Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 10,358 $6.5M 7.36% +23 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 10,353 $6.49M 3.59% -27 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 10,298 $6.46M 1.16% +993 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 10,273 $6.44M 2.5% -958 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 10,227 $6.41M 0.96% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 10,220 $6.41M 1.66% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,211 $6.4M 0.46% +1,934 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,208 $6.4M 0.43% +368 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 10,208 $6.4M 1% +375 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,203 $6.4M 1.47% +156 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,134 $6.36M 1.09% +1,413 13F-HR Timeline Group Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 10,124 $6.35M 2.36% +1,864 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 10,097 $6.33M 2.72% +1,238 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,088 $6.33M 3.53% -527 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 10,073 $6.32M 0.43% -459 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 10,064 $6.31M 1.25% -54 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 10,007 $6.28M 3.3% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,972 $6.25M 0.24% +1,251 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 9,968 $6.25M 2.69% +411 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 9,919 $6.22M 5.73% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,914 $6.22M 0.51% +88 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 9,912 $6.22M 0.41% +229 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,903 $6.21M 0.75% -217 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,900 $6.21M 2.82% +1,133 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 9,840 $6.17M 0.99% +545 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,816 $6.16M 0.79% -1,963 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 9,813 $6.15M 3.25% +75 13F-HR Timeline Revere Asset Management, Inc More: the full row for Revere Asset Management, Inc 9,797 $6.14M 2.16% -40 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9,781 $6.13M 1.64% +87 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,759 $6.12M 0.43% -13 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 9,744 $6.11M 5.03% 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 9,739 $6.11M 1.65% +855 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 9,702 $6.08M 0.35% -1,955 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,692 $6.08M 0.35% +4,168 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,691 $6.08M 2.15% -342 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 9,636 $6.07M 4.87% +674 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 9,661 $6.06M 4.12% 0 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 9,625 $6.04M 1.99% +2,325 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 9,618 $6.03M 3.54% -67 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 9,584 $6.01M 0.59% -74 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,571 $6M 0.12% +296 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 9,492 $5.95M 2.15% -155 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 9,482 $5.95M 0.82% +1,694 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 9,481 $5.95M 0.82% +143 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,461 $5.93M 1.27% +8,688 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 9,448 $5.92M 0.79% +48 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 9,427 $5.91M 2.52% +97 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,394 $5.89M 0.09% -385 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 9,372 $5.88M 1.32% +27 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 9,371 $5.88M 2.49% +270 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 9,245 $5.86M 4.75% 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 9,340 $5.86M 3.82% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 9,338 $5.86M 1.96% -825 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 9,334 $5.85M 0.9% -594 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,317 $5.84M 0.57% -37 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 9,317 $5.84M 0.38% +239 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 9,283 $5.82M 2.3% +2,200 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 9,106 $5.8M 2.55% +803 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 9,155 $5.78M 3.25% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 9,218 $5.78M 1.41% -86 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 9,195 $5.77M 2.31% +8,528 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 9,193 $5.77M 0.46% +2,163 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 9,167 $5.75M 0.82% -1,338 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9,160 $5.74M 1.89% -16 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 9,145 $5.74M 1.79% -225 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 9,141 $5.73M 2.08% -205 13F-HR Timeline CAPITAL WEALTH MANAGEMENT, LLC More: the full row for CAPITAL WEALTH MANAGEMENT, LLC 9,126 $5.72M 1.85% -117 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,103 $5.71M 0.21% -399 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 8,913 $5.7M 1.38% +387 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,069 $5.69M 0.46% +1,388 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 9,053 $5.68M 0.25% new 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 9,052 $5.68M 4.11% +75 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,012 $5.65M 0.35% +2,710 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 18,684 $5.65M 0.34% +16,418 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 9,010 $5.65M 2.84% -641 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,997 $5.64M 0.56% -54 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 8,987 $5.64M 0.03% -1,900 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 8,935 $5.6M 0.1% +852 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 8,901 $5.58M 2.41% -51 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 8,893 $5.58M 1.7% +1,332 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 8,884 $5.57M 0.63% +73 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,859 $5.56M 0.4% +174 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 8,831 $5.54M 0.88% +763 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 8,818 $5.53M 3.1% +257 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 8,818 $5.53M 0.1% +1,684 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,813 $5.53M 0.51% +912 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8,811 $5.53M 3.65% +99 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,783 $5.51M 2.05% -80 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 8,781 $5.51M 0.53% +975 13F-HR/A Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,755 $5.49M 4.76% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,750 $5.49M 1.04% +251 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,707 $5.46M 0.89% +5 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 8,706 $5.46M 0.97% -89 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 8,695 $5.45M 1.31% -2,030 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,696 $5.45M +562 Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 8,692 $5.45M 2.35% -1,451 