First Pacific Financial More: the full row for First Pacific Financial 815,807 $60.4M 7.88% +151,594 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 675,204 $50M 5.71% +81,316 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 640,351 $47.4M 6.79% +22,204 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 348,314 $25.8M 0.28% +347,010 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 282,555 $21M 5.04% +43,689 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 234,834 $17.4M 1.89% -8,747 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 151,398 $11.2M 1.56% -4,247 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 143,137 $11M 2.56% +1,079 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 147,189 $10.9M 0.67% +143,024 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 136,351 $10.1M 0.44% +2,421 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 135,397 $10M <0.01% +21,367 13F-HR Timeline Group HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 135,342 $10M 5.52% +2,765 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 132,242 $9.78M 0.3% +63,968 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 127,508 $9.43M 0.19% +19,240 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 118,083 $8.74M 2.89% +8,574 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 112,427 $8.32M 1.93% +9,702 13F-HR Timeline DEMMING FINANCIAL SERVICES CORP /ADV More: the full row for DEMMING FINANCIAL SERVICES CORP /ADV 94,044 $6.96M 5.23% 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 86,092 $6.37M 2.09% +23,345 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 84,719 $6.27M 0.34% +13,244 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for SC&H Financial Advisors, Inc. 42,787 $3.17M 0.49% +7,034 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 40,446 $2.99M 0.17% +3,718 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 39,792 $2.94M 0.99% +9,172 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 38,056 $2.82M -2,681 Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 36,244 $2.68M 1.51% +1,645 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 36,234 $2.68M 1.01% +5,122 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 36,164 $2.68M 0.6% +4,755 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 34,102 $2.52M 0.09% +25,609 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 32,533 $2.41M <0.01% +13,974 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 31,970 $2.37M 1.25% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 31,858 $2.36M 0.35% +5,578 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 31,738 $2.35M 0.43% +2,478 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 29,511 $2.18M 1.16% +6,950 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 29,134 $2.16M 0.51% -797 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 26,873 $2.04M 1.04% +5,506 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 27,335 $2.02M 1.14% +558 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 25,202 $1.86M 0.98% +3,913 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 24,901 $1.84M 0.54% +3,612 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 24,247 $1.79M 0.01% +3,406 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 24,123 $1.78M 0.24% 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 23,972 $1.77M 0.17% +8,830 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 23,399 $1.73M <0.01% +5,489 13F-HR Timeline Group Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 23,277 $1.72M 0.43% +7,125 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 23,133 $1.71M 0.24% +2,454 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 23,007 $1.7M 0.29% new 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 21,773 $1.61M 0.18% +516 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 21,730 $1.61M 1.22% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,647 $1.5M 0.04% +423 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 19,726 $1.46M 0.42% -1,293 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 18,653 $1.38M <0.01% +1,252 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 18,576 $1.37M 0.11% +71 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,824 $1.32M <0.01% -196 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 17,633 $1.3M 0.78% +2,967 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,729 $1.24M <0.01% +7,529 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,493 $1.22M <0.01% +11,346 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 16,016 $1.18M 0.5% +4,107 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,827 $1.17M 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 15,720 $1.16M 0.04% +381 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 15,080 $1.12M 0.03% +1,454 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 14,523 $1.07M 0.68% +4,377 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 14,500 $1.07M 0.68% +2,086 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,300 $1.06M 0.03% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 14,125 $1.04M 0.77% 13F-HR Timeline Mills Wealth Advisors LLC More: the full row for Mills Wealth Advisors LLC 13,865 $1.03M 0.4% +3,105 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,060 $966K 0.01% +1,539 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12,715 $941K 0.25% +1,002 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 12,587 $931K 0.26% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 12,277 $908K 0.09% +412 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 11,320 $837K 0.07% -467 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 11,289 $835K 0.33% +800 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,275 $834K 0.3% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,188 $828K 0.03% +1,793 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 10,950 $810K 0.13% +4,162 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 10,582 $783K 0.3% +936 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 10,542 $780K 0.24% +5,176 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,113 $777K 0.15% +909 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,396 $769K <0.01% +9,145 13F-HR Timeline Group BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9,753 $722K 0.51% +81 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9,720 $719K 0.04% +1,972 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 9,669 $715K 0.19% +2,410 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,634 $713K <0.01% +4,772 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 9,454 $699K 0.03% +640 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 9,374 $693K 0.11% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,858 $655K 0.01% +1,001 