NOVEM GROUP More: the full row for NOVEM GROUP 18,246 $1.14M 0.14% +649 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,211 $1.14M 0.13% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,089 $1.13M 0.4% -558 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 18,025 $1.12M 0.35% +2,003 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 17,989 $1.12M 0.33% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 17,943 $1.12M 0.06% 0 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 17,903 $1.12M 1.22% 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,858 $1.11M 0.43% -510 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 17,609 $1.11M 0.36% -3,854 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 17,820 $1.11M 0.11% +16,122 13F-HR Timeline CROSSPOINT FINANCIAL, LLC More: the full row for CROSSPOINT FINANCIAL, LLC 17,806 $1.11M 2.97% 0 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 17,783 $1.11M 0.12% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 17,649 $1.1M 0.08% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 17,633 $1.1M 0.85% -17,191 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,564 $1.1M 0.05% +5,990 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 17,535 $1.09M 0.89% -7,306 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,411 $1.09M 0.53% -9,975 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 17,365 $1.08M 0.04% +1,450 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,311 $1.08M 0.08% -206 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 17,265 $1.08M 0.25% -372 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 17,179 $1.07M 0.14% +2,625 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 17,160 $1.07M 0.13% +29 13F-HR Timeline S&CO INC More: the full row for S&CO INC 17,174 $1.07M 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,115 $1.07M 0.02% +1,200 13F-HR/A Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 16,910 $1.06M 0.63% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 17,042 $1.06M 0.77% -699 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 16,751 $1.05M 0.35% -16,577 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,700 $1.04M 0.27% -74 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 16,687 $1.04M 0.52% +412 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,583 $1.03M 0.2% -84 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 16,564 $1.03M 0.22% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 16,317 $1.02M 0.02% +1,715 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 16,250 $1.01M 0.08% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 16,169 $1.01M 0.38% -27,418 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,151 $1.01M 0.19% -792 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Tarbox Family Office, Inc. 15,077 $940K 0.14% +77 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,912 $930K 0.62% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 14,837 $925K 0.04% -2,331 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,801 $923K 0.15% -1,275 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 14,738 $919K 0.49% 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 14,709 $917K 0.83% +104 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,670 $915K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,536 $906K 0.03% -51 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,534 $906K 0.04% -102 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 14,463 $902K 0.31% -6,432 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 14,438 $900K 0.17% -5,314 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 14,407 $898K 0.11% +3,062 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 14,403 $898K 0.01% -213 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 14,401 $898K 0.45% +57 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 14,556 $897K 0.02% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,271 $890K 0.29% +9,836 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 14,226 $887K 0.18% -101 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 14,179 $884K 0.58% +10,455 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 14,178 $884K 0.3% -3,604 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,142 $882K 0.02% -5,837 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 14,118 $880K 0.63% -6,613 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 14,101 $879K +61 Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 14,100 $879K <0.01% -2,354 13F-HR Timeline First Heartland Consultants, Inc. 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Shaheen & Associates DBA Whitney & Co 13,634 $850K 0.08% +443 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 13,586 $847K 0.11% -441 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,534 $844K 0.18% -349 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 13,464 $840K <0.01% -52,344 13F-HR/A Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,365 $833K 0.28% +78 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,505 $832K 0.43% -1,527 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 13,337 $832K 0.13% +2,767 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 13,319 $831K 0.21% -1,867 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,004 $811K 0.05% -2,499 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,000 $811K 0.06% 0 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,984 $810K 0.2% +1,314 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,857 $802K 0.18% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,793 $798K 0.22% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 12,698 $792K 0.38% +4,358 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 12,693 $792K 0.19% -4,256 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,545 $782K 0.06% +4 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 12,521 $781K 0.08% +340 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,508 $780K 0.02% +40 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,485 $779K 0.01% -216 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 12,432 $775K 0.86% -35,792 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,425 $775K 0.1% -15 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12,413 $774K 0.02% -1,037 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 12,402 $773K 0.03% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,393 $773K 0.13% +5,529 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,384 $772K 0.01% +1,095 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 12,381 $772K 0.37% -52 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,421 $772K 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12,158 $758K 0.56% +759 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 12,076 $753K 0.03% +227 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,021 $750K 0.11% -455 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,000 $748K 0.14% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 11,968 $746K 0.19% -1,200 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 11,904 $742K <0.01% -3,185 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 11,860 $740K <0.01% -7,496 13F-HR Timeline Group Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,820 $737K 0.19% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,787 $735K 0.01% +769 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,775 $734K 0.02% +6,045 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 11,743 $732K 0.18% +49 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,518 $718K 0.06% +595 13F-HR/A Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,443 $714K 0.13% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 11,435 $713K 0.01% 0 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 11,396 $711K 0.06% -10,474 13F-HR/A Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,300 $705K 0.07% -400 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,271 $703K 0.26% -397 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 11,125 $694K 0.08% -150 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 11,083 $692K 0.05% -6,715 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11,047 $689K 0.06% +7,624 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,849 $687K 0.14% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,999 $686K 0.12% +478 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,993 $686K 0.18% +1,259 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,986 $685K 0.29% -7 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,983 $685K 0.03% -29 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,952 $683K 0.05% +1,263 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,887 $679K 0.1% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,850 $677K 0.03% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,850 $677K 0.07% +1,156 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,842 $676K 0.13% +192 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 10,780 $672K 0.15% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 10,729 $669K 0.71% +100 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,670 $665K 0.05% -137 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,600 $661K 0.02% 0 13F-HR Timeline Ameliora Wealth Management Ltd. 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