MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 83,273 $4.22M 0.23% +19,909 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 81,736 $4.15M 0.18% +567 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,682 $4.14M 0.02% -1,051 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 81,441 $4.13M 1.63% +8,979 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 81,561 $4.12M 0.73% +1,040 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 81,132 $4.12M 1.64% +19,593 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 79,956 $4.06M 0.26% +19,197 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 79,818 $4.05M 0.31% +11,670 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 79,695 $4.04M 1.28% +1,625 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 79,065 $4.01M 0.24% -4,440 13F-HR Timeline Endowment Wealth Management, Inc. 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Brooker & Co., CPAs 77,222 $3.92M 7.96% +347 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 77,051 $3.91M 0.08% -9,688 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 76,473 $3.88M 1.27% -1,003 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 75,870 $3.85M 3.03% +1,110 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 75,512 $3.83M 0.11% -6,588 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 75,296 $3.82M 3.27% -2,571 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 75,082 $3.81M 1.93% +1,300 13F-HR Timeline Slow Capital, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 65,090 $3.3M 0.04% -2,414 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 64,947 $3.29M 0.49% -297,363 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 64,664 $3.28M 0.09% +15,404 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 64,216 $3.26M 0.03% -1,578 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 63,360 $3.21M 0.51% +3,769 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 63,301 $3.21M 2.8% -1,717 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 63,270 $3.21M 0.22% -11,178 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 63,151 $3.2M 0.25% -5,031 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. 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More: the full row for Sage Advisory Services, Ltd.Co. 54,695 $2.77M 1.46% +5,370 13F-HR Timeline BancFirst Trust & Investment Management More: the full row for BancFirst Trust & Investment Management 53,866 $2.73M 1.04% +2,490 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 53,646 $2.72M 0.69% +4,770 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 53,089 $2.69M 0.67% +1,571 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 52,946 $2.69M 1.92% +4,807 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 52,717 $2.67M 0.92% +4,937 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 52,549 $2.67M 0.84% +5,395 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 52,266 $2.65M 0.54% +536 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 52,126 $2.64M 1.18% -12,109 13F-HR Timeline INSIGHT 2811, INC. 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More: the full row for NOTTINGHAM ADVISORS, INC. 49,440 $2.51M 0.35% -270 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 49,256 $2.5M 0.28% -1,131 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 48,965 $2.48M 0.26% +21,184 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 48,576 $2.46M 0.14% +30,979 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 48,232 $2.45M 0.17% +3,524 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 48,058 $2.44M 1.61% +3,768 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 47,983 $2.43M 0.67% +189 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 47,808 $2.43M 0.12% -6,102 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 47,709 $2.42M 0.39% +1,267 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 47,650 $2.42M 0.51% -670 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 47,411 $2.41M 0.54% -21,041 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 47,350 $2.4M 0.91% +1,917 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 47,200 $2.39M 0.61% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 47,189 $2.39M 0.31% +8,541 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 47,029 $2.39M 1.61% +1,899 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 46,500 $2.36M 0.37% +4,400 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 46,308 $2.35M 1.09% -33,663 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 45,828 $2.32M 1.89% +666 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 45,531 $2.31M 0.01% +197 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 45,528 $2.31M 0.19% +5,154 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 45,264 $2.3M 0.08% -1,769 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 45,210 $2.29M 0.25% -24,538 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 45,204 $2.29M 0.58% -1,014 13F-HR Timeline StoneCrest Wealth Management, Inc. 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More: the full row for Texas Yale Capital Corp. 42,816 $2.17M 0.07% +6,850 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 42,130 $2.14M 0.01% +5,800 13F-HR Timeline Group Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 42,106 $2.14M 0.54% -1,362 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 42,043 $2.13M 0.94% +17,492 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 41,911 $2.13M 0.27% -13,431 13F-HR Timeline Group Asio Capital, LLC More: the full row for Asio Capital, LLC 41,500 $2.11M 0.32% +6,500 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 41,375 $2.1M 0.46% -137,253 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 40,594 $2.06M <0.01% -530 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 40,421 $2.05M 0.21% -9,983 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 40,294 $2.04M 0.16% +19,227 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40,000 $2.03M 0.09% new 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 39,675 $2.01M 0.88% +145 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 39,610 $2.01M 0.29% -816 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 39,476 $2M 0.58% -1,932 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 39,450 $2M 0.41% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 39,211 $1.99M 2.02% +1,966 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38,505 $1.95M 0.15% -1,070 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 38,108 $1.93M 0.52% +128 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 37,933 $1.92M 0.52% -2,156 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 37,787 $1.92M 0.12% -843 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 37,609 $1.91M 0.15% -1,889 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 37,512 $1.9M 0.04% -22,137 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 37,210 $1.89M 1.57% +1,994 13F-HR Timeline Sovereign Financial Group, Inc. 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