Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 22,469 $1.67M 0.57% -1,019 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 22,436 $1.67M 1.1% +5,690 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 22,435 $1.67M 0.82% +1,707 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 22,392 $1.67M 0.54% +1,447 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,331 $1.66M 0.03% +1,247 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 22,316 $1.66M 0.16% -283 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 22,276 $1.66M 0.47% -41,950 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 22,028 $1.64M 0.09% -8,325 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,937 $1.63M 0.05% -342 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 21,935 $1.63M 0.22% +1,686 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 21,831 $1.62M 0.03% +5,334 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 21,780 $1.62M 0.22% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 21,716 $1.61M 0.5% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,625 $1.61M <0.01% +28 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 21,606 $1.61M 0.52% +1,124 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 21,582 $1.61M 0.56% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 21,572 $1.6M 0.04% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 21,475 $1.6M 1.23% new 13F-HR Timeline Mission Creek Capital Partners, Inc. 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A. 20,647 $1.54M 0.15% -363 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20,632 $1.53M 0.38% +4,742 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 20,646 $1.53M 0.5% +2,019 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20,585 $1.53M 0.25% +843 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20,529 $1.53M 0.29% -5,796 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 20,403 $1.52M 0.65% +328 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 20,398 $1.52M 0.81% -1,712 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 20,384 $1.52M 0.27% -2,799 13F-HR Timeline CALTON & ASSOCIATES, INC. 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More: the full row for Savvy Advisors, Inc. 18,718 $1.39M 0.06% +11,266 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,693 $1.39M 0.07% +2,012 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 18,641 $1.39M 0.05% +3,632 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 18,452 $1.37M 0.07% +733 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 18,443 $1.37M 0.09% -2,031 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 18,422 $1.37M 0.25% -15 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,407 $1.37M 0.03% +8,684 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,351 $1.36M 0.09% -1,221 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,273 $1.36M 0.06% -157 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 18,114 $1.35M 0.02% +11,960 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 18,095 $1.35M 0.5% -49 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,082 $1.34M 0.14% -3,532 13F-HR Timeline Group Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,903 $1.33M 0.34% -13,803 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 17,835 $1.33M 0.88% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 17,831 $1.33M 0.11% +1,380 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 17,758 $1.32M 0.19% -4,343 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 17,728 $1.32M 0.08% -606 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 17,676 $1.31M 0.05% +3,569 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 17,641 $1.31M 0.39% +468 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 17,484 $1.3M 0.34% +17,479 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,480 $1.3M 0.95% -204 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 17,475 $1.3M 0.08% -1,165 13F-HR Timeline Group Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 17,419 $1.3M 0.52% -2,282 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 17,328 $1.29M 0.93% +11,250 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 17,322 $1.29M 0.2% +308 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,275 $1.28M 0.54% +3,490 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 17,265 $1.28M 0.77% +4,775 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 17,162 $1.28M 0.14% -1,259 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 17,147 $1.28M 1.09% +157 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 17,044 $1.27M 0.68% -2,249 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 16,847 $1.25M 0.75% +200 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,476 $1.25M 0.08% -2,618 13F-HR Timeline Group Ted Buchan & Co More: the full row for Ted Buchan & Co 16,741 $1.25M 0.49% -667 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 16,695 $1.24M 0.17% +606 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 16,510 $1.23M 0.02% +152 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 16,467 $1.23M 0.04% +1,235 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,470 $1.22M 0.25% +87 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 16,409 $1.22M 0.26% -6,812 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 16,312 $1.21M 0.89% +681 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 16,270 $1.21M 0.08% +3,237 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 16,175 $1.2M 0.78% -1,400 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,168 $1.2M 0.06% -11,248 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,131 $1.2M 0.03% +5,088 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 16,111 $1.2M 0.24% +925 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 16,091 $1.2M 0.37% -148 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 16,062 $1.19M 0.75% +115 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,058 $1.19M 0.2% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 16,055 $1.19M 0.31% +203 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,000 $1.19M 0.02% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 15,935 $1.19M 0.36% +2,470 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,784 $1.17M 0.31% +774 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 15,740 $1.17M 0.38% +3,337 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 15,734 $1.17M 0.27% -603 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15,663 $1.16M 0.25% -863 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 15,624 $1.16M 0.26% -5,726 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,590 $1.16M 0.08% +6,189 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,608 $1.16M 0.12% +9,092 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 15,573 $1.16M 0.01% +7,575 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,351 $1.14M 0.25% +519 13F-HR/A Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 15,301 $1.14M 0.22% +698 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 15,257 $1.13M 0.24% new 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 15,246 $1.13M 0.28% -1,936 13F-HR Timeline Linscomb Wealth, Inc. 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More: the full row for Hendershot Investments Inc. 13,880 $1.03M 0.13% +10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,866 $1.03M 0.1% -1,754 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,886 $1.03M 0.06% +4,764 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 13,858 $1.03M 0.19% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 13,827 $1.03M 0.09% -467 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 13,796 $1.03M 0.06% +3,058 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 13,774 $1.02M 0.12% +853 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 13,735 $1.02M 0.12% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 13,731 $1.02M 0.69% -10,071 13F-HR Timeline American Investment Services, Inc. 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