Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 23,479 $2.44M 0.02% 13F-HR/A Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,270 $2.42M 0.24% -2,065 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 22,994 $2.39M 3.04% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,886 $2.38M <0.01% +15,339 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 22,649 $2.36M 0.18% -72 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 22,537 $2.35M 0.7% -732 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 22,500 $2.34M 0.15% +5,000 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 22,394 $2.33M 2.54% 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 22,239 $2.31M 1.64% +407 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22,116 $2.3M 0.52% +618 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,934 $2.28M 0.06% -2,070 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,924 $2.27M 0.01% +7,007 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21,554 $2.24M -7,443 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,245 $2.21M 0.05% -981 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,475 $2.21M 0.98% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 21,174 $2.2M 0.06% new 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 20,939 $2.18M 0.38% -7,778 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,822 $2.17M 0.04% -795 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 20,469 $2.13M 0.3% +419 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 20,461 $2.13M 0.04% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,399 $2.12M 0.14% -260 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 20,345 $2.12M 0.58% -655 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 19,818 $2.06M 0.04% new 13F-HR/A Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 19,816 $2.06M 0.44% -728 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 19,756 $2.06M 0.4% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 19,568 $2.04M 0.12% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 19,542 $2.03M 1.4% -2,476 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 19,520 $2.03M 0.79% +21 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 19,492 $2.03M 0.43% -93,862 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 19,261 $2M 0.85% +81 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 19,181 $2M 0.33% -860 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 18,916 $1.97M 0.07% -14 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,905 $1.97M 0.02% -4,337 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 18,784 $1.95M 0.25% -5,127 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 18,720 $1.95M <0.01% -1,188 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 18,678 $1.94M 0.43% -6 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 18,570 $1.93M 0.65% +1,703 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 18,537 $1.93M 0.36% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 18,469 $1.92M 0.55% +8 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 18,075 $1.88M 0.06% +2 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,005 $1.87M 0.07% +1,317 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,957 $1.87M 0.04% +7,527 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,594 $1.83M 0.02% +1,050 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 17,559 $1.83M -6,019 Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 17,474 $1.82M 0.02% 0 13F-HR Timeline Group Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 17,423 $1.81M 0.53% -5,599 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 17,328 $1.8M 0.09% -602 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 17,188 $1.8M 1.7% +318 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 17,250 $1.8M 0.71% -6,250 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,141 $1.78M 0.02% +1,293 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 17,105 $1.78M 0.06% -863 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 17,005 $1.77M 0.84% -215 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,922 $1.76M 0.02% +7,210 13F-HR Timeline Group Finward Bancorp More: the full row for Finward Bancorp 16,863 $1.75M 1.36% -2,469 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,687 $1.74M 0.04% +260 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,528 $1.72M 0.04% -499 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 16,368 $1.7M <0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,010 $1.67M 0.05% -883 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 15,985 $1.66M 0.38% -144 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 15,930 $1.66M 3.41% -717 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,924 $1.66M 0.01% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,812 $1.65M 0.58% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15,808 $1.65M 0.72% +3,168 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 15,705 $1.63M 0.26% +83 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 15,525 $1.62M 0.25% -2,404 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,368 $1.6M 0.01% -111 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 15,340 $1.6M 0.15% -16 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 15,296 $1.59M 0 Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,158 $1.58M 0.13% +147 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 15,114 $1.57M 0.03% -1,114 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,761 $1.54M 0.35% -27,740 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,714 $1.53M 0.12% +114 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 14,527 $1.51M 0.12% -242 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,465 $1.51M 0.04% +201 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 14,445 $1.5M 0.72% +538 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,407 $1.5M 0.04% +141 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 13,950 $1.45M 0.33% +35 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 13,822 $1.44M 0.64% +372 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 13,411 $1.4M <0.01% -1,012 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 13,267 $1.38M 0.65% -926 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 13,237 $1.38M 0.97% +890 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 13,157 $1.37M 1.29% 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 12,920 $1.34M 0.2% -1,185 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 12,897 $1.34M 0.1% -687 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,834 $1.34M 0.01% +1,356 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 12,649 $1.32M <0.01% -769 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 12,572 $1.31M 0.53% -7 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 12,544 $1.31M <0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,304 $1.28M 0.05% +196 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 12,245 $1.27M 1.1% -3,842 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 12,116 $1.27M 0.13% -394 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 12,202 $1.27M 0.32% +220 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 12,164 $1.27M 0.1% +76 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 12,100 $1.26M 0.05% -100 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,077 $1.26M 0.36% -51 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 11,889 $1.24M 0.06% new 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,817 $1.23M 1.04% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,744 $1.22M 0.01% -9,028 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 11,675 $1.22M 0.07% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,385 $1.18M 0.28% -3,760 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 11,342 $1.18M 0.96% +47 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,270 $1.17M 0.01% +170 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 11,138 $1.16M 0.22% -37,766 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,124 $1.16M 0.01% +230 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 10,962 $1.14M 1.08% -94 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 10,784 $1.12M 1.11% 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 10,702 $1.11M 0.37% +1 13F-HR Timeline Split Rock Private Trading & Wealth Man… More: the full row for Split Rock Private Trading & Wealth Management, LLC 10,673 $1.11M 0.89% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,607 $1.1M 0.02% -564 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,582 $1.1M 0.27% -84 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,235 $1.07M 0.22% -1,452 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 10,088 $1.05M 0.22% -21 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,084 $1.05M 0.04% +86 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,958 $1.04M 0.02% -1,145 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 9,925 $1.03M 0.33% -125 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 9,806 $1.02M <0.01% -2,521 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 9,752 $1.01M 0.22% -73 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,742 $1.01M 0.08% -152 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 9,734 $1.01M 0.14% -11,204 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 9,688 $1.01M 0.24% +1 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,528 $992K 0.04% +1,827 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,524 $991K 0.35% +16 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,424 $981K 0.05% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,375 $976K 0.21% +11 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,123 $949K <0.01% +1,187 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 8,910 $947K 0.01% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 9,100 $947K 0.37% 0 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 9,089 $946K 0.18% +57 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 8,993 $936K 0.69% -66 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 8,895 $926K 0.49% +4,405 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,803 $916K 0.28% -1,161 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 8,774 $913K 0.07% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,712 $907K 0.01% +2,877 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 8,690 $904K <0.01% +5,439 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 8,427 $877K 0.02% +2,839 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 8,403 $874K 0.31% -1,490 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 8,392 $873K 0.46% +584 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,391 $873K 0.04% -436 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,374 $872K 0.01% +156 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 8,255 $859K 0.36% -1,131 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,238 $857K 0.03% -404 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,194 $853K 0.13% -6,258 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 8,181 $851K 0.07% -590 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 8,172 $851K 0.35% -6 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,100 $843K 0.01% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,027 $835K 0.08% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,994 $832K 0.02% +100 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 7,952 $828K 0.6% -371 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,880 $820K 0.06% +255 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,769 $809K 0.06% +40 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,702 $802K 0.01% +4 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7,655 $797K <0.01% -205 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,646 $796K 0.03% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,620 $793K 0.02% -1,031 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 7,606 $792K 0.19% +1,999 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,595 $790K 0.44% +150 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 7,352 $787K 0.15% -1,369 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 7,536 $784K 0.43% +1 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,506 $781K 0.03% new 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 7,504 $781K 0.55% -21 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,482 $779K 0.14% +215 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 7,362 $766K 0.59% +1,639 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,358 $766K 0.03% -6,276 13F-HR Timeline Group Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 7,278 $757K 0.43% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 7,439 $756K 0.08% -1,382 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 7,255 $755K <0.01% -53 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,245 $754K 0.01% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 7,162 $745K 0.26% +2,457 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 6,720 $745K 0.16% +11 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 7,100 $739K 0.16% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,946 $723K 0.05% -102 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,926 $721K 0.01% -15,080 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 6,921 $720K 0.14% -94 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 6,891 $717K 0.56% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,792 $716K 0.01% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 6,860 $714K 0.05% +2 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,782 $706K <0.01% -371 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,645 $692K 0.42% +161 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,645 $692K 0.15% -473 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6,593 $686K 0.05% 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,571 $684K 0.01% -26,510 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 6,560 $683K 0.37% -2,230 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,510 $678K 0.14% +23 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 6,508 $677K 0.41% -467 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 6,485 $675K 0.26% -235 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,466 $673K 0.06% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,449 $671K 0.01% +2,910 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,434 $670K 0.06% 0 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,384 $664K 0.06% +316 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 6,361 $662K 0.22% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,305 $656K 0.02% -4,324 13F-HR Timeline Group LAVELLE CAPITAL LP More: the full row for LAVELLE CAPITAL LP 6,290 $655K 0.41% 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,288 $654K 0.07% +857 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,275 $653K 0.05% new 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 6,185 $644K 0.15% 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,077 $632K 0.02% +25 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 6,069 $632K 0.18% -30 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,024 $627K 0.22% +241 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 6,017 $626K 0.36% +6 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 5,994 $624K 0.08% -605 13F-HR Timeline