CX Institutional More: the full row for CX Institutional 30,759 $1.56M 0.05% -6,360 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 30,551 $1.55M 0.02% -1,833 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,110 $1.53M 0.02% +12,576 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 30,071 $1.52M 0.81% -6,118 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 29,491 $1.49M 0.1% -2,568 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 29,378 $1.49M 0.77% +8,127 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 29,351 $1.49M 0.77% +17,501 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 29,358 $1.49M 1.08% -156 13F-HR Timeline Bell Bank More: the full row for Bell Bank 29,249 $1.48M 0.07% -145 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 28,950 $1.47M 0.11% +4,730 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 28,894 $1.46M 0.71% -106 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28,837 $1.46M 0.07% -357,023 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 28,476 $1.44M 0.02% +12 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 28,374 $1.44M 0.7% +3,164 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,291 $1.43M 0.02% -6,621 13F-HR/A Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 28,148 $1.43M <0.01% -220,225 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 28,128 $1.43M 0.35% +501 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 28,076 $1.42M 0.12% -8,752 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 28,075 $1.42M 0.2% -100 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 27,882 $1.41M 0.21% -1,688 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,781 $1.41M 0.17% -2,009 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 27,765 $1.41M 0.8% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 27,590 $1.4M 0.07% -15,510 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 27,520 $1.39M 0.43% +1,033 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 27,493 $1.39M 0.03% +8,219 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 27,406 $1.39M 0.4% -2,360 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 26,877 $1.36M 0.64% +4,003 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 26,575 $1.35M 1.16% +2,875 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 26,565 $1.35M 0.08% +561 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 26,516 $1.34M 0.52% -11,471 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 26,458 $1.34M 0.06% -16,040 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 26,404 $1.34M 0.17% +6,635 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,319 $1.33M 0.07% +4,347 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 26,125 $1.32M 0.8% +9,658 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,733 $1.3M 0.48% +984 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 25,726 $1.3M 0.14% -10,619 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 25,706 $1.3M 0.52% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,341 $1.28M 0.03% +5,507 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25,296 $1.28M 0.12% -3,612 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 25,258 $1.28M 0.19% -4,844 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 24,784 $1.26M 0.17% new 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 24,719 $1.25M 0.11% +2,098 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 24,647 $1.25M 0.1% -13,842 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 24,551 $1.24M 0.6% +162 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 24,495 $1.24M 0.05% +3,922 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 24,401 $1.23M 0.09% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 24,109 $1.22M 0.44% -854 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 24,001 $1.22M 0.08% +15,290 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 23,948 $1.21M 0.12% -4,196 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,842 $1.21M 0.24% +9,124 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 23,821 $1.21M 0.48% -145 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 23,746 $1.2M 0.1% -96,479 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 23,323 $1.18M 0.99% -611 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 22,976 $1.16M 0.17% +5,163 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 22,880 $1.16M 0.88% -397 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 22,698 $1.15M 0.08% +1,536 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22,488 $1.14M 0.26% +533 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 22,388 $1.13M 0.57% -1,316 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 22,388 $1.13M 0.07% +11,437 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 22,232 $1.13M 0.52% -2,560 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,151 $1.12M 0.01% new 13F-HR Timeline Group Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 21,941 $1.11M 0.15% -4 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 21,917 $1.11M 0.11% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,843 $1.11M 0.04% -68,253 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 21,649 $1.1M 0.76% 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 21,593 $1.09M 0.27% -1,920 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 21,067 $1.07M 0.09% new 13F-HR Timeline Nepsis Inc. More: the full row for Nepsis Inc. 21,057 $1.07M 0.3% -25,419 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 21,051 $1.07M 0.79% -7,832 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 20,850 $1.06M 0.17% new 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 20,779 $1.05M 1.67% -681 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 20,472 $1.04M 1.03% +6,101 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 20,428 $1.03M 0.24% -44,003 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 20,295 $1.03M 0.03% +3,189 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 20,252 $1.03M 0.23% +4,643 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 20,244 $1.03M 0.4% new 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 20,185 $1.02M 0.38% -18,966 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 20,053 $1.02M 1.02% -480 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 19,855 $1.01M 0.19% +3,297 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,822 $1M 0.25% -8,863 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 19,774 $1M 0.51% -593 13F-HR Timeline CONTINUUM WEALTH ADVISORS, LLC More: the full row for CONTINUUM WEALTH ADVISORS, LLC 19,756 $1M 0.48% -612 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,771 $1M 0.04% +8,002 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 19,638 $995K 0.09% +1,325 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 19,558 $991K 0.76% -2,864 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 19,526 $990K 0.06% +1,821 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 19,337 $980K 0.11% +9,536 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 19,195 $973K 0.2% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 18,986 $962K 0.53% -38,732 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 18,932 $959K 0.54% +4,881 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 18,611 $943K 1.84% +1,723 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 18,228 $924K 0.79% -1,006 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 18,178 $921K 0.31% +3,962 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 18,130 $919K 0.07% +2,824 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 18,103 $917K 0.06% -14,542 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 18,082 $916K 0.36% +1,082 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 18,013 $913K 0.57% -866 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18,003 $909K 0.21% new 