Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 13,446 $680K 0.03% -14,841 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 13,308 $673K 0.1% -1,965 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 13,302 $673K 0.08% +744 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 13,290 $672K 0.18% +1,748 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 13,208 $668K 0.31% +292 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13,200 $668K 0.04% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 13,192 $667K 0.08% +2,564 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,186 $667K 0.02% +2,500 13F-HR Timeline RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 12,972 $656K 0.22% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 12,903 $653K 0.08% -123 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 12,827 $649K 0.15% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 12,566 $635K 0.12% +1,421 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,554 $635K 0.03% -1,447 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 12,485 $631K 0.06% +6,855 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 12,399 $627K 0.4% -89 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 12,354 $625K 0.1% +5,278 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,334 $624K 0.01% new 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 12,297 $622K 0.24% -347 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 12,266 $620K 0.08% 0 13F-HR Timeline Group Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 12,057 $610K 0.47% -3,915 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 12,019 $608K 0.24% -4,129 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,000 $607K 0.38% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,997 $607K 0.11% -990 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,977 $606K 0.09% +4,081 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 11,968 $605K 0.28% -165 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,818 $598K 0.02% -543 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,786 $596K 0.04% +119 13F-HR Timeline Ridgeline Wealth, LLC More: the full row for Ridgeline Wealth, LLC 11,775 $595K 0.35% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 11,744 $594K 0.06% +5,405 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 11,573 $585K 0.09% -6,462 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,514 $582K 0.04% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 11,477 $580K 0.05% -2,825 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 11,457 $579K 0.44% 0 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 11,337 $573K 0.38% -10,950 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11,328 $573K 0.04% -455 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,248 $569K 3.28% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,183 $566K 0.03% -794 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 11,181 $565K 0.01% -221,652 13F-HR Timeline Group E6 Portfolios, LLC More: the full row for E6 Portfolios, LLC 11,149 $564K 0.45% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 11,096 $561K 0.11% +102 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,095 $561K 0.1% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 11,046 $559K 0.07% +5,037 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 11,038 $558K 0.08% -1,424 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 10,980 $555K 0.07% +521 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 10,900 $551K 0.07% -100 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 10,843 $548K 0.02% -919 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,781 $545K 0.05% -1,363 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,780 $545K 0.05% -619 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 10,770 $545K 0.37% -30 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 10,742 $543K 0.29% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 10,726 $542K 0.01% +1,156 13F-HR Timeline Carter Financial, LLC More: the full row for Carter Financial, LLC 10,602 $536K 0.4% 0 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,577 $535K 0.07% -950 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,550 $534K 0.1% +250 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,478 $530K 0.1% +142 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 10,447 $528K 0.14% -6,952 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 10,415 $527K 0.43% -293 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 10,386 $525K 0.12% -3,911 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,352 $524K <0.01% -39,012 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 10,279 $520K 0.29% -1,749 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,198 $516K 0.01% +8,106 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,132 $512K 0.08% -323 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,000 $506K <0.01% -13,449 13F-HR Timeline Group Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 9,999 $506K 0.28% -20,213 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 9,986 $505K 0.47% +475 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9,953 $503K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,900 $501K 0.08% -5,720 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,788 $495K 0.01% 0 13F-HR/A Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 9,747 $493K 0.03% +2,329 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9,579 $484K 0.22% -77 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 4,016 $483K 0.32% -6,509 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,498 $480K 0.02% -475 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,442 $477K 0.03% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 9,432 $477K 0.02% -75,154 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 9,426 $477K 0.03% +2,760 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,362 $473K 0.21% -500 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,322 $471K 0.06% +506 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,259 $468K 0.02% 0 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 9,235 $467K 0.06% -32 13F-HR/A Timeline Orcam Financial Group More: the full row for Orcam Financial Group 9,113 $461K 0.23% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,070 $459K 0.15% -137 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 9,060 $458K 0.41% +4,418 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,986 $454K 0.18% -387 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,949 $453K <0.01% +120 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,933 $452K <0.01% +533 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,922 $452K 0.02% +1,264 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 8,700 $440K 0.15% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 8,673 $439K 0.14% 0 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 8,694 $439K 0.17% -1,930 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 8,621 $436K 0.5% -18 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 8,611 $435K 0.18% -33,446 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,593 $435K <0.01% +611 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,466 $428K 0.02% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 8,438 $427K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for Washington Trust Advisors, Inc. 8,171 $413K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 8,151 $412K 0.11% +1,378 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 8,127 $411K 0.12% +82 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 8,102 $410K 0.23% new 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 8,099 $410K 0.17% +3,238 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,054 $407K 0.03% +69 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,909 $400K <0.01% +2,700 13F-HR Timeline Group Gimbal Financial More: the full row for Gimbal Financial 7,862 $398K 0.25% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 7,831 $396K 0.13% -426 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,821 $395K 0.02% +614 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,750 $392K <0.01% new 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 7,728 $391K 0.05% +1,388 13F-HR Timeline IFC & Insurance Marketing, Inc. 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More: the full row for Linscomb Wealth, Inc. 7,511 $380K 0.02% -459 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 7,470 $378K 0.28% new 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 7,432 $374K 0.08% -168 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 7,395 $374K 0.24% -207 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 7,370 $373K 0.34% +160 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7,289 $369K 0.25% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 7,208 $364K 0.03% -724 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,171 $363K 0.08% +153 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 7,127 $360K 0.22% -20,450 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,111 $360K 0.04% +313 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 7,033 $356K 0.09% +2,589 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 7,030 $356K 0.09% +1,375 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,999 $354K 0.02% -19,453 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,993 $354K 0.05% +600 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 6,954 $352K 0.26% -308 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6,927 $350K 0.03% new 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,897 $349K 0.09% +54 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,834 $346K 0.1% -212 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 6,820 $345K 0.09% +100 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,816 $345K 0.1% +70 13F-HR Timeline Group Slow Capital, Inc. More: the full row for Slow Capital, Inc. 6,803 $344K 0.04% -21,507 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 6,745 $341K 0.31% 0 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Diversified Portfolios, Inc. 6,105 $309K 0.02% -745 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,090 $308K 0.02% +2,988 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 6,063 $307K 0.03% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 6,041 $306K 0.03% +48 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 6,032 $305K 0.04% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,023 $305K 0.02% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,000 $303K 0.02% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,893 $298K 0.13% -355 13F-HR Timeline NBH Bank More: the full row for NBH Bank 5,874 $297K 0.13% 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,848 $296K 0.09% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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