PMG Family Office LLC More: the full row for PMG Family Office LLC 3,501 $302K 0.28% +2,934 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,492 $301K 0.05% +2,910 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,492 $301K 0.03% +2,910 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,480 $300K 0.09% +2,844 13F-HR Timeline Arcadia Wealth Management, Inc. 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Co. 3,448 $293K 0.03% +2,838 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,402 $293K 0.09% +2,835 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 3,390 $292K 0.09% +2,825 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,389 $292K 0.1% +2,824 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,384 $291K 0.07% +2,820 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 3,378 $291K 0.2% +2,882 13F-HR Timeline Family Capital Management, Inc. 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Kraus & Co 3,000 $258K 0.07% +2,500 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,000 $258K 0.11% -10,429 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,000 $258K 0.06% +2,500 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,000 $258K 0.24% +2,500 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 2,995 $258K <0.01% 13F-HR Timeline Group Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 2,994 $258K 0.21% +2,496 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,992 $258K 0.04% +2,417 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,982 $258K 0.06% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,988 $257K 0.11% +2,188 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 2,982 $257K 0.16% +2,485 13F-HR Timeline Stephenson & Company, Inc. 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More: the full row for Kachkovsky & Fisher, Inc. 2,944 $254K 0.24% 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,940 $253K 0.05% +2,327 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,940 $253K 0.02% +2,450 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 2,880 $253K 0.03% +48 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 2,934 $253K 0.15% +2,445 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,931 $252K 0.01% +2,442 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 2,931 $252K 0.07% +2,457 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,926 $252K 0.04% +2,438 13F-HR Timeline Aegis Wealth Management, Inc. 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More: the full row for Financial Planning Hawaii, Inc. 2,886 $249K 0.13% +2,350 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,877 $248K 0.15% new 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,862 $247K 0.1% +2,385 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,892 $246K 0.03% +2,375 13F-HR Timeline AMERICAN CAPITAL MANAGEMENT INC More: the full row for AMERICAN CAPITAL MANAGEMENT INC 2,860 $246K 0.01% new 13F-HR Timeline KICKSTAND VENTURES, LLC. 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More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,730 $235K 0.11% new 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 2,724 $235K 0.05% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,724 $235K 0.14% new 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 2,723 $235K 0.05% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,712 $234K 0.07% new 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 2,712 $234K 0.16% new 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,710 $233K 0.03% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,706 $233K 0.05% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 2,706 $233K 0.1% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,704 $233K 0.03% +2,046 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2,703 $233K 0.02% +2,245 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,700 $233K 0.06% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,699 $233K 0.05% +2,413 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 2,691 $232K 0.07% new 13F-HR Timeline Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 2,689 $232K 0.19% 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,688 $232K 0.02% new 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,688 $232K 0.09% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,688 $232K 0.13% +2,193 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 2,687 $231K 0.18% +2,202 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,684 $231K 0.04% new 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,682 $231K 0.13% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,678 $231K 0.04% +2,161 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 2,676 $231K 0.22% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,670 $230K 0.16% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 2,666 $230K <0.01% -23,854 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,664 $229K 0.04% +2,220 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,661 $229K 0.12% new 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 2,658 $229K 0.18% new 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 2,658 $229K 0.26% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,652 $228K 0.12% new 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 2,652 $228K 0.02% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,642 $228K 0.01% -11,935 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,640 $227K 0.03% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,633 $227K 0.06% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,616 $225K 0.09% new 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. 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