Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,260 $528K 0.04% -1,918 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,260 $526K 0.02% -440 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 8,251 $526K 0.02% +895 13F-HR/A Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,238 $525K 0.08% +27 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,190 $522K 0.17% -165 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 8,155 $520K <0.01% +1,385 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,156 $520K 0.03% -1,971 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,147 $519K 0.08% -124 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,147 $519K 0.01% 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,138 $518K 0.05% +2,152 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,134 $518K 0.22% +544 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,101 $516K 0.07% +13 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,054 $513K 0.02% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 8,046 $513K 0.04% +2,200 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,030 $512K 0.01% -142 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,976 $508K 0.19% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,976 $508K 0.09% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,966 $508K 0.01% -938 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,932 $505K 0.58% -10,366 13F-HR Timeline Rooted Wealth Advisors, Inc. 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More: the full row for Astoria Portfolio Advisors LLC. 7,918 $500K 0.11% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,830 $499K 0.14% -490 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,802 $497K 0.17% +226 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,777 $496K 0.03% -162 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 7,755 $494K 0.04% 0 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 7,070 $493K 0.12% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,712 $491K 0.02% -165 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,686 $490K 0.11% +334 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 7,670 $489K 0.07% +2,659 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,657 $488K 0.25% -796 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,652 $487K 0.02% -1,008 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 7,650 $487K 0.15% -35,826 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,902 $487K 0.01% +45 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 7,620 $485K 0.01% +40 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,616 $485K 0.14% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,550 $484K 0.11% +240 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,552 $481K 0.02% -668 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 8,050 $481K 0.3% 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 7,538 $480K 0.03% +234 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 7,520 $479K 0.58% -4,210 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 7,500 $478K 0.14% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,469 $476K 0.04% -100 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 7,463 $475K 0.03% -142 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,436 $474K 0.04% +99 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,431 $473K 0.01% +1,133 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 7,327 $470K 0.02% -383 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,241 $461K 0.01% +640 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 7,240 $461K 0.09% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 7,211 $459K 0.16% +209 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,203 $459K 0.29% -26 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 7,202 $459K 0.11% +234 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,200 $459K 0.13% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,185 $458K 0.02% -410 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 6,517 $457K 0.28% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,132 $454K 0.02% -2,318 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,107 $453K 0.07% -370 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,059 $450K 0.01% -441 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 7,017 $447K 0.03% -964 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 7,004 $446K 0.13% +4 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 7,032 $445K 0.3% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,974 $444K 0.01% -158 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 6,954 $443K 0.12% +288 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 6,944 $442K 0.1% -250 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,943 $442K 0.02% +2,036 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 6,931 $442K 0.01% -133 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 6,928 $441K 0.14% +1,422 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,920 $441K 0.01% -878 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,860 $437K <0.01% -1,674 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 6,860 $437K 0.31% -109 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,853 $437K 0.24% 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 6,848 $436K 0.35% -65 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 6,831 $435K 0.26% +608 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,801 $433K 0.15% -311 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,740 $432K 0.05% +1,391 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,645 $432K 0.01% -1,054 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 6,736 $429K 0.03% +216 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,734 $429K 0.07% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,733 $429K 0.05% +2,286 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 6,717 $428K 0.04% +4,469 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,711 $426K 0.12% -3,735 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,672 $425K 0.1% -2,551 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 6,671 $425K 0.36% 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 6,640 $423K 0.03% -1,463 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,640 $423K 0.01% -4 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,537 $416K 0.18% +620 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,489 $413K 0.09% +596 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,485 $413K 0.41% +260 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,484 $413K 0.02% -10,082 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,484 $413K 0.08% +2,663 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 6,476 $413K 0.21% -358 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,475 $412K 0.02% +2,318 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,432 $410K 0.08% -437 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 6,421 $409K 0.06% +42 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 6,418 $409K 0.19% -448 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 6,415 $409K 0.06% -829 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,413 $409K 0.06% -1,001 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,400 $408K 0.06% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 6,383 $407K 0.12% +670 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 6,367 $406K 0.04% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,352 $405K 0.08% +266 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,323 $403K 0.03% -53 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,281 $401K 0.01% -151 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,243 $400K 0.01% -30,148 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for JM2 Capital Inc. 6,083 $388K 0.31% 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 6,068 $387K 0.05% -270 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 6,064 $386K 0.06% -24 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,304 $386K 0.11% -187 13F-HR/A Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 6,017 $386K 0.09% -191 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 6,000 $382K 0.08% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,949 $381K 0.01% +47 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 5,977 $381K 0.05% -74,721 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 5,968 $380K 0.33% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,968 $380K 0.02% -887 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,918 $377K 0.05% -6,471 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,902 $376K 0.03% -663 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,820 $376K 0.02% -10,990 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,854 $375K 0.02% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,878 $374K 0.04% -46 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,875 $374K 0.03% -1,151 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 5,868 $374K 0.3% +165 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,860 $373K 0.02% -1,046 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,831 $372K 0.03% +1,991 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 5,801 $370K 0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,785 $369K 0.01% +293 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,778 $368K <0.01% +1,585 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5,762 $367K 0.07% -1,018 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 5,757 $367K 0.1% -1,685 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 5,716 $364K 0.06% +1,945 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 5,711 $364K 0.09% -2,500 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 5,700 $363K 0.08% -550 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,653 $360K 0.04% +2,171 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,608 $360K 0.11% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,627 $358K 0.05% +503 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,611 $357K 0.01% +453 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 5,617 $357K 0.16% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,600 $357K 0.03% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,595 $356K 0.06% +661 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,590 $356K 0.02% -1,155 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,627 $356K 0.07% -614 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 5,584 $356K 0.2% -597 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5,555 $354K 0.09% +1,600 13F-HR Timeline Group IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,546 $353K 0.06% +5 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,545 $353K 0.16% -71 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,539 $353K 0.11% -1,607 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,530 $352K 0.04% -182 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,488 $352K 0.03% -71 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,506 $351K 0.02% +682 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Mason LLC 5,420 $345K 0.14% +1 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 5,399 $344K 0.03% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 5,359 $341K 0.1% -262 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,354 $341K 0.22% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,351 $341K 0.13% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5,344 $340K 0.07% +79 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,293 $337K 0.08% +63 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,281 $336K 0.19% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,244 $334K 0.02% -3,708 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,200 $333K 0.11% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,232 $333K 0.09% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,228 $333K 0.03% +426 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,213 $332K 0.01% -1,279 13F-HR Timeline Group Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,209 $332K 0.13% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,199 $331K 0.04% +1,227 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,168 $329K 0.02% +1,439 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,155 $328K 0.01% -401 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 5,156 $328K 0.08% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,136 $327K 0.07% +20 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 5,122 $326K 0.01% +2,191 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 5,097 $325K 0.03% +119 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,093 $325K 0.02% -295 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,090 $324K 0.05% +26 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,026 $323K 0.02% -802 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 5,047 $322K 0.17% -7,730 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,963 $320K 0.01% +413 13F-HR Timeline