FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 13,569 $3.3M 1.3% +2,354 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 13,565 $3.3M 1.32% +9,879 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 13,522 $3.29M 0.08% -191 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 13,468 $3.27M 1.3% -34 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 13,440 $3.27M 1.53% +1,363 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 13,460 $3.27M 0.43% +736 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 13,443 $3.27M 1.18% -195 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13,441 $3.27M 0.49% -415 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13,403 $3.26M 0.8% -90 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 13,403 $3.26M 1.55% +1,660 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 13,401 $3.26M 0.15% +7,240 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 13,391 $3.26M 0.85% +762 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 13,387 $3.25M 2.19% -42 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 13,381 $3.25M 1.12% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 13,378 $3.25M 0.49% +768 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 13,364 $3.25M 0.92% +101 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,338 $3.24M 0.39% +870 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,337 $3.24M 2.29% -24 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 13,333 $3.24M 1.96% -1,455 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 13,320 $3.24M 2.61% -33 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 13,317 $3.24M 0.48% +153 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 13,308 $3.24M 0.68% +524 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,300 $3.23M 0.6% -242 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,299 $3.23M 1.08% +2,431 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 13,298 $3.23M 1.18% +3,146 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,284 $3.23M 0.15% -666 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 13,262 $3.22M 2.25% +198 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,248 $3.22M 1.09% -1,533 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 13,231 $3.22M 1.32% +1,967 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 13,229 $3.22M 0.52% +21 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 13,226 $3.22M 0.88% -219 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13,224 $3.21M 0.44% +2,190 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 13,208 $3.21M 1.75% -670 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,201 $3.21M 1.48% -6 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 13,180 $3.2M 0.43% -2,551 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 13,168 $3.2M 1.86% -139 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 13,118 $3.19M 0.3% +258 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 13,112 $3.19M 0.48% +326 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 13,112 $3.19M 1.55% +1,068 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 13,071 $3.18M 0.58% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 12,906 $3.17M 0.92% -8,020 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 12,997 $3.16M 0.95% +404 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 12,986 $3.16M 0.38% +1,421 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 12,980 $3.15M 2.04% -5 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,978 $3.15M 0.52% +1,087 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 12,974 $3.15M 0.17% +8,694 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,970 $3.15M 1.36% -89 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 12,944 $3.15M 1.43% +356 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 12,914 $3.14M 0.44% +2,316 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 12,907 $3.14M 3.1% -80 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 12,899 $3.14M 1.89% -495 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 12,888 $3.13M 1.13% -347 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 12,885 $3.13M 2.13% -1,570 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 12,881 $3.13M 0.23% -245 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 12,874 $3.13M 0.78% -560 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,851 $3.12M 0.93% +2,060 13F-HR Timeline Trust Co More: the full row for Trust Co 12,837 $3.12M 0.32% +1,586 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12,835 $3.12M 1.23% +348 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 12,769 $3.1M 0.51% -186 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,764 $3.1M 0.87% +1,792 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 12,747 $3.1M 0.34% -6,115 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12,744 $3.1M 0.26% +400 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 12,323 $3.09M 2.32% -631 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 12,708 $3.09M 0.51% +340 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 12,332 $3.09M 0.9% +50 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 12,681 $3.08M 1.26% +23 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 12,608 $3.07M 0.61% +54 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,571 $3.06M 0.36% -123 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 12,564 $3.05M 0.76% -5,400 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,535 $3.05M 1.17% -200 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 12,521 $3.04M 0.88% +50 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 12,514 $3.04M 0.74% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12,502 $3.04M 0.44% -290 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,478 $3.03M 0.79% -89 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 12,467 $3.03M 0.38% +3,994 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 12,460 $3.03M 2.21% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,460 $3.03M 2.11% +152 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,457 $3.03M 0.83% -453 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 12,437 $3.02M 1.93% -1,302 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,411 $3.02M 0.76% -3,460 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 12,412 $3.02M 0.25% +2 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 12,393 $3.01M 2.34% +2,680 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 12,393 $3.01M 2.02% -152 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 12,378 $3.01M 0.41% +136 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 12,359 $3M 1.55% +31 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 12,354 $3M 1.89% +63 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 12,349 $3M 1.41% +922 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 12,345 $3M 0.15% +4,356 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 12,306 $2.99M 0.88% +26 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 12,291 $2.99M 1.13% +2,033 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 12,275 $2.98M 2.66% -189 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 12,252 $2.98M +7,062 Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 