OPINICUS CAPITAL, INC. 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More: the full row for Nicholas Hoffman & Company, LLC. 8,987 $721K 0.02% -112 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 8,949 $718K 0.11% -110,047 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 8,918 $716K 0.14% 13F-HR Timeline RATIONAL ADVISORS, INC. 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More: the full row for ARVEST INVESTMENTS, INC. 8,765 $704K 0.1% -552 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 8,765 $704K 0.1% +923 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,699 $698K 0.03% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,686 $697K 0.3% -47 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 8,676 $697K 0.16% -224 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 8,657 $695K 0.6% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,654 $695K 0.06% +3,876 13F-HR Timeline Group Dempze Nancy E More: the full row for Dempze Nancy E 8,616 $692K 0.36% +1,260 13F-HR Timeline BANK OZK More: the full row for BANK OZK 8,606 $691K 0.24% -1,198 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 8,569 $688K 0.19% -756 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,549 $686K 0.05% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,524 $684K 0.01% +41 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,509 $683K 0.5% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,505 $683K 0.22% +39 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 8,503 $683K 0.38% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,452 $679K 0.05% +229 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 8,422 $676K 0.07% -178 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 8,420 $676K 0.1% +241 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,391 $674K 0.26% +26 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,385 $673K 0.09% -50 13F-HR Timeline CARLSON FINANCIAL, INC. 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More: the full row for Pinnacle West Asset Management, Inc. 8,275 $664K 0.43% -100 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8,246 $662K 0.46% -456 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 8,245 $662K 0.05% -9 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 8,206 $659K 0.64% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,195 $658K 0.12% +4,052 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 8,195 $658K 0.39% -7,730 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,190 $657K 0.06% +43 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,182 $657K 0.12% -87 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,170 $656K 0.24% -2,600 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,163 $655K 0.06% +91 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,151 $654K 0.29% -2,333 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for DeDora Capital, Inc. 7,998 $642K 0.15% +93 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,993 $642K 0.08% +12 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 7,976 $640K 0.54% 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,956 $639K 0.17% -55 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,950 $638K 0.04% -47 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,930 $637K 0.17% +112 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,925 $636K 0.18% -1,251 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 7,922 $636K 0.23% -134 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,883 $633K 0.15% -169 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,859 $631K 0.01% -571 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 7,822 $628K 0.01% -120 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 7,810 $627K 0.51% +8 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,800 $626K 0.24% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,745 $622K 0.35% -735 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,723 $620K 0.06% -14,305 13F-HR Timeline Group Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 7,707 $619K 0.58% -546 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,708 $619K 0.12% +596 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,704 $618K 0.03% +3 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,701 $618K 0.01% +33 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 7,670 $616K 0.32% +165 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. 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Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,558 $607K 0.05% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 7,550 $606K 0.02% -780 13F-HR Timeline