Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 29,051 $3.9M 0.45% +215 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 28,999 $3.89M 2.96% 13F-HR/A Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 28,768 $3.89M 1.1% +11,385 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 28,956 $3.89M 1.14% -1,200 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 28,939 $3.89M 0.78% +23,450 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 28,940 $3.89M 2.78% -3,350 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 28,919 $3.88M 2.73% 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 28,869 $3.88M 1.25% -1,363 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 28,867 $3.88M 0.97% +2,665 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 28,846 $3.87M 0.31% +11,255 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 28,755 $3.86M 2.15% -345 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 28,710 $3.86M 1.06% +3,850 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 28,703 $3.85M 1.45% +28,426 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 28,681 $3.85M 0.32% +254 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 28,670 $3.85M 0.63% -1,283 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 28,665 $3.85M 1.03% +1,045 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 28,618 $3.84M 1.43% -270 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 28,564 $3.84M 1.74% +1,273 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 28,560 $3.84M 0.49% +1,473 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 28,554 $3.83M 0.45% +2,695 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 28,548 $3.83M 1.24% -391 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 28,500 $3.83M 1.6% -6,700 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 28,471 $3.82M 1.71% +1,230 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 28,435 $3.82M 1.43% +3,727 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 28,409 $3.82M 0.93% -159 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 28,373 $3.81M 2.43% +655 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 28,313 $3.8M 0.88% -3,092 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 28,305 $3.8M 0.77% +9,619 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 28,283 $3.8M 0.71% +12,167 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 28,225 $3.79M 2.67% +893 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 28,200 $3.79M 0.09% 0 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 28,196 $3.79M 1.55% +591 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 28,153 $3.78M 1.14% +702 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 28,130 $3.78M 1.47% -700 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 28,097 $3.77M 0.82% +2,366 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 28,071 $3.77M 2.82% -34,786 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 28,044 $3.77M 2.07% 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 28,042 $3.77M 1.98% +1,071 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 28,022 $3.76M 1.75% -365 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 27,977 $3.76M 0.32% +762 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 27,920 $3.75M 1.2% -2,252 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 27,905 $3.75M 0.81% +8,852 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 27,861 $3.74M 3.09% +4 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 27,860 $3.74M 0.4% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 27,829 $3.74M 6.03% +6,010 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 27,823 $3.74M 2% 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 27,704 $3.72M 0.67% +1,695 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 27,681 $3.72M 0.67% +1,538 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 27,643 $3.71M 2.09% +459 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 27,623 $3.71M 0.03% -7,670 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 27,581 $3.7M 1.35% -169 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 27,516 $3.7M 0.75% -1,015 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 27,513 $3.69M 1.14% -615 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 27,493 $3.69M 0.35% +866 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 27,471 $3.69M 0.97% +944 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 27,444 $3.69M 0.52% +2,392 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 27,355 $3.67M 0.3% -652 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 27,873 $3.67M 2.56% +990 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 27,337 $3.67M 1.46% -15,428 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 27,211 $3.65M 0.53% -810 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 27,189 $3.65M 3.36% 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 27,187 $3.65M 0.79% 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 27,141 $3.64M 0.48% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 27,093 $3.64M 2.41% -11,495 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 27,090 $3.64M 1.52% -2,465 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 27,688 $3.64M 1.04% -1,260 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 27,081 $3.64M 1.11% -2,428 13F-HR Timeline Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 27,050 $3.63M 2.35% -641 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 26,970 $3.62M 1.59% -3,432 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,963 $3.62M 0.94% +1,717 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 26,930 $3.62M 1.76% +435 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 26,890 $3.61M 0.28% -1,350 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,887 $3.61M 1.09% -3,530 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 26,843 $3.6M 0.38% -1,723 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 26,836 $3.6M 0.34% +704 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 26,795 $3.6M 3.06% 0 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 26,773 $3.6M 1.61% -18 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 26,744 $3.59M 2.52% -3,039 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 26,715 $3.59M 1.06% -126 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 26,081 $3.59M 5.37% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 26,700 $3.59M 1.15% +9,944 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 26,582 $3.57M 0.5% +1,134 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 26,576 $3.57M 0.69% +828 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 26,549 $3.57M 0.52% +3,264 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 26,500 $3.56M 1.32% -1,250 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 26,500 $3.56M 2.08% +7,500 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 26,498 $3.56M 1.13% -208 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 26,478 $3.56M 0.77% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 26,477 $3.56M 0.27% +1,000 13F-HR Timeline Group Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 26,401 $3.55M 2.58% 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 26,374 $3.54M 1.39% +10,035 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 26,345 $3.54M 0.75% +426 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 26,316 $3.53M 4.16% -1,354 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 26,110 $3.53M 2.46% -1,015 13F-HR Timeline Crescent Park Management, L.P. More: the full row for Crescent Park Management, L.P. 26,250 $3.53M 1.45% +13,663 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 25,457 $3.52M 1.34% +2,074 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 26,207 $3.52M 1.84% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 26,190 $3.52M 0.69% -258 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 26,154 $3.51M 2.64% +22,059 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 26,146 $3.51M 0.7% +323 