Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 8,592 $363K 0.03% +859 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,548 $361K 0.02% +3,326 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,342 $352K 0.02% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,303 $350K 0.04% +46 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 8,329 $350K 0.22% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,120 $343K <0.01% new 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 7,928 $335K 0.07% +336 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,600 $321K 0.04% -1,497 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,548 $319K 0.01% new 13F-HR Timeline Vigil Wealth Management, LLC More: the full row for Vigil Wealth Management, LLC 7,369 $311K 0.22% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,263 $307K 0.03% +535 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,219 $305K 0.23% +729 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 7,200 $304K 0.12% 0 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 7,185 $303K 0.18% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,108 $300K 0.04% 0 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 7,101 $300K 0.26% +130 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 6,963 $294K 0.12% +1,384 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,849 $289K <0.01% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,762 $285K 0.03% -6,762 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 6,731 $284K 0.1% -39 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 6,528 $276K 0.08% +65 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 6,217 $262K 0.03% +77 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,117 $258K 0.11% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,049 $255K <0.01% -2,100 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 5,945 $251K 0.08% +738 13F-HR Timeline Group Planning Center, Inc. More: the full row for Planning Center, Inc. 5,854 $247K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,852 $247K 0.02% -190 13F-HR Timeline LANE BROTHERS & CO INC More: the full row for LANE BROTHERS & CO INC 5,796 $245K 0.16% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 5,754 $243K 0.06% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 5,749 $243K 0.14% -1,407 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 5,699 $241K 0.01% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,596 $236K 0.02% new 13F-HR Timeline Group Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 5,473 $231K 0.07% new 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 5,466 $231K 0.12% +140 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 5,460 $230K 0.06% +109 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,431 $229K 0.12% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 5,402 $228K 0.15% new 13F-HR Timeline Generations Wealth, LLC More: the full row for Generations Wealth, LLC 5,364 $226K 0.21% -8,807 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,278 $223K 0.01% new 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,223 $220K 0.02% +21 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 5,211 $220K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,211 $220K <0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,207 $220K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,133 $217K <0.01% -178 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 5,102 $215K 0.06% -127 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 5,063 $214K 0.05% -470 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,045 $213K 0.01% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,885 $206K <0.01% 0 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,885 $206K 0.07% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,881 $206K 0.11% -128 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4,041 $170K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,000 $169K <0.01% -1,973 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,898 $165K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,817 $161K <0.01% +1,077 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,528 $149K 0.03% -853 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 3,388 $143K 0.12% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,160 $133K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,829 $119K <0.01% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,808 $119K 0.02% +881 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,730 $115K <0.01% +158 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,545 $107K <0.01% +2,446 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,502 $106K 0.05% +42 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,345 $99K 0.01% -319 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,774 $75K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,700 $71.7K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,675 $70.7K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,560 $65.8K 0.04% -465 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,550 $65.4K 0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,514 $63.9K <0.01% +355 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,431 $60.4K 0.02% -1 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,406 $59.3K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,098 $46.3K 0.02% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,070 $45.2K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 970 $40.9K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 856 $36.1K <0.01% +9 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 808 $34.1K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 801 $33.8K <0.01% +634 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 795 $33.6K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 785 $33.1K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 743 $31.4K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 721 $30.4K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 658 $27.8K 0.01% +60 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 435 $18.4K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 379 $16K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 378 $16K <0.01% -27 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 356 $15K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 253 $10.7K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 253 $10.7K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 219 $9.23K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 182 $7.68K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 158 $6.67K <0.01% -1,428 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $4.22K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88 $3.71K <0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 78 $3.29K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 76 $3.22K <0.01% -1,275 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 53 $2.22K <0.01% +11 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 38 $1.6K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 31 $1.31K <0.01% 0 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 1 $44 <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.