NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,518 $4.92M 0.01% +14,826 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 44,450 $4.91M 0.43% +3,135 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 44,228 $4.89M 1.39% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 44,064 $4.87M 0.18% -1,717 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 43,741 $4.83M 1.34% -662 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 43,671 $4.82M 0.2% +1,904 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 43,557 $4.81M 0.04% +4,416 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 193,975 $4.8M 2.81% new 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 43,426 $4.8M 3.36% +9,659 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 43,396 $4.79M 1.51% -1,454 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 43,346 $4.79M 1.08% +14,614 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 42,658 $4.71M 0.16% +1,405 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 42,161 $4.66M 0.25% +1,249 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 41,713 $4.61M 0.6% 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 41,558 $4.59M 1.6% +944 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 41,521 $4.59M 0.15% -298 13F-HR Timeline Steelhead Wealth Management LLC More: the full row for Steelhead Wealth Management LLC 41,142 $4.54M 2.3% 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 40,833 $4.51M 3.8% -1,122 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 40,591 $4.48M 0.68% -490 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 40,470 $4.47M 0.41% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 37,733 $4.45M 0.43% +404 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,853 $4.4M 0.08% +2,324 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 39,820 $4.4M 4.51% -90 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 38,948 $4.3M 3.26% -286 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 38,675 $4.27M 1.27% +10,075 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 38,545 $4.26M 0.97% +5,353 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 35,606 $4.22M 0.29% +1,380 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 37,803 $4.18M 1.43% +1,793 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 37,601 $4.15M 0.06% +5,187 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 37,536 $4.15M 1.62% -3,913 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 37,408 $4.13M 0.4% +1,300 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 37,355 $4.13M 2.35% +61 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 37,345 $4.12M 1.82% +1,625 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 37,155 $4.1M 1.88% -626 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 36,867 $4.07M 0.05% +5,368 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 36,706 $4.05M 0.71% -1,675 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 36,496 $4.03M 3.8% +1,296 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 36,168 $4M 0.22% +3,822 13F-HR/A Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 36,140 $3.99M 0.01% new 13F-HR Timeline Group Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 35,958 $3.97M 1.53% +4,110 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 35,934 $3.97M 0.79% +6,537 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 35,902 $3.97M 0.84% +279 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 35,871 $3.96M <0.01% +19,590 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 35,628 $3.94M 0.28% +1,775 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 35,186 $3.89M 1.56% -2,855 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 35,180 $3.89M 3.47% 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 35,170 $3.89M 2.73% +81 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 35,116 $3.88M 0.16% +3,661 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 35,066 $3.87M 0.13% -10,604 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 34,889 $3.85M 2.5% +195 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 34,874 $3.85M 0.7% -1,518 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 34,828 $3.85M 1.88% +1,265 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 34,596 $3.82M 1.66% +326 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 34,225 $3.78M 2.08% +1,650 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 33,299 $3.75M 2% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 33,792 $3.73M 0.01% +3,382 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 33,291 $3.68M 3.2% +502 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 33,172 $3.66M 2.59% +2,366 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 33,108 $3.66M 0.39% -58,360 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 32,888 $3.63M 0.49% +8,098 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 32,815 $3.63M 0.19% +8,027 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 32,546 $3.6M 1.33% -123 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32,471 $3.59M 0.1% -12,251 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 32,212 $3.56M 2.97% +151 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 31,936 $3.53M 0.28% +869 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 31,852 $3.52M 1.41% -396 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 31,724 $3.5M 2.36% -323 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 31,311 $3.46M 4.06% +329 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 31,262 $3.45M 0.49% +1,760 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 31,049 $3.43M 0.08% +3,321 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 30,965 $3.42M 1.77% +880 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 30,892 $3.41M 1.69% +237 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 30,701 $3.39M 0.03% +18,137 13F-HR Timeline Friday Financial More: the full row for Friday Financial 30,560 $3.38M 1.16% +496 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 30,550 $3.37M 0.5% +2,784 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 30,421 $3.36M 0.09% +5,355 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 30,128 $3.33M 0.73% +3,598 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 30,039 $3.32M 1.1% -136 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 30,001 $3.31M 2.32% +1,691 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 30,000 $3.31M 0.43% -5,109 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 29,591 $3.27M 0.83% -874 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 29,171 $3.22M 1.89% +6,222 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 28,909 $3.19M 0.1% +571 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 28,692 $3.17M 0.34% +13,638 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 28,685 $3.17M 0.54% +1,540 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 28,349 $3.13M 1.77% +1,059 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 28,047 $3.1M 1.11% -877 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 28,036 $3.1M 0.36% +104 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 27,574 $3.09M 0.7% -11,358 