Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,953 $800K 0.39% -98 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 7,949 $800K 0.68% +888 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,870 $792K 0.17% -141 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 7,765 $781K 0.34% -30,017 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 7,750 $780K 0.31% -840 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 7,667 $771K 0.83% -98 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,533 $758K 0.01% +90 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,529 $756K 0.05% +316 13F-HR Timeline Group Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 7,423 $747K 0.66% +1,714 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,272 $732K 0.02% new 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 7,208 $725K 0.4% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,990 $703K 0.2% -712 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,939 $698K 0.53% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,871 $691K 0.12% +522 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,860 $690K 0.13% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,835 $688K 0.22% -1,092 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,803 $682K 0.28% -559 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6,738 $678K 0.17% 0 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,704 $675K 0.2% +1,369 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,697 $674K 0.05% +883 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,650 $669K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,602 $664K 0.06% +6,582 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,587 $663K 0.09% -151 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,582 $662K 0.05% new 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 6,527 $657K 3% 0 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 6,458 $648K 0.26% -19,348 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,413 $645K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,408 $645K 0.03% -67 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,399 $644K 0.17% +379 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 6,361 $640K 0.42% -24,415 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,309 $635K 0.16% +305 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,273 $631K 0.3% +1,100 13F-HR Timeline EWG Elevate Inc. 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More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,800 $483K 0.04% -420 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,745 $477K 0.02% +10 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,719 $475K 0.2% -67 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,710 $474K 0.13% -188 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,654 $468K 0.04% +1,276 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,650 $468K 0.04% +1 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 4,559 $459K 0.1% -1,254 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for Moors & Cabot, Inc. 4,215 $424K 0.02% +12 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,193 $422K 0.04% -711 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,186 $421K 0.03% -147 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,156 $418K 0.16% +126 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,157 $418K 0.11% -23 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,092 $412K 0.01% +105 13F-HR Timeline Hudock, Inc. 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More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,697 $372K 0.15% +527 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,669 $369K 0.1% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,648 $367K 0.02% +2,300 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,640 $366K 0.1% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,608 $363K 0.16% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,534 $356K <0.01% -21 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,524 $355K 0.03% +33 13F-HR Timeline Lloyd Advisory Services, LLC. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 3,446 $347K 0.2% +42 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,444 $347K 0.17% +2,939 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,423 $344K 0.01% -6,496 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,386 $341K 0.02% new 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,385 $341K 0.04% -300 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,345 $337K 0.15% -1,850 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,303 $332K 0.05% +40 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,274 $329K 0.15% -1,718 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,116 $314K 0.03% 0 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,090 $311K 0.23% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 3,086 $310K 0.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,076 $310K 0.01% new 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,075 $309K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,065 $308K 0.11% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,042 $306K <0.01% +478 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,010 $303K 0.03% 0 13F-HR Timeline North Forty Two & Co. 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More: the full row for Linscomb Wealth, Inc. 2,569 $258K 0.01% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,565 $258K 0.02% -120 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,556 $257K 0.14% -122 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,550 $257K 0.03% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,501 $252K 0.01% -600 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,500 $252K 0.07% -8,204 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,477 $249K 0.38% new 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 2,458 $247K 0.14% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,442 $246K 0.01% -1,185 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,433 $245K <0.01% -21 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,432 $245K 0.11% -1,068 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,364 $238K 0.04% -16 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,344 $236K 0.07% -224 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,280 $229K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,279 $229K 0.02% +181 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 2,264 $228K <0.01% -59 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,258 $226K 0.01% -1,095 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,229 $224K 0.09% -868 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,220 $223K 0.13% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,210 $222K 0.09% -12,427 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 2,156 $217K 0.08% +26 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,152 $217K 0.01% +880 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,150 $216K 0.02% +11 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,140 $215K 0.02% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,129 $214K 0.06% new 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,119 $213K 0.07% +26 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,100 $211K 0.05% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,055 $207K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,052 $207K 0.01% -420 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,050 $206K 0.01% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,037 $205K 0.03% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,030 $204K 0.04% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,025 $204K 0.03% -15 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,019 $203K 0.01% -1,064 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 2,007 $202K 0.18% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,005 $202K <0.01% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,002 $201K 0.09% -957 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 2,000 $201K 0.02% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,000 $201K 0.01% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,000 $201K 0.04% 0 13F-HR Timeline McNamara Financial Services, Inc. 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