ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,956 $423K 0.15% +112 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 4,955 $423K 0.19% +490 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4,942 $422K 0.17% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 4,931 $421K 0.35% +30 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4,919 $420K 0.07% +1,789 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,842 $413K 0.04% +1,625 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,756 $406K 0.02% +470 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,720 $403K 0.02% -2,845 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,698 $401K 0.23% +96 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,486 $400K 0.1% -7,184 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4,685 $400K 0.29% +685 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,678 $399K <0.01% -51 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,577 $391K 0.01% -1,160 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 4,563 $390K 0.3% +65 13F-HR Timeline Total Clarity Wealth Management, Inc. 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Ltd. 4,270 $365K 0.19% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,236 $362K 0.04% +721 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,220 $360K 0.05% -768 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,204 $359K <0.01% -42 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 4,197 $358K 0.11% +152 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,159 $355K 0.04% +1,259 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 4,122 $352K 0.08% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 4,600 $352K 0.09% 0 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 4,055 $346K 0.05% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 4,040 $345K 0.21% 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,009 $342K 0.16% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. 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More: the full row for Equita Financial Network, Inc. 3,755 $321K 0.1% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,524 $320K 0.08% +85 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 3,738 $319K 0.09% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,734 $319K 0.02% 0 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 3,696 $316K 0.11% 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 3,687 $315K 0.1% +377 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,586 $306K 0.03% -821 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,561 $306K 0.01% +1,851 13F-HR Timeline Barnett & Company, Inc. 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More: the full row for Facet Wealth, Inc. 2,692 $287K 0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,350 $286K 0.01% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,342 $285K 0.17% 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,328 $284K 0.31% 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,309 $282K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,308 $282K 0.02% new 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,305 $282K 0.06% -10 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 3,300 $282K 0.04% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 3,261 $278K 0.12% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3,240 $277K 0.1% +1,134 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,233 $276K 0.26% -469 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,233 $276K 0.09% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,223 $275K 0.02% +2,188 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,208 $274K 0.17% -310 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,186 $274K <0.01% -117 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 3,201 $273K 0.08% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,150 $269K 0.05% 0 13F-HR Timeline Group Bouchey Financial Group, Ltd. 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Advisory Services LLC 3,075 $263K 0.02% -157 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 3,072 $262K 0.18% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 3,072 $262K 0.05% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,061 $261K 0.17% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,048 $260K 0.01% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,034 $259K 0.02% 0 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,027 $258K 0.09% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,018 $258K 0.01% 0 13F-HR Timeline Centennial Advisors, LLC More: the full row for Centennial Advisors, LLC 2,992 $255K 0.33% 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,991 $255K 0.05% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,990 $255K 0.03% +289 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,964 $253K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,945 $251K 0.08% -2,100 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,942 $251K 0.04% +212 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,937 $251K 0.18% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,919 $249K 0.01% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,895 $248K 0.04% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2,905 $248K 0.12% new 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 2,904 $248K 0.05% new 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,896 $247K 0.16% 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,887 $246K 0.06% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,881 $246K 0.01% new 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 2,875 $245K 0.02% -215 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,875 $245K 0.19% -75 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,864 $244K 0.07% -656 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 2,840 $242K 0.13% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 2,820 $241K 0.02% -9 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 2,815 $240K 0.07% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,810 $240K <0.01% -77 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,795 $239K 0.02% -380 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,795 $239K 0.08% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,774 $237K 0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,740 $234K 0.12% 0 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 2,735 $233K 0.07% -4,494 13F-HR Timeline Kingdom Financial Group LLC. 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Inc 2,489 $212K 0.11% new 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 2,484 $212K 0.05% new 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2,445 $209K 0.49% new 13F-HR/A Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 2,427 $207K 0.08% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,420 $207K 0.04% new 13F-HR/A Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 2,412 $206K 0.03% new 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,395 $204K 0.02% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,395 $204K 0.01% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,391 $204K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,384 $204K 0.02% +854 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,374 $203K 0.05% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,371 $202K 0.21% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,287 $195K 0.05% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2,263 $193K <0.01% -318 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,246 $192K 0.01% +990 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,162 $185K 0.04% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,147 $183K 0.03% +1,310 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,121 $181K 0.01% -138 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,023 $173K 0.01% +1,462 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,993 $170K 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 1,902 $162K 0.01% +1,338 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,893 $162K 0.02% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,877 $160K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,810 $155K 0.11% +1,805 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,800 $154K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,791 $153K 0.11% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 1,657 $141K 0.14% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,623 $139K 0.85% -74 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,400 $120K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,363 $116K <0.01% +52 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,331 $114K 0.03% -205 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,263 $108K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,239 $106K <0.01% +287 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,157 $98.8K 0.06% +641 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,082 $92.4K 0.09% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,065 $90.9K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,036 $88.4K 0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,020 $87.1K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 993 $84.8K 0.01% +411 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 985 $84.1K 0.16% +785 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 977 $77.9K 0.01% +9 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 830 $70.9K 0.06% +340 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 825 $70.4K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 735 $62.7K 0.02% +450 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 730 $62.3K +71 Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 655 $59.4K <0.01% +20 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 691 $59K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 662 $56.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 651 $55.6K <0.01% +568 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 586 $50K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 520 $44.4K <0.01% -75 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 476 $40.6K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 450 $38.4K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 449 $38.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 404 $34.5K 0.01% +100 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 391 $33.4K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 387 $33K 0.02% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 385 $32.9K 0.01% -7,555 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 363 $31K <0.01% +307 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 354 $30.2K 0.02% -419 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 353 $30.1K 0.01% -81 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 330 $28.2K 0.01% -5 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 324 $27.7K <0.01% +234 13F-HR Timeline Group