VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 27,124 $2.01M 0.25% +12,821 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 26,993 $2M 0.24% +293 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 26,976 $2M 0.27% -312 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 26,884 $1.99M 0.01% +1,484 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 26,348 $1.95M 1.46% +4,873 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 26,270 $1.95M 0.38% +2,831 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 26,257 $1.94M 0.36% +13,875 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 26,100 $1.93M 0.13% +274 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,960 $1.92M <0.01% -65,142 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 25,935 $1.92M 0.5% -14,474 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 25,900 $1.92M 0.56% +8,259 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 25,761 $1.91M 0.1% -17,025 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25,663 $1.9M 0.3% 0 13F-HR Timeline Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 25,554 $1.89M 1.96% 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 25,479 $1.89M 0.25% +11,563 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 25,352 $1.88M 0.09% +6,659 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,256 $1.88M 0.07% -25 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 25,206 $1.87M 0.06% +17,930 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 25,095 $1.86M 0.24% -36,491 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 25,001 $1.85M 0.65% 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 24,932 $1.85M 0.63% +1,083 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 24,870 $1.84M 0.95% +4,746 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 24,719 $1.83M 0.17% +2,403 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 24,695 $1.83M 0.19% -8,289 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 24,632 $1.82M 0.66% +326 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Independent Wealth Network Inc. 24,507 $1.82M 0.55% +2,901 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 24,411 $1.81M 0.55% +2,019 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,384 $1.81M 0.13% +8,114 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 24,335 $1.8M 0.02% +1,034 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 24,317 $1.8M 1.02% -5,045 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 24,303 $1.8M 2.56% -11,720 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 24,221 $1.79M 0.77% +125 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 24,189 $1.79M 0.25% -110 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 24,117 $1.79M 0.28% +3,532 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 23,999 $1.78M 0.82% +3,769 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 23,741 $1.76M 0.3% +4,453 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 23,561 $1.75M 0.28% -890 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 23,499 $1.74M 0.13% +12,429 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 23,409 $1.73M 0.19% -1,289 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 23,365 $1.73M 0.66% +2,380 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 23,196 $1.72M 0.24% -34,774 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 23,072 $1.71M 0.36% -258 13F-HR Timeline Three Arch Wealth Management LLC More: the full row for Three Arch Wealth Management LLC 22,969 $1.7M 0.32% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 22,925 $1.7M 0.14% +9,274 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,772 $1.69M <0.01% +1,147 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 22,771 $1.69M 1.27% -50 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,706 $1.68M 0.06% +195 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 22,748 $1.68M 0.36% +11,730 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 22,299 $1.66M 0.64% new 13F-HR Timeline INNEALTA CAPITAL, LLC More: the full row for INNEALTA CAPITAL, LLC 22,220 $1.65M 0.89% +995 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 22,209 $1.65M 0.01% +21,281 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 22,195 $1.64M 0.04% +623 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 22,138 $1.64M 0.1% -2,749 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 22,103 $1.64M 1.14% -9,194 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 22,058 $1.63M 0.48% +1,412 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 21,983 $1.63M 0.03% +152 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 21,941 $1.63M 1.67% 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 21,780 $1.61M 0.26% 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 21,780 $1.61M 0.16% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 21,727 $1.61M 0.17% +712 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,725 $1.61M 0.07% +2,025 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 21,645 $1.6M 0.21% -290 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 21,599 $1.6M 1.39% +578 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 21,582 $1.6M 0.55% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 21,528 $1.59M 1.7% 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 21,511 $1.59M 0.98% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 21,424 $1.59M 0.04% -1,782 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,251 $1.57M 0.05% +4,784 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 20,658 $1.55M 0.14% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 20,779 $1.54M 0.56% +1,018 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 20,600 $1.53M 0.86% +202 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 20,579 $1.52M 0.45% +602 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,435 $1.51M 0.07% -68,097 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 20,422 $1.51M 0.1% +9,169 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 20,329 $1.51M 1.6% 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 20,272 $1.5M 0.61% -131 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,195 $1.5M 0.13% -835 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20,177 $1.49M 0.19% -50 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 20,143 $1.49M 0.54% +339 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 20,123 $1.49M 0.04% +19,990 13F-HR Timeline Group Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 20,065 $1.49M 0.2% +85 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 19,995 $1.48M 1.5% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,981 $1.48M 0.03% +3,850 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 19,904 $1.47M 0.32% -251 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 19,818 $1.47M 0.53% -7,465 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 19,803 $1.47M 1.19% 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 19,788 $1.47M 0.37% -138 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 19,785 $1.47M 0.25% -599 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19,771 $1.46M 0.16% -19,421 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 19,756 $1.46M <0.01% -27,571 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 19,729 $1.46M 0.31% +939 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 19,592 $1.45M 0.83% -113 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 19,513 $1.45M 0.07% +1,061 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 19,536 $1.44M 0.29% -1,178 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 19,451 $1.44M 0.03% -2,880 13F-HR Timeline Group 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 19,412 $1.44M 0.06% +189 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 19,401 $1.44M 0.6% -63 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 