Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,379 $339K 0.03% +126 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,352 $336K 0.02% -14,683 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 4,336 $335K 0.17% +67 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,314 $334K 0.17% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,306 $333K 0.01% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,296 $332K 0.02% -308 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,255 $329K 0.05% -317 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,252 $329K <0.01% +34 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,249 $328K 0.02% -265 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,223 $326K <0.01% -14 13F-HR Timeline Group M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 4,222 $326K 0.23% +466 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,217 $326K 0.01% +4,190 13F-HR Timeline Group ENZI WEALTH More: the full row for ENZI WEALTH 4,190 $324K 0.12% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,181 $323K 0.02% -321 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,160 $322K 0.24% +633 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,155 $321K <0.01% +231 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,148 $321K 0.25% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,144 $320K 0.26% -318 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,135 $320K <0.01% +660 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 4,113 $318K 0.21% -151 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,061 $314K 0.06% +39 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,055 $313K 0.02% -7 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,052 $313K <0.01% new 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 4,035 $312K 0.19% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,030 $312K 0.12% +60 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 4,006 $310K 0.03% +279 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 4,003 $309K 0.1% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,995 $309K 0.08% +62 13F-HR Timeline BIRCHBROOK, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 3,698 $286K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,640 $281K 0.03% +70 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,637 $281K <0.01% 0 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 3,619 $280K 0.22% +85 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,585 $277K 0.01% +22 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,570 $276K 0.45% 0 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,566 $276K 0.09% +610 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 3,485 $269K 0.09% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,481 $269K 0.06% +561 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,465 $268K 0.02% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. 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Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 230 $17.8K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 219 $17.4K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 212 $16.4K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 210 $16.2K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 208 $16.1K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 200 $15.5K <0.01% new 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 187 $14K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 171 $13.2K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 171 $13.2K 0.01% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 166 $12.8K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 151 $11.6K 0.01% +2 13F-HR Timeline CNB Bank More: the full row for CNB Bank 145 $11.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 140 $10.8K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 136 $10.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 134 $10.4K <0.01% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 134 $10.4K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 133 $10.3K 0.01% -5 13F-HR Timeline