Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 30,402 $1.17M 0.05% 0 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 30,272 $1.17M 0.28% -2,709 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30,235 $1.17M 0.05% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,321 $1.16M 0.14% -2,278 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 30,042 $1.16M 0.13% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 29,923 $1.15M 0.02% +1,950 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 29,400 $1.13M 0.09% new 13F-HR/A Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 29,074 $1.12M 0.28% -1 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 28,757 $1.11M 0.05% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 28,519 $1.1M 0.22% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 28,438 $1.1M 0.04% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 28,410 $1.1M 0.05% -652 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 28,271 $1.09M 0.78% -291 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 28,110 $1.08M 0.01% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 28,060 $1.08M 0.19% -10,946 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 28,000 $1.08M 0.21% -438 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 27,971 $1.08M 0.09% -96 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 27,961 $1.08M 0.47% +24 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 27,916 $1.08M 0.68% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 27,866 $1.07M 0.02% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 27,853 $1.07M 0.22% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,708 $1.07M 0.2% 0 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 27,684 $1.07M 0.2% +16,582 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 27,460 $1.06M 0.01% -1,502 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,291 $1.05M <0.01% +6,356 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 27,177 $1.05M 0.27% -275 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 29,030 $1.04M 0.14% 0 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 26,723 $1.03M 0.04% -262 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,609 $1.03M 0.02% -164 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 26,550 $1.02M 0.08% new 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 26,450 $1.02M 0.19% 0 13F-HR Timeline Group Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 26,442 $1.02M 0.71% 0 13F-HR/A Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 26,162 $1.01M 0.58% +72 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 26,078 $1.01M 0.13% +63 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 25,901 $999K 0.04% +2,062 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25,840 $997K 0.01% +3,805 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 25,811 $996K 0.28% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 25,646 $994K 0.15% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,708 $992K 0.02% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 25,652 $989K 0.04% +9,236 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 25,320 $977K 0.05% +1,937 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 25,188 $972K 0.21% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 24,961 $963K 0.22% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 24,936 $962K 0.07% +68 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 24,530 $946K 0.25% -967 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 24,325 $938K <0.01% +9,059 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,259 $936K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 24,193 $933K 0.13% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 23,987 $925K 0.48% +66 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 23,912 $922K 0.29% +332 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 23,892 $922K 0.65% +66 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 23,881 $921K 1.43% -27 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23,859 $920K 0.1% -12 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 23,758 $916K 0.42% +53 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 24,630 $905K 0.03% +16,420 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 23,271 $898K 0.65% -78 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,077 $890K 0.15% +14,255 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 23,038 $889K 0.04% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 22,996 $887K 0.56% -44,706 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,842 $881K 0.01% +1,700 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,609 $872K 0.02% +54 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 22,504 $868K 0.34% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 22,384 $863K 0.32% +12,439 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 22,372 $863K 0.16% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 22,370 $863K 0.58% 0 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) 22,185 $856K 0.02% +10,316 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,131 $854K 0.03% new 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 22,062 $851K 0.48% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 21,994 $848K 0.06% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 21,935 $846K 0.26% +73 13F-HR Timeline Busey Bank More: the full row for Busey Bank 21,917 $845K 0.02% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 21,700 $837K 0.05% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 21,614 $834K 0.01% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 21,537 $831K 0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 21,530 $830K 0.3% +58 13F-HR/A Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 21,338 $823K 0.46% +752 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 21,178 $817K 0.19% +103 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 21,106 $814K 0.36% +542 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 21,007 $810K 0.38% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 20,844 $804K 0.14% -157 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 20,723 $799K 0.03% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20,658 $797K 0.15% -247 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,622 $795K 0.07% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 20,558 $793K 0.65% -109 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,526 $792K 0.45% +57 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 20,176 $778K 0.01% +2,128 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 20,143 $777K 0.1% +1 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 20,131 $776K 0.13% -129 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 19,902 $768K 0.03% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 19,784 $763K 0.53% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 19,725 $761K 0.57% -1,616 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/ 19,549 $757K <0.01% +3,921 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 19,520 $753K 0.06% +4,974 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 19,332 $746K 0.14% -44 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 19,298 $744K 0.11% -273 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 19,221 $743K 0.26% -6,478 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 19,248 $742K 0.07% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 18,997 $734K 0.24% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 18,979 $732K 0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 18,948 $731K 