Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,639 $5.25M 0.27% -280 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,629 $5.24M 1.4% -515 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 7,619 $5.23M 11.79% +1,781 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7,615 $5.23M 1.6% +151 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 7,614 $5.23M 2.32% +96 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 7,617 $5.23M 1.8% +1,280 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7,592 $5.21M 0.42% -176 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,589 $5.21M 0.23% -1,252 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 7,553 $5.19M 0.72% 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 7,552 $5.19M 9.28% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,540 $5.18M 0.26% +4,012 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,534 $5.17M 4.23% +857 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,533 $5.17M 0.1% +1,238 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 7,516 $5.16M 3.5% +240 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,514 $5.16M 0.9% +2,682 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 7,506 $5.16M 1.82% -256 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 7,504 $5.15M 2.1% +335 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,492 $5.15M 1.73% +1,641 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 7,487 $5.14M 4.24% -1,062 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 7,475 $5.13M 1.52% +87 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 7,459 $5.12M 0.14% +151 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,451 $5.12M 1% +3,013 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 7,448 $5.12M 0.56% +1,668 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 7,444 $5.11M 1.6% +318 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,444 $5.11M 3.38% +792 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,425 $5.1M 0.56% -10 13F-HR/A Timeline SFMG, LLC More: the full row for SFMG, LLC 7,417 $5.09M 0.31% +455 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 7,408 $5.09M 1.76% -96 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 7,384 $5.07M 2.94% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 7,368 $5.06M 1.93% +1,188 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,360 $5.06M 0.78% -650 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,340 $5.04M 0.83% +640 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,332 $5.04M 0.28% +1,928 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,306 $5.02M 2.97% -244 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7,301 $5.01M 1.56% +199 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,282 $5M 1.42% +241 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 7,280 $5M 3.6% -16 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 7,269 $4.99M 2.23% +1,214 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,267 $4.99M 0.21% +304 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 7,264 $4.99M 3.24% -44 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,258 $4.98M 1.45% +558 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 7,243 $4.97M 2.49% +1,026 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,243 $4.97M 1.6% +8 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,229 $4.97M 1.84% -220 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 7,218 $4.96M 0.02% -46,202 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 7,211 $4.95M 1.92% +1 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,209 $4.95M 0.53% -63 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 7,200 $4.95M 1.17% +1 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,197 $4.94M 1.11% -123 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 7,180 $4.93M 3.97% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,173 $4.93M 0.54% +759 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,226 $4.92M 0.61% 0 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 7,139 $4.9M 3.7% -43 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,137 $4.9M 1.25% +338 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 7,132 $4.9M 0.62% +478 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 7,126 $4.89M 0.48% +3 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 7,124 $4.89M 2.01% +347 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 7,104 $4.88M 1.53% +192 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 7,092 $4.87M 2.27% -28 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 7,088 $4.87M 0.59% +73 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,076 $4.86M 0.28% -95 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,067 $4.85M 1.11% -539 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 7,049 $4.84M 3.91% +295 13F-HR/A Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 8,095 $4.84M 3.06% -513 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,035 $4.83M 1.55% -223 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,035 $4.83M 1.25% -5,962 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 7,019 $4.82M 1.12% -8 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 7,017 $4.82M 2.07% +544 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,984 $4.8M 1.8% +116 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 113,472 $4.77M 3.93% +3,886 13F-HR/A Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 6,908 $4.74M 2.54% 0 13F-HR Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 6,902 $4.74M 3.89% -18 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 6,873 $4.72M 1.38% +975 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 6,868 $4.72M 1.7% +3,117 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 6,828 $4.69M 0.89% +1 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 6,824 $4.68M 0.04% -1,062 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 6,802 $4.67M 0.63% -193 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,788 $4.66M 0.85% +65 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 6,785 $4.66M 1.6% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 6,772 $4.65M 0.35% +560 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,765 $4.65M 0.26% -91 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 6,746 $4.63M 0.77% -61 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,726 $4.62M 1.67% +32 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6,717 $4.61M 0.42% +107 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,714 $4.61M 0.1% -55 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,725 $4.61M 1.82% +4,515 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,706 $4.61M 0.31% +615 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,701 $4.6M 2.82% -244 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 6,697 $4.6M 3.7% +210 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 6,694 $4.6M 1.46% +157 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,289 $4.59M 1.07% new 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,673 $4.58M 0.97% -636 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 6,645 $4.56M 0.37% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,632 $4.56M 0.56% +3 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,625 $4.55M 0.11% -8,223 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,616 $4.54M 0.28% +1,189 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,615 $4.54M 0.44% -61 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,598 $4.53M 0.94% -273 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 6,569 $4.51M 2.84% -94 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,559 $4.5M 0.01% -1,939 13F-HR Timeline Group Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 6,553 $4.5M 1.53% -5,657 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,550 $4.5M 0.1% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 6,539 $4.49M 1.19% -174 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 6,511 $4.47M 1.46% -33 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,508 $4.47M 0.49% +342 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,500 $4.46M 0.34% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 6,489 $4.46M 0.29% +3,751 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 6,472 $4.45M 1.11% +1,858 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 6,470 $4.44M 1.27% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,467 $4.44M 0.65% -567 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 6,451 $4.43M 0.3% +697 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 6,440 $4.42M 0.15% +1,114 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 6,440 $4.42M 1.33% +1,781 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6,437 $4.42M 2.76% 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,431 $4.42M 1.21% -101 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 6,427 $4.41M 1.67% +1,759 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,423 $4.41M 0.19% +51 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,419 $4.41M 0.33% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6,412 $4.4M 0.53% +1,202 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,408 $4.4M 0.94% +1,127 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 6,407 $4.4M 2.75% -1,476 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 6,403 $4.4M 0.95% -531 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 6,403 $4.4M 1.36% +325 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 6,394 $4.39M 0.49% -24 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,367 $4.37M 0.29% +547 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 6,360 $4.37M 1.37% -929 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 6,357 $4.37M 0.55% +828 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,352 $4.36M 0.08% -537 13F-HR Timeline Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 6,350 $4.36M 3.58% +565 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6,349 $4.36M 0.82% +888 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,349 $4.36M 0.15% -55 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,347 $4.36M 0.4% +4,723 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,315 $4.34M 0.06% +2,538 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Innova Wealth Partners More: the full row for Innova Wealth Partners 6,307 $4.33M 1.79% +77 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,292 $4.32M 0.3% +46 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,285 $4.32M 0.72% +566 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 6,272 $4.31M 1.99% -15 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,261 $4.3M 0.19% +575 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,232 $4.28M 1.97% +691 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,232 $4.28M 0.28% -376 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,229 $4.28M 2.56% +1,438 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 6,217 $4.27M 1.64% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 6,195 $4.25M 3.17% +892 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,197 $4.25M 1.21% +68 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 6,165 $4.23M 0.48% -242 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5,936 $4.22M 0.43% +36 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 6,130 $4.21M 0.89% -59 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 31,157 $4.2M 0.83% +24,993 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 6,118 $4.2M 2.74% +23 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 6,116 $4.2M 4.16% +833 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6,107 $4.19M <0.01% +29 13F-HR/A Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,103 $4.19M 0.78% -5 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,102 $4.19M 0.57% -190 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5,938 $4.19M 2.8% +39 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 6,095 $4.19M 1.47% +468 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,089 $4.18M 0.1% +465 13F-HR Timeline Group ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,076 $4.17M 0.22% +732 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 6,067 $4.17M 2.6% +1,509 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,060 $4.16M 0.93% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 6,042 $4.15M 3.23% +42 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,038 $4.15M 0.22% +205 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,016 $4.13M 1.42% +255 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 6,016 $4.13M 1.41% +17 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,006 $4.12M 0.15% +85 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 5,994 $4.12M 1.37% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 5,981 $4.11M 0.92% +377 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,979 $4.11M 1.27% +191 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,978 $4.11M 0.49% -216 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,974 $4.1M 0.2% +140 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 5,943 $4.08M 0.88% -7,675 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,913 $4.06M 0.52% +56 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 5,910 $4.06M 17.78% +17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,893 $4.05M 1.61% +731 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,890 $4.05M 0.24% +773 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 5,877 $4.04M 3.46% +2,142 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,870 $4.03M 1.66% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,856 $4.02M 1.27% -107 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,850 $4.02M 2.25% -150 13F-HR Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 5,836 $4.01M 4.32% +651 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,835 $4.01M 0.98% +3,022 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 5,815 $3.99M 1.54% -460 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. 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