Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 21,389 $1.62M 0.14% +14,009 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 21,387 $1.61M 0.07% -638 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,368 $1.61M 0.01% -7,643 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 21,115 $1.59M 0.3% -6,027 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 21,033 $1.59M 0.29% 0 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 20,833 $1.57M 1.06% -9,664 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,814 $1.57M 0.07% +3,666 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 20,730 $1.57M 0.38% -1,328 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 20,697 $1.56M 0.19% +3,392 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 20,517 $1.54M 0.04% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,433 $1.54M 0.2% -35 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,276 $1.53M 0.04% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 20,263 $1.53M 0.22% +155 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 20,230 $1.53M 0.25% +1,018 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 20,093 $1.52M 0.04% 0 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 20,007 $1.51M 0.23% -5,507 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 20,000 $1.51M 0.01% +4,700 13F-HR Timeline Group Avory & Company, LLC More: the full row for Avory & Company, LLC 20,000 $1.51M 1.89% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 19,990 $1.51M 0.04% +199 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 19,872 $1.5M 0.14% +4,528 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 19,800 $1.5M 0.62% -1,028 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19,699 $1.49M 0.14% -200 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 19,621 $1.48M 0.21% +1,874 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 19,520 $1.47M 0.61% +3,860 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 19,510 $1.47M 0.85% -2,021 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 19,447 $1.47M 0.39% +6,633 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 19,401 $1.46M 0.06% +151 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 19,239 $1.45M 0.37% -985 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 19,225 $1.45M 0.04% +346 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,162 $1.45M 0.07% -69 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 19,145 $1.45M 0.09% -1,487 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 19,065 $1.44M 0.54% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 19,024 $1.44M 0.11% -2,414 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,030 $1.44M 0.04% +14,782 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,952 $1.43M 0.05% +18,807 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 18,940 $1.43M 1.2% -849 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 18,924 $1.43M 0.04% +2,364 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,897 $1.43M 0.05% -671 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 18,853 $1.42M 0.54% +5,273 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 18,846 $1.42M 2.01% +403 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 18,786 $1.42M 0.15% +5,645 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18,714 $1.42M <0.01% +343 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 18,746 $1.42M 0.79% +933 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 18,681 $1.41M 0.85% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 18,651 $1.41M 0.98% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,644 $1.41M 0.07% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,626 $1.41M 0.1% +579 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 18,562 $1.4M 0.64% +11,611 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 18,035 $1.4M 0.72% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 18,494 $1.4M 0.02% -41 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 18,395 $1.39M 0.22% -7,264 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,260 $1.38M 0.02% -2,898 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 18,217 $1.38M 0.47% +128 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 18,130 $1.37M 0.53% +344 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 18,070 $1.36M 0.86% -2,010 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,999 $1.36M 0.57% +37 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,841 $1.35M 0.37% +163 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17,840 $1.35M 0.25% -1,250 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,814 $1.35M 0.14% 0 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 17,799 $1.34M 0.82% -152 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,722 $1.34M 0.14% +67 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 17,578 $1.33M 0.14% -1,215 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 17,505 $1.32M 0.01% -10,499 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 17,487 $1.32M 0.2% -9,818 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 17,448 $1.32M 0.66% +2,614 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,417 $1.32M 0.3% +2,688 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 17,391 $1.31M 0.05% +474 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,372 $1.31M 0.4% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,341 $1.31M 0.3% -74 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,239 $1.3M 0.02% -210 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,178 $1.3M 0.04% +8,156 13F-HR Timeline S&CO INC More: the full row for S&CO INC 17,174 $1.3M 0.07% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 17,059 $1.29M 0.21% +1,581 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,987 $1.28M <0.01% +594 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 16,846 $1.27M 0.78% new 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 16,821 $1.27M 0.69% +13,242 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 16,540 $1.25M 0.1% -21 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 16,531 $1.25M 1.22% 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,522 $1.25M 0.14% 0 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,497 $1.25M 0.03% +198 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,451 $1.24M 0.18% -552 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 16,420 $1.24M 0.12% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,348 $1.23M 0.19% -14 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 16,329 $1.23M 0.13% -279 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 16,306 $1.23M 0.12% -3,861 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 16,262 $1.23M 0.75% 0 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 13,904 $1.23M 0.7% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 16,205 $1.22M 0.93% -1,846 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,810 $1.22M 0.03% +3,078 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 16,164 $1.22M 0.65% 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 16,129 $1.22M 0.17% -1,025 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 16,125 $1.22M 0.43% -116 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 16,107 $1.22M 0.59% -7,719 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 16,094 $1.22M 0.02% +11,618 13F-HR/A Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 16,075 $1.21M 0.98% -113 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 16,052 $1.21M 0.02% -1,309 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 16,043 $1.21M 0.34% +4,857 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 16,029 $1.21M 0.04% -3,937 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 16,024 $1.21M 0.01% +1,152 