PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,128 $279K 0.02% +561 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 15,644 $279K 0.05% new 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,060 $278K 0.06% new 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 13,973 $276K 0.02% +2,593 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,894 $275K 0.01% +1,650 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 13,843 $274K 0.06% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 13,800 $273K 0.02% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,798 $273K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,788 $273K 0.01% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 13,760 $272K 0.06% -1,298 13F-HR Timeline 25 LLC More: the full row for 25 LLC 13,635 $270K 0.11% -4,459 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 13,548 $268K 0.07% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 13,499 $267K 0.06% -6,959 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,416 $265K 0.02% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,411 $265K 0.01% -6,548 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 13,328 $264K 0.19% 0 13F-HR/A Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 13,326 $264K 0.04% -10,089 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,305 $263K 0.01% -1,970 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 13,272 $263K <0.01% 0 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13,259 $262K 0.14% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 13,137 $260K 0.05% new 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 13,128 $260K 0.15% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 13,124 $260K 0.05% +16 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,052 $258K 0.14% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 12,985 $257K 0.17% new 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 12,982 $257K 0.06% -42,118 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 12,787 $257K 0.09% 0 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 12,942 $256K 0.14% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 12,936 $256K 0.09% -230 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,892 $255K 0.05% -375 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,854 $254K 0.02% -370 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 12,754 $252K 0.05% +800 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 12,751 $252K 0.04% -3,035 13F-HR/A Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 12,726 $252K 0.08% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 12,675 $251K 0.01% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 12,660 $250K 0.05% +956 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 12,620 $250K 0.17% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,581 $249K 0.01% +175 13F-HR Timeline Group Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 12,578 $249K 0.07% -4,612 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 12,553 $248K 0.11% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,542 $248K 0.02% -747 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,531 $248K 0.01% 0 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 12,402 $245K 0.23% -178 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 12,370 $245K 0.03% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,319 $244K 0.01% -11,580 13F-HR/A Timeline Group Plan A Wealth LLC More: the full row for Plan A Wealth LLC 12,155 $240K 0.19% +1,515 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,089 $239K 0.01% +2,075 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 12,068 $239K 0.04% new 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 12,048 $238K 0.06% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 12,713 $238K 0.04% +1,306 13F-HR/A Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 12,003 $237K 0.17% +1,358 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 11,928 $236K 0.01% -314 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 11,907 $236K 0.02% -10,670 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 11,895 $235K 0.07% -25 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,882 $235K 0.01% new 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 11,870 $235K 0.09% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,826 $234K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11,706 $234K 0.04% -336 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 11,800 $233K 0.02% -266 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 11,685 $231K 0.11% -8,648 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 11,685 $231K 0.09% +490 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 11,662 $231K 0.05% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 11,644 $230K 0.02% +5,273 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 11,604 $230K 0.15% -4,320 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 11,589 $229K 0.05% +740 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 11,547 $228K 0.02% new 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 11,503 $228K 0.1% -4,148 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 11,454 $227K 0.08% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 11,400 $226K 0.07% 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 11,400 $225K 0.15% 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 11,377 $225K 0.11% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 11,336 $224K 0.12% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 11,248 $222K 0.17% -1,047 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 11,240 $222K 0.04% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 11,080 $222K 0.06% -6,075 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,163 $221K 0.04% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 11,126 $220K 0.1% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,112 $220K 0.02% -414 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,044 $218K 0.11% -294 13F-HR Timeline Lesa Sroufe & Co More: the full row for Lesa Sroufe & Co 10,969 $217K 0.22% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10,877 $215K 0.02% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,856 $215K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10,837 $214K 0.04% +10,206 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 10,822 $214K 0.06% -4,683 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,797 $214K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 10,791 $213K 0.02% -714 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 10,777 $213K 0.01% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,768 $213K 0.04% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 10,767 $213K 0.01% -922 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 10,103 $211K 0.07% new 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 10,322 $211K 0.08% 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,606 $210K <0.01% +16 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,602 $210K 0.09% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 10,534 $208K 0.1% -280 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,507 $208K 0.06% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10,475 $207K 0.03% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 10,466 $207K 0.07% -1,382 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,451 $207K 