Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,667 $1.38M 0.19% +107 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,667 $1.38M 0.06% +55 13F-HR Timeline Group Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,665 $1.38M 0.2% +27 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,664 $1.37M 0.47% +478 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,664 $1.37M 0.58% +54 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,664 $1.37M 0.38% -359 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,659 $1.37M 1.19% -39 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,650 $1.36M 0.65% -758 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,649 $1.36M 0.44% +59 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,648 $1.36M 0.19% +23 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,648 $1.36M 0.22% -26 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 1,647 $1.36M 0.32% -6 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,639 $1.35M 0.83% +55 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 1,634 $1.35M 0.09% +29 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,630 $1.35M 1.07% +1,361 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,630 $1.35M 0.51% 0 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 1,625 $1.34M 0.42% new 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,625 $1.34M 0.35% -120 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,622 $1.34M 0.32% +77 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,620 $1.34M 0.72% +399 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,617 $1.34M 0.37% -29 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,616 $1.33M 0.09% -230 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,614 $1.33M 0.23% -93 13F-HR Timeline Longview Financial Advisors, Inc. 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ALLISON & CO., INC. 1,487 $1.23M 1.21% +164 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,485 $1.23M 0.17% -147 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,484 $1.23M 0.28% +188 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,483 $1.22M 1.19% -19 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,483 $1.22M 0.23% +5 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,479 $1.22M 0.31% -33 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,481 $1.22M 0.49% +2 13F-HR Timeline Whitener Capital Management, Inc. 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More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,411 $1.17M 0.1% +27 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,408 $1.16M 0.2% +90 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,506 $1.16M 0.86% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,406 $1.16M 0.43% +14 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 1,403 $1.16M 0.44% +1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,401 $1.16M 0.06% -8 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,400 $1.16M 0.01% -91,771 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,399 $1.16M 0.09% -13 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. 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More: the full row for JGP Global Gestao de Recursos Ltda. 1,345 $1.11M 0.85% -1,042 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,342 $1.11M 0.29% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,341 $1.11M 0.81% +9 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,340 $1.11M 0.77% +7 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 1,332 $1.1M 0.38% 0 13F-HR Timeline Garde Capital, Inc. 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More: the full row for Rather & Kittrell, Inc. 1,315 $1.09M 0.24% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,313 $1.08M 0.45% +32 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,313 $1.08M 0.04% 0 13F-HR Timeline Group McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,491 $1.08M 0.36% +29 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,234 $1.08M 0.45% +75 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,308 $1.08M 0.65% -101 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,308 $1.08M 0.14% -10 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,514 $1.08M 0.09% new 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,306 $1.08M 0.8% -596 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 1,302 $1.08M 0.02% +311 13F-HR Timeline