GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 24,485 $547K 0.09% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 24,400 $545K 0.03% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,305 $543K 0.01% +8 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 24,140 $539K <0.01% +11,202 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 23,364 $522K <0.01% -10,046 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 23,000 $514K 0.09% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 22,650 $506K 0.01% -1,855 13F-HR/A Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 22,282 $501K 0.08% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 22,076 $493K 0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 22,035 $492K 0.04% +4,135 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 21,976 $491K 0.07% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 21,794 $487K 0.04% +20 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,110 $471K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 21,071 $467K 0.02% +8,446 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 21,349 $466K 0.31% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,699 $462K 0.11% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,000 $447K 0.07% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 19,909 $445K 0.03% -1,500 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 19,700 $440K 0.03% -11,850 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 19,652 $439K <0.01% +2,701 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 19,250 $430K 0.15% -1,433 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 19,173 $428K 0.15% +394 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,884 $422K 0.05% +1,325 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,100 $419K 0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 18,653 $417K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,626 $416K <0.01% +3,836 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 18,556 $414K 0.06% -495 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 18,452 $412K 0.07% -3,799 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 18,300 $409K 0.21% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 18,318 $409K 0.39% new 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 18,153 $405K 0.07% -4,135 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 17,848 $399K 0.09% -100 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 17,642 $394K 0.26% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,600 $393K 0.02% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 17,500 $391K 0.16% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 21,704 $390K <0.01% +3,086 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,147 $383K 0.01% -3,026 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 17,000 $380K 0.31% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,856 $376K <0.01% +3 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,500 $368K 0.01% -2,200 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 16,200 $362K 0.18% -5,700 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 15,928 $356K <0.01% -127 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 15,750 $352K 0.25% -1,250 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 15,591 $348K 0.19% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,463 $345K <0.01% -519 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 15,460 $345K 0.01% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 15,457 $345K 0.25% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 15,968 $344K 0.11% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,398 $344K 0.09% +237 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,268 $341K 0.03% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,100 $337K 0.01% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 14,783 $330K 0.01% -1,232 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 14,690 $328K 0.04% -387 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 14,600 $326K 0.04% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 14,595 $326K 0.02% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,455 $323K <0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,294 $319K <0.01% +100 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 14,267 $319K 0.06% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,162 $316K 0.07% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,900 $310K 0.02% +3,000 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,602 $304K 0.04% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,448 $300K <0.01% -620 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,921 $289K 0.02% -1,926 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,865 $287K <0.01% new 13F-HR Timeline Elemental Capital Partners LLC More: the full row for Elemental Capital Partners LLC 12,753 $285K 0.12% new 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 12,508 $279K 0.08% +258 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,310 $276K <0.01% 0 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 12,206 $273K 0.22% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,120 $272K <0.01% +2,157 13F-HR Timeline Group Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 12,058 $269K 0.15% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 12,033 $269K 0.16% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,189 $266K 0.01% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,918 $266K 0.04% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,760 $263K <0.01% -45,467 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 11,653 $260K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,651 $260K <0.01% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,574 $258K 0.03% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,352 $254K <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,295 $252K <0.01% 0 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 11,208 $250K 0.01% +170 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,891 $243K 0.01% -62 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 10,800 $241K 0.06% -500 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,800 $241K 0.08% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 10,788 $241K 0.03% new 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 14,700 $240K 0.11% +2,300 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,700 $239K <0.01% 0 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,600 $237K 0.02% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 10,594 $237K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,545 $235K <0.01% +5,434 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,489 $234K 0.01% -23,941 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,464 $234K <0.01% +30 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,434 $233K 0.04% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,338 $231K <0.01% 0 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 10,300 $230K 0.1% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 10,252 $229K <0.01% -2,732 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 12,547 $225K 0.02% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,000 $223K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $223K 0.05% 0 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,000 $223K 0.16% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 9,990 $223K 0.04% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,000 $223K 0.19% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,938 $222K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,896 $221K <0.01% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 9,850 $220K 0.11% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,784 $218K 0.02% -400 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 9,760 $218K 0.07% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,758 $218K 0.09% +160 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,732 $217K 0.01% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,701 $217K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9,700 $217K 0.03% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 9,646 $215K 0.05% new 13F-HR Timeline Arrow Investment Advisors, LLC More: the full row for Arrow Investment Advisors, LLC 9,607 $215K 0.23% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,557 $213K <0.01% -500 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,500 $212K 0.1% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,399 $210K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,197 $205K 0.01% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,140 $204K 0.01% new 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 8,646 $193K 0.05% -561 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,321 $181K 0.01% +102 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,000 $179K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,927 $177K <0.01% +350 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 7,400 $165K 0.15% +3,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,289 $163K <0.01% +671 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,064 $158K <0.01% -1,967 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,122 $133K <0.01% +5,822 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,560 $124K 0.04% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,255 $117K 0.06% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,076 $113K 0.01% +4,576 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,835 $108K <0.01% +4,560 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,690 $105K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,552 $102K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 4,336 $96.8K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,085 $89K <0.01% +17 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,807 $85K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,794 $84.7K <0.01% +3,494 13F-HR/A Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3,602 $80.4K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,550 $79.3K <0.01% -682 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,540 $79K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,400 $75.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,340 $74.6K 0.01% +188 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,300 $73.7K 0.02% 0 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/ 3,210 $71.6K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,146 $70.2K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,000 $67K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,960 $66.1K <0.01% -315 13F-HR Timeline City State Bank More: the full row for City State Bank 2,550 $56.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,500 $55.8K <0.01% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 2,500 $55.8K 0.05% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,357 $52.6K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,304 $51.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,232 $49.8K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,205 $49.2K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,200 $49.1K <0.01% 0 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,096 $46.8K 0.01% +43 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $44.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $44.7K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,982 $44.3K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,977 $44.1K 0.01% -286 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,700 $38K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,643 $36.7K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,574 $35.1K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,472 $32.9K 0.01% -6,330 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,423 $31.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $31.1K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,359 $30.4K +629 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,276 $28K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,247 $27.8K <0.01% +276 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,236 $27.6K <0.01% +536 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,221 $27.3K <0.01% -1,000 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,200 $27K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,203 $26.9K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,021 $22.8K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,000 $22.3K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $22.3K <0.01% -350 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $22.3K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 865 $19.3K 0.01% +18 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 841 $18.8K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 722 $16.1K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 650 $14.5K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $13.4K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $11.2K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $11.2K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $11.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 500 $11.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $11K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 450 $9.81K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $8.93K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 370 $8.26K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 330 $7.37K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 413 $7.05K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 247 $5.52K <0.01% -58 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $5.36K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 235 $5.25K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 222 $4.96K <0.01% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 206 $4.6K <0.01% -941 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 200 $4.47K <0.01% new 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 199 $4.45K <0.01% +4 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 194 $4K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $2.95K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 111 $2.48K <0.01% +2 13F-HR Timeline