Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 22,058 $1.94M 0.51% -851 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,041 $1.94M 0.04% new 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 22,025 $1.94M 0.11% +1,678 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 22,007 $1.94M 1.35% +910 13F-HR Timeline Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 22,007 $1.94M 1.69% +754 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 21,977 $1.94M 0.19% +2,063 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 21,951 $1.94M 0.06% +2,384 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 21,933 $1.93M 1.41% -738 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 21,883 $1.93M 0.07% +2,172 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,848 $1.93M 0.12% +1,395 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,842 $1.93M 0.23% +1,150 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21,804 $1.92M 0.83% -7,537 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 21,800 $1.92M 0.27% +21,005 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 21,766 $1.92M 1.42% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 21,650 $1.91M 0.98% -538 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 21,531 $1.9M 1.44% +691 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 21,509 $1.9M -2,506 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 21,481 $1.89M <0.01% 0 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 21,438 $1.89M 0.16% -1,073 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 21,378 $1.88M 0.17% +3,883 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 21,168 $1.87M 0.49% -27,881 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,158 $1.87M 0.03% -2,936 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 21,101 $1.86M 0.21% -36,335 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 21,033 $1.85M 0.39% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 20,928 $1.85M 0.23% -31,286 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 20,896 $1.84M 0.42% -29,710 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 21,148 $1.84M 0.3% -42,478 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 20,828 $1.84M 0.83% -7,375 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 22,488 $1.83M 0.09% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 20,667 $1.82M 0.12% -227 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20,632 $1.82M 0.13% -1,482 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20,468 $1.8M 0.28% +20,268 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 20,397 $1.8M 0.22% -2,702 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,365 $1.8M 0.08% -12,320 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 20,276 $1.79M 0.05% -8,454 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,224 $1.78M 0.47% +89 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 20,217 $1.78M 0.75% +7,572 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 20,108 $1.77M 0.3% -1,018 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 20,080 $1.77M 1.16% -1,112 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 20,167 $1.77M 0.19% -102,454 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 20,000 $1.76M 2.28% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 19,966 $1.76M 0.08% -79 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 19,899 $1.75M 0.19% -1,505 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 19,791 $1.74M 0.05% +283 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 19,789 $1.74M 1.7% +664 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,568 $1.73M 0.1% -16,443 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 19,505 $1.72M 0.73% +150 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 63,089 $1.71M 0.07% +18,133 13F-HR/A 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 $1.71M 0.05% -2,890 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 19,262 $1.7M 0.01% new 13F-HR/A Timeline Port Capital LLC More: the full row for Port Capital LLC 19,250 $1.7M 0.08% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 19,231 $1.7M 0.09% -100 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 19,212 $1.69M 0.3% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 19,090 $1.68M 0.37% -5,876 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 19,086 $1.68M 0.04% -6,890 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 19,065 $1.68M 0.7% -200 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 19,052 $1.68M 0.09% +2,013 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 18,879 $1.66M 0.05% -1,559 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 18,793 $1.66M 0.2% -960 13F-HR Timeline Group Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 18,787 $1.66M 1.94% +10,826 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 18,681 $1.65M 1.08% +1,625 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 18,680 $1.65M 0.03% 0 13F-HR Timeline Jordan Park Trust Co LLC More: the full row for Jordan Park Trust Co LLC 18,651 $1.64M 1.25% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 18,644 $1.64M 0.09% +77 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 18,535 $1.63M 0.02% -3,228 13F-HR Timeline Group Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 18,528 $1.63M 1.19% -11,486 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 18,443 $1.63M 2.41% +728 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 18,420 $1.62M 0.06% +3,633 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 18,414 $1.62M 0.57% new 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 18,390 $1.62M 0.01% 0 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 18,051 $1.62M 1.41% +679 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 18,035 $1.62M 0.91% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 18,151 $1.6M 0.18% -644 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 18,089 $1.59M 0.65% -19,030 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18,371 $1.59M <0.01% +1,002 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 18,070 $1.59M 1.08% -1,061 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 18,047 $1.59M 0.13% +93 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 18,000 $1.59M +8,899 Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,962 $1.58M 0.73% +423 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 17,951 $1.58M 1.04% +687 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 17,940 $1.58M 0.27% new 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 17,931 $1.58M 0.42% +3,991 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,926 $1.58M 0.2% +399 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 17,814 $1.57M 0.21% +3,100 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 17,813 $1.57M 0.98% -11,893 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 17,786 $1.57M 0.68% +1,747 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 17,747 $1.56M 0.27% +1,325 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,587 $1.56M 0.14% -4,306 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 17,678 $1.56M 0.54% -90 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 17,655 $1.56M 0.18% +445 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 17,449 $1.54M 0.02% +235 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17,415 $1.54M 0.4% -37,673 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 17,372 $1.53M 0.57% -40 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 17,361 $1.53M 0.03% +100 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 17,305 $1.53M 0.22% +1,515 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 17,279 $1.52M 0.08% -664 13F-HR Timeline S&CO INC More: the full row for S&CO INC 17,174 $1.51M 0.09% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 17,154 $1.51M 0.22% -590 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 17,148 $1.51M 0.08% -32,680 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17,021 $1.5M 0.05% +2,547 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 17,003 $1.5M 0.25% -1,078 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 16,917 $1.49M 0.07% +540 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 16,643 $1.47M 0.14% -1,716 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 16,608 $1.46M 0.16% -67 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 16,561 $1.46M 0.14% -3,897 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 16,560 $1.46M 0.04% -27,378 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 16,522 $1.46M 0.18% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 16,262 $1.45M 0.98% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,393 $1.45M <0.01% -1,387 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,362 $1.44M 0.25% +10 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 16,335 $1.44M 0.31% -6,033 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,299 $1.44M 0.05% -859 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 16,241 $1.43M 0.54% +12,890 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 16,188 $1.43M 1.29% -1,490 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 16,158 $1.42M 0.56% -1,151 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 15,982 $1.41M 0.42% -1,225 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,981 $1.41M 0.03% -223 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 15,883 $1.4M 0.78% +1,815 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 15,868 $1.4M 1.27% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,779 $1.39M 0.16% -1,735 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 15,675 $1.38M 0.2% 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 15,660 $1.38M 0.62% -31,696 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 15,608 $1.38M 0.07% +9,295 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 15,571 $1.37M 0.22% -90 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,492 $1.37M 0.02% +43 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 15,492 $1.37M 0.14% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 15,478 $1.36M 0.26% -2,195 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,385 $1.36M 0.09% -2,946 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,370 $1.36M 0.06% +2,898 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15,344 $1.35M 0.14% +280 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 15,300 $1.35M 0.01% 0 13F-HR Timeline Group Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 15,290 $1.35M 0.71% -1,398 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 15,246 $1.34M 0.37% 0 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 15,077 $1.33M 0.22% 0 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 15,544 $1.33M 0.16% +253 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,009 $1.32M 0.08% -1,114 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 15,000 $1.32M 0.11% -15,000 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 14,968 $1.32M 0.86% -60 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 14,884 $1.31M 0.08% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 14,872 $1.31M 0.01% -8,242 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 14,834 $1.31M 0.78% +399 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 14,780 $1.3M 0.31% -760 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,760 $1.3M 0.08% +109 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 14,729 $1.3M 0.33% -15,980 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,722 $1.3M 0.03% -354 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 14,712 $1.3M 0.59% 0 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 14,709 $1.3M 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 14,681 $1.29M 0.27% +1,425 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 14,544 $1.28M 0.62% +635 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 14,460 $1.27M 0.25% -2,200 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 14,457 $1.27M 0.32% new 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 14,344 $1.26M 0.63% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 14,300 $1.26M 0.1% +3,000 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 14,288 $1.26M 1.12% -1,888 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,233 $1.25M 0.08% +3,292 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,231 $1.25M 0.03% -105 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 14,216 $1.25M 0.14% -2,158 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 14,200 $1.25M +3,889 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 14,129 $1.25M 0.04% -499 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 14,101 $1.24M 0.31% -16,855 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,627 $1.24M 0.04% +6,622 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 14,044 $1.24M 0.64% -22,803 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 14,006 $1.23M 0.11% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 13,985 $1.23M 0.2% +428 13F-HR Timeline RESOLUTE WEALTH ADVISOR, INC. More: the full row for RESOLUTE WEALTH ADVISOR, INC. 13,904 $1.23M 0.7% 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. 13,839 $1.22M <0.01% -2,283 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 13,838 $1.22M 0.52% -900 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 13,822 $1.22M 0.18% -599 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 13,662 $1.2M 0.02% +3,526 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 13,595 $1.2M 0.71% +635 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13,588 $1.2M -613 Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 13,580 $1.2M 0.56% +7,742 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 13,554 $1.19M 0.2% -1,842 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 13,441 $1.18M 0.11% -10 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 13,365 $1.18M 0.34% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,334 $1.18M 0.06% +334 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 13,301 $1.17M 0.08% +25 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 13,176 $1.16M +8,690 Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 13,141 $1.16M 0.17% +575 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 13,043 $1.15M 0.16% -5,608 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 13,044 $1.15M 0.14% -1,983 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 13,029 $1.15M 0.05% -16 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 12,994 $1.15M 0.09% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 12,988 $1.15M 0.7% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 12,923 $1.14M 0.03% +8,459 13F-HR/A Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,732 $1.13M 0.04% -1,481 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 12,833 $1.13M 0.02% -550 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,823 $1.13M 0.26% +7 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,819 $1.13M 0.03% 0 13F-HR Timeline Group CJM Wealth Advisers, Ltd. 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More: the full row for Forum Finance Group S.A. 15,762 $1.11M 0.6% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,555 $1.11M 0.81% +510 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,553 $1.11M 0.01% -8,004 13F-HR Timeline