Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 20,977 $9.16M 5.45% +1,947 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 20,935 $9.14M 0.65% +20,314 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 20,840 $9.1M 3.24% +216 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 20,707 $9.04M 0.73% -518 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 20,697 $9.04M 0.2% new 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 20,663 $9.03M 2.82% +825 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 20,649 $9.02M 3.66% +670 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 20,543 $8.97M 0.4% -268 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 20,479 $8.95M 0.04% -3,854 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,335 $8.88M 0.21% -143 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 20,329 $8.88M 4.03% +2,247 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,338 $8.88M 0.48% -19,861 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 20,219 $8.83M -15,801 Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 20,184 $8.82M 5.71% +15 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 13,526 $8.81M 4.39% -6,649 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 20,143 $8.8M 2.86% +3,085 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 20,129 $8.8M 0.09% +3,540 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 20,106 $8.78M 0.53% +126 13F-HR Timeline Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 19,930 $8.71M 3.57% +1,728 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 19,928 $8.7M 4.74% +935 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19,806 $8.65M 0.26% +15,811 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 19,720 $8.61M 6.77% -524 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 19,649 $8.58M 3.37% +1,488 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 19,628 $8.57M 0.42% -63 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,608 $8.55M 0.52% +5,170 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 19,400 $8.47M 0.99% +2,960 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 19,396 $8.47M 2.42% +1,571 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 19,380 $8.46M 2.84% +4,263 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 19,260 $8.41M 0.67% +2,642 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 83,665 $8.39M 0.57% +67,386 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 19,075 $8.33M 2.16% +2,151 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 19,070 $8.33M 3.14% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 19,064 $8.33M 1.66% +2,124 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 19,025 $8.31M 2.13% +877 13F-HR Timeline Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 19,002 $8.3M 5.69% +7,913 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,962 $8.28M 0.64% +3,161 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,906 $8.26M 0.24% -69 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,899 $8.25M 0.38% -318 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 18,844 $8.23M 0.65% -260 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 18,813 $8.22M 4.86% +6,118 13F-HR Timeline Peak Retirement Planning, Inc. 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More: the full row for Diversified Portfolios, Inc. 18,560 $8.11M 0.67% -228 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 18,550 $8.1M 2.22% -387 13F-HR/A Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 18,373 $8.03M 0.92% +3,341 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 18,356 $8.02M 0.22% +8,950 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 18,320 $8M 1.57% -13,131 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18,299 $7.99M 0.14% +6,686 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 18,265 $7.98M 0.01% -18,705 13F-HR Timeline Group CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 18,253 $7.97M 3.12% +50 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 18,216 $7.96M 1.59% -877 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 18,166 $7.93M 0.27% +2,365 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 18,046 $7.88M 5.44% +439 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 18,045 $7.88M 0.14% -399 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 18,037 $7.88M 0.88% +309 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 18,002 $7.86M 0.37% +682 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 17,838 $7.79M 4% +146 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 17,813 $7.78M 0.45% -210 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 17,797 $7.77M 0.41% 0 13F-HR Timeline PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 15,861 $7.7M 5.58% +3,665 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,505 $7.65M 0.3% +223 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 17,204 $7.6M 1.21% +2,858 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 17,041 $7.58M 3.23% +395 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,301 $7.56M 0.11% -543 13F-HR/A Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 17,297 $7.56M 3.21% -44 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 17,295 $7.55M 5.68% -657 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 17,222 $7.52M 0.24% +2,782 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 17,212 $7.52M 0.02% +8,054 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 17,161 $7.5M 4.88% +417 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 17,159 $7.5M 4.62% +336 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 17,096 $7.47M 1.06% -256 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,076 $7.46M 0.24% -66 13F-HR Timeline Group Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 17,030 $7.44M 3.73% +194 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 16,959 $7.41M 1.06% +914 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 16,924 $7.39M 0.38% +537 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 15,503 $7.39M 1.86% -306 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 16,909 $7.39M 0.92% -188 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 16,892 $7.38M 0.64% -404 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 16,888 $7.38M 1.52% +5,247 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 16,819 $7.35M 1.16% +2,824 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 16,714 $7.3M 1.38% 0 13F-HR Timeline Scott & Selber, Inc. 