Level Financial Advisors More: the full row for Level Financial Advisors 51,490 $10.1M 2.58% +3,031 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 51,378 $10.1M 1.11% -2,639 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 51,043 $10M 0.26% +51,021 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 50,439 $9.9M 0.14% +9,403 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 50,055 $9.82M 0.78% +905 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 49,966 $9.8M 1.95% +17,583 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 49,356 $9.79M 2.86% +16,688 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for JMG Financial Group, Ltd. 48,889 $9.59M 0.26% -296 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 48,815 $9.58M 0.12% +250 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 48,579 $9.53M 2.41% +267 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 48,039 $9.43M 5.11% +14,305 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 47,926 $9.4M 1.53% +251 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 47,870 $9.39M 1.68% +12,384 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 47,764 $9.37M 0.04% +3,595 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 47,687 $9.36M 2.44% +2,738 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 47,280 $9.28M 1.16% +8,611 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 47,017 $9.22M 4.35% +2,374 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 46,948 $9.21M 2.32% +1,053 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 48,209 $9.21M 0.45% -48 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 46,812 $9.18M 1.32% -3,223 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 46,748 $9.17M 2.54% -3,331 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 46,198 $9.06M 1.17% +867 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 46,194 $9.06M 0.1% +9,500 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 45,929 $9.01M 1.21% +37,681 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50,673 $8.96M 3.85% -6,502 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 45,191 $8.87M 3.6% +1,438 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 45,153 $8.86M 0.61% +3,500 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 45,076 $8.84M 1.03% -1,093 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 45,044 $8.84M 3.58% -1,291 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 44,848 $8.8M 0.79% +13,256 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 44,766 $8.78M 3.98% +1,394 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 44,704 $8.77M 4.79% 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 44,622 $8.75M 1.53% -731 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 44,600 $8.75M 3.77% +878 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 44,411 $8.71M 5.65% -253 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 44,312 $8.69M 1.77% -1,340 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 44,306 $8.69M 2.08% +4,112 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 44,151 $8.66M 1.9% +4,430 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 43,901 $8.61M 1.62% +3,411 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 43,875 $8.61M 2.8% -2,766 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 43,847 $8.6M 2.26% +1,180 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 43,735 $8.58M 0.38% +4,901 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 43,685 $8.57M 1.95% +186 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 43,377 $8.51M 5.54% -547 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 43,331 $8.5M 0.02% -12,620 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 43,281 $8.49M 0.62% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 43,040 $8.44M 1.14% -14,808 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 42,809 $8.4M 4.14% -2,920 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 42,457 $8.33M 1.68% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 47,884 $8.27M 2.61% +481 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 40,469 $8.21M 0.53% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 41,717 $8.18M 0.65% +47 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 40,071 $8.16M +14,757 Timeline INTEGRATED WEALTHCARE, LLC More: the full row for INTEGRATED WEALTHCARE, LLC 41,566 $8.16M 6.82% +1,695 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 41,531 $8.15M 2.07% -116 13F-HR Timeline M Holdings Securities, Inc. 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More: the full row for Blue Trust, Inc. 39,287 $7.71M 0.09% -4,487 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 39,091 $7.67M 2.82% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 38,655 $7.58M 2.55% +1,880 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 38,590 $7.57M 3.17% +19,710 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 38,099 $7.48M 5.08% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 38,079 $7.47M 0.16% new 13F-HR/A Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 47,990 $7.44M 0.18% +3,130 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 37,866 $7.43M 0.36% -322 13F-HR Timeline Willis Johnson & Associates, Inc. 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More: the full row for Texas Yale Capital Corp. 36,652 $7.19M 0.2% +2,708 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 36,633 $7.19M 0.65% +7,441 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 36,517 $7.16M 4.52% -28,260 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 36,401 $7.14M 1.5% +1,141 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 36,214 $7.11M 0.85% -277 13F-HR Timeline Macco Financial Group, Inc. More: the full row for Macco Financial Group, Inc. 36,196 $7.1M 5.38% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 36,163 $7.1M 6.68% +17,619 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 36,092 $7.08M 4.98% -342 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 36,050 $7.07M 1.41% -1 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 35,900 $7.04M 4.16% +10,846 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 35,838 $7.03M 3.15% -1,364 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 35,726 $7.01M 0.01% -491 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 35,593 $6.98M 0.62% +30,865 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 35,354 $6.94M 0.09% +1,251 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,353 $6.94M 0.22% +4,702 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 35,160 $6.9M 2.53% +2,936 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 35,045 $6.88M 0.04% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 34,871 $6.84M 2.1% -400 