Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,694 $245K <0.01% +725 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,671 $243K <0.01% -11,503 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 3,644 $242K 0.08% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,635 $241K <0.01% -375 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,585 $238K <0.01% +486 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,577 $237K 0.03% -254 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3,534 $234K 0.01% 0 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,512 $233K 0.19% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,385 $224K <0.01% new 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,370 $223K 0.03% +176 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,337 $221K 0.21% -550 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,334 $221K 0.01% +246 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,319 $220K 0.06% new 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 3,315 $220K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,305 $219K <0.01% +519 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 3,288 $218K 0.2% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,255 $216K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,247 $215K 0.02% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 3,233 $214K 0.02% 0 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,207 $213K <0.01% -238 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,207 $213K <0.01% -189 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,198 $212K 0.17% new 13F-HR Timeline Miller Value Partners, LLC More: the full row for Miller Value Partners, LLC 3,170 $210K 0.05% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,164 $210K <0.01% +17 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 3,130 $208K 0.14% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 526 $207K 0.02% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,114 $206K <0.01% -85 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 3,120 $206K 0.05% 0 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 3,105 $206K 0.2% 0 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 3,087 $205K 0.16% new 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 3,056 $203K 0.15% +9 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 3,028 $201K 0.04% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,020 $200K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,874 $191K 0.02% +23 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,625 $174K <0.01% -842 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,527 $168K 0.13% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,383 $158K 0.03% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,300 $152K 0.03% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,257 $150K 0.01% +637 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 2,191 $145K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,019 $134K <0.01% +448 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,868 $124K 0.04% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,767 $117K 0.01% -9 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,724 $114K 0.04% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,714 $114K 0.02% +1,319 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,617 $107K 0.05% +1,324 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,589 $104K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,454 $96.4K 0.01% -30 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,359 $90.1K 0.02% +491 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,330 $88.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,078 $71.5K 0.01% -82 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,052 $69.7K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 965 $64K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 945 $62.7K 0.04% -251 13F-HR Timeline CNB Bank More: the full row for CNB Bank 876 $58.1K 0.02% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 831 $55.1K <0.01% +17 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 772 $51.2K 0.02% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 757 $50.2K 0.05% -71 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 754 $50K <0.01% +214 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $49.7K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 719 $47.7K <0.01% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 638 $42.3K <0.01% -19 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 615 $40.8K <0.01% +249 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 595 $39.4K <0.01% +17 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 579 $38.4K 0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 570 $37.8K <0.01% -800 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 564 $37.4K <0.01% +89 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 535 $35K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 477 $32K 0.02% -270 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 476 $31.6K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 473 $31.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 467 $31K <0.01% -349 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 449 $29.8K <0.01% +12 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 439 $29.1K <0.01% +119 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 410 $27.2K 0.01% -46 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 390 $25.9K <0.01% -12,291 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 390 $25.9K <0.01% -1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 390 $25.9K <0.01% -358 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 367 $24.3K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 367 $24.3K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 363 $24.1K <0.01% +344 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 350 $23.2K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 345 $22.9K <0.01% -10 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 334 $22.1K <0.01% -11 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 332 $22K 0.01% +54 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 314 $20.8K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 309 $20.5K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 292 $19.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 287 $19K <0.01% +246 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 280 $19K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 273 $18.1K <0.01% -141 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 272 $18K 0.02% +262 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 258 $17.1K <0.01% -28 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 252 $16.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 244 $16.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 236 $15.4K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 227 $15.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 228 $15K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 207 $13.7K 0.01% -21 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 204 $13.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 200 $13.3K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 196 $13K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 190 $12.6K <0.01% +4 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 177 $11.7K <0.01% new 13F-HR/A Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 168 $11.1K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 167 $11.1K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 166 $11K <0.01% -1,126 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 161 $10.7K 0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 159 $10.5K <0.01% -6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 155 $10.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 156 $10K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 148 $9.81K <0.01% +26 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 147 $9.75K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 141 $9.35K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 132 $8.75K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 130 $8.62K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 120 $7.96K <0.01% 0 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 112 $7.42K <0.01% +97 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 110 $7.29K <0.01% -68 13F-HR Timeline Group Pier Capital, LLC More: the full row for Pier Capital, LLC 108 $7.16K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 105 $6.96K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 102 $6.76K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 100 $6.63K <0.01% -1 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 100 $6.63K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 98 $6.5K <0.01% -94 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 97 $6.43K <0.01% +39 13F-HR Timeline City State Bank More: the full row for City State Bank 96 $6.37K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 96 $6.37K <0.01% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 92 $6.1K <0.01% -23,744 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 89 $5.9K <0.01% -45 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 86 $5.7K <0.01% +47 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 85 $5.64K <0.01% +14 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 81 $5.37K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 80 $5.3K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 76 $5.04K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 74 $4.91K <0.01% +57 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $4.71K <0.01% +23 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 68 $4.54K <0.01% new 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 63 $4.18K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 63 $4.18K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 63 $4.17K <0.01% +48 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 62 $4.11K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 62 $4.11K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 62 $4.11K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 60 $3.98K <0.01% +20 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 59 $3.91K <0.01% +27 13F-HR Timeline Quarry LP More: the full row for Quarry LP 59 $3.91K <0.01% -4,880 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $3.46K <0.01% -7 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 50 $3.31K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $3.18K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 46 $3.05K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 45 $2.98K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $2.98K <0.01% +37 13F-HR/A Timeline MidFirst Bank More: the full row for MidFirst Bank 43 $2.85K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 42 $2.79K <0.01% -4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 38 $2.52K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $2.52K <0.01% +9 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 36 $2.39K <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 36 $2.39K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 33 $2.19K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 32 $2.12K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 32 $2.12K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 31 $2.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $2K <0.01% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 28 $1.87K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $1.86K <0.01% -16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $1.86K <0.01% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 26 $1.72K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $1.59K <0.01% +19 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 23 $1.5K <0.01% -8 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $1.46K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22 $1.46K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $1.39K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 20 $1.33K <0.01% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 18 $1.19K <0.01% +11 13F-HR/A Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 17 $1.13K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17 $1.13K <0.01% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14 $929 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $928 <0.01% +6 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $847 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $796 <0.01% -2 13F-HR Timeline MOTCO More: the full row for MOTCO 9 $597 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8 $530 <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8 $530 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $398 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $398 <0.01% +2 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5 $332 <0.01% 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 5 $332 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4 $265 <0.01% -1,717 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4 $260 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3 $199 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. 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