Breakwater Capital Group More: the full row for Breakwater Capital Group 27,834 $2.15M 0.29% +1,429 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 27,489 $2.12M 0.64% -846 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27,277 $2.11M 0.23% -2,256 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 27,211 $2.1M 0.16% +17,209 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 27,173 $2.1M 0.02% +2,442 13F-HR Timeline Group Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 26,826 $2.07M 0.86% -3,721 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 26,705 $2.06M 0.09% +2,291 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26,559 $2.05M 0.1% +24,485 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 26,409 $2.04M 0.09% +973 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 25,937 $2M 1.11% +5,773 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 25,900 $2M 2.31% +6,611 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 25,582 $1.97M 1.3% -499 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 25,182 $1.94M 0.78% +828 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 24,490 $1.89M 0.55% +3,514 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 24,210 $1.87M 0.26% +4,584 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 24,049 $1.86M 1.21% -103,519 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 23,912 $1.85M 0.61% +1,779 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 23,906 $1.85M 0.73% +901 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,739 $1.83M 0.12% +228 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 23,116 $1.78M 0.01% +5,803 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 23,052 $1.78M 1.04% -195 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 22,972 $1.77M 1.1% +10,220 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 22,248 $1.72M 0.11% -3,697 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 22,267 $1.72M 0.05% +14,359 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 22,249 $1.72M 0.22% 0 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 22,247 $1.72M 0.52% +277 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 22,169 $1.71M 0.16% +820 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 22,100 $1.71M 0.83% +4,904 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,049 $1.7M 0.03% +2,620 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 21,736 $1.68M 0.18% +8,249 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 21,458 $1.66M 0.11% +14 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 21,314 $1.65M 0.67% 13F-HR Timeline MOTCO More: the full row for MOTCO 21,300 $1.64M 0.15% -3,646 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 20,863 $1.61M 1.23% -41 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 20,514 $1.58M 0.02% +2,869 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 20,364 $1.57M 1.26% +110 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20,284 $1.57M 0.11% -7,863 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 20,342 $1.56M 0.58% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 19,607 $1.51M 0.47% -25,897 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 19,565 $1.51M 0.31% -3,681 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,513 $1.51M 0.05% 0 13F-HR/A Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,426 $1.5M 0.12% -198 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 19,382 $1.5M 0.05% +3,988 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 19,350 $1.49M 0.13% +3,040 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 19,275 $1.49M 0.82% +7,638 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 19,256 $1.49M 1.06% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 19,208 $1.48M 0.23% -895 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 18,847 $1.45M 0.26% -1,112 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 18,718 $1.44M 0.55% +4,149 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 18,636 $1.43M 1.42% -1,386 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 18,567 $1.43M 0.03% +3,009 13F-HR/A Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 18,395 $1.42M 0.19% 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 18,120 $1.4M 0.23% +19 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 18,101 $1.4M 1.11% +1,290 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 18,016 $1.39M 0.07% -38 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 17,937 $1.38M 1.04% -1,028 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 17,762 $1.37M 0.06% +899 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 17,760 $1.37M 0.58% new 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 17,653 $1.36M 0.47% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,480 $1.35M 0.07% 0 13F-HR Timeline KRM WEALTH MANAGEMENT L.L.C. More: the full row for KRM WEALTH MANAGEMENT L.L.C. 17,456 $1.35M 0.7% -64 13F-HR Timeline Busey Bank More: the full row for Busey Bank 17,454 $1.35M 0.04% -1,231 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 17,356 $1.34M 0.07% +2,479 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 17,184 $1.33M 0.53% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 17,182 $1.33M 0.04% -11,766 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 17,116 $1.32M 0.33% +1,508 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 17,052 $1.32M 0.02% new 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 17,009 $1.31M 0.83% +244 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 16,996 $1.31M 0.71% +1,268 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 16,855 $1.3M <0.01% +347 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 16,837 $1.3M 0.66% +104 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,677 $1.29M 0.08% -23 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,421 $1.27M 0.04% -488 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 16,361 $1.26M 1.08% +1,350 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,287 $1.26M 0.02% +1,261 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 16,196 $1.25M 0.92% -22 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 16,139 $1.25M 0.41% +1,103 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 16,004 $1.24M 0.66% +2,725 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,860 $1.22M <0.01% +759 13F-HR Timeline Group FinDec Wealth Services, Inc. More: the full row for FinDec Wealth Services, Inc. 15,732 $1.21M 1.48% -339 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,687 $1.21M 0.02% +7,925 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 15,496 $1.2M 0.1% 0 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 15,247 $1.18M 0.75% +1,611 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 15,234 $1.18M 0.04% -2,209 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,199 $1.17M 0.01% +65 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 15,182 $1.17M 1.19% +57 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 15,125 $1.17M 0.79% -149 13F-HR Timeline Pearl Planning LLC More: the full row for Pearl Planning LLC 15,069 $1.16M 