StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 29,948 $3.02M 0.17% -5,666 13F-HR/A Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 29,895 $3M 0.04% -31,509 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 29,753 $2.99M 3.35% +6,120 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,466 $2.96M 0.08% +22,550 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 29,343 $2.94M 1.45% +9,349 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 28,740 $2.88M 0.09% +304 13F-HR Timeline Group Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 28,260 $2.84M 1.02% new 13F-HR Timeline Treynor Bancshares, Inc. More: the full row for Treynor Bancshares, Inc. 28,252 $2.83M 2.99% +2,133 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 27,140 $2.72M 0.4% 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 26,980 $2.71M 0.08% -27,691 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 26,947 $2.7M 0.15% +1,404 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 26,876 $2.7M 0.06% -1,853 13F-HR Timeline Group Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 26,438 $2.65M 1.34% -1,555 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 26,146 $2.62M 0.09% +6,822 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 25,806 $2.6M 1.03% +23,617 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 25,585 $2.57M 0.46% -13,595 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25,450 $2.55M 0.17% +369 13F-HR Timeline Group Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 25,398 $2.55M 0.95% +679 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 25,170 $2.54M 0.77% -12,304 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 25,227 $2.53M 0.34% +15,664 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 25,011 $2.51M 0.02% +5,648 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 24,913 $2.5M 1.4% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 24,689 $2.49M 0.35% -1,714 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 24,514 $2.46M 0.5% -180,055 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 24,489 $2.46M 0.59% +1,387 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 24,439 $2.45M 0.01% -1,572 13F-HR/A Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 24,374 $2.45M 1.65% +5,962 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 24,336 $2.44M 1.64% -2,294 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 24,177 $2.43M 0.22% -15,817 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 24,116 $2.42M 0.24% +1,355 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 23,974 $2.41M 2.4% 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 23,737 $2.39M 3.11% 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 23,730 $2.38M 0.33% +1,271 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 23,341 $2.34M 0.86% -1,700 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 23,098 $2.33M 0.01% -487 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 23,005 $2.31M 0.06% -371 13F-HR Timeline Group Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 22,623 $2.28M 1.28% +3,553 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 22,559 $2.26M 2.3% +12,207 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 22,436 $2.25M 0.4% +659 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 22,382 $2.25M 0.06% +16,135 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,329 $2.24M 0.05% -3,852 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 22,012 $2.21M 0.48% +16,852 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 21,700 $2.18M 0.56% +21,696 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 21,575 $2.16M 0.04% new 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 21,520 $2.16M 1.97% -40 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 21,400 $2.15M 0.43% -6,100 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 21,155 $2.12M 0.03% -775 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 21,136 $2.12M 2.41% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21,023 $2.11M 0.63% +962 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 20,801 $2.09M 1.93% 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 20,709 $2.08M 0.26% -1,715 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 20,590 $2.07M 0.26% -919 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 20,578 $2.06M 0.2% -88,646 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 20,500 $2.06M 0.13% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 20,352 $2.04M 2.53% -2,893 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 20,331 $2.04M 0.05% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,925 $2M 0.15% -1,643 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,858 $1.99M 0.12% +6,253 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 19,848 $1.99M 1.23% +16,227 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 19,782 $1.98M 0.81% +10,217 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 19,661 $1.98M 0.01% +3,306 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,195 $1.93M 0.12% +16,324 13F-HR Timeline Group WJ Interests, LLC More: the full row for WJ Interests, LLC 19,042 $1.91M 0.92% -41,076 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 19,020 $1.91M 0.27% 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 18,864 $1.89M 0.14% -182 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 18,848 $1.89M 0.62% -8,532 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 18,584 $1.86M 1.48% 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 18,584 $1.86M 0.86% +1,941 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 18,338 $1.84M 0.93% -5,405 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 18,197 $1.83M 0.29% +1,147 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 18,151 $1.82M 0.12% +1,649 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 18,075 $1.81M 0.13% +13,773 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 17,943 $1.8M 0.05% -6,533 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,725 $1.78M 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,636 $1.78M 0.06% -213 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 17,585 $1.76M 0.25% -675 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,763 $1.69M 0.07% +1,024 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 16,821 $1.69M 1.84% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,576 $1.66M 0.02% -3,473 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 16,460 $1.65M 0.07% -950 13F-HR Timeline NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 16,421 $1.65M 1.3% -1,827 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16,352 $1.64M 0.36% -4,101 