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 8,679 $5.44M 5.32% +906 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,664 $5.43M 0.8% +248 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 8,605 $5.42M 5.33% 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 8,676 $5.42M 2.43% +30 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 8,618 $5.4M 2.25% new 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 8,608 $5.4M 3.31% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 8,597 $5.39M 0.93% -3,591 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 8,564 $5.37M 1.42% -437 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,552 $5.36M 0.44% +943 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 8,539 $5.36M 3.14% -7,344 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,532 $5.35M 2.78% -7,788 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,485 $5.32M 0.24% -1,874 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 8,474 $5.31M 0.77% +80 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 8,474 $5.31M 3.06% -253 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 8,438 $5.29M 1.69% -1,599 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,421 $5.28M 1.04% +111 13F-HR/A Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 8,421 $5.28M 4.29% +773 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 8,416 $5.28M 0.61% -4,235 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 8,413 $5.28M 6.03% -2 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 8,399 $5.27M 0.63% -3,132 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 8,349 $5.24M 0.42% +2,035 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,325 $5.22M 4.61% 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,316 $5.22M 0.14% -2,615 13F-HR Timeline Attestor Capital Ltd in group Attestor Capital Ltd More: the full row for Attestor Capital Ltd 8,218 $5.19M 2.45% 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 8,277 $5.19M 3.45% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 8,260 $5.18M 3.69% -1,553 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,246 $5.17M 0.53% -1,026 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,244 $5.17M 0.29% -210 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 8,243 $5.17M 1.2% -1,020 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 8,242 $5.17M 5.22% -120 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 8,183 $5.13M 4.2% +2 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,158 $5.12M 0.51% +299 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 8,146 $5.11M 1.98% -45 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 8,146 $5.11M 0.13% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8,120 $5.09M 0.31% -509 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,102 $5.08M 0.02% -2,534 13F-HR Timeline Group Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 8,092 $5.08M 0.04% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,085 $5.07M 1.46% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 8,080 $5.07M 0.67% +714 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 8,074 $5.06M 1.3% -23 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,062 $5.06M 1.06% +1,010 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,055 $5.05M 0.34% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,056 $5.05M 0.65% -182 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 7,974 $5M 0.78% +284 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 7,960 $4.99M 0.55% -119 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,944 $4.98M 3.47% -5,893 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 7,793 $4.97M 3.18% 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,931 $4.97M 1.56% +132 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 7,916 $4.96M 2.56% +313 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,905 $4.96M 0.29% -103 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,881 $4.94M 0.74% +520 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,873 $4.94M 0.23% +525 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 7,850 $4.92M 1.79% -1,202 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 7,842 $4.92M 1.48% +1,811 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 7,810 $4.9M 4.69% 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,809 $4.9M 1.21% +387 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,808 $4.9M 0.57% +71 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,803 $4.89M 1.46% +220 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 7,771 $4.87M 3.67% -661 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 7,733 $4.85M 2.83% -80 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 7,720 $4.84M 2.43% -1,277 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 7,706 $4.83M 0.95% +263 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,686 $4.82M 0.49% +1,056 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 7,676 $4.81M 3.27% -81 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,661 $4.8M 1.48% +33 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,612 $4.77M 1.78% +12 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,596 $4.76M 0.14% +186 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,589 $4.76M 1.12% +101 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 7,588 $4.76M 3.62% 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 7,552 $4.74M 3.22% new 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,517 $4.72M 4.26% +754 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,522 $4.72M 3.62% +296 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 7,500 $4.7M 0.03% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 7,481 $4.69M 0.67% -675 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,468 $4.68M 1.68% -101 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 7,462 $4.68M 0.11% +388 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 7,466 $4.68M 0.8% +122 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,445 $4.67M 2.53% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,441 $4.67M 3.45% +295 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 7,428 $4.66M 0.29% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 7,297 $4.66M 1.36% +3,823 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,407 $4.65M 0.81% -4,646 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,407 $4.65M 0.52% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 7,379 $4.63M 0.01% +135 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 7,364 $4.62M 0.81% +37 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,325 $4.59M 0.69% -20 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,315 $4.59M 2% +13 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 7,306 $4.58M 2.52% +994 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,282 $4.57M 1.27% +437 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 7,260 $4.55M 0.52% -103 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,257 $4.55M 0.57% +25 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 7,255 $4.55M 0.09% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,238 $4.54M 0.37% +5,408 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 7,231 $4.53M 0.62% +502 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,230 $4.53M 0.45% +2,627 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,215 $4.52M 2.24% +562 13F-HR Timeline Family Capital Management, Inc. 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