SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,107 $1.45M 0.84% -5,603 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 4,104 $1.45M 0.13% 0 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 4,102 $1.45M 0.43% +49 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,101 $1.45M 0.5% +1,406 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,100 $1.45M 0.61% -88 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 4,100 $1.45M 0.19% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 4,121 $1.45M 0.02% +760 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 4,094 $1.44M 0.09% -75 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,088 $1.44M 0.32% +70 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,085 $1.44M 0.16% -41 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,082 $1.44M 0.27% -5 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,082 $1.44M 0.08% +225 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 4,080 $1.44M 0.06% +4 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for WULFF, HANSEN & CO. 4,054 $1.43M 1.1% 0 13F-HR Timeline Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 4,075 $1.43M 1.73% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,044 $1.43M 0.22% +306 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4,192 $1.42M 0.2% -649 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 4,025 $1.42M 0.25% +3,205 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,024 $1.42M 0.15% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,017 $1.42M 0.17% +354 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,007 $1.41M 0.68% -2,920 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,000 $1.41M 0.26% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,992 $1.41M 0.27% +103 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,979 $1.4M 0.76% +368 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 3,979 $1.4M 0.99% +146 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 3,976 $1.4M 0.57% +2 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,956 $1.4M 0.21% -126 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,938 $1.39M 0.02% -39,100 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,928 $1.39M 0.93% -113 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 3,926 $1.38M 0.57% +93 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,925 $1.38M 0.52% -1,893 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,923 $1.38M 0.48% -375 13F-HR Timeline NBH Bank More: the full row for NBH Bank 3,920 $1.38M 0.58% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 3,898 $1.37M 0.24% +46 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 3,895 $1.37M 0.62% +30 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,891 $1.37M 0.08% -138 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,881 $1.37M 0.31% 0 13F-HR Timeline Group BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,877 $1.37M 0.32% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,876 $1.37M 0.15% -108 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,872 $1.37M 0.49% +178 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,867 $1.36M 0.29% -184 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,867 $1.36M 0.48% -422 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,866 $1.36M 0.35% +272 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 3,863 $1.36M 0.33% -61 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,859 $1.36M 0.23% +1,965 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,856 $1.36M 0.53% +52 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 3,852 $1.36M 0.22% +92 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,843 $1.36M 0.26% -1,651 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,842 $1.35M 0.15% -569 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 3,837 $1.35M 0.26% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,801 $1.35M 0.2% -286 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 3,831 $1.35M 0.54% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,820 $1.35M 0.25% +18 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,815 $1.35M 0.66% +213 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,800 $1.34M 0.03% -353 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,793 $1.34M 0.15% -5 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 3,791 $1.34M 0.08% +119 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,790 $1.34M 0.84% +12 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,788 $1.34M 0.16% +2,651 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,786 $1.34M 0.43% -176 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 3,779 $1.33M 0.73% +46 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,779 $1.33M 0.19% +829 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,772 $1.33M 0.51% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,772 $1.33M 0.51% +498 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 10,001 $1.33M 0.77% -105 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,763 $1.33M 0.06% +38 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 3,752 $1.32M 0.29% -39 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 3,751 $1.32M 0.49% -220 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,747 $1.32M 0.65% -93 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,744 $1.32M 0.33% -21 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,742 $1.32M 0.58% +241 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,783 $1.32M 0.55% +68 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 3,730 $1.32M 0.94% +10 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,725 $1.31M 0.4% -37 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 3,804 $1.31M 0.97% +31 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 3,721 $1.31M 0.25% -701 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,720 $1.31M 0.61% +91 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,719 $1.31M 0.13% -311 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 3,719 $1.31M 0.24% +8 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 3,716 $1.31M 0.67% -55 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,699 $1.3M 0.18% +64 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,695 $1.3M 0.19% +58 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,694 $1.3M 0.75% +155 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,691 $1.3M 0.4% +30 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 3,688 $1.3M 0.4% -135 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,684 $1.3M 0.15% +148 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,764 $1.3M 0.1% -747 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,689 $1.3M 0.15% +468 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,670 $1.29M 0.36% +29 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,662 $1.29M 0.98% +12 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,655 $1.29M 0.33% +7 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 3,656 $1.29M 0.85% +248 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,647 $1.29M 0.39% -85 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,634 $1.28M 0.14% -9 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,632 $1.28M 0.16% -121 13F-HR Timeline McMillan Office, Inc. 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More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,606 $1.27M 0.08% +64 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,604 $1.27M 0.08% -1,153 13F-HR Timeline Group Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,604 $1.27M 0.26% -222 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 3,600 $1.27M 0.66% -6,180 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,597 $1.27M 0.22% -552 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 3,597 $1.27M 0.81% +549 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,595 $1.27M 0.36% -86 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,850 $1.27M 0.4% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 3,574 $1.26M 0.14% +41 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 3,574 $1.26M 0.07% +360 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,571 $1.26M 0.18% +63 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,570 $1.26M 0.14% +1,174 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,560 $1.26M 0.07% +32 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 3,557 $1.25M 0.85% +67 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,541 $1.25M 0.36% -184 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,540 $1.25M 0.83% +385 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 3,535 $1.25M 0.28% -104 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,525 $1.24M 0.35% +100 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,523 $1.24M 0.1% 0 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 3,521 $1.24M 0.3% -442 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,518 $1.24M 0.2% -1,000 13F-HR Timeline LDIC Inc. More: the full row for LDIC Inc. 3,515 $1.24M 0.78% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,513 $1.24M 0.38% +192 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,520 $1.24M 0.15% 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 3,509 $1.24M 0.86% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,507 $1.24M 0.1% +1,422 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 3,503 $1.24M 0.35% -15 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,495 $1.23M 0.79% +1,093 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,490 $1.23M 0.36% +1,298 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 3,489 $1.23M 0.18% +195 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,488 $1.23M 0.31% -359 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,483 $1.23M 0.11% -191 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,482 $1.23M 0.13% +178 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,480 $1.23M 0.04% +268 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,478 $1.23M 0.08% +265 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,469 $1.22M 0.13% +166 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,463 $1.22M 0.04% -298 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,459 $1.22M 0.39% +36 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 3,456 $1.22M 0.24% +103 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 3,441 $1.21M 0.04% -296 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,440 $1.21M 0.65% 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 3,434 $1.21M 1.09% -826 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,432 $1.21M 0.08% +549 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 3,432 $1.21M 0.02% +296 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,428 $1.21M 0.04% +214 13F-HR Timeline Tower Wealth Partners, Inc. 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More: the full row for Fullerton Fund Management Co Ltd. 3,319 $1.17M 0.08% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,318 $1.17M 0.07% -3,199 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,317 $1.17M 0.19% -66 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,318 $1.17M 0.54% +74 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,317 $1.17M 0.4% -338 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,314 $1.17M 0.08% -1,285 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,311 $1.17M 0.16% -139 13F-HR Timeline Sovereign Financial Group, Inc. 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