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,227 $1.63M <0.01% +932 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 16,189 $1.62M 1.59% +9,740 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,070 $1.61M 0.06% -4,201 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 15,829 $1.59M 0.39% -2,864 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 15,815 $1.59M 0.31% -3,912 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,803 $1.59M 0.01% -65 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 15,802 $1.59M 0.2% -1,196 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 15,767 $1.58M <0.01% +11,370 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 15,723 $1.58M 0.24% +2,000 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 15,665 $1.57M 0.17% -1,565 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,567 $1.56M 0.1% -176 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 15,433 $1.55M 0.36% -33 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 14,913 $1.5M 0.65% -34 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 14,779 $1.48M 0.04% -3,850 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 14,749 $1.48M 0.07% -2,913 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 14,637 $1.47M 0.58% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 14,458 $1.45M 0.11% -165 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14,443 $1.45M 0.61% -424 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,395 $1.44M 0.08% -1,070 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,387 $1.44M 0.2% +1,707 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,298 $1.43M 0.38% -295 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 14,234 $1.43M 1.01% -205 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,152 $1.43M 0.02% -2,708 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 13,974 $1.4M 0.31% +1,841 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 13,854 $1.39M 0.43% -919 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,727 $1.38M 0.01% -221 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13,657 $1.37M 0.11% new 13F-HR/A Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 13,506 $1.36M 0.11% -3,708 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,424 $1.35M 0.05% +5,567 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,455 $1.35M <0.01% +3,804 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,393 $1.34M 0.14% +2,696 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,365 $1.34M 0.03% +1,153 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 13,292 $1.34M 0.47% -1,523 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 13,340 $1.34M 0.42% +659 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 13,228 $1.33M <0.01% 0 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 13,208 $1.33M 0.58% +2,672 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,713 $1.28M 0.01% -27,088 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,475 $1.25M 0.01% +5,983 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 12,425 $1.25M 0.02% +354 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 12,424 $1.25M 0.67% -993 13F-HR/A Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 12,347 $1.24M 0.73% -450 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 11,973 $1.2M 0.17% +3,680 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,944 $1.2M 0.03% +3,235 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 11,941 $1.2M 0.05% +167 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 11,635 $1.17M 1.21% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,587 $1.16M 0.03% +3,319 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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More: the full row for Financial Guidance Group, Inc. 11,293 $1.13M 0.62% -2,577 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,132 $1.12M 0.04% +8,033 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,066 $1.11M 0.01% -741 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,066 $1.11M 0.01% -741 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 11,037 $1.11M <0.01% 0 13F-HR Timeline Group Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 11,012 $1.1M 0.79% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10,949 $1.1M 0.47% 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 10,843 $1.09M 0.14% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 10,772 $1.08M 0.37% -3,638 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 10,722 $1.08M 0.13% -99 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10,704 $1.07M 0.28% -558 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 10,680 $1.07M 0.41% +63 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 10,625 $1.07M 0.42% +3,290 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,532 $1.06M 0.17% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,519 $1.06M 0.11% +7,801 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 10,530 $1.06M 0.2% +1,509 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,464 $1.05M 0.11% -3,839 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 10,398 $1.04M 0.73% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,365 $1.04M 0.42% +267 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,100 $1.02M 0.03% -2,411 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 9,940 $997K 0.27% -165 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,919 $995K 0.03% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,903 $994K 0.16% +479 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 9,715 $975K 0.05% -2,335 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 9,542 $957K 0.69% -2,503 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,506 $954K 0.12% -50 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,391 $942K 0.65% 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 9,350 $938K 1.21% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,343 $937K 0.11% -2,363 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 9,226 $926K 0.8% +2,930 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,989 $904K 0.02% -3,257 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 8,990 $902K <0.01% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,934 $896K 0.04% +1,116 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 8,916 $895K 0.12% +203 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 8,757 $879K 0.53% +229 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 8,724 $877K 0.18% -1,135 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 8,708 $874K 0.39% +1,808 13F-HR Timeline Joel Adams & Associates, Inc. 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