Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 85,422 $1.41M 0.22% -1,299 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 85,238 $1.41M 0.12% +505 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 82,952 $1.37M 0.69% -920 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 81,718 $1.35M -157,840 Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 80,957 $1.33M 0.47% +47,443 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 80,640 $1.33M 0.95% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 80,626 $1.33M 0.06% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 80,500 $1.33M 1.16% 13F-HR Timeline MATTERS CAPITAL LLC More: the full row for MATTERS CAPITAL LLC 80,271 $1.32M 1.08% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 79,905 $1.32M 0.21% +14 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 79,287 $1.31M 0.11% +11,319 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 78,329 $1.29M 0.78% +7,997 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 77,933 $1.29M 0.05% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 77,602 $1.28M 0.02% +2,418 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 77,086 $1.27M 0.52% -4,069 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 77,048 $1.27M 0.13% -811 13F-HR Timeline RESOLUTE CAPITAL, LLC More: the full row for RESOLUTE CAPITAL, LLC 76,775 $1.27M 0.53% 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 76,695 $1.26M 0.55% +583 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 76,484 $1.26M 0.02% -1,181 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 76,445 $1.26M 0.42% +940 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 75,980 $1.25M 0.02% +9,435 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 75,525 $1.25M 0.04% -32,269 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 75,242 $1.24M 0.82% +808 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 75,061 $1.24M 0.03% -4,769 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 75,056 $1.24M 0.18% -91,037 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 74,955 $1.24M 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 74,681 $1.23M 0.07% -946 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 74,489 $1.23M 0.85% -7,105 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 73,997 $1.22M 0.44% -7,663 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 73,961 $1.22M 0.01% +52,574 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 73,512 $1.21M 0.02% +7,554 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 73,500 $1.21M 0.17% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 73,395 $1.21M 0.11% -83 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 73,368 $1.21M 0.88% +14,594 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 73,225 $1.21M 0.52% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 72,144 $1.19M 0.03% +1,969 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 70,993 $1.17M 0.01% 0 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 64,417 $1.17M 0.31% -57,021 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 70,514 $1.16M 0.09% -15,087 13F-HR Timeline HFG Advisors, Inc. 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More: the full row for StoneX Group Inc. 65,510 $1.08M 0.05% -28,106 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 65,513 $1.08M 0.17% +456 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 64,775 $1.07M 0.32% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 64,499 $1.06M 0.03% -611 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 64,481 $1.06M 0.05% -14,468 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 64,000 $1.06M 0.24% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 63,649 $1.05M 0.08% +2,299 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 63,030 $1.04M 0.08% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 62,716 $1.03M 0.01% -6,155 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 62,309 $1.03M 0.14% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 62,239 $1.03M 0.03% -1,539 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 62,184 $1.03M <0.01% +5,408 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 62,043 $1.02M 0.68% +13,129 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 61,755 $1.02M 0.1% +13,700 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 60,989 $1.01M 0.09% +1,318 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for Claro Advisors Inc. 59,814 $986K 0.13% +785 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 58,217 $960K 0.04% -818 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 58,207 $960K 0.01% +3,654 13F-HR Timeline Group RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 58,147 $959K 0.78% 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 58,000 $956K 0.52% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 57,900 $955K 0.05% -3,531 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 57,486 $948K 0.87% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 56,873 $938K 0.29% -2,013 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 52,828 $932K 0.06% +4 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 56,246 $927K 0.45% -1,440 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 56,165 $926K 0.18% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 55,838 $921K 0.1% +1,126 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 55,836 $921K 0.26% new 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 55,148 $909K 0.76% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 55,137 $909K 0.03% -106,315 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 55,058 $908K 0.04% +2,504 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 54,308 $896K 0.15% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 53,923 $889K 0.05% new 13F-HR Timeline LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 53,911 $889K 0.56% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 53,694 $885K 0.05% +6,318 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 53,680 $885K 0.04% +41,644 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 52,973 $874K 0.08% +11,563 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 52,885 $872K 0.03% +1,106 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 52,751 $870K 0.02% -2,339 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 52,703 $869K <0.01% +2,646 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 52,486 $865K 0.02% -4,834 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 52,293 $862K 0.31% -2,691 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 51,686 $852K 0.28% -350 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 51,386 $847K 0.48% +3,320 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 51,337 $847K 0.01% -1,501 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 51,240 $845K 0.47% +200 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 51,198 $844K 0.02% +3,335 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 51,034 $842K 0.07% -333 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 50,901 $839K <0.01% -500 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 50,597 $834K 0.18% +16,247 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 50,252 $829K 0.12% -35 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 49,889 $823K 0.11% +10,439 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 49,675 $819K 0.06% -7,198 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 49,389 $814K 0.01% -3,938 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49,182 $811K 0.03% +110 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 49,096 $810K 0.14% -1,594 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 49,051 $809K 0.03% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 49,009 $808K 0.02% +34,033 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 48,937 $807K 0.01% +1,527 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 44,366 $803K 0.15% +1,231 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 43,911 $802K 0.14% +29,323 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 48,567 $801K 0.12% +767 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 48,342 $797K 0.04% +1,872 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 48,152 $794K 0.06% -1,653 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 47,981 $791K 0.09% +8,061 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 47,034 $776K 0.11% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 47,000 $775K 0.02% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 46,840 $772K 0.05% -677 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 46,772 $771K 0.15% +2,350 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 46,695 $770K 0.02% 0 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 46,637 $769K 0.06% +5,094 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,616 $769K 0.05% +85 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 46,509 $767K 0.07% -366 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 45,857 $756K 0.45% +42 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 45,760 $755K 0.08% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45,674 $753K 0.01% -18,631 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45,672 $753K 0.03% -4,873 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 45,619 $752K 0.05% +1,866 13F-HR Timeline Nicholson Meyer Capital Management, Inc. 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More: the full row for MMBG INVESTMENT ADVISORS CO. 41,905 $691K 0.06% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 41,803 $689K 0.12% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 41,766 $689K 0.24% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 41,757 $689K 0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 41,657 $687K 0.02% -6,538 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 41,492 $684K 0.1% -922 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 41,489 $684K 0.08% +2,276 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 41,402 $683K 0.05% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 41,142 $678K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 41,125 $678K 0.01% +711 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 41,024 $676K 0.08% +97 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 40,859 $674K 0.05% +480 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 40,461 $667K 0.04% +13 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 40,180 $663K 0.05% +1,527 13F-HR/A Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 40,043 $660K 0.33% +20,000 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 40,000 $660K 0.25% -1,000 13F-HR/A Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 39,936 $659K 0.21% +780 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 39,801 $656K 0.01% -44 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 39,784 $656K 0.17% +1,212 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 39,686 $654K 0.01% -19,858 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 39,008 $643K 0.32% -5,210 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 38,903 $642K 0.43% +5 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 38,848 $641K 0.02% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 38,729 $639K 0.06% -2,250 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 38,594 $636K 0.11% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 38,357 $633K 0.09% +285 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 38,335 $632K 0.05% +630 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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