0.62% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,052 $1.16M 0.08% +4,320 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,030 $1.16M 0.07% +1,715 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 15,013 $1.16M 1.14% -1,244 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 14,940 $1.15M 0.68% +268 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,902 $1.15M 0.01% +5,100 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 14,879 $1.15M 0.35% +6,345 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,838 $1.15M 0.04% +2 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14,767 $1.14M 5.04% -348,615 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 14,760 $1.14M 0.42% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 14,747 $1.14M 0.08% +820 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 14,679 $1.13M 0.16% -285 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 14,617 $1.13M 0.95% +98 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 14,507 $1.12M 0.13% -380 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 14,479 $1.12M <0.01% +4,360 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,282 $1.1M 0.35% +357 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,266 $1.1M 0.02% +2,306 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,214 $1.1M 0.02% +1,086 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 14,110 $1.09M 0.19% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,995 $1.08M 0.07% +1,117 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,955 $1.08M 0.02% +2,775 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,953 $1.07M 0.07% +100 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,770 $1.06M 0.04% +235 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 13,769 $1.06M 0.17% +293 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/ 13,577 $1.05M <0.01% +739 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,596 $1.05M 0.06% +27 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 13,500 $1.04M <0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,435 $1.04M 0.17% -556 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 13,571 $1.03M 0.2% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,367 $1.03M 0.03% +6,683 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 12,932 $998K 0.2% -3,066 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 12,889 $995K 0.39% +1,512 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,876 $994K 0.01% +323 13F-HR Timeline Group Mascagni Wealth Management, Inc. More: the full row for Mascagni Wealth Management, Inc. 12,829 $990K 0.71% -221 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 12,694 $980K 0.04% +48 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,647 $976K 0.05% +855 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 12,642 $976K 0.84% -3,104 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,614 $974K 0.12% -275 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,535 $967K 0.02% -790 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,296 $949K 0.03% +1,998 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,238 $944K 0.04% new 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 12,219 $943K 0.27% -16 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 11,908 $919K 0.07% -908 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 11,753 $907K 1.02% +1,140 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 11,691 $902K 0.34% +111 13F-HR Timeline InvesTrust More: the full row for InvesTrust 11,686 $902K 0.38% +100 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 11,661 $900K 0.65% -1,843 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,570 $893K 0.14% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,532 $890K 0.13% -3,790 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,503 $888K 0.03% +236 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,508 $888K 0.17% +1,487 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 11,507 $888K 0.32% +37 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 11,486 $886K 0.01% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 11,479 $886K 0.72% +2,096 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 11,350 $873K 0.03% -185 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,202 $870K 0.06% +466 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 11,261 $869K 0.3% +455 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,300 $868K 0.06% +1,029 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 11,191 $864K 0.81% -375 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 11,187 $863K 0.01% +254 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,919 $843K 0.02% +9,608 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 10,900 $841K 0.19% 0 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 2,340 $840K 0.64% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 10,675 $819K 0.18% +320 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 10,568 $816K 0.31% +3,908 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,515 $812K 0.03% +5,338 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 10,326 $797K 0.19% +46 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 10,208 $788K 0.23% +16 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,143 $783K <0.01% +70 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 10,127 $782K 0.07% +2 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 10,076 $773K 0.09% +295 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 9,967 $769K 0.45% -8,320 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 9,900 $764K 0.19% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,874 $762K 0.07% -7,430 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,772 $754K <0.01% +4,445 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,737 $751K 0.03% -461 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,712 $750K 0.22% +51 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,702 $748K 0.21% -206 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,674 $747K 0.26% -122 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 9,641 $744K 0.13% -883 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,639 $744K 0.4% -466 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 9,597 $741K 0.35% 0 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,539 $736K 0.03% +760 13F-HR Timeline Latko Wealth Management, Ltd. 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More: the full row for Independent Wealth Network Inc. 8,828 $681K 0.2% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 8,778 $677K 0.13% new 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 8,666 $669K 0.58% -339 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,606 $664K 0.04% +259 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,553 $660K 0.08% +223 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 8,468 $654K 0.24% -78 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 8,460 $653K 0.07% -14,505 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,341 $644K 0.05% +4,746 13F-HR Timeline Group SMITH, MOORE & CO. 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