Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 9,810 $497K 0.21% +3,176 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 9,801 $496K 0.07% +9,682 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,820 $496K 0.29% -159,954 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 9,776 $495K 0.39% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9,776 $495K 0.16% +5 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 9,750 $494K 0.65% -56 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 9,736 $493K 0.05% +1,863 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 9,713 $492K 0.07% +16 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 9,712 $492K 0.07% -300 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 9,695 $489K 0.44% +145 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 9,614 $487K 0.17% -990 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 9,591 $486K 0.2% -314 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,519 $482K 0.23% +5,354 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,505 $481K 0.04% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,430 $477K 0.25% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,407 $476K 0.02% +111 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 9,318 $472K 0.25% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 9,281 $470K 0.08% 0 13F-HR/A Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 9,273 $469K 0.26% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,238 $468K 0.01% +2,794 13F-HR/A Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,231 $467K 0.13% -4,646 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9,171 $464K 0.05% -798 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 9,037 $458K 0.17% +104 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 8,988 $455K 0.15% -456 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 8,917 $451K 1.1% -16,042 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 8,914 $451K 0.41% -1,851 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 8,893 $449K 0.19% -26 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 8,872 $449K 0.04% 0 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Andrew Hill Investment Advisors, Inc. 7,826 $396K 0.38% -76 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 7,791 $394K 0.05% -205 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,738 $390K 0.22% +82 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,700 $390K 0.26% +1,534 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,620 $386K 0.07% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,604 $385K 0.03% -1,918 13F-HR Timeline CIBC WORLD MARKET INC. 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More: the full row for Moors & Cabot, Inc. 7,198 $364K 0.02% -2,175 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,173 $363K 0.05% -8,838 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,163 $363K 0.06% +1,729 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,126 $361K 0.07% new 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,049 $357K 0.04% +1,049 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,940 $351K 0.08% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,904 $350K 0.02% +5,640 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,896 $349K 0.03% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,884 $349K 0.17% -200 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6,765 $343K 0.09% new 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,744 $341K 0.14% -385 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,670 $338K 0.02% -1,485 13F-HR Timeline Security Financial Services, INC. 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More: the full row for Williams Jones Wealth Management, LLC. 5,551 $281K <0.01% -2,085 13F-HR Timeline Client First Investment Management LLC More: the full row for Client First Investment Management LLC 5,513 $279K 0.19% -275 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 5,503 $279K 0.08% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 5,490 $278K 0.15% new 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 5,486 $278K 0.23% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,454 $275K 0.05% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,387 $273K 0.04% +2,679 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,350 $271K 0.02% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,348 $271K 0.12% +800 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 5,326 $270K 0.07% +817 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 5,306 $269K 0.14% -204 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 5,298 $268K 0.05% new 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,292 $268K 0.14% -1,735 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,284 $268K 0.02% +1,137 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 5,206 $264K 0.12% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,205 $264K 0.15% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,166 $262K 0.05% -4,934 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 5,083 $257K 0.11% -557 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 5,056 $256K 0.14% -186 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 5,063 $256K 0.25% +197 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 5,041 $255K 0.2% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,011 $254K 0.11% +116 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,001 $252K 0.17% -3,696 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,980 $252K 0.13% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,965 $251K 0.02% -519 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,961 $251K 0.13% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,939 $250K 0.05% -4,300 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,938 $250K 0.02% -3,384 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,937 $250K 0.08% -5,615 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,925 $249K 0.08% -575 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,900 $248K <0.01% new 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,884 $248K 0.01% +2,829 13F-HR Timeline Group Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,836 $245K 0.07% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,831 $245K 0.02% -11 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 4,800 $243K 0.09% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,776 $242K 0.02% +776 13F-HR Timeline Group Trust Co More: the full row for Trust Co 4,757 $241K 0.03% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,731 $240K 0.1% 0 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 4,714 $239K 0.05% 0 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 4,696 $238K 0.04% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,648 $235K 0.05% +118 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,630 $234K 0.08% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,615 $233K 0.04% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,575 $232K 0.04% -227 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 4,561 $231K 0.04% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4,545 $230K 0.09% -949 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,525 $229K 0.09% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 4,543 $229K 0.04% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 4,500 $228K 0.04% 0 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,484 $227K 0.02% -3,699 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,455 $226K 0.01% -20,009 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 4,428 $224K 0.27% -544 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 4,351 $220K 0.08% +133 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,297 $218K <0.01% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,252 $215K 0.02% -116 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,243 $215K 0.03% -26 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,182 $212K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,174 $211K 0.05% -395 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 4,157 $210K 0.03% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,139 $210K 0.05% -44 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,132 $209K 0.21% +13 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,116 $208K 0.01% -2,302 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,115 $208K 0.06% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,100 $208K 0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,084 $207K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 4,076 $206K 0.01% -2,318 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,073 $206K 0.03% -460 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 4,056 $205K 0.18% -2,040 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,040 $205K 0.17% +65 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,018 $203K 0.07% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 4,000 $203K 0.08% 0 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 4,000 $203K 0.14% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,992 $202K 0.02% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,991 $202K 0.09% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3,974 $201K 0.07% -1,515 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 3,973 $201K 0.06% -10,646 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,971 $201K 0.13% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,825 $194K 0.02% -51,475 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,700 $187K 0.01% -173 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3,675 $186K 0.08% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3,450 $175K 0.08% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,225 $163K 0.01% -129 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,213 $163K 0.11% +2,000 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,026 $153K <0.01% +34 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 2,935 $149K 0.22% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,916 $148K 0.02% +774 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,869 $145K 0.02% -266 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,665 $134K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,339 $118K 0.05% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,309 $117K 0.11% -168 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,257 $114K 0.01% -4,691 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2,180 $110K 0.03% -132 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,092 $106K <0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 2,037 $103K 0.07% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,036 $103K 0.01% +23 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,035 $103K <0.01% new 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,008 $102K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,959 $99K 0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,934 $97.9K <0.01% -427 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,891 $95.7K 0.01% 0 13F-HR Timeline