0.04% -2,033 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 10,134 $207K 0.03% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10,399 $206K 0.04% +6,677 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,368 $205K 0.01% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 10,325 $204K 0.13% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 10,294 $204K 0.05% -1 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 10,265 $203K 0.17% -167 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,150 $201K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10,119 $200K 0.09% -2,205 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,094 $200K 0.01% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,024 $198K 0.01% new 13F-HR Timeline Group Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,011 $198K 0.17% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,583 $190K 0.02% +193 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 9,407 $186K 0.16% -460 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,190 $182K 0.03% +509 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 9,149 $182K 0.08% +2,246 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,813 $174K 0.01% -694 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,699 $172K 0.01% +6,430 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8,502 $168K 0.03% 0 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 8,482 $168K 0.09% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 8,342 $165K 0.04% +75 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,184 $162K 0.01% -2,079 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,180 $162K 0.15% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 7,617 $151K <0.01% +11 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7,546 $149K 0.05% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7,311 $144K 0.1% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 7,122 $141K 0.14% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,890 $136K 0.04% -1,045 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,848 $135K 0.01% +52 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,824 $135K 0.01% +1,037 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 6,811 $135K 0.01% -191,705 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6,666 $132K 0.01% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 6,536 $129K 0.05% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,532 $129K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,510 $129K <0.01% -2,413 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6,160 $122K 0.05% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 6,132 $121K 0.01% +3,142 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6,120 $121K 0.24% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 6,000 $119K 0.04% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,984 $118K 0.03% -330 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5,922 $117K 0.06% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,844 $116K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,735 $113K 0.01% +881 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,718 $113K 0.07% -642 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 5,612 $111K 0.04% -53 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5,594 $111K 0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 5,581 $110K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,540 $110K 0 Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 5,362 $106K 0.01% +815 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 5,328 $105K 0.05% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,236 $104K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,171 $102K <0.01% +2,440 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5,100 $101K 0.04% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,001 $99K 0.04% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 4,791 $94.8K 0.06% -460 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 4,662 $92.2K 0.05% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,611 $91.2K 0.03% -448 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,552 $90K <0.01% -563 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 4,475 $88.5K 0.06% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,441 $87.8K 0.03% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,298 $85K 0.04% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4,589 $84.9K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,232 $84K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4,221 $83.5K 0.01% +2,000 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,147 $82K 0.03% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,059 $80.3K 0.01% 0 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) 3,943 $78K <0.01% -32,792 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,840 $76K 0.01% +530 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,815 $75.5K 0.01% +7 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,778 $74.7K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,763 $74.4K 0.02% -7,970 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 3,758 $74K <0.01% -7,662 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,668 $72.6K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,920 $72K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3,629 $71.8K 0.08% +121 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,514 $69.5K 0.02% -1,022 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,512 $69.5K 0.03% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,508 $69.4K 0.05% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 3,465 $69K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,466 $68.6K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,410 $67.4K <0.01% -2,014 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,385 $67K <0.01% +1,997 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,348 $66.2K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,317 $65.6K 0.04% -208 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 3,280 $64.9K 0.03% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,000 $59.3K 0.05% -1,590 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,984 $59K 0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,920 $57.8K 0.03% -76 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2,794 $55.3K 0.01% -1,066 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,730 $54K <0.01% +222 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,719 $53.8K 0.02% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,706 $53.5K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,677 $52.9K 0.02% -364 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,542 $50.3K <0.01% 0 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,506 $49.6K 0.04% +467 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,304 $45.6K 0.01% +140 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,248 $44.5K 0.02% -348 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,192 $43.5K 0.02% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,938 $38.3K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,930 $38.2K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,883 $37.2K 0.01% -22 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,698 $33.6K 0.02% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,647 $32.6K 0.02% +105 13F-HR Timeline