Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 44,894 $2.07M 1.54% +2,927 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 44,623 $2.05M 1.37% +2,103 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 44,280 $2.04M 0.03% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 44,198 $2.03M 0.16% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 43,740 $2.01M 0.09% +10,678 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 43,112 $1.98M 1.25% -1,755 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 40,276 $1.85M 0.85% -3,571 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 39,921 $1.84M 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 39,595 $1.82M 0.08% -337 13F-HR Timeline SMITH, MOORE & CO. 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Brooker & Co., CPAs 35,081 $1.62M 2.89% -4,410 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 34,944 $1.61M 0.02% +10,290 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 34,848 $1.6M 0.09% +509 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34,107 $1.57M 0.09% +24 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 34,016 $1.57M 0.05% +774 13F-HR Timeline Group Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 33,865 $1.56M 1.73% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 33,559 $1.55M 0.27% +3,996 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 33,550 $1.54M 0.04% +1,950 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 32,972 $1.52M 0.06% +2,917 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 32,422 $1.49M 1.02% +163 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 32,125 $1.48M 0.82% +6,997 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 32,120 $1.48M 1% +59 13F-HR Timeline Compound Planning, Inc. 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More: the full row for GWN SECURITIES INC. 25,414 $1.17M 0.24% +3,422 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 25,294 $1.16M 1% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 25,289 $1.16M 0.01% 0 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 25,220 $1.16M 0.24% +1,342 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 25,169 $1.16M 0.43% +5,150 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 24,996 $1.15M 0.4% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,819 $1.14M 0.66% +60 13F-HR Timeline Daybright Advisory Services, Inc. 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More: the full row for Valley Financial Group, Inc. 21,979 $1.01M 0.57% -7,128 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 21,620 $995K 0.19% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 21,404 $985K 0.11% +3,869 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 21,281 $980K 0.5% +428 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 21,262 $979K <0.01% +11,819 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 20,854 $960K 0.42% +2,578 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 20,786 $957K 1.07% +4,341 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 20,736 $955K 0.67% +2,458 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 20,575 $947K 0.05% +9,899 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 20,570 $947K 0.37% -437 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 20,529 $945K 0.11% -384 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 20,341 $937K 0.35% +100 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 20,314 $935K 0.6% -691 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 20,299 $935K 0.41% +819 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,088 $925K 0.06% -1,582 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for NWF Advisory Services Inc. 18,324 $844K 0.09% +9,595 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 18,292 $842K 0.45% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 18,267 $841K 0.3% -3,723 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 18,240 $840K 0.12% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,114 $834K 0.1% +1,150 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 18,035 $830K 0.43% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,904 $824K 0.03% +3,257 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 17,723 $816K 0.82% 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 17,697 $815K 0.12% +71 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 16,971 $781K 0.03% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 16,785 $773K 0.41% +530 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 16,535 $761K <0.01% +4,136 13F-HR/A Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16,525 $761K 0.12% +3,981 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 16,500 $760K 0.37% +7,052 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 16,409 $755K 0.09% -12,697 13F-HR Timeline Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 16,281 $750K 0.11% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,073 $740K 0.05% +113 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 15,891 $732K 0.2% +1 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 15,753 $725K 0.21% +1,928 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 15,678 $722K 0.18% 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 15,660 $721K 0.7% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,610 $718K 0.12% +5,308 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15,541 $716K 0.46% -248 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/ 15,251 $702K <0.01% +261 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 14,748 $679K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 14,415 $664K 0.02% +3,155 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 14,387 $662K 0.04% new 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 14,285 $658K 0.33% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,184 $653K 0.01% +562 13F-HR Timeline Group Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 14,135 $651K 0.24% +219 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 14,088 $649K 0.04% -55,672 13F-HR/A Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 14,048 $645K 0.09% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,968 $643K 0.02% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,849 $638K 0.1% +4 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,795 $635K 0.04% +8,660 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 13,505 $622K 0.12% -589 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 13,006 $599K 0.15% +36 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,964 $597K 0.5% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,943 $596K 0.24% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,709 $585K 0.24% +2,262 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 12,683 $584K <0.01% +1,317 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 12,636 $582K 0.09% +2,020 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 12,613 $581K 0.39% -83 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 12,480 $575K 0.15% +135 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,470 $574K 0.01% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,348 $572K 0.02% -111 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 12,390 $570K 0.67% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 12,333 $568K <0.01% +7,489 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 12,272 $565K 0.4% +2,997 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 12,245 $564K 0.1% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,013 $553K 0.03% -42,008 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,995 $552K 0.44% +125 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,964 $551K <0.01% +4,923 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,912 $548K 0.01% -462 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,848 $545K 0.04% +1,531 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,655 $536K 0.03% -734 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 11,574 $533K 0.03% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,528 $531K 0.07% new 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 11,388 $527K 0.51% 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 11,373 $524K 0.53% 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 11,330 $523K 0.12% +208 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,251 $518K 0.02% -310 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,227 $517K 0.02% -646 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11,143 $513K 0.16% -2,928 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,030 $508K 0.41% -21,431 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,933 $503K 0.32% -3,491 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 10,837 $499K 0.33% +117 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,649 $490K 0.05% -2,012 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 10,648 $490K 0.23% 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 10,625 $489K 0.17% +1,831 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 10,595 $488K 0.45% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,466 $482K 0.18% -340 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 10,000 $460K 0.32% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 9,929 $457K 0.26% 0 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 9,810 $452K 0.25% +2,592 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. 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