49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 35,627 $1.8M 0.15% +9,383 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 35,601 $1.8M 0.01% +28,860 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 35,241 $1.78M 1.1% +7,947 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 34,613 $1.75M 1.72% 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 34,284 $1.73M 0.06% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 33,759 $1.7M 0.19% +3,398 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 33,346 $1.68M 0.01% +14,734 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,904 $1.66M 0.02% +5,278 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,747 $1.65M 0.02% +312 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 32,493 $1.64M 1.14% +1,359 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 32,330 $1.63M 1.61% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 31,894 $1.61M 0.17% +13 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 31,759 $1.6M 0.22% +4,070 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 31,759 $1.6M 0.47% -1,032 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 31,344 $1.58M 0.2% -122 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 30,760 $1.55M 0.1% -980 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 30,522 $1.54M 0.04% +4,754 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 30,260 $1.53M 0.05% +29,075 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 30,095 $1.52M 0.29% +5,020 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 29,816 $1.51M 0.1% -4,054 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 29,684 $1.5M 0.03% +22,074 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 29,629 $1.5M 0.15% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 29,569 $1.49M 0.43% -7,029 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 29,347 $1.48M 0.07% +7,375 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 28,909 $1.46M 0.11% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 28,627 $1.45M 1.21% -66 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 28,454 $1.45M 0.05% -8,472 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 27,860 $1.41M 0.31% +3,915 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 27,903 $1.41M 0.01% +773 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 27,203 $1.37M 0.55% -2,640 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,840 $1.36M 0.08% +129 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 26,801 $1.35M 0.11% +5,413 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26,754 $1.35M 0.04% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 25,752 $1.3M 0.29% 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 25,646 $1.3M 0.17% 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 25,366 $1.28M 0.04% +2,270 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 25,223 $1.27M +25,181 Timeline &PARTNERS More: the full row for &PARTNERS 24,728 $1.25M 0.01% +2,521 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 24,317 $1.23M 0.14% +4,091 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24,297 $1.23M 0.08% +4,063 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 24,123 $1.22M <0.01% +13,103 13F-HR Timeline Group Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 23,800 $1.21M 1.01% 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 23,548 $1.19M 0.32% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,818 $1.15M 0.02% +345 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 22,339 $1.13M 0.37% +150 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 21,872 $1.1M 0.69% +2,451 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,805 $1.1M 0.02% +1,172 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 21,739 $1.1M 0.05% -50,936 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,640 $1.09M 0.06% +1,090 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 21,632 $1.09M 0.39% +3,349 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 21,445 $1.08M 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 20,750 $1.05M 0.05% new 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 20,294 $1.02M 0.14% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,155 $1.02M 0.02% +3,181 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 20,047 $1.01M 0.23% +6,000 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 19,889 $1M 0.51% +179 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 19,818 $1M 0.14% 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 19,782 $999K 0.12% new 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 19,774 $999K 1.92% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 19,452 $982K 0.35% +10,264 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 19,349 $977K 0.01% -3,086 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 19,334 $976K 0.04% -65,719 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 19,307 $975K 0.33% +356 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 19,245 $972K 0.34% +189 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 19,097 $964K 0.25% +88 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 18,567 $938K 0.11% +4,499 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 18,174 $918K 0.38% +2,105 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 18,147 $916K 0.3% +2,010 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 17,871 $902K 0.06% -757 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 17,760 $897K 0.15% +5,185 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 17,653 $891K 0.01% -2,669 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,358 $877K 0.04% -970 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 17,308 $874K 0.11% -104,382 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 17,235 $870K 0.03% +1,066 13F-HR Timeline Tenzing Financial LLC More: the full row for Tenzing Financial LLC 17,210 $869K 0.71% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,992 $858K 0.03% +8,661 13F-HR Timeline CROBAN More: the full row for CROBAN 16,546 $836K 0.4% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,432 $830K 0.02% +2,877 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,427 $830K 0.06% new 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 16,000 $808K 0.23% +4,000 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 16,000 $808K 0.15% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 15,720 $794K 0.1% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,702 $793K 0.09% +1,233 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 15,218 $769K 0.28% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,951 $755K <0.01% +2,856 13F-HR/A Timeline Group Carter Financial, LLC More: the full row for Carter Financial, LLC 14,915 $753K 0.66% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,794 $747K 0.07% +7,408 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 14,677 $743K 0.13% +257 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,679 $741K 0.02% +2,622 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 14,580 $736K 0.03% 0 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 14,558 $735K 0.16% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14,487 $732K 0.13% +6,294 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,335 $724K 0.02% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,286 $724K 0.01% -929 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,311 $723K 0.09% -820 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 14,084 $711K 0.12% +344 13F-HR Timeline Contango Wealth Management LLC More: the full row for Contango Wealth Management LLC 14,048 $709K 0.79% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13,871 $700K 0.08% +1,673 