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,497 $629K 0.02% +328 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 8,152 $603K 0.13% +5,160 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,113 $600K 0.02% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,685 $569K 0.15% +2,393 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 7,624 $564K 0.1% +461 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 7,597 $562K 0.47% +687 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,481 $553K 0.11% -196 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 7,416 $549K <0.01% +4,145 13F-HR Timeline marrick wealth, LLC More: the full row for marrick wealth, LLC 7,292 $539K 0.44% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7,190 $532K 0.12% +490 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,112 $526K 0.11% 0 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 6,709 $496K 0.23% +119 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,534 $483K 0.01% +1,330 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 6,406 $474K 0.14% +2,780 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 6,359 $470K 0.25% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,266 $464K <0.01% +2,934 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,261 $463K 0.02% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 6,104 $452K 0.31% +995 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 5,939 $439K 0.37% 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 5,808 $430K 0.16% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 5,357 $404K 0.18% +340 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 5,455 $404K 1.22% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,419 $400K <0.01% +907 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,401 $400K <0.01% -212 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,393 $399K 0.01% +787 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,333 $395K <0.01% -3,835 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,275 $390K <0.01% +8 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,243 $388K <0.01% -51 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,890 $362K 0.01% -91 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 4,885 $361K 0.22% +216 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 4,499 $333K 0.06% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,441 $329K 0.06% new 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 4,303 $318K 0.21% +710 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,288 $317K 0.02% +3,290 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,235 $313K 0.02% +53 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 4,181 $309K 0.06% +878 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,173 $309K 0.08% +1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,158 $308K 0.01% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 4,041 $299K 0.06% +214 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,927 $291K 0.04% new 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 3,853 $285K 0.13% new 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 3,558 $263K 0.26% 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,545 $262K <0.01% +6 13F-HR Timeline Group Catawba River Capital More: the full row for Catawba River Capital 3,529 $261K 0.12% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,530 $261K 0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 3,496 $259K 0.15% +2 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,413 $252K 0.12% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,413 $252K 0.02% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,190 $236K 0.01% 0 13F-HR Timeline Broadhurst Jeffrey B More: the full row for Broadhurst Jeffrey B 3,126 $231K 0.24% 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 3,015 $223K 0.09% -322 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,011 $223K <0.01% +163 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2,997 $221K 0.05% +302 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 2,910 $219K 0.09% +114 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 2,799 $207K 0.07% new 13F-HR Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 2,797 $207K 0.18% 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,734 $202K 0.05% new 13F-HR Timeline ANDREWS, LUCIA WEALTH MANAGEMENT LLC More: the full row for ANDREWS, LUCIA WEALTH MANAGEMENT LLC 2,724 $202K 0.12% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,653 $196K 0.09% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,462 $182K 0.01% +222 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 2,342 $173K 0.06% +874 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 2,267 $168K 0.16% 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,998 $148K <0.01% -1,265 13F-HR Timeline Group Trust Co More: the full row for Trust Co 1,910 $141K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,650 $122K 0.01% +365 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,329 $99.3K 0.04% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,265 $93.6K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,228 $90.8K 0.03% +682 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1,203 $89K 0.08% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,165 $86.2K 0.05% +25 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,154 $85.4K 0.01% +70 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 951 $70.3K 0.04% +368 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 872 $64.5K 0.01% +49 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 695 $51.4K <0.01% -34 13F-HR/A Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 669 $49.5K 0.02% -264 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 609 $45.1K 0.01% -939 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 581 $43K <0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 488 $36.1K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 399 $29.5K 0.01% -31 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 250 $18.5K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 146 $10.8K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 142 $10.5K 0.01% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 134 $9.91K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 121 $8.99K 0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 113 $8.39K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 80 $5.92K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53 $3.92K <0.01% new 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 38 $2.81K <0.01% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 34 $2.52K <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 4 $313 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $148 <0.01% 0 13F-HR Timeline