Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,096 $4.6M 1.31% -167 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,091 $4.6M 0.33% +606 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,085 $4.59M 1.45% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,077 $4.59M 0.38% +769 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,055 $4.58M 0.44% -782 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,047 $4.57M 0.46% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,040 $4.57M 0.3% -135 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 8,028 $4.56M 0.27% +7,340 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 8,012 $4.55M 2.64% +7,989 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,982 $4.53M 0.71% -77 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 7,982 $4.53M 4.13% +507 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 7,973 $4.53M 0.68% -276 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,972 $4.53M 1.62% -2,555 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,971 $4.53M 1.96% -86 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,971 $4.53M 1.66% +80 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,961 $4.52M 1.34% -5 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 7,952 $4.52M 2.09% +4,130 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 7,919 $4.5M 2.42% +148 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,911 $4.49M 4.26% +178 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,900 $4.49M 0.3% -12,600 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 7,871 $4.47M 0.36% +1,031 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,869 $4.47M 0.35% -811 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,850 $4.46M 1.66% +323 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 7,845 $4.46M 2.2% +2,332 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,813 $4.44M 2.75% +350 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 7,773 $4.42M 4.98% +342 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,773 $4.42M 0.97% -59 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,766 $4.41M 0.14% +280 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,753 $4.4M 0.09% +555 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 7,750 $4.4M 1.38% -1,859 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 7,726 $4.4M 0.54% +4,092 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 7,722 $4.4M 0.74% +204 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 7,732 $4.39M 1.76% +842 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,707 $4.39M 0.58% +548 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,687 $4.37M 0.58% -514 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 24,845 $4.34M 1.14% +22,091 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,633 $4.34M 0.05% -14,576 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 7,618 $4.33M 1.31% +498 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 7,616 $4.33M 2.16% +993 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,612 $4.32M 1.63% +3,556 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 7,572 $4.3M 0.41% +1,100 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,565 $4.3M 0.81% -352 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,563 $4.3M 0.51% -106 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 7,551 $4.3M 2.13% -442 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,560 $4.29M 1.83% +114 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,541 $4.28M 1.05% +3,567 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,539 $4.28M 1.15% +833 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 7,539 $4.28M 0.83% +3 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,490 $4.25M 3.71% +926 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,462 $4.24M 0.15% +1,361 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 7,449 $4.23M 0.64% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 7,449 $4.23M 2.65% -10,160 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,443 $4.23M 2.96% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,425 $4.22M 0.9% +36 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 7,382 $4.19M 3.38% +920 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,376 $4.19M 0.08% +3,311 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 7,373 $4.19M 0.76% +179 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,371 $4.19M 0.69% -386 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,344 $4.17M 0.79% -628 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,339 $4.17M 1.51% +38 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,305 $4.15M 0.92% +4,919 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,300 $4.15M 0.57% +988 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,270 $4.13M 0.04% -620 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,258 $4.12M 2.08% +36 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,249 $4.12M 1.33% 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 7,233 $4.11M 0.34% -100 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 7,226 $4.1M 1.91% -1,840 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 7,206 $4.09M 0.52% +768 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 7,199 $4.09M 4.28% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,192 $4.09M 1.05% -202 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 7,192 $4.08M 1.77% +135 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,185 $4.08M 2.74% -9,790 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,156 $4.06M 0.08% +400 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,138 $4.05M 0.07% +569 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,127 $4.05M 2.57% -64 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,116 $4.04M 3.02% -685 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,108 $4.04M 0.28% +2,475 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,083 $4.02M 1.01% +175 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 7,052 $4.01M 0.81% +196 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,049 $4M 1.94% +65 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 7,046 $4M 0.52% -1,249 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,021 $3.99M 3.2% +1,099 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 7,005 $3.98M 0.62% +6,363 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 7,003 $3.98M 0.9% +291 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 6,996 $3.97M 2.78% +2,292 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 6,869 $3.97M 2.68% -219 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,975 $3.96M 1.77% -138 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,975 $3.96M 1.63% +387 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,964 $3.96M 1.76% +3,428 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 6,959 $3.95M 0.76% -70,832 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 6,926 $3.93M 1.52% -4,269 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,923 $3.93M 0.58% -124 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,920 $3.93M 4.02% +50 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 6,916 $3.93M 1.11% -134 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 6,906 $3.92M 0.55% +631 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 6,876 $3.91M <0.01% +3,713 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 6,874 $3.9M 0.21% -333 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 6,868 $3.9M 1.88% -33,583 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 6,866 $3.9M 2.29% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,865 $3.9M 0.18% +299 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 6,858 $3.9M 1.28% -3 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,835 $3.88M 0.71% +335 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 6,700 $3.88M 1.87% -2,366 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,812 $3.87M 1.28% +573 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 6,788 $3.86M 1.75% +435 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,768 $3.84M 0.38% +3,384 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,763 $3.84M 1.18% 0 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 6,760 $3.84M 2.14% +349 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,757 $3.84M 0.44% +1,594 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,757 $3.84M 0.23% +88 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,741 $3.83M 1.04% +1,256 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 6,735 $3.83M 0.32% +32 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 6,722 $3.82M 3.43% +2,723 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,711 $3.81M 1.57% +239 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,666 $3.79M 0.25% -874 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 6,654 $3.78M 0.09% -359 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 6,653 $3.78M 0.19% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,641 $3.77M 0.7% -1,821 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,629 $3.77M 1.06% -34 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 6,613 $3.76M 0.62% -16 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 6,570 $3.73M 0.64% -2,006 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,570 $3.73M 0.25% -1,260 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,554 $3.72M 0.53% +149 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,497 $3.69M 1.07% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 6,494 $3.69M 1.47% -175 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,480 $3.68M 0.91% -161 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,468 $3.67M 1.3% +750 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,460 $3.67M 0.89% -318 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,459 $3.67M 0.04% -19,684 13F-HR/A Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 6,457 $3.67M 2.82% +5,664 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,439 $3.66M 0.32% +468 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,402 $3.65M 1.96% +212 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,379 $3.63M 0.07% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 6,381 $3.62M 2.01% -28 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,357 $3.61M 0.25% -8 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,345 $3.6M 0.59% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,342 $3.6M 0.21% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,330 $3.6M 0.32% -22 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 6,318 $3.59M 1.96% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 6,294 $3.58M 0.39% -89 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 6,304 $3.57M 1.27% +756 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,274 $3.56M 2.44% -234 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 6,271 $3.56M 0.11% -627 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,246 $3.55M 0.23% +368 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 6,244 $3.55M 0.37% -158 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,242 $3.55M 0.3% +13 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 6,239 $3.54M 0.21% +843 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 6,230 $3.54M 0.24% -12 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,230 $3.54M 0.42% +336 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,229 $3.54M 0.27% +245 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 6,225 $3.54M 2% -1,633 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $3.53M 0.97% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 6,192 $3.52M 2.4% +305 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,167 $3.51M 0.14% +543 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 6,172 $3.51M 10.82% -120 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,167 $3.5M 2.58% +53 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,161 $3.5M 0.11% -1,070 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,152 $3.49M 1.72% +4,176 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 6,144 $3.49M 2.12% +167 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 6,142 $3.49M 0.54% +167 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 6,136 $3.49M 1.81% +1,185 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,120 $3.48M 0.19% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,120 $3.48M 0.44% +27 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,116 $3.47M 3.1% -34 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 6,104 $3.47M 0.07% -6 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,095 $3.46M 2.61% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 6,086 $3.46M 1.51% +869 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 6,085 $3.46M 1.08% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,029 $3.44M 0.56% +811 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,051 $3.44M <0.01% -932 13F-HR Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 6,026 $3.43M 1.24% -1,052 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,031 $3.43M 2.81% -421 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 6,021 $3.42M 0.09% -2,058 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,008 $3.41M 0.2% +777 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 5,994 $3.4M 0.69% -151 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,898 $3.4M 0.52% 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 5,961 $3.4M 1.07% +150 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,968 $3.39M 1.16% -56 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,966 $3.39M 1.57% -1,174 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 5,942 $3.38M 1.16% +55 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 5,930 $3.37M 1.84% -537 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,923 $3.36M 2.99% +183 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,919 $3.36M 0.8% +236 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 5,919 $3.36M 0.08% +515 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,916 $3.36M 0.66% +4 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,909 $3.36M 0.21% +362 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,903 $3.35M 0.38% +95 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,889 $3.35M 0.23% +198 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,856 $3.34M 1.08% +3,000 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,861 $3.33M 2.76% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 5,859 $3.33M 0.48% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,837 $3.32M 0.15% +276 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 5,830 $3.31M 2.21% +446 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 5,825 $3.31M 1.2% -246 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,789 $3.29M 18.88% -175 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 5,755 $3.27M 1.42% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 5,744 $3.26M 1.19% -683 13F-HR/A Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,737 $3.26M 2.17% -250 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,735 $3.26M 1.01% +583 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,705 $3.24M 1.54% +1,929 13F-HR Timeline