CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 43,870 $3.53M 0.78% +32,931 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 43,857 $3.53M 1.6% +38 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 43,848 $3.53M 1.08% +32,888 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 43,800 $3.53M 0.33% +32,850 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 43,598 $3.51M 3.12% +32,494 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 43,558 $3.51M 1.73% +32,584 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 43,401 $3.5M 0.24% -40,308 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 43,391 $3.5M 0.44% +32,245 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 43,214 $3.48M 0.97% +31,934 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 42,954 $3.46M 0.11% +30,811 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 42,648 $3.44M 0.73% +31,986 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 42,617 $3.43M 0.4% +31,737 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 42,380 $3.41M 1.12% +31,044 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 42,308 $3.41M 0.65% new 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 42,308 $3.41M 0.65% 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 41,871 $3.37M 0.22% +31,174 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 41,496 $3.34M 0.04% +31,000 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 41,277 $3.33M 1.12% +31,746 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 41,277 $3.33M 0.1% +30,936 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 41,145 $3.32M 0.37% +30,923 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 39,626 $3.31M 0.34% -179 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 40,914 $3.3M 0.09% +30,247 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 40,879 $3.29M 0.2% +29,771 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 40,846 $3.29M 0.26% +32,164 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 40,752 $3.28M 0.13% +30,612 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 40,703 $3.28M 0.46% +29,049 13F-HR Timeline Financial Planning Fort Collins, LLC More: the full row for Financial Planning Fort Collins, LLC 40,580 $3.28M 2.59% +164 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 40,667 $3.28M 1.5% +30,317 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 40,459 $3.26M 0.22% new 13F-HR/A Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 40,389 $3.25M 1.15% +30,135 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 40,369 $3.25M 2.25% +30,297 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 40,304 $3.25M 0.69% +29,363 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 40,205 $3.24M 0.01% +38,688 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 40,045 $3.23M 1.3% +37,595 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 40,033 $3.23M 0.26% +30,104 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 39,960 $3.22M 1.3% +13,285 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 39,899 $3.21M 0.2% +29,935 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 39,844 $3.21M 0.37% +29,856 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 39,538 $3.19M 1.47% +29,432 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 39,478 $3.18M 0.33% +29,589 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 39,416 $3.18M 0.26% +30,902 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 39,348 $3.17M 0.03% +28,351 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 39,320 $3.17M 3.83% +32,438 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 39,248 $3.16M 0.11% +29,023 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 39,143 $3.15M 0.62% +29,356 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 39,130 $3.15M 0.41% +29,565 13F-HR/A Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 39,076 $3.15M 2.14% +28,988 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 39,004 $3.14M 0.3% +28,039 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 38,966 $3.14M new Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 38,605 $3.11M 0.15% +26,792 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 38,340 $3.1M 0.84% +28,720 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38,464 $3.1M 0.08% +28,829 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 38,390 $3.09M 0.07% +28,708 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 38,351 $3.09M 0.88% +28,419 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,284 $3.08M 0.17% +28,552 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 38,181 $3.08M 0.03% +28,619 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 38,161 $3.07M 0.26% +26,987 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 38,051 $3.07M 1.1% +28,406 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 37,947 $3.06M 0.3% +28,490 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 37,890 $3.05M 0.18% +27,622 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 37,845 $3.05M 0.31% +28,712 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 37,820 $3.05M 2.42% +28,394 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 37,727 $3.04M 0.26% +28,720 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 37,712 $3.04M 0.25% +27,634 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 37,624 $3.03M 0.43% +27,808 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 37,570 $3.03M 0.05% +20,904 13F-HR/A Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 37,472 $3.02M 0.25% +29,788 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 37,332 $3.01M 1.17% +27,996 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 37,319 $3.01M 0.28% +27,993 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 37,296 $3M 0.94% +27,960 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 37,195 $3M 0.48% +28,877 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 37,129 $2.99M 0.86% +33,492 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 37,056 $2.99M 0.38% +27,792 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 37,052 $2.99M 1.17% +26,566 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 36,888 $2.97M 0.34% +27,666 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 36,879 $2.97M 2.54% +27,677 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 36,768 $2.96M 1.09% +27,576 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 36,719 $2.96M 0.8% +27,540 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 36,710 $2.96M 0.66% +27,554 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 36,700 $2.96M 0.45% +27,234 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 36,584 $2.95M 0.13% +27,437 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 36,453 $2.94M 0.04% +31,462 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 36,400 $2.93M 0.53% +27,300 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 36,338 $2.93M 0.07% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 36,297 $2.91M <0.01% +26,846 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 36,162 $2.91M 0.19% +27,253 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 36,127 $2.91M 0.18% +27,149 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 35,973 $2.9M 0.19% +26,763 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 35,959 $2.9M 0.34% +30,027 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 35,955 $2.9M 0.95% +34,841 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 35,917 $2.89M 0.4% +27,177 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 35,912 $2.89M 0.03% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 35,846 $2.89M 0.9% +26,567 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 35,762 $2.88M 0.15% +26,506 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 35,755 $2.88M 2.58% +26,585 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 35,716 $2.88M 0.09% +26,894 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 35,623 $2.87M 0.9% +26,504 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 35,611 $2.87M 1.84% +26,666 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 35,463 $2.86M 0.72% +26,599 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 35,428 $2.85M 0.09% +26,571 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 35,384 $2.85M 1.13% +26,538 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 35,458 $2.85M <0.01% +27,541 13F-HR Timeline Group New Perspectives, Inc More: the full row for New Perspectives, Inc 35,127 $2.83M 0.87% +26,280 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 35,023 $2.82M 0.49% +26,272 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 34,838 $2.81M 0.47% +24,474 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 34,603 $2.8M 0.35% +25,918 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 34,646 $2.79M 1.16% +28,514 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 34,541 $2.78M 1.2% +25,970 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 34,496 $2.78M 0.93% +25,111 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 34,471 $2.78M 0.11% +26,131 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 34,326 $2.77M 1.5% +28,236 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 34,226 $2.76M 1.25% 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 34,138 $2.75M 0.99% +26,139 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 33,970 $2.74M 0.39% +29,344 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33,842 $2.73M 0.03% +25,113 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,821 $2.72M 0.18% +25,431 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 33,762 $2.72M <0.01% +28,111 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 33,616 $2.71M 0.12% +25,091 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 33,557 $2.7M 0.04% +24,472 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 33,491 $2.7M 1.01% -25,903 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 33,454 $2.7M 1.39% +25,191 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 33,350 $2.69M 0.14% +25,012 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 33,344 $2.69M 2.03% +26,196 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 33,343 $2.69M 1.13% +25,026 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 33,298 $2.68M 1.44% +24,950 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 33,288 $2.68M 0.67% +28,760 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 33,253 $2.68M 4.89% +25,265 13F-HR Timeline Daniel Investment Group, Inc. More: the full row for Daniel Investment Group, Inc. 33,253 $2.68M 1.59% 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 33,222 $2.68M 1.29% +24,599 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 33,199 $2.67M 0.24% +28,955 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 33,026 $2.66M 0.08% +24,076 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 32,922 $2.65M 0.41% +24,009 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 32,644 $2.63M 1.62% -15 13F-HR Timeline LCW Services, LLC More: the full row for LCW Services, LLC 32,636 $2.63M 1.15% +24,623 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 32,586 $2.63M +25,672 Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 32,592 $2.63M 0.47% +24,476 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 32,617 $2.62M 0.3% +24,496 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 32,540 $2.62M 0.12% +24,393 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,533 $2.62M 0.27% +24,410 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 32,488 $2.62M 0.18% +24,467 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 32,439 $2.61M 0.44% +24,691 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 32,408 $2.61M 0.43% +24,006 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 32,406 $2.61M 0.05% +23,969 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 32,242 $2.6M 0.26% +24,202 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 32,156 $2.59M 0.02% +22,365 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 32,136 $2.59M 2.18% +24,092 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 32,069 $2.58M 0.07% +23,968 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 32,006 $2.58M 0.06% +26,109 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31,984 $2.58M 0.13% +24,478 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 31,894 $2.57M 0.63% +24,040 13F-HR Timeline Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 31,838 $2.57M 1.18% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 31,762 $2.56M 0.03% +24,674 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 31,410 $2.53M 1.35% +23,729 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 31,385 $2.53M 0.69% +25,200 13F-HR/A Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 31,335 $2.52M 0.15% +24,755 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 31,422 $2.52M 2.46% +23,509 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 31,325 $2.52M 0.55% +23,252 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 31,165 $2.52M 0.39% +23,438 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 31,180 $2.51M 0.66% +22,638 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 31,134 $2.51M 0.8% +23,510 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 31,094 $2.51M 0.08% +23,480 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 31,060 $2.5M 0.21% +23,226 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 30,872 $2.49M 0.09% +22,678 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 30,841 $2.48M 0.41% +22,811 13F-HR Timeline Pachira Investments Inc. 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