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 26,141 $3.51M 2.01% +332 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 26,139 $3.51M 2.7% +6 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 26,122 $3.51M 3.55% +3 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 26,119 $3.51M 1.23% +6,017 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 26,099 $3.5M 0.17% +278 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 26,070 $3.5M 1.55% +4,879 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 26,005 $3.49M 0.93% -673 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 26,004 $3.49M 1.02% +1,294 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 25,967 $3.49M 0.96% -2,181 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 25,958 $3.49M 2.34% -560 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 26,164 $3.49M 1.9% +2,279 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 25,890 $3.48M 0.89% -370 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25,888 $3.48M 0.87% -14,683 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 25,794 $3.46M 0.46% -559 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 25,793 $3.46M 2.31% -7,985 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 25,772 $3.46M 0.32% -22,233 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 25,746 $3.46M 2.76% -5,429 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 25,691 $3.45M 0.55% -64 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 25,673 $3.45M 6.22% -112 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 25,672 $3.45M 1.87% +7,323 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 25,652 $3.44M 0.5% -187 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 25,650 $3.44M 1.51% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 25,611 $3.44M 1.78% +8,929 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 25,567 $3.43M 0.79% +5,143 13F-HR/A Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 25,553 $3.43M 0.39% +1,430 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 25,526 $3.43M 3.84% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 25,521 $3.43M 0.23% +68 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 28,200 $3.42M 2.02% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 25,493 $3.42M 0.37% -1,295 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 25,367 $3.41M 1.53% +355 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 25,350 $3.4M 0.28% -2,089 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 25,271 $3.39M 0.85% 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 25,266 $3.39M 0.63% +927 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 25,236 $3.39M 1.36% -251,041 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 25,214 $3.39M 0.53% +1,046 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 25,200 $3.38M 0.82% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 28,155 $3.38M 2.91% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25,172 $3.38M 0.97% 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 413 $3.38M 4.07% -21,319 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 25,135 $3.38M 2.57% 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 25,131 $3.37M 3.54% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 25,100 $3.37M 0.92% +800 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 25,010 $3.36M 1.27% -462 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 25,000 $3.36M 3.21% 13F-HR/A Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 24,982 $3.35M 2.48% -2 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 24,978 $3.35M 1.03% 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 24,954 $3.35M 0.3% -24,272 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 24,950 $3.35M 0.81% -324 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 24,927 $3.35M 0.7% +16,090 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 24,924 $3.35M 1.91% +81 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 24,859 $3.34M 1.79% +2,202 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 24,849 $3.34M 0.6% -362 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 24,799 $3.33M 2.63% -93 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 24,799 $3.33M 0.68% +9,936 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 24,795 $3.33M 0.56% -1,193 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 24,790 $3.33M 0.26% +2,201 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 24,749 $3.32M 0.88% -131 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 24,721 $3.32M 2.37% 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 24,693 $3.32M 1.37% +3,816 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 24,570 $3.3M 0.9% -43,800 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 24,537 $3.3M 0.76% -1,819 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 24,510 $3.29M 3.29% 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 24,498 $3.29M 1.95% +2,447 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 24,462 $3.29M 0.13% -27,088 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 25,058 $3.28M 0.41% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24,415 $3.28M 0.21% +46 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 24,362 $3.27M 1.18% +4,338 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 24,174 $3.25M 1.07% +6,072 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 24,160 $3.24M 0.04% -1,900 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 24,156 $3.24M 1.65% +9,780 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 24,138 $3.24M 1.18% -129 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 24,124 $3.24M 0.33% +297 13F-HR/A Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 24,111 $3.24M 1.82% +1,522 13F-HR Timeline GG Group Ventures, LLC More: the full row for GG Group Ventures, LLC 24,102 $3.24M 4.27% +317 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 24,082 $3.23M 1.34% +813 13F-HR/A Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 24,029 $3.23M 1.43% -374 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 24,025 $3.23M 0.56% +1,280 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 24,024 $3.23M 2.79% 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 24,010 $3.22M 2.13% 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 24,009 $3.22M 1.31% +2,213 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 24,000 $3.22M 1.03% -19,433 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 23,986 $3.22M 0.73% +407 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 23,985 $3.22M 4.79% -3,400 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 23,979 $3.22M 2.4% +442 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 23,970 $3.22M 2.15% -4,917 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 23,964 $3.22M 0.76% +1,578 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 23,963 $3.22M 1.86% +1,745 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 23,951 $3.22M 0.06% +1,210 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 23,950 $3.22M 0.39% -1,000 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 23,925 $3.21M 0.99% +86 13F-HR Timeline NOVUS ADVISORS, LLC More: the full row for NOVUS ADVISORS, LLC 23,847 $3.2M 3.19% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 23,780 $3.19M 0.73% +8,115 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 23,762 $3.19M 1.89% +2,626 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 23,742 $3.19M 0.41% +5,048 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 23,694 $3.18M 2.11% 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 23,674 $3.18M 1.68% +87 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 23,643 $3.17M 2.3% -912 13F-HR Timeline Grant/GrossMendelsohn, LLC More: the full row for Grant/GrossMendelsohn, LLC 23,603 $3.17M 1.66% +5,755 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 23,595 $3.17M 2.57% 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 23,595 $3.17M 1.67% 13F-HR Timeline