12,233 $2.97M 0.84% +177 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 12,217 $2.97M 2.15% -995 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 12,211 $2.97M 1.17% +1,618 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 12,203 $2.97M 0.07% 0 13F-HR Timeline TLWM More: the full row for TLWM 12,202 $2.97M 0.53% +320 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 12,200 $2.97M 1.21% -69 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 12,198 $2.97M 0.57% -15 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,130 $2.95M 0.68% +1,953 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 12,110 $2.94M 1.88% -107 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 12,105 $2.94M 2.04% +646 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,185 $2.94M 0.86% +5,032 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 12,055 $2.93M 0.46% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 12,043 $2.93M 0.91% -226 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 12,039 $2.93M 0.67% +4,975 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 12,032 $2.92M 4.28% +902 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,492 $2.92M 1.31% +90 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 12,016 $2.92M 0.35% +322 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12,007 $2.92M 1.03% -1,239 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 12,003 $2.92M 0.24% -15,184 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 12,000 $2.92M 4.35% 0 13F-HR Timeline Arbiter Partners Capital Management LLC in group Arbiter Partners Capital Mana… More: the full row for Arbiter Partners Capital Management LLC 12,000 $2.92M 2% 0 13F-HR Timeline Group Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 11,984 $2.91M 1.33% -140 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 11,976 $2.91M 1.45% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 11,950 $2.91M 3.93% -14,910 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 11,946 $2.9M 1.35% -118 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 11,924 $2.9M 0.54% -19 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 11,886 $2.89M 0.89% +32 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 11,878 $2.89M 1.25% +1,764 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 11,866 $2.88M 1.42% -3,682 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 11,848 $2.88M 1.88% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,846 $2.88M 0.48% +1,834 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 11,834 $2.88M 0.52% -2,051 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 11,819 $2.87M 0.8% +1,039 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,810 $2.87M 0.25% -106 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,805 $2.87M 0.74% +502 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 11,803 $2.87M 1.99% +49 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 11,782 $2.86M 0.44% -659 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,771 $2.86M 1.06% +174 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 11,768 $2.86M 0.41% +1,734 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 11,765 $2.86M 0.35% -40 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 11,747 $2.86M 0.21% +296 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 11,708 $2.85M 0.83% +3,188 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 11,693 $2.84M 2.75% -509 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 11,684 $2.84M 1.49% +154 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 11,679 $2.84M 0.4% -33 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 11,675 $2.84M 1.18% +510 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 11,670 $2.84M 0.4% -931 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 11,654 $2.83M 2.68% +1,000 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 11,632 $2.83M 0.65% +1,020 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 11,625 $2.83M 0.75% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 11,622 $2.83M 0.33% +5,645 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,289 $2.83M 0.76% +1,521 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,621 $2.83M 0.99% -10 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 11,570 $2.82M 0.62% -349 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 11,597 $2.82M 0.7% -240 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 11,579 $2.81M 0.78% -37 13F-HR/A Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,537 $2.8M 0.99% -73 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 11,530 $2.8M 1.77% +1,570 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 11,526 $2.8M 1.08% +1,475 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 11,521 $2.8M 0.26% -1,095 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 11,510 $2.8M 0.82% 0 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 11,502 $2.8M 0.06% -60,191 13F-HR/A Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 11,473 $2.79M 1.28% -474 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 11,435 $2.78M 0.6% new 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 11,393 $2.78M 2.23% -751 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 11,429 $2.78M 0.46% +269 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 11,414 $2.77M 0.01% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 11,401 $2.77M 1.26% +480 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 11,342 $2.76M 0.7% +87 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 10,039 $2.76M 0.55% +156 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 11,328 $2.75M 0.85% +2,863 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 11,317 $2.75M 0.7% -1,143 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 11,310 $2.75M 1.45% -15 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,310 $2.75M 0.16% -52 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 11,309 $2.75M 0.44% -905 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,282 $2.74M 0.15% +166 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11,276 $2.74M 0.85% +182 13F-HR Timeline Group Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 11,271 $2.74M 1.31% +1,227 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 11,259 $2.74M 0.9% +158 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 11,252 $2.74M 4.14% +5 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 11,229 $2.73M 1.65% +15 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 11,220 $2.73M 0.68% +1,823 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 11,210 $2.73M 0.59% -132 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,208 $2.72M 0.47% -189 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 11,208 $2.72M 0.72% -40 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,202 $2.72M 0.49% +99 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,180 $2.72M 0.35% 0 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 11,180 $2.72M 1.08% -4,195 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 11,143 $2.71M 2.37% -290 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 11,114 $2.7M 0.05% -418 13F-HR Timeline Cresta Advisors, Ltd. 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