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 34,795 $6.83M 2.68% +1,455 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 34,648 $6.8M 9.52% 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 34,625 $6.79M 0.84% +4,907 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 34,605 $6.79M 4.77% +373 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,567 $6.78M 1.61% +5,100 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 34,317 $6.73M 0.75% -283 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 34,271 $6.72M 4.33% +5,181 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 33,985 $6.67M 0.46% +882 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 33,952 $6.66M 4.17% -1,200 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 33,876 $6.65M 0.54% -106 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 33,836 $6.64M 0.86% 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 33,835 $6.64M 2.54% +3,752 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 33,816 $6.63M 0.38% -3,831 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 33,761 $6.62M 1.13% -883 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 33,542 $6.58M 1.49% +1,695 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 33,475 $6.57M 0.68% +835 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 33,463 $6.57M 2.05% +246 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 33,431 $6.56M 0.3% +7,652 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 33,388 $6.55M 0.7% +971 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 33,370 $6.55M 0.47% -1,448 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 33,323 $6.54M 2.04% +112 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 33,286 $6.53M 0.29% -46 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 33,261 $6.53M 5.6% +206 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 33,137 $6.5M 0.48% +17,596 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 33,050 $6.48M 0.68% -1,277 13F-HR Timeline Birnam Oak Advisors, LP More: the full row for Birnam Oak Advisors, LP 33,000 $6.47M 1.78% -5,000 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 32,634 $6.4M 6.1% +892 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 32,624 $6.4M 0.35% -1,922 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 32,562 $6.39M 1.45% +124 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 32,546 $6.39M 1.27% +8,829 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 32,430 $6.36M 1.35% -1,611 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 32,404 $6.36M +10,404 Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 32,350 $6.35M 2.37% +141 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 32,290 $6.34M 0.33% -770 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 32,172 $6.31M 0.16% -590 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 32,115 $6.3M 5.07% +3,269 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 32,089 $6.3M 2.55% +1,337 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 31,919 $6.26M 4.71% -939 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 31,915 $6.26M 0.59% -893 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 31,736 $6.23M 3.38% +11,205 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 31,317 $6.14M 0.41% -1,762 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 31,266 $6.13M 0.58% +25,310 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 31,247 $6.13M 1.32% +17,690 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 29,412 $6.09M 0.12% -193 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 30,990 $6.08M 0.21% +1,099 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 30,869 $6.06M 1.56% -266 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 30,729 $6.03M 0.69% +143 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 30,727 $6.03M 4.99% +1,091 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 30,656 $6.01M 0.21% -384 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,389 $5.96M 0.2% +186 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 30,284 $5.94M 1.21% -28,061 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 30,267 $5.94M 2.04% +16,339 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 30,099 $5.91M 1.21% +74 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 30,023 $5.89M 0.67% +325 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 29,980 $5.88M 0.03% -225 13F-HR Timeline Group Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 29,980 $5.88M 5.03% 13F-HR/A Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 29,840 $5.85M 4.38% +63 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 29,786 $5.84M 2.96% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 29,636 $5.81M 2.82% +2,961 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 29,537 $5.8M 0.41% +9,523 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 29,464 $5.78M 0.53% +3,185 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 29,449 $5.78M 0.1% +2,731 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 29,407 $5.77M 0.91% -1,654 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 29,381 $5.76M 0.43% -95 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 29,355 $5.76M 1.01% +33 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 29,207 $5.73M 3.75% +528 13F-HR Timeline Valence8 US LP More: the full row for Valence8 US LP 29,121 $5.71M 2% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 29,089 $5.71M 0.05% +657 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 29,078 $5.71M 2.46% -87 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 28,894 $5.67M 3.61% +1,883 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 28,800 $5.65M 3.31% -120 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 28,780 $5.65M 0.3% -19 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 28,694 $5.63M 3.48% -212 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 28,587 $5.61M 3.07% -465 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 28,556 $5.6M 0.15% +835 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 28,511 $5.59M 2.93% -25,324 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 28,388 $5.57M 1.14% -608 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 28,381 $5.57M 0.21% +4,382 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 28,339 $5.56M 0.53% +1,489 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 28,328 $5.56M 0.45% +1,017 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 28,276 $5.55M 2.57% +13 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28,037 $5.5M 2.31% -136 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 27,901 $5.47M 0.24% +25,859 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,800 $5.45M 1.86% +1,494 13F-HR Timeline