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 13,849 $699K 0.09% +1,990 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,700 $692K 0.32% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,540 $686K 0.01% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 13,444 $679K 0.56% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 13,400 $677K 0.01% +50 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13,399 $677K 0.11% -5,746 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,328 $673K 0.09% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 12,830 $652K 0.01% +88 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 12,867 $650K 0.35% -632 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 12,826 $648K 0.09% -100 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,494 $631K 0.06% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 12,425 $627K 0.64% 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 11,839 $598K 0.19% +100 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 11,703 $592K 0.12% 0 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 11,711 $591K 0.46% -3,063 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 11,709 $591K 0.06% -1,178 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,635 $588K 0.01% -134 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,632 $587K 0.27% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 11,440 $578K 0.04% -10,753 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,436 $578K 0.03% +3,786 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 11,101 $563K 0.26% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,105 $561K 0.01% -16,970 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 11,005 $557K 0.25% +6,340 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 11,010 $556K +2,249 Timeline SWMG, LLC More: the full row for SWMG, LLC 10,901 $554K 0.15% +67 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,912 $551K 0.04% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 10,603 $535K 0.13% -1,756 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 10,600 $535K 0.43% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 10,502 $530K 0.5% +4,940 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,480 $529K <0.01% +1,284 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,469 $529K 0.22% 0 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,341 $522K <0.01% +1,291 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,262 $518K <0.01% +5,031 13F-HR Timeline Group J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 10,218 $516K 0.21% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,122 $511K 0.04% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,801 $496K 0.1% +2,935 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 9,737 $492K 0.24% +1,360 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,731 $491K <0.01% +5,715 13F-HR Timeline Group Blue Water Asset Management More: the full row for Blue Water Asset Management 9,219 $466K 0.17% 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,149 $462K 0.09% -4,569 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,133 $461K <0.01% +4,966 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 9,131 $461K 0.18% -2,969 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 8,890 $449K 0.16% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,790 $444K 0.16% -66 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,705 $440K 0.03% -1,595 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,641 $436K 0.03% +78 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,612 $435K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 8,599 $434K 0.13% +2,364 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 8,584 $433K 0.07% 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,540 $431K 0.06% +270 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,500 $429K 0.01% +2,612 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,344 $422K 0.18% +4 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 8,334 $421K 0.17% +183 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,312 $420K <0.01% +202 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 8,174 $415K 0.06% +3,712 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 8,113 $410K 0.08% +25 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 7,959 $402K 0.1% +3,210 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 7,620 $385K 0.23% +8 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 7,485 $378K +534 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,298 $369K <0.01% new 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 7,261 $367K 0.38% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,229 $365K 0.01% -1,403 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 7,223 $365K 0.2% +51 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,177 $362K <0.01% -849 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,146 $361K <0.01% new 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 6,989 $353K 0.05% +1,082 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,963 $352K 0.02% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6,946 $351K 0.09% 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 6,910 $350K 0.26% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 6,910 $350K 0.26% +812 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 6,892 $348K 0.19% +954 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 6,819 $344K 0.1% -763 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,785 $343K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,772 $342K 0.01% +6,043 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,666 $337K <0.01% +1,947 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 6,579 $332K 0.1% +15 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 6,552 $331K 0.14% +1,258 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,523 $329K 0.04% +1,529 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,461 $326K 0.01% +67 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,310 $319K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,255 $316K <0.01% +1,959 13F-HR Timeline Group Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 6,254 $316K 0.03% +19 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 6,228 $315K 0.28% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 6,241 $315K 0.26% +56 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,075 $307K 0.02% -10 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 6,035 $305K 0.06% +28 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 5,827 $294K 0.07% +242 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 5,805 $293K 0.07% new 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 5,797 $293K 0.32% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,760 $291K 0.03% -100 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,641 $285K 0.01% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,608 $283K 0.06% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,569 $281K 0.17% +298 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 5,522 $279K <0.01% -907 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 5,435 $276K 0.03% +603 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 5,376 $271K 0.07% -40 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,314 $268K 0.02% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 5,238 $266K 0.14% +22 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 5,267 $266K 0.16% -2 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 5,251 $265K 0.12% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,219 $264K 0.01% +38 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,086 $257K 0.05% -484 13F-HR Timeline