Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 12,908 $1.05M 0.24% +1,421 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,873 $1.04M 0.22% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 12,833 $1.04M 0.13% -618 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 12,819 $1.04M 0.02% -5,960 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 12,816 $1.04M 0.24% +2 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 12,757 $1.04M 0.21% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 12,745 $1.03M 0.65% -1,049 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,667 $1.03M 0.27% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,662 $1.03M 0.02% -401 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 12,645 $1.03M 0.55% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 12,632 $1.03M 0.07% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 12,621 $1.02M 0.25% -172 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,566 $1.02M 0.15% -5 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 12,539 $1.02M 0.01% +91 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 12,500 $1.01M 0.31% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,472 $1.01M 0.04% +4,972 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 12,468 $1.01M 0.62% -1,848 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,318 $1000K 0.04% +3,619 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,151 $986K 0.02% +2,911 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 12,066 $979K 0.62% +4,678 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 12,050 $978K 0.39% 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 12,045 $978K 0.72% +2,528 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 12,032 $977K 0.9% -320 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11,882 $964K 0.34% +55 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 11,878 $964K 0.95% 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,976 $961K 0.34% new 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 11,836 $961K 0.97% 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 11,820 $959K 0.24% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 11,795 $957K 0.2% +8,624 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,787 $957K 0.02% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 11,708 $950K 0.02% -1,350 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 11,615 $943K 0.09% +630 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,562 $938K 0.09% +712 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 11,500 $933K 0.21% -213 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,484 $932K 0.03% +2,027 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 11,452 $930K 0.03% -950 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,449 $929K 0.07% -295 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,443 $929K 0.25% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 11,357 $922K 0.53% +3,594 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,300 $917K 0.07% -21 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 11,168 $907K 0.9% 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 11,131 $904K 0.45% +1,187 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,083 $900K 0.04% +50 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 11,004 $893K 0.84% +275 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,988 $892K 0.04% +3,428 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,954 $889K 0.11% +67 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 10,954 $889K 0.32% +439 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,941 $888K 0.05% +656 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,890 $884K 0.03% +2,784 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 10,840 $880K 0.44% +800 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 10,790 $876K 0.26% +719 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 10,761 $873K 0.1% +1,700 13F-HR/A Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 10,680 $867K 0.33% -112 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,600 $860K 0.03% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 10,566 $858K 0.63% 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 10,557 $857K 0.8% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,517 $854K 0.06% -25 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 10,502 $852K 0.37% +642 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 8,638 $851K 0.19% -790 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 10,484 $851K 0.06% -1,558 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 10,370 $842K 0.17% +2,357 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 10,370 $842K 0.06% -113 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 10,359 $841K 0.26% +280 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 10,333 $839K 0.3% +1,545 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,311 $837K 0.08% +32 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 10,301 $836K 0.22% 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 10,300 $836K 0.64% +1,300 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 10,294 $836K 0.24% +973 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,274 $834K <0.01% +6,717 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 10,259 $833K 0.13% -40 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,243 $831K 0.15% +1,560 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,240 $831K 0.33% +9,392 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,218 $829K 0.23% +3,687 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 10,191 $827K 0.22% +3,012 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,176 $826K 0.03% -550 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,153 $824K 0.1% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,136 $823K 0.02% +624 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 10,134 $823K 0.29% 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 10,111 $821K 0.36% -9,443 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 10,062 $817K 0.33% +6,292 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 10,000 $812K 0.07% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 9,989 $811K 0.56% +720 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,925 $806K 0.2% -2,725 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 9,911 $804K 0.24% +6,788 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,853 $800K 0.01% -642 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,729 $790K 0.05% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 9,700 $787K 0.25% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,670 $785K 0.21% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 9,652 $783K 0.03% 0 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 9,591 $779K 0.08% +40 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 9,532 $774K 0.12% -185 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,502 $771K 0.08% -142 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,497 $771K 0.16% +6,679 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,489 $770K 0.06% +300 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 9,476 $769K 0.03% -2 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 9,453 $767K 0.38% 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 9,428 $765K 0.07% -591 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,377 $761K 0.05% +1,954 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,372 $761K 0.36% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,362 $760K 0.12% +106 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,307 $755K 0.28% +837 