824 $2.76M 0.92% -244 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,813 $2.76M 1.02% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 12,798 $2.75M 0.36% -344 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 12,756 $2.74M 0.23% -283 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 12,748 $2.74M 1.61% +3,793 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 12,684 $2.73M 0.2% +670 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,608 $2.71M 0.23% -51 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,964 $2.7M 0.9% -2 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 12,562 $2.7M 0.02% +1,874 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,557 $2.7M 0.44% +46 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,551 $2.7M 0.8% -10 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,450 $2.68M 0.43% +178 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 12,449 $2.68M 0.33% +1,002 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,448 $2.68M 0.25% +1,316 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 12,443 $2.68M 0.77% -422 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,442 $2.68M 0.12% -134 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 12,435 $2.67M 0.4% -77 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,379 $2.66M 0.32% +76 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 12,368 $2.66M 0.26% new 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 12,348 $2.66M 0.29% -470 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,286 $2.64M 1.71% -4,827 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,275 $2.64M 0.94% -44 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 12,257 $2.64M 1.02% +3,864 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 12,242 $2.63M 1.32% -32 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 12,241 $2.63M 0.11% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 12,225 $2.63M 0.75% -9 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,209 $2.63M 0.51% -221 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,177 $2.62M 0.04% -100 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,169 $2.62M 0.07% +40 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12,134 $2.61M 0.02% -1,005 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 12,099 $2.6M 0.04% +7,230 13F-HR Timeline Group Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 12,094 $2.6M 1.99% -550 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 11,958 $2.57M 1.58% +983 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,949 $2.57M 0.15% -117 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,943 $2.57M 0.04% +3,706 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 11,880 $2.56M 1.08% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 11,877 $2.55M 1.57% -335 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 11,815 $2.55M 1.89% +702 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 11,839 $2.55M 0.01% -403 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,783 $2.53M 0.07% -467 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,730 $2.52M -248 Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,722 $2.52M 0.18% +131 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,658 $2.51M 0.31% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11,571 $2.5M 0.17% -747 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,591 $2.49M 0.19% -688 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 11,590 $2.49M 1.53% -50 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,583 $2.49M 0.05% -526 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 11,563 $2.49M 0.2% -43 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,508 $2.48M 0.2% +817 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,482 $2.47M 0.76% -560 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,473 $2.47M 0.93% +37 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,444 $2.46M 0.68% +1 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,412 $2.45M 1.43% +240 13F-HR Timeline STONE LOFT WEALTH MANAGEMENT LLC More: the full row for STONE LOFT WEALTH MANAGEMENT LLC 11,381 $2.45M 1.75% +3,404 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 11,301 $2.43M 0.22% -700 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,275 $2.42M 1.28% +5 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 11,271 $2.42M 0.03% -59 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 11,251 $2.42M 1.56% -419 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,239 $2.42M 0.2% -110 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 11,238 $2.42M 0.61% 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,232 $2.42M 1.96% +487 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,210 $2.41M 1.1% -314 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 11,179 $2.4M 2.4% -106 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,175 $2.4M 0.13% -8,854 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 11,175 $2.4M 1.2% -969 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 11,165 $2.4M 2.26% +1,151 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,069 $2.38M 0.03% -51 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 11,038 $2.37M 0.66% +92 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,020 $2.37M <0.01% -5,069 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,974 $2.36M 0.48% -12,276 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,898 $2.34M 0.12% +1,384 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10,880 $2.34M 0.17% -849 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,737 $2.31M 0.24% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,732 $2.31M 0.67% -640 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,720 $2.31M 0.16% -529 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,696 $2.3M 0.07% +378 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,693 $2.3M 0.64% -139 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,602 $2.28M 0.05% +780 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,587 $2.28M 0.5% +581 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,576 $2.27M 0.45% +1,325 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,571 $2.27M 0.19% +325 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,557 $2.27M 0.04% +793 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 10,545 $2.27M 0.15% +1,533 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,468 $2.25M 0.61% -3,180 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,456 $2.25M 0.25% +11 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,452 $2.25M 1.4% +628 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 10,430 $2.24M 1.07% +153 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 10,430 $2.24M 0.11% -418 13F-HR Timeline LANARK FINANCIAL, INC. 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