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Inc 4,973 $3.68M 2.57% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,872 $3.6M 1.05% -11,847 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,844 $3.58M 0.1% +688 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 4,884 $3.53M 1.1% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,739 $3.51M 1.61% +55 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 4,612 $3.46M 1.72% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 4,670 $3.45M 0.52% -3 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,549 $3.45M 2.3% -305 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,557 $3.37M 0.05% -769 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,515 $3.34M 0.25% +141 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 4,470 $3.31M 0.36% -835 13F-HR Timeline XY Planning Network, Inc. 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Mason LLC 2,364 $1.75M 0.51% -11 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,334 $1.73M 0.08% 0 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,315 $1.71M 0.09% +65 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 2,260 $1.67M 0.7% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,248 $1.66M 0.15% +63 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,247 $1.66M 0.14% +15 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,245 $1.66M 0.17% +394 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,215 $1.64M 0.26% -20 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,179 $1.63M 0.66% -72 13F-HR Timeline Bill Few Associates, Inc. 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ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,509 $1.12M 0.63% -234 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. 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More: the full row for Parkshore Wealth Management, Inc. 1,374 $1.02M 0.26% -11 13F-HR Timeline Lotus Asset Management LLC More: the full row for Lotus Asset Management LLC 1,363 $1.01M 0.83% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,360 $1.01M 0.08% 0 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,354 $1M 0.41% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 1,344 $994K 0.27% 0 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 1,337 $989K 0.29% 0 13F-HR Timeline TLWM More: the full row for TLWM 1,334 $987K 0.16% 0 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 1,299 $961K 3.25% -954 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. 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