ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,623 $2.55M 1.09% +4,893 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 13,817 $2.55M 2.05% +316 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 13,659 $2.55M 0.17% -505 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 13,517 $2.53M 0.43% +738 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 13,330 $2.49M 1.32% +2,340 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,329 $2.49M 0.16% +472 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,286 $2.48M 0.73% +967 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 13,269 $2.48M 0.88% -114 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13,264 $2.47M 0.61% +825 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,237 $2.47M 0.08% -2,394 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 13,220 $2.47M 0.35% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13,200 $2.46M 0.24% -591 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,163 $2.45M 0.14% +5,587 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 12,989 $2.43M 2.13% 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 13,053 $2.43M 0.62% -1,734 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 13,024 $2.43M 0.1% +151 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 12,994 $2.43M 0.55% -1,458 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,018 $2.43M 0.15% +309 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 12,946 $2.41M 0.39% -85 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 12,932 $2.41M 0.18% -75 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 12,832 $2.39M 0.14% -525 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 12,803 $2.39M 0.86% +41 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 12,779 $2.38M 0.9% +2,500 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 12,643 $2.37M 0.92% -679 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12,663 $2.36M 0.17% +254 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,560 $2.35M 0.68% +245 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 12,518 $2.33M <0.01% +3,580 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 12,516 $2.33M 1.4% +2,012 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 12,499 $2.33M 0.47% -288 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 12,430 $2.32M 0.41% +5,445 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12,411 $2.31M 0.11% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 12,324 $2.31M 0.42% -866 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 12,333 $2.3M 1.26% +2,620 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 12,284 $2.29M 0.03% -123 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,274 $2.29M 0.39% -161 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 12,252 $2.28M 0.39% +379 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 12,236 $2.28M 0.42% +373 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 12,231 $2.28M 1% -75 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,224 $2.28M 0.24% -48 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 12,130 $2.26M 0.71% -1,217 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,064 $2.25M 0.03% +11 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 12,052 $2.25M 1.47% -127 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,963 $2.24M 0.07% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 12,017 $2.24M 0.19% -192 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 11,971 $2.24M 0.79% -3,001 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,998 $2.24M 0.7% +2,388 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 11,940 $2.23M 0.75% +205 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 11,876 $2.23M 0.41% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 11,919 $2.22M 1.17% +25 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 11,893 $2.22M 0.35% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 11,893 $2.22M 0.35% 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,863 $2.21M 0.64% -1,864 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 11,826 $2.21M 1.94% -147 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 11,814 $2.2M 1.4% +8 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 11,760 $2.2M 0.25% -446 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 11,728 $2.19M 1.24% -51 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,719 $2.19M 0.16% -48 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,690 $2.18M 0.14% +3,237 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 11,648 $2.17M 1.29% -16 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 11,618 $2.17M 0.62% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 11,606 $2.16M 2.9% -100 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 11,568 $2.16M 0.15% +45 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 11,528 $2.15M 0.16% +119 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 11,486 $2.15M 1.7% -29 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,502 $2.14M 0.7% -11 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,487 $2.14M 0.23% +280 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,447 $2.13M 0.07% +49 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 11,398 $2.13M 0.4% -925 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 11,366 $2.13M 0.33% -1,180 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11,308 $2.11M 1.74% -1,402 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,284 $2.1M 0.07% -629 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 11,256 $2.1M 0.55% +5,831 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,234 $2.09M 0.09% -91 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 11,214 $2.09M 0.08% +1,384 13F-HR Timeline Group HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 11,185 $2.09M 0.81% +182 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 11,170 $2.08M 0.04% +229 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 11,138 $2.08M 1.8% +1,618 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 11,125 $2.07M 0.56% +62 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,089 $2.07M 0.08% -150 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 11,086 $2.07M 1.55% +35 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 11,068 $2.06M 0.5% -22 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 11,054 $2.06M 0.8% -5 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 11,026 $2.06M 0.43% +331 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 10,992 $2.05M 0.67% +5,557 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 10,985 $2.05M 1.4% +330 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 10,944 $2.04M 0.97% -3,732 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,938 $2.04M 0.43% -560 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,909 $2.03M 0.07% +4,556 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,909 $2.03M 0.27% +57 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 10,889 $2.03M 1.6% -178 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,842 $2.02M 0.12% -847 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,814 $2.02M 0.09% +67 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 10,809 $2.02M 0.4% -22 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 10,781 $2.01M 0.24% +718 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,765 $2.01M 0.03% +362 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 10,383 $1.99M 1.22% +444 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,691 $1.99M 0.38% -80 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 10,685 $1.99M 0.15% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,620 $1.99M 0.05% -1,995 13F-HR Timeline Group Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 10,664 $1.99M 0.36% +209 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $1.98M 0.87% -10,911 13F-HR Timeline Amount filed as zero, left out of ratios. Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,622 $1.98M 0.18% -1,723 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,596 $1.98M 0.08% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 10,544 $1.97M 2.45% -470 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 10,471 $1.96M 0.87% +1,116 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 10,443 $1.96M 0.08% -303 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,443 $1.95M 0.1% +1,780 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 10,360 $1.94M 0.37% -66 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,360 $1.93M 0.27% -2,448 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 10,357 $1.93M 0.25% -506 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 10,329 $1.93M 0.15% -108 13F-HR/A Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 10,313 $1.92M 1.11% +1,000 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,269 $1.92M 0.66% +1,466 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,263 $1.91M 0.33% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,230 $1.91M 0.07% +7,440 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,222 $1.91M 0.06% -33 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,210 $1.9M 0.02% +545 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,193 $1.9M 0.05% +579 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 10,181 $1.9M 1.29% +100 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 10,161 $1.89M 0.36% -77 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,147 $1.89M 0.2% +61 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 10,130 $1.89M 0.07% -23 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 10,101 $1.88M 0.04% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 10,058 $1.88M 0.1% -55 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 9,983 $1.86M 0.04% -125 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 9,938 $1.86M <0.01% +5,466 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 9,933 $1.85M 1.06% 0 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 9,923 $1.85M 0.68% +1,239 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 9,907 $1.85M 0.94% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 9,907 $1.85M 0.28% -619 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 9,880 $1.84M 1.33% +15 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,837 $1.83M 0.99% -169 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 9,823 $1.83M 1.09% -205 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 9,792 $1.83M 1.06% -1,247 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 9,745 $1.82M 2.71% +38 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,734 $1.82M 0.02% +1,138 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 9,678 $1.8M 0.7% -7,619 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 9,662 $1.8M 0.47% +3 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 9,631 $1.8M 0.08% +87 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 9,601 $1.79M 0.01% -1,298 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 9,593 $1.79M 1.1% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 9,584 $1.79M 0.5% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,512 $1.77M 0.26% -265 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,503 $1.77M 0.02% -877 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,491 $1.77M 0.07% +191 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 9,400 $1.75M 1.14% -108 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,394 $1.75M <0.01% +1,589 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 9,366 $1.75M 0.32% -111 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 9,374 $1.75M 0.03% -120 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,362 $1.75M 0.11% +6 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 9,449 $1.74M 0.85% -145 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,311 $1.74M 1.24% +587 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 9,292 $1.73M 1.18% +249 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 9,260 $1.73M 0.29% +7 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,205 $1.72M 0.33% -501 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 9,201 $1.72M 0.55% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,162 $1.71M 0.23% +512 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 9,080 $1.69M 0.09% -26 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,049 $1.69M 0.01% +650 13F-HR Timeline Stonegate Management LLC More: the full row for Stonegate Management LLC 9,000 $1.69M 1.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,976 $1.67M 0.37% -206 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 8,962 $1.67M 0.87% -194 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,948 $1.67M 0.23% +125 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 8,891 $1.66M 0.32% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,884 $1.66M 0.11% -316 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,875 $1.66M 0.25% +585 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 8,838 $1.65M 1.5% 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,812 $1.64M 0.8% -270 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,795 $1.64M 0.04% -575 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 8,763 $1.63M 1.14% -822 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,744 $1.63M 0.15% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,692 $1.63M 0.06% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,666 $1.62M 0.05% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 8,611 $1.61M 1.23% -68 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 8,573 $1.6M 0.52% +1,376 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 8,571 $1.6M 0.21% -124 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 8,520 $1.59M 0.26% -69 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 8,508 $1.59M 0.19% +2 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,504 $1.59M 0.38% -373 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 8,476 $1.58M 1.89% +860 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 8,471 $1.58M 0.05% -297 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 8,443 $1.57M 0.19% +827 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 8,443 $1.57M 1.09% +23 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 8,435 $1.57M 1.27% +608 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 8,431 $1.57M 0.61% -366 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,422 $1.57M 0.34% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,779 $1.57M 0.13% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 8,382 $1.56M 1.22% +6 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 8,373 $1.56M 0.35% +101 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 8,360 $1.56M 0.13% +2 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,359 $1.56M 0.03% -99 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 8,424 $1.56M 0.11% +97 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 8,333 $1.55M 1.47% +141 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,326 $1.55M 0.49% -131 13F-HR Timeline RS CRUM INC. 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