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 17,732 $899K 0.36% +3,077 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 17,691 $897K 0.31% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,597 $892K 0.06% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 17,482 $886K 0.28% -5,088 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 17,477 $886K 0.01% -338 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 17,471 $885K 0.36% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,417 $882K 0.08% -10,072 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,406 $882K 0.09% +8,566 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 17,400 $882K 0.61% 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 17,129 $868K 0.59% +1,451 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 17,098 $867K 0.1% -1,630 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 17,002 $862K 0.06% +239 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 17,001 $862K 0.1% +6,208 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 16,884 $856K 0.04% -595 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,838 $853K 0.02% +471 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,746 $849K 0.65% -146 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 16,690 $846K 0.16% -89,506 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 16,536 $838K 0.02% -60,441 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 16,498 $836K 0.04% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 16,321 $827K 0.09% -452 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 16,229 $822K 0.02% -770 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 16,224 $822K 0.06% -2,267 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 16,202 $821K 0.17% -224 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 16,149 $818K 0.31% -400 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 16,139 $818K 0.24% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16,138 $818K 0.06% -5,397 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 16,006 $811K 0.43% new 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 16,000 $811K 0.62% +6,000 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 15,983 $810K 0.13% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 15,859 $804K 0.25% 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 15,820 $802K 0.23% +4,631 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 15,746 $798K 0.49% +4,672 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 15,473 $784K 0.49% new 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 15,401 $781K 0.13% -9,572 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 15,384 $780K 0.06% +572 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15,226 $772K 0.42% -2,306 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 15,179 $769K 0.33% -965 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 15,090 $765K 0.42% +2,976 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,031 $762K 0.08% -1,361 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 15,011 $761K 0.07% -4,133 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 14,979 $759K 0.66% +3,146 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14,878 $754K 0.14% +4 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 14,752 $745K 0.32% +5,479 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 14,639 $741K 0.22% -914 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 14,376 $729K 0.06% +124 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 14,283 $724K 0.03% -2,674 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,276 $724K 0.03% +120 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 14,209 $720K 0.2% -6,244 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 14,170 $718K 2.22% +3,090 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 14,087 $714K 0.32% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,984 $709K 0.02% +441 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 13,667 $693K 0.32% -1,893 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 13,536 $686K 0.34% +2,822 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 13,491 $684K 0.48% +638 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,366 $677K 0.08% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 13,342 $676K 0.16% -3,374 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,344 $675K 0.04% -41,666 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 13,161 $667K 0.16% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,962 $657K 0.08% +4,516 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 12,936 $656K 0.24% -85,108 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 12,924 $655K 0.23% +4,568 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 12,873 $652K 0.31% -3,055 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 12,776 $647K 0.24% +144 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 12,755 $646K 0.95% +5,168 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 12,757 $644K 0.23% +7,551 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,622 $640K 0.09% -394,711 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 12,620 $640K 0.19% -1,600 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,556 $636K 0.03% +5,149 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 12,513 $634K 0.32% -3,382 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,511 $634K 0.02% +1,000 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 12,375 $627K 0.42% +674 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 12,262 $621K 0.05% -1,102 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 12,095 $613K 0.17% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 12,003 $608K 0.06% +7,172 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,000 $608K 0.5% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,997 $608K 0.02% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,994 $608K 0.09% 0 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 11,888 $602K 0.31% -206 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,619 $589K 0.03% -2,279 13F-HR Timeline Group EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,481 $582K 0.38% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,466 $581K 0.07% -90 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 11,359 $576K 0.1% +69 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,350 $575K 0.13% -1,094 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,275 $571K 0.06% +7,283 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,248 $570K 0.46% 0 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 10,936 $554K 0.38% -1,425 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 10,850 $550K 0.57% +2,193 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 10,797 $547K 0.15% +1,021 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 10,738 $544K 0.07% -485 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 10,676 $541K 0.19% -20,252 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,633 $539K 0.11% 0 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 10,569 $536K 0.06% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,300 $522K 0.12% -372 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,262 $520K 0.26% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 10,162 $516K 0.07% -63,970 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,160 $515K 0.15% +200 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 10,038 $509K 0.08% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,023 $508K 0.32% -226 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 10,000 $507K 0.4% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 9,993 $506K 0.03% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,956 $505K 0.22% +437 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,955 $504K 0.14% -1,159 13F-HR Timeline