Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 9,111 $919K 0.29% +7 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 9,098 $917K 0.1% -1,091 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 9,063 $914K 0.06% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,000 $907K 0.25% +2,000 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 8,960 $903K 0.52% +20 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,958 $903K 0.17% -9,231 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 8,882 $895K 0.02% +943 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,864 $894K 0.02% -462 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 8,794 $887K 0.18% -18 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,757 $883K <0.01% +2,654 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,705 $878K 0.01% +36 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,679 $875K 0.1% +310 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8,660 $873K 0.03% -1,427 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 8,544 $861K 0.32% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,543 $860K 0.02% -159 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8,522 $859K 0.31% +48 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,514 $858K 0.07% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 8,420 $849K 0.29% +3,462 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 8,381 $843K 0.28% +3,785 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 8,314 $838K 0.27% +5,617 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,267 $833K 0.03% +567 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,257 $832K 0.22% +3,975 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,255 $832K 0.32% +18 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. 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More: the full row for Independent Wealth Network Inc. 8,046 $811K 0.21% -108 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,008 $807K <0.01% 0 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 7,940 $800K 0.02% -49 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 7,897 $796K 0.27% +245 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,874 $794K 0.08% -145 13F-HR Timeline Group Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 7,789 $785K 0.09% -316 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 7,720 $778K 0.11% +2,714 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,717 $778K <0.01% +204 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 7,712 $777K 0.15% -1,323 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 7,706 $777K 0.32% -889 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 7,499 $756K 0.04% -26,818 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,486 $755K 0.62% +979 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,475 $754K 0.02% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,470 $753K <0.01% -5,576 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,472 $753K 0.03% -2,671 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 7,418 $748K 0.06% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,411 $747K 0.55% -2,852 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,404 $746K 0.01% -5,557 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,390 $745K 0.14% -836 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 7,301 $734K <0.01% -190 13F-HR Timeline Group Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 7,274 $733K 0.07% new 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 7,265 $732K 0.72% -489 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,235 $729K 0.08% -1,055 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 7,194 $725K 0.14% 0 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 7,175 $723K 0.15% +2,246 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 7,034 $709K 0.25% -58 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,926 $698K 0.05% -32,155 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 6,921 $698K 0.36% +533 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,900 $696K 0.34% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,860 $692K 0.1% 0 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,831 $689K 0.26% +3 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,795 $685K 0.15% +80 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 6,740 $679K 0.13% +1,790 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,702 $676K 0.03% +1,917 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,647 $670K 0.03% -647 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 6,624 $668K 0.13% +556 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 6,622 $668K 0.08% new 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 6,484 $654K 0.39% +3,111 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 6,469 $652K 0.08% -1,045 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,436 $649K <0.01% +2,401 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,429 $648K 0.05% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,397 $645K 0.01% +139 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 6,344 $640K 0.44% -1,097 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 6,331 $638K 0.3% +213 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,323 $637K 0.01% +9 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,272 $632K 0.01% -6,384 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 6,224 $627K 0.19% -641 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 6,210 $626K 0.04% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 6,208 $626K 0.1% -89,247 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 6,197 $625K 0.36% +156 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 6,169 $622K 0.44% -6,789 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,160 $621K <0.01% +49 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,134 $618K 0.11% +2,664 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,850 $590K 0.04% new 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,771 $582K 0.19% +893 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,754 $580K <0.01% -7,818 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 5,712 $575K 0.07% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5,647 $569K 0.11% +141 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,624 $567K <0.01% +191 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,620 $566K 0.18% -497 13F-HR Timeline RFG Holdings, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 5,126 $517K 0.2% +4,372 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,087 $513K 0.29% +2,884 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 5,046 $509K 0.3% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,000 $504K <0.01% +3,000 13F-HR Timeline Group Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 4,956 $500K 0.37% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,934 $497K 0.1% -3,091 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,845 $488K 0.01% +154 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,782 $482K 0.1% +517 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,734 $477K 0.02% -88 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,699 $474K 0.01% -95 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,698 $473K 0.03% +10 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,647 $468K 0.02% +1,534 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,645 $468K 0.28% -65 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 4,619 $466K 0.25% +1,075 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,605 $464K 0.09% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,594 $463K 0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,687 $454K 0.11% +18 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,504 $454K 0.02% -9,881 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,499 $454K 0.06% -54 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,493 $453K 0.08% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 4,491 $452K 0.15% +98 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 4,440 $448K 0.08% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,400 $444K 0.02% -91,230 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4,312 $435K 0.05% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,284 $430K 0.08% -525 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 4,269 $430K 0.29% +1,058 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,256 $429K 0.05% -1,791 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,161 $419K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,098 $413K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,046 $408K 0.08% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4,027 $406K 0.04% +5 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 4,016 $405K <0.01% -13,057 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 4,000 $403K 0.03% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,000 $403K 0.07% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,999 $403K 0.03% -405 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,978 $401K <0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,977 $401K 0.04% new 13F-HR Timeline Hudock, Inc. 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More: the full row for Vestmark Advisory Solutions, Inc. 3,596 $363K <0.01% new 13F-HR Timeline Altium Investment Strategies LLC More: the full row for Altium Investment Strategies LLC 3,602 $362K 0.52% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,563 $359K <0.01% +503 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,560 $359K <0.01% new 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. 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More: the full row for SMITH, MOORE & CO. 3,480 $351K 0.02% -294 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,462 $349K 0.09% -112 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 3,450 $348K 0.31% new 13F-HR Timeline Christian Investment Advisors, Inc. More: the full row for Christian Investment Advisors, Inc. 3,441 $347K 0.2% -810 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,417 $344K 0.07% +20 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 3,400 $343K 0.23% new 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 3,381 $341K 0.25% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,362 $339K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,360 $339K 0.01% +14 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,317 $334K <0.01% +31 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,308 $334K 0.01% -744 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 3,283 $331K 0.07% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,265 $329K 0.04% -197 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,197 $322K 0.12% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,185 $321K 0.02% +24 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,151 $318K 0.02% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,115 $314K 0.32% -35 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,092 $312K 0.09% 0 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 3,090 $312K 0.31% +32 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,090 $312K 0.17% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,073 $310K 0.02% -56 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 3,058 $308K 0.19% -2 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,010 $303K 0.18% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,000 $302K 0.06% -2,330 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,996 $302K 0.03% +890 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,996 $302K 0.26% 0 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,991 $302K 0.17% +29 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 2,985 $301K 0.25% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 2,954 $298K 0.1% -2,811 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 2,944 $297K 0.06% new 13F-HR Timeline Gimbal Financial More: the full row for Gimbal Financial 2,920 $294K 0.19% 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,918 $294K 0.11% +41 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 2,913 $294K 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,913 $294K 0.02% -184 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 2,907 $293K 0.09% -2,032 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 2,876 $290K 0.05% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,866 $289K 0.01% -101,284 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,830 $285K 0.09% -1,253 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,808 $283K 0.04% -26 13F-HR Timeline