Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,712 $1.54M 0.14% +588 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,711 $1.54M 0.03% -84 13F-HR Timeline Verisail Partners, LLC More: the full row for Verisail Partners, LLC 2,701 $1.53M 0.65% -10 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 2,700 $1.53M 0.12% +25 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,700 $1.53M 0.25% -200 13F-HR Timeline Group Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 2,691 $1.53M 0.14% +1,240 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,682 $1.52M <0.01% new 13F-HR Timeline Group Ellevest, Inc. 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More: the full row for Wingate Wealth Advisors, Inc. 2,606 $1.48M 1.32% +124 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,590 $1.48M 0.52% +150 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 2,592 $1.47M 0.22% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 2,592 $1.47M 1.11% +4 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,591 $1.47M 0.22% +552 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,553 $1.47M 0.22% +1,100 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,778 $1.47M 0.13% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,578 $1.46M 0.84% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,576 $1.46M 1.18% +1,485 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 2,573 $1.46M 0.16% new 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,558 $1.45M 0.37% +750 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,557 $1.45M 0.67% +5 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,557 $1.45M 0.1% -564 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 2,555 $1.45M 1.26% -286 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. 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More: the full row for TFC Financial Management, Inc. 2,521 $1.43M 0.2% +267 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,505 $1.42M 0.03% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,502 $1.42M 0.41% -113 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 2,497 $1.42M 0.21% +19 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,496 $1.42M 1.03% -289 13F-HR Timeline Group Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,490 $1.41M 0.71% +11 13F-HR Timeline Valley Financial Group, Inc. 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More: the full row for CHAPIN DAVIS, INC. 2,363 $1.34M 0.37% +1 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 2,355 $1.34M 0.39% +9 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 2,588 $1.34M 1.52% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,350 $1.33M 0.28% new 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,348 $1.33M 0.18% +227 13F-HR Timeline Mystic Asset Management, Inc. 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More: the full row for Rakuten Securities, Inc. 2,320 $1.32M 0.52% -886 13F-HR/A Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,307 $1.31M 1.09% -93 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,308 $1.31M 0.05% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 2,251 $1.31M 0.36% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,299 $1.31M 0.94% -135 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 2,285 $1.3M 0.98% -750 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,285 $1.3M 0.58% +277 13F-HR Timeline Clear Point Advisors Inc. 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ET AL 2,227 $1.27M 0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,226 $1.26M 0.22% +304 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,226 $1.26M 0.32% +90 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 2,223 $1.26M 0.61% 0 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,219 $1.26M 4.29% -5 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,216 $1.26M 0.4% +55 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,209 $1.25M 0.72% 0 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2,206 $1.25M 0.84% +72 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,205 $1.25M 0.09% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,199 $1.25M 1.03% +193 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 2,204 $1.25M 0.28% 0 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 2,207 $1.25M 0.17% +292 13F-HR Timeline Group CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2,197 $1.25M 0.12% -22 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 2,191 $1.24M 0.32% +560 13F-HR/A Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 2,185 $1.24M 0.6% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 2,184 $1.24M 0.27% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. 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More: the full row for AIFG Consultants Ltd. 2,077 $1.18M 2.3% -104 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,073 $1.18M 1.57% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,070 $1.18M 0.11% -79 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,069 $1.17M 0.27% +20 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,067 $1.17M 0.78% +11 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,064 $1.17M 0.31% +143 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 2,058 $1.17M 1.02% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,056 $1.17M 0.14% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,054 $1.17M 0.91% 0 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 2,051 $1.17M 0.29% +54 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 2,036 $1.16M 0.59% +4 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 2,038 $1.16M 0.7% -67 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,034 $1.16M 0.06% +11 13F-HR Timeline Ameliora Wealth Management Ltd. 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