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More: the full row for Hilltop Holdings Inc. 16,449 $7.18M 0.65% -2,899 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 16,355 $7.14M 1.38% -13,968 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 16,279 $7.11M 5.71% -255 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 16,261 $7.1M 4.16% +300 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16,169 $7.06M 0.19% +64 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 16,095 $7.03M 4.78% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 16,069 $7.02M 0.93% 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 14,714 $7.01M 0.95% +2,336 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 16,030 $7M 0.05% -17,094 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 16,005 $6.99M 2.62% -144 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 16,009 $6.99M 0.93% +5,131 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,915 $6.95M 0.51% +697 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 15,913 $6.95M 2.91% +284 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 15,903 $6.95M 0.47% -636 13F-HR Timeline Group CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 15,836 $6.92M 6.07% +3,550 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 15,733 $6.87M 9.62% 13F-HR/A Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 15,715 $6.86M 2.46% -76 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 15,642 $6.83M 2.48% -6,852 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 15,612 $6.82M 1.15% +10 13F-HR Timeline LightSquare Wealth Management, LLC More: the full row for LightSquare Wealth Management, LLC 15,595 $6.81M 5.1% 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 15,554 $6.79M 3.39% +1,915 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 15,378 $6.72M 0.45% -1,468 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,700 $6.72M 0.22% +1,834 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 15,403 $6.72M 3.06% -2,152 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 15,342 $6.7M 2% -33 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 15,308 $6.69M 1.56% +13 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 15,139 $6.61M 1.3% -2,790 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 15,082 $6.59M 4.85% -203 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 15,031 $6.57M 3.54% -1,525 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 29,467 $6.56M 0.25% +13,925 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 14,982 $6.54M +4,147 Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 14,946 $6.53M 0.85% -564 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,941 $6.53M 0.31% +1,402 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 15,523 $6.52M 4.49% +2,918 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 14,925 $6.52M 0.21% +74 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 14,915 $6.51M 0.91% -1,114 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 14,901 $6.51M 1.58% -488 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,894 $6.51M 2.33% +397 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 14,888 $6.5M 3.52% +1,080 13F-HR/A Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 14,884 $6.5M 5.97% +44 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,859 $6.49M 0.7% +2,652 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,717 $6.43M 0.1% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 14,651 $6.4M 1.78% -1,089 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 14,628 $6.39M 1.01% +3 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 14,599 $6.38M 4.48% +1 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,577 $6.37M 0.34% +13,113 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 14,564 $6.36M 1.35% +2,652 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 14,527 $6.35M 0.6% +1,981 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 14,478 $6.32M 0.35% -95 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,372 $6.28M 0.17% -121 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 14,216 $6.21M 1.59% +255 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 14,192 $6.2M 0.34% +3,003 13F-HR Timeline Group FF Advisors,LLC More: the full row for FF Advisors,LLC 75,306 $6.18M 2.5% +64,221 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 14,101 $6.16M 1.58% -330 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 14,072 $6.15M 1.17% -263 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 14,045 $6.13M 0.89% -349 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 14,036 $6.13M 5.27% +385 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 13,893 $6.07M 3.8% +42 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,847 $6.05M 0.09% 0 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 69,558 $6.04M 2.65% +57,947 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,829 $6.04M 0.07% +953 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 13,821 $6.04M 0.26% +7,565 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 13,782 $6.02M 0.44% +492 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 13,654 $5.96M 1.04% +7,214 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13,604 $5.94M 0.03% -180 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,500 $5.9M 0.15% +3,583 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 13,277 $5.86M 1.31% -88 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 13,408 $5.85M 5.22% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 13,241 $5.78M 0.22% +2,530 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 13,136 $5.74M 2.79% +2,137 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 13,126 $5.73M 5.55% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 13,079 $5.71M 0.94% -95 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 13,073 $5.71M 0.65% -208 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 13,061 $5.7M 0.5% +250 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 13,040 $5.7M 3.52% -113 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,001 $5.68M 0.01% -1,858 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 12,959 $5.66M 0.18% -78 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 12,916 $5.64M 4.95% +237 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,904 $5.64M 0.2% +990 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 12,896 $5.63M 2.26% +2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 12,865 $5.62M 1.08% +736 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,477 $5.6M 0.27% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 12,778 $5.58M 0.71% -313 13F-HR/A Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 12,750 $5.57M 2.28% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. 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