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 9,250 $751K 0.13% -2,750 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 9,239 $750K 0.02% +1,385 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,225 $749K 0.04% -500 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9,216 $748K 0.03% +3,549 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,187 $746K 0.02% +3,157 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 9,101 $739K 0.29% -1,007 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,090 $738K 0.03% -1,326 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 9,078 $737K 0.06% +78 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9,006 $731K 0.13% +243 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,979 $729K 0.01% +250 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 8,973 $728K 0.06% +2,891 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 8,969 $728K 0.41% -867 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 8,966 $728K 0.14% +669 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 8,958 $727K 0.21% -87 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,947 $726K 0.06% +1,465 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,652 $725K 0.07% +388 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 8,918 $724K 0.58% -16,784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 8,877 $721K 0.07% +2 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 8,861 $719K 0.55% +141 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,714 $719K 0.02% +454 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,854 $719K 0.03% -15,090 13F-HR Timeline Three Cord True Wealth Management, LLC More: the full row for Three Cord True Wealth Management, LLC 8,843 $718K 0.42% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,733 $716K 0.03% +1,679 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,772 $712K 0.05% -441 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 8,769 $712K 0.52% +2,730 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 8,748 $710K 0.32% -415 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,669 $704K 0.01% +921 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,636 $701K 0.01% -270 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 8,600 $698K 0.46% +420 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,066 $696K 0.03% +1,843 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,566 $695K 0.01% -124 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 8,563 $695K 0.23% -6,697 13F-HR Timeline Group Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 8,522 $692K 0.14% -7,327 13F-HR/A Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $690K 0.06% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 8,497 $690K 0.05% -5,693 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 8,475 $688K 0.16% -408 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,464 $687K 0.09% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,421 $684K 0.04% -4,000 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8,375 $680K 0.15% -820 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 8,364 $679K 0.07% 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,344 $677K 0.31% -550 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,294 $673K 0.06% +18 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 8,278 $672K 0.11% -38 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 8,256 $670K 0.09% +67 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 8,244 $669K 0.29% +150 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,214 $667K 0.02% +3,363 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,189 $665K 0.15% -736 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 8,184 $664K 0.38% 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 8,181 $664K 0.52% -507 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,152 $662K 0.04% +250 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 8,149 $661K 0.16% 13F-HR Timeline McAlvany Wealth Management LLC More: the full row for McAlvany Wealth Management LLC 8,092 $657K 0.5% 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,071 $655K 0.32% -1,918 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 8,065 $655K 0.05% -696 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,005 $654K 0.02% +4,239 13F-HR Timeline Atlas Wealth Partners, LLC More: the full row for Atlas Wealth Partners, LLC 8,045 $653K 0.72% +1,603 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 8,000 $649K <0.01% new 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,994 $649K 0.29% +22 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,982 $648K 0.64% 13F-HR Timeline QUANTIFY CHAOS ADVISORS, LLC More: the full row for QUANTIFY CHAOS ADVISORS, LLC 7,976 $647K 1.96% 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 7,978 $647K 0.55% 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 7,961 $646K 0.72% 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,954 $646K 0.34% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 7,907 $642K 0.67% 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 7,845 $637K 0.67% 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 7,832 $636K 0.5% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 7,829 $636K 0.23% +698 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,814 $634K 0.06% -58 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 7,811 $634K 0.12% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 7,793 $633K 0.02% -500 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 7,777 $631K 0.37% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 7,760 $630K 0.04% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 7,735 $628K 0.05% +80 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,662 $622K 0.03% -252 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 7,402 $619K 0.69% 13F-HR Timeline Fortune Financial Group, Inc. More: the full row for Fortune Financial Group, Inc. 7,393 $618K 0.61% 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 7,610 $618K 0.45% 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 7,602 $617K 0.53% -265 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,595 $616K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,546 $613K 0.05% -378 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 6,713 $612K 0.07% +3,003 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,531 $611K 0.2% +2,151 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,515 $610K 0.02% -155 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,510 $610K 0.02% 0 13F-HR Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 7,500 $609K 0.34% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,455 $605K 0.06% +14 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,455 $605K 0.02% -3,016 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 7,450 $605K 0.45% +233 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,380 $599K 0.42% +180 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 7,330 $595K 0.41% +265 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,305 $593K 0.26% +4,295 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 7,282 $591K 0.24% +368 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 7,276 $591K 0.05% -200 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 7,251 $589K 0.1% -23 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,243 $588K 0.02% +3,148 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,231 $587K 0.04% -222 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,202 $585K 0.05% -1,437 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,193 $584K 0.31% -50 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 7,192 $584K 0.14% 0 13F-HR Timeline