19,290 $1.43M 0.48% 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 19,279 $1.43M 0.67% -322 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19,155 $1.42M 0.22% +18,270 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,050 $1.41M 0.05% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18,923 $1.4M 0.5% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 18,829 $1.39M 0.13% +98 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 18,760 $1.39M 0.42% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,711 $1.39M 0.05% +8,666 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 18,708 $1.39M 0.53% -330 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,665 $1.38M 0.13% -1,982 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 18,656 $1.38M 0.31% -595 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 18,645 $1.38M 0.14% +563 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 18,618 $1.38M 0.58% -372 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,598 $1.38M 0.04% -3,339 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 18,581 $1.38M 0.66% -300 13F-HR Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 18,560 $1.37M 0.17% -73,346 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 18,316 $1.36M 0.14% +13,609 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 18,287 $1.35M 1.24% +3,509 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,207 $1.35M 0.06% -66 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 18,100 $1.34M 1.02% 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 18,024 $1.34M 0.73% +1,177 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,965 $1.33M 0.03% -442 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 17,956 $1.33M 0.89% +121 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 17,953 $1.33M 0.53% -1,270 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 17,916 $1.33M 0.74% +651 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 17,754 $1.32M 0.2% +14,063 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 17,707 $1.31M 0.1% -124 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 17,565 $1.3M 0.58% +290 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 17,513 $1.3M 0.13% +4,063 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,481 $1.29M 0.07% -870 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 17,464 $1.29M 1.04% +317 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 17,384 $1.29M 0.9% +7,653 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 17,373 $1.29M 0.28% +2,127 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,286 $1.28M 0.37% +5,947 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 17,224 $1.28M 0.17% +529 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 17,150 $1.27M 0.38% +1,215 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 17,125 $1.27M 0.12% 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 17,005 $1.26M 0.9% -475 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 16,963 $1.26M 0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,606 $1.26M 0.08% +130 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,922 $1.25M 0.07% -806 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,902 $1.25M 0.09% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 16,802 $1.24M 0.14% -360 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 16,765 $1.24M 0.11% +2,899 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 16,729 $1.24M 0.34% +6,141 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 16,675 $1.24M 0.08% -800 13F-HR Timeline Group Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 16,603 $1.23M 0.71% +3,181 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,523 $1.22M 0.08% +4,157 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 16,480 $1.22M 0.03% +2,308 13F-HR/A Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,452 $1.22M 0.03% +4,882 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 16,418 $1.22M 0.23% -52 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 16,416 $1.22M 0.45% -325 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 16,315 $1.21M 0.3% +260 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 16,308 $1.21M 0.61% -736 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 16,274 $1.21M 0.34% -15,854 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 16,248 $1.2M 0.27% -7,168 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 16,245 $1.2M 0.2% +187 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16,244 $1.2M 0.28% +2,626 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 16,108 $1.19M 0.74% +46 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 15,993 $1.18M 0.26% +369 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15,950 $1.18M 0.06% +2,064 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 15,960 $1.18M 0.56% +1,567 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 15,880 $1.18M 0.26% +146 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 15,826 $1.17M 0.76% -6,610 13F-HR Timeline Vestment Financial LLC More: the full row for Vestment Financial LLC 15,725 $1.17M 0.61% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,761 $1.17M 0.02% -749 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 15,673 $1.16M 0.28% -1,811 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 15,685 $1.16M 0.38% +630 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 15,684 $1.16M 0.3% -100 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 15,676 $1.16M 0.89% -636 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 15,662 $1.16M 0.22% 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 15,582 $1.15M 0.28% -3,517 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 15,555 $1.15M 0.05% new 13F-HR/A Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,858 $1.15M 0.07% new 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 15,509 $1.15M 0.22% +208 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 15,508 $1.15M 0.69% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 15,383 $1.14M 0.4% -2,712 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 15,341 $1.14M 0.26% +1,645 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15,311 $1.13M 0.24% -352 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 15,251 $1.13M 0.2% -3,171 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 15,249 $1.13M 0.25% -102 13F-HR Timeline Aznar Financial Advisors, LLC More: the full row for Aznar Financial Advisors, LLC 15,119 $1.12M 1.08% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 15,015 $1.11M 0.09% +23 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,943 $1.11M 0.05% +11,347 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 14,937 $1.11M 0.04% -3,704 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 14,915 $1.1M 0.16% -5,340 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 14,905 $1.1M 0.29% +2,658 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 14,901 $1.1M 0.85% 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 14,895 $1.1M 0.22% -6,375 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 14,890 $1.1M 0.51% +899 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 14,742 $1.09M 0.3% +799 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 14,714 $1.09M 0.97% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 14,760 $1.09M 0.06% +534 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,749 $1.09M 0.23% +1,379 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 14,688 $1.09M 0.83% -51 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,669 $1.09M 0.15% -3,089 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 14,661 $1.09M 0.01% +995 13F-HR Timeline Group Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 14,599 $1.08M 0.55% +222 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 14,585 $1.08M 0.54% -292 13F-HR Timeline