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,256 $3.01M 0.01% new 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 27,083 $2.99M 0.81% -863 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 26,855 $2.97M 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 26,567 $2.93M 0.1% +932 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 26,560 $2.93M 0.71% +13,865 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 26,479 $2.93M 0.9% +189 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 26,375 $2.91M 2.48% -3,351 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 26,213 $2.9M 1.62% +1,805 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 26,136 $2.89M 0.28% +1,658 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 26,563 $2.88M 1.09% -543 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 25,908 $2.86M 0.72% +500 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 25,866 $2.86M 0.4% -1,292 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 25,863 $2.86M 1.24% +94 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 25,616 $2.83M 1.06% +846 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 25,479 $2.81M 0.9% +31 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 25,069 $2.77M 1.62% +1,104 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 23,496 $2.77M 0.31% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 24,893 $2.75M 0.22% +2,280 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 24,787 $2.74M 0.58% +404 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 24,720 $2.73M 0.05% -2,403 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 24,505 $2.71M 0.47% +20,808 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 24,281 $2.7M 1.81% +784 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 24,233 $2.68M 1.73% +141 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 24,000 $2.65M 0.53% +20,158 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 23,373 $2.58M 1.07% 0 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 23,279 $2.57M 0.71% -1,439 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 23,216 $2.56M 1.89% +23,085 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 22,937 $2.54M 0.41% -932 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 22,884 $2.53M 0.14% new 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 22,772 $2.52M 1.89% +1,987 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 22,687 $2.51M 0.53% +3,035 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 20,716 $2.49M 0.56% +4,795 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 22,457 $2.48M 2.55% -2,160 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 22,317 $2.47M 0.39% -4 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 22,171 $2.45M 0.6% +1,378 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 22,062 $2.44M 0.6% +554 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 22,055 $2.44M 1.09% +806 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 21,889 $2.42M 0.64% -21,609 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 21,774 $2.41M 1.52% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,722 $2.4M 0.11% -8 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 21,631 $2.39M 0.18% +2,118 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 21,582 $2.38M 1.33% +11,018 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,412 $2.37M 0.17% -1,215 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 21,247 $2.35M 2.05% +2,411 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 21,168 $2.34M 0.22% +7,113 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21,026 $2.32M 0.52% -273 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,980 $2.32M 0.03% +317 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 20,932 $2.31M 0.05% -10,559 13F-HR Timeline Group Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 20,907 $2.31M 1.74% +241 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 20,568 $2.27M 0.37% -76 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 20,477 $2.26M 0.58% +41 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 20,263 $2.24M 0.3% +129 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 20,133 $2.22M 1.06% +10,676 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 19,929 $2.2M 0.03% +466 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,883 $2.2M 0.08% +17,065 13F-HR/A Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 19,515 $2.16M 2.57% -4,573 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 19,432 $2.15M 0.08% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 19,339 $2.14M 0.09% +307 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 19,101 $2.11M 0.38% +2,811 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 19,027 $2.1M 0.4% -4,319 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 18,677 $2.06M 0.43% -941 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 18,671 $2.06M 0.44% -236 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 18,640 $2.06M 0.74% +519 13F-HR Timeline MOTCO More: the full row for MOTCO 18,507 $2.04M 0.19% +626 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,417 $2.03M 0.03% +3,192 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 18,376 $2.03M 0.26% -823 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 18,324 $2.02M 0.82% +499 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,188 $2.01M 0.35% +773 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 18,390 $1.99M 1.75% +1,810 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 17,989 $1.99M 0.11% -21,431 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,871 $1.97M 0.25% -2,844 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 17,044 $1.97M 0.27% +14,074 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,783 $1.96M <0.01% +4,650 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,782 $1.96M 0.2% -13 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 17,736 $1.96M 0.17% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 17,366 $1.92M 0.89% +1,138 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 17,359 $1.92M 0.15% -132 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 17,155 $1.9M 0.13% +3,409 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 17,154 $1.9M 0.4% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 17,012 $1.88M 0.1% +1,544 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 16,739 $1.85M 0.02% +1,254 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 16,657 $1.84M 0.13% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 16,653 $1.84M 0.2% -1,237 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 16,602 $1.83M 0.25% -154 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16,322 $1.8M 0.17% +8,434 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 16,129 $1.78M 0.19% -10,724 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,977 $1.77M 0.12% +1,000 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 15,703 $1.74M <0.01% +1,589 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,632 $1.73M 0.02% -1,003 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 15,476 $1.71M 0.93% -350 13F-HR Timeline First Citizens Asset Management, Inc. 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