Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,435 $406K 0.04% -94 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 4,426 $406K 0.02% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,406 $404K 0.18% -138 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 4,385 $402K 0.09% +1,224 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 4,375 $401K 0.05% -36 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 4,370 $400K 0.11% new 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 4,276 $392K 0.29% +1,764 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 4,263 $391K 7.46% -55,346 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,248 $389K 0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 4,219 $387K 0.4% +131 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,210 $386K 0.02% -773 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 4,205 $385K 0.17% +69 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,178 $383K 0.09% -682 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,164 $382K 0.16% +2,939 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 4,150 $380K 0.01% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 4,104 $376K 0.1% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,097 $375K 0.13% -16 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,073 $373K 0.03% -3,089 13F-HR Timeline SPG ADVISORS LLC More: the full row for SPG ADVISORS LLC 4,059 $372K 5.67% +143 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,051 $371K 0.29% +1,218 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 4,036 $370K 0.16% -60 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 4,025 $369K 0.21% -138 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,015 $368K 0.03% +141 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,011 $367K 0.02% new 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 4,008 $367K 0.01% 0 13F-HR Timeline Group CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 4,007 $367K 0.35% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,000 $367K 0.13% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,000 $367K 0.16% +500 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,000 $367K 0.14% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,957 $363K 0.03% -7,357 13F-HR Timeline Group Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 3,930 $360K 0.01% +45 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,928 $360K 0.04% -403 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,926 $360K 0.01% +19 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,923 $359K 1.19% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,901 $357K 0.08% -580 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,888 $356K 0.12% -2,421 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,884 $356K 0.02% -1,013 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,871 $355K 0.12% -1,134 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,826 $351K 0.07% new 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 3,776 $346K 0.23% +27 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,762 $345K 0.02% +2,847 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 3,760 $345K 0.09% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,757 $344K <0.01% +362 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,755 $344K 0.01% +13 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,763 $344K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,729 $342K 0.01% +585 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,722 $341K 0.03% 0 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 3,710 $339K 0.07% -684 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,679 $337K +473 Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,662 $336K 0.01% -109 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,656 $335K 0.23% -522 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,629 $333K 0.01% -1,011 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,592 $329K <0.01% +1,436 13F-HR Timeline Group Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 3,585 $329K 0.13% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,573 $327K 0.01% +779 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,564 $327K 0.12% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,563 $327K 0.07% -1,552 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,519 $323K 0.02% -328 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,505 $321K 0.1% +773 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,500 $321K 0.01% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 3,498 $321K 0.12% -13 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,424 $314K <0.01% -99 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,422 $314K 0.06% -158 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,415 $313K 0.01% -5 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,400 $312K 0.03% -187 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,392 $311K 0.17% -1,449 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,389 $311K 0.11% new 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,360 $308K 0.02% -500 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3,356 $308K 0.07% +19 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,320 $304K 0.01% -5,484 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 3,316 $304K 0.18% +616 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,313 $304K 0.08% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,312 $304K 0.01% +16 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,310 $303K 0.02% +764 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 3,274 $300K 0.12% 0 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 3,245 $297K 0.22% -60 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,223 $295K 0.05% 0 13F-HR Timeline Forty-three Eighteen Advisors, LLC More: the full row for Forty-three Eighteen Advisors, LLC 3,202 $293K 0.22% -58 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 3,189 $292K 0.18% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 3,142 $288K 0.15% new 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,129 $287K 0.03% +10 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,117 $286K 0.04% -460 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 3,117 $286K 0.17% -288 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,116 $286K 0.1% new 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 3,107 $285K 0.05% new 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 3,090 $283K 0.09% new 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 3,090 $283K 0.11% -2,112 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,081 $282K 0.08% -2,243 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,050 $280K 0.24% -205 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 3,020 $277K 0.13% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,001 $275K 0.04% -152 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 3,000 $275K 0.12% +500 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,985 $274K 0.13% -70 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,980 $273K 0.02% -136 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 2,977 $273K 0.57% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,948 $270K 0.11% +15 13F-HR/A Timeline Town Capital LLC More: the full row for Town Capital LLC 2,936 $269K 0.22% +588 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,894 $265K 0.06% new 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,891 $265K 0.11% +17 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,870 $263K 0.06% +65 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,845 $261K 0.05% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,838 $260K <0.01% new 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,837 $260K 0.07% -724 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 2,829 $259K 0.13% -10 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,810 $258K 0.07% +497 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2,810 $258K 0.07% +2,775 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 2,802 $257K 0.04% -55 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,800 $257K 0.03% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,792 $256K 0.03% +113 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 2,783 $255K 0.07% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,768 $254K 0.04% -25 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,758 $253K 0.02% +352 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,740 $251K 0.02% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 2,737 $251K 0.05% -73 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 2,731 $250K 0.17% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,731 $250K 0.02% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,712 $248K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,709 $248K 0.03% -1,033 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 2,662 $244K 0.55% new 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,623 $240K 0.06% 0 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 2,623 $240K 0.23% +302 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,618 $240K 0.18% +347 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,597 $238K 0.07% -204 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 2,588 $237K 0.08% -1,756 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,582 $237K 0.13% -118 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,577 $236K 0.01% -1,350 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,564 $235K 0.05% +142 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,555 $234K 0.01% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 2,541 $233K 0.02% -12,850 13F-HR Timeline Topor & Co. Korea More: the full row for Topor & Co. Korea 2,540 $233K 0.2% new 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,538 $233K 0.1% +54 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,508 $230K 0.05% new 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 2,489 $228K new Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,468 $226K 0.05% +13 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 2,464 $226K 0.03% -6 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,447 $224K 0.16% -90 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,443 $224K 0.07% -818 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,435 $223K <0.01% +230 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,425 $222K 0.01% +277 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,409 $221K <0.01% 0 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,402 $220K 0.02% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,380 $218K 0.2% new 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,379 $218K 0.02% -819 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,376 $218K 0.03% new 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,364 $217K 0.06% +129 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,358 $216K 0.09% +72 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 2,338 $214K 0.08% -1,598 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,330 $214K 0.04% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,325 $213K 0.07% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,321 $213K 0.03% -2,206 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,299 $210K <0.01% -2,591 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,289 $210K 0.02% +9 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,287 $210K 0.03% +13 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,286 $209K <0.01% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,279 $209K 0.03% -219 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 2,270 $208K 0.1% -1,133 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,250 $206K 0.04% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 2,239 $205K 0.18% 0 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 2,236 $205K 0.06% +1 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,230 $204K 0.02% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,216 $203K 0.37% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,212 $203K 0.03% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,211 $203K 0.01% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 2,210 $203K 0.01% +13 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,207 $202K 0.16% -849 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,208 $202K 0.09% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,200 $202K <0.01% 0 13F-HR Timeline Group Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,200 $202K 0.2% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,193 $201K 0.05% new 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 2,188 $201K 0.06% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,187 $200K <0.01% -182 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,155 $198K 0.1% -55 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,088 $191K 0.06% +2,086 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,076 $190K 0.04% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,075 $190K 0.05% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,000 $183K 0.01% -38 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,970 $181K 0.01% -546 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,938 $178K 0.08% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,924 $176K 0.01% -3,576 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,851 $169K 0.05% +771 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,759 $161K 0.01% -1,372 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,692 $155K 0.05% +326 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,667 $153K 0.01% -655 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 1,656 $152K 0.12% -3,588 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,605 $147K 0.03% -940 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,604 $147K 0.01% +19 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,490 $137K 0.11% -6 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 1,464 $134K 0.05% +802 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,371 $126K 0.08% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,350 $124K 0.04% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,338 $123K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,337 $123K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,287 $118K 0.34% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,229 $113K <0.01% +966 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,089 $99.8K 0.01% +172 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,070 $98K 0.07% +6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,036 $94.9K 0.01% +912 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 981 $89.9K 0.04% -400 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 955 $87.5K 0.78% -55 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 886 $81.2K 0.01% -176 13F-HR Timeline