0.03% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 18,922 $730K 0.04% +5,324 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 18,785 $725K 0.02% +28 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 18,722 $722K 0.04% +13,021 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,667 $720K 0.01% -256 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 18,572 $716K 0.03% +1,140 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 18,529 $715K 0.61% 0 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 18,527 $715K 0.52% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 18,427 $711K 0.12% -66,063 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 18,395 $709K 0.45% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 18,157 $700K 0.3% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 18,030 $695K 0.14% +1,091 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 18,012 $695K 0.09% +40 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 17,959 $693K 0.3% -138 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 17,949 $692K 0.09% 0 13F-HR Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 17,928 $691K 0.26% +19 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 17,909 $691K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 17,883 $690K 0.02% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 17,584 $678K 0.28% +687 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 17,535 $676K 0.39% +16 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 17,532 $676K 0.03% +1,283 13F-HR Timeline Group Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 17,296 $667K 0.43% +43 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 17,166 $666K 0.04% +48 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 17,196 $663K 0.02% +1,002 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 17,158 $662K 0.25% +19 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 16,957 $654K 0.04% +47 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,896 $652K <0.01% +1,327 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 16,741 $646K 0.44% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 16,680 $644K 0.29% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 16,684 $643K <0.01% +10 13F-HR Timeline Group CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 16,675 $643K 0.25% -208 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 16,464 $635K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,216 $625K 0.03% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 16,169 $624K 0.43% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16,085 $620K 0.37% -50 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 16,060 $619K 0.05% +44 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,233 $618K 0.03% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 15,971 $616K 0.53% +760 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,945 $615K 0.05% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 15,845 $611K 0.05% +44 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 15,776 $608K 0.1% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 15,705 $606K 0.29% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 15,423 $603K 1.17% -8,262 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,484 $597K 0.02% +1,270 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 15,480 $597K 0.24% +4,151 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 15,459 $596K 0.06% -158 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 15,243 $588K 0.29% +42 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 15,203 $586K 0.1% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 15,115 $583K 0.1% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,111 $583K 0.03% -576 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 15,089 $582K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14,877 $574K 0.44% +2 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 14,876 $574K 0.1% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 14,605 $563K 0.31% -150 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,605 $563K 0.01% +1,599 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 14,508 $560K 0.13% +31 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 14,490 $559K 0.19% 0 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 14,471 $558K 0.28% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,285 $551K 0.01% +2,203 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 14,223 $549K 0.09% -625 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 14,176 $547K 0.16% -183 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,108 $544K <0.01% -1,303 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 14,117 $544K <0.01% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 14,088 $543K 0.04% +37 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 14,082 $543K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,045 $542K 0.02% +38 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,943 $538K <0.01% -155,662 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 13,893 $536K 0.01% +8,047 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,851 $534K 0.01% +477 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 13,821 $533K 0.08% +38 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,777 $531K 0.01% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 13,739 $530K 0.08% -1,338 13F-HR Timeline Timonier Family Office, LTD. More: the full row for Timonier Family Office, LTD. 13,690 $528K 0.17% +91 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 13,643 $526K 0.04% -77 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,566 $523K <0.01% +591 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 13,468 $523K 0.01% 0 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 13,526 $522K 0.66% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 13,516 $521K 0.01% -14,014 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 13,326 $514K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 13,263 $512K 0.05% +81 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 13,250 $511K 0.23% -128 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13,170 $508K 0.06% -149 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12,959 $499K 0.32% -137 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 12,730 $491K 0.14% -274 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 12,697 $490K 0.11% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,559 $484K 0.02% +21 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 12,542 $484K 0.05% -107 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 12,532 $483K 0.18% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 12,411 $479K 0.33% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 12,233 $472K 0.11% -2,233 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,069 $466K 0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 12,005 $463K 0.15% -178 13F-HR Timeline VISTA FINANCE, LLC More: the full row for VISTA FINANCE, LLC 11,992 $463K 0.31% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 11,844 $457K 0.14% +119 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 11,722 $449K 0.13% -3,667 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,576 $446K 0.01% -32,289 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,475 $443K 0.05% -250 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 11,385 $439K 0.13% -14 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,304 $436K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 11,294 $436K 0.14% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11,254 $434K 0.23% +246 13F-HR Timeline