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 15,943 $1.2M 0.22% -392 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 15,910 $1.2M 0.14% +4,139 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 15,908 $1.2M 0.03% +13,112 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,902 $1.2M 0.1% -685 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 15,868 $1.2M 0.95% 0 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 15,694 $1.19M 0.12% -6,148 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 15,639 $1.18M 0.77% -105,963 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,606 $1.18M 0.3% -376 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 15,598 $1.18M 0.2% +3,780 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 15,583 $1.18M 0.96% +1,295 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 15,573 $1.18M 0.26% +11,216 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 15,504 $1.17M 0.1% +12 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 15,478 $1.17M 0.8% -2,592 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 15,429 $1.17M 0.89% -11,367 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 15,378 $1.16M +1,178 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,370 $1.16M 0.05% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,312 $1.16M 0.06% -5,355 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,259 $1.15M 0.06% +9,594 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 15,256 $1.15M 0.09% -6,122 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 15,199 $1.15M 0.2% +518 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 15,137 $1.14M 0.06% +428 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 15,125 $1.14M 0.1% +125 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 15,077 $1.14M 0.16% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 15,015 $1.13M 0.05% -593 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 15,013 $1.13M 0.09% -1,630 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 14,960 $1.13M 0.3% -286 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 14,938 $1.13M 0.54% -352 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,801 $1.12M 0.23% +700 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,760 $1.11M 0.07% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 14,744 $1.11M 0.12% +6,488 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,714 $1.11M 0.02% -8 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 14,705 $1.11M 0.08% +405 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 14,685 $1.11M 0.75% +1,871 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,627 $1.1M 0.04% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 14,573 $1.1M 0.49% +2,036 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 14,533 $1.1M <0.01% +694 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 14,533 $1.1M 0.16% +548 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,508 $1.1M 0.17% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 14,503 $1.1M 0.24% +46 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 14,492 $1.09M 0.02% +830 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 14,451 $1.09M 0.02% +1,618 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14,008 $1.09M 0.14% +2,159 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 14,348 $1.08M 0.17% -12,541 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 14,250 $1.08M 0.66% -27,641 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,233 $1.07M 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,230 $1.07M 0.03% -1 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,147 $1.07M 0.2% -313 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,129 $1.07M 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 14,060 $1.06M 0.02% +1,817 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 13,982 $1.06M 0.21% -798 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 13,943 $1.05M 0.67% -4,585 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 13,838 $1.04M 0.42% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 13,788 $1.04M 0.08% -218 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 13,634 $1.03M 0.06% -1,250 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 13,612 $1.03M 0.49% -1,100 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 13,606 $1.03M 0.14% +11,198 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 13,554 $1.02M 0.15% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13,476 $1.02M 0.03% +1,254 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 13,468 $1.02M 0.03% +4,229 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,365 $1.01M 0.26% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,352 $1.01M 0.06% +51 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,351 $1.01M 0.12% +308 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,334 $1.01M 0.05% 0 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 13,290 $1M <0.01% -35,530 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 13,224 $999K 0.51% +1,108 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,044 $985K 0.11% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 12,896 $984K 0.23% +2,073 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 12,994 $981K 0.07% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 12,988 $981K 0.59% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 12,894 $974K 0.1% +238 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,830 $969K 0.19% +7 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,820 $968K 0.06% +400 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 12,760 $963K 0.51% -835 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 12,712 $960K 0.04% -72 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,697 $959K 0.17% -60 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 12,632 $954K 0.08% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,634 $954K 0.02% -82 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 12,618 $953K 0.27% -3,540 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 12,500 $944K 0.28% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 12,457 $941K 0.08% +68 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12,441 $939K 0.08% -1,000 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 12,408 $937K -29,945 Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 12,375 $934K 0.24% +1,695 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 12,289 $928K 0.08% -264 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,280 $927K 0.01% +725 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,247 $925K 0.03% -572 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,228 $923K 0.01% -110 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 12,186 $920K 0.25% +944 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 12,180 $920K 0.02% -6,500 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 12,170 $919K -1,418 Timeline JT Stratford LLC More: the full row for JT Stratford LLC 12,153 $918K 0.1% -94 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,090 $913K 0.05% -3,295 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 12,069 $911K 0.77% +1,015 13F-HR Timeline GLR Partners, LLC More: the full row for GLR Partners, LLC 11,970 $904K 0.42% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 11,932 $901K 0.45% +2,157 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 11,916 $900K 0.13% +1,016 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,820 $893K 0.2% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,787 $890K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,764 $888K 0.07% -612 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 11,576 $874K 0.23% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 14,324 $874K 0.31% -1,438 13F-HR Timeline