Horizons Wealth Management More: the full row for Horizons Wealth Management 13,528 $677K 0.46% +868 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 13,519 $677K 0.18% -6,012 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,472 $675K 0.09% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 13,480 $675K 0.3% -790 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 13,464 $674K 0.14% -3,098 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 13,457 $674K 0.09% +76 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,318 $673K 0.18% +3,059 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 13,369 $669K 0.62% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 13,351 $668K 0.03% +748 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 13,200 $661K <0.01% -82,124 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,176 $660K 0.01% +2,704 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 13,114 $657K 0.07% -1,561 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 13,063 $654K 0.51% +632 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,019 $652K 0.36% +593 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 12,955 $649K 0.14% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,948 $648K <0.01% +2,017 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,939 $648K 0.11% -200 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 12,904 $646K 0.2% -429,593 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 12,876 $645K 0.02% 0 13F-HR Timeline Blueprint Financial Advisors LLC in group Blueprint Investment Partners… More: the full row for Blueprint Financial Advisors LLC 12,788 $640K 0.14% new 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 12,757 $639K 0.08% -1,077 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 12,721 $637K 0.1% -3,788 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 12,678 $635K 0.21% -585 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,506 $626K 0.05% -2,382 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 12,459 $624K 0.43% +851 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 12,454 $624K 0.35% +1,678 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,422 $622K 0.2% +2,341 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,419 $622K 0.04% +2 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 12,352 $618K 0.04% -237 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 12,329 $616K 0.28% +3,268 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 12,271 $614K 0.03% -3,068 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 12,250 $613K 0.06% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,182 $610K 0.02% +1,102 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 12,045 $603K 0.11% +1,189 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,980 $600K 0.01% +4,088 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 11,943 $598K 0.14% -1,783 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,894 $598K 0.08% -588 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 11,931 $597K 0.17% -5,188 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 11,862 $594K 0.09% +1,785 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,838 $593K 0.02% -2,003 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 11,825 $592K 0.07% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,689 $585K 0.05% -255 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 11,682 $585K 0.1% new 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 11,560 $579K 0.11% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 11,446 $573K 0.17% +725 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 11,404 $571K 0.55% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 11,378 $570K 0.14% +151 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 11,311 $566K 0.17% -34,137 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 11,297 $566K 0.34% +490 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 11,292 $565K 0.08% +1,329 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 11,200 $561K 0.25% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 11,197 $561K 0.07% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,155 $559K 0.08% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 11,134 $557K 0.09% +2,457 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 11,080 $555K 0.28% -27,867 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,037 $552K 0.09% +3,974 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,993 $550K 0.04% -504 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 10,840 $543K 0.24% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,800 $542K 0.32% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 10,759 $538K 0.1% +725 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 10,704 $536K 0.17% +3,917 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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More: the full row for Stordahl Capital Management, Inc. 10,526 $527K 0.11% +626 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 10,447 $523K 0.07% 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 10,438 $523K 0.13% +51 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,394 $520K 0.03% -996 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 10,386 $520K 0.2% +4,613 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,339 $518K 0.07% -193 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,274 $514K 0.03% +233 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,255 $513K 0.01% -125,580 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,243 $513K 0.01% -8,195 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,275 $512K 0.01% +573 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 10,126 $507K 0.23% -1,693 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,077 $505K 0.15% +206 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,068 $504K 0.02% -502 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,050 $503K 0.1% +400 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,827 $492K 0.4% -5,897 13F-HR Timeline Group SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 9,752 $488K 0.36% -801 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 9,631 $482K 0.41% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 9,608 $481K 0.08% +575 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 9,600 $481K 0.35% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,464 $474K 0.04% new 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 9,360 $469K 0.19% +163 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 9,320 $467K 0.02% +32 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,334 $467K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,270 $464K 0.04% -3,172 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,265 $464K 0.01% -268 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,176 $459K 0.22% +4,371 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,143 $458K 0.01% +813 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,060 $454K 0.01% -1,004 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 9,027 $452K <0.01% -5,179 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 9,026 $452K 0.03% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 9,013 $451K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,007 $451K 0.03% +3 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,005 $451K 0.06% -1,200 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 8,954 $448K 0.27% +27 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 8,930 $447K 0.09% -189 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,904 $446K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,876 $444K 0.03% +1,117 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 8,834 $442K 0.06% +529 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 8,830 $442K 0.17% +23 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 8,815 $441K 0.37% +1,711 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,781 $440K 0.01% +2,518 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 8,778 $440K 0.08% +190 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 8,764 $439K 0.16% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 8,651 $433K 0.12% -2,875 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,578 $429K 0.01% -3,864 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 8,550 $428K 0.23% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 8,559 $428K 0.08% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 8,530 $427K 0.14% +2,811 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 8,391 $419K 0.27% 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 8,350 $418K 0.07% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 8,348 $418K 0.09% -8,065 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,286 $418K 0.07% -20,707 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 8,320 $417K 0.25% +2,793 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 8,296 $415K 0.3% -3,660 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8,151 $408K 0.04% +1,506 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 8,113 $406K 0.23% +2,315 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 8,095 $405K 0.23% -19 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,085 $405K 0.05% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 8,084 $405K 0.07% -3,663 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 8,011 $400K 0.07% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,926 $397K 0.12% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Brand Asset Management Group, Inc. 7,678 $384K 0.11% +2,052 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,659 $383K 0.01% -654 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 7,654 $383K 0.27% -112 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 7,498 $377K 0.12% 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,499 $376K 0.05% +844 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 7,498 $375K 0.12% +149 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,477 $374K 0.03% 0 13F-HR Timeline Group CALTON & ASSOCIATES, INC. 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More: the full row for Windward Private Wealth Management Inc. 7,301 $366K 0.13% +1,579 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 7,262 $364K 0.11% 0 13F-HR Timeline Erickson Financial Group, LLC More: the full row for Erickson Financial Group, LLC 7,261 $364K 0.23% 0 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,253 $363K 0.32% 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,229 $362K 0.23% +119 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 7,154 $358K 0.1% +394 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,132 $357K 0.03% -500 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 7,076 $356K 0.05% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 7,076 $354K 0.15% +913 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,069 $354K <0.01% +5,175 13F-HR Timeline Group Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 7,020 $351K 0.15% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,017 $351K 0.02% -350 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 7,013 $351K 0.06% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 7,013 $351K 0.06% 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,996 $350K 0.14% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 6,975 $349K 0.17% +2,010 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 6,973 $349K 0.18% +718 13F-HR/A Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,945 $348K 0.17% +58 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6,914 $346K 0.33% 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 6,872 $344K 0.12% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,767 $339K 0.07% -550 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,737 $337K 0.01% -4,289 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,736 $337K 0.02% +298 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,691 $335K 0.15% -546 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,675 $334K 0.16% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,667 $334K 0.04% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,622 $332K 0.06% -8,544 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,594 $330K 0.03% +178 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,582 $330K 0.01% -138 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,567 $329K 0.02% -2,059 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 6,552 $328K 0.14% -20,238 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,535 $327K 0.18% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 6,453 $323K 0.16% +239 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,450 $323K 0.01% -1,025 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,432 $322K 0.02% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 6,432 $322K 0.05% 0 13F-HR Timeline Sovereign Financial Group, Inc. 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