WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 39,198 $1.12M 0.93% +4,250 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 38,773 $1.11M 0.03% +3,636 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 38,730 $1.11M 0.16% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 38,051 $1.09M 0.21% +860 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 37,782 $1.08M 0.77% +146 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 37,207 $1.07M 0.16% +8,331 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 36,535 $1.05M 1.09% -169,794 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 36,360 $1.04M 0.16% -14,068 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 35,199 $1.01M 0.04% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 34,161 $979K 0.23% -321,328 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 32,686 $937K 0.48% +9,162 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,474 $931K 0.02% -512 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 31,881 $914K 0.46% -154,867 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 31,714 $909K 0.9% +1,537 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 31,563 $905K 0.1% -15,313 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 31,561 $905K 0.03% +635 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,506 $903K 0.01% +16,274 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 31,495 $903K 0.12% +2,472 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 30,981 $888K 0.35% +189 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 30,586 $877K <0.01% +1,495 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 29,802 $854K 0.11% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,702 $854K 0.05% -3,337 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 29,233 $838K 0.07% +7,522 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 28,707 $823K 0.2% +809 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 28,064 $802K 0.1% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,517 $789K 0.02% -3,395 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,479 $788K <0.01% +10,239 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 27,646 $787K 0.05% -31,737 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 27,426 $786K 0.03% -53,573 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,145 $778K 0.02% -6,026 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 26,914 $771K 0.07% -1,992 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,165 $750K 0.01% -4,482 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 25,465 $730K 0.01% -39,442 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,439 $729K <0.01% +3,789 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 24,520 $703K 0.01% new 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 24,342 $698K 0.54% -267 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 24,314 $697K 0.28% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 23,877 $684K 0.3% -776 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 23,689 $679K 0.17% -381 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 23,302 $668K 0.51% +860 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 22,014 $631K <0.01% +1,141 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 20,775 $595K 0.24% -3,345 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 20,625 $591K 0.01% +1,627 13F-HR Timeline Group True Blue Financial, LLC More: the full row for True Blue Financial, LLC 19,969 $572K 0.45% +3,184 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 19,968 $572K 0.24% -159 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 19,831 $568K <0.01% +130 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,392 $555K 0.02% +1,347 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 19,349 $555K 0.02% +351 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 18,428 $528K 0.01% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 18,350 $526K 0.07% +387 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 17,420 $499K 0.21% -939 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 17,382 $498K 0.08% -178 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 17,377 $498K 0.01% -407 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 16,566 $475K 0.45% +7,049 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 16,174 $464K 0.01% -15,789 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,085 $461K 0.01% +5 13F-HR Timeline Group AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 15,606 $447K 0.1% new 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 15,449 $443K 0.26% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 15,317 $439K 0.09% +2,249 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 15,005 $428K -615 Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 14,906 $427K 0.06% -17,641 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,818 $425K 0.02% +2,929 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 14,729 $422K 0.13% -3,998 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 14,551 $417K 0.01% +3,119 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,293 $410K 0.03% +2 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 14,240 $408K 0.1% new 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 13,991 $401K <0.01% +303 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,813 $396K 0.02% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,693 $392K 0.01% -1,565 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,511 $387K 0.18% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,379 $383K 0.13% -1,167 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 12,705 $364K 0.03% -190 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,856 $340K 0.1% -105 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,513 $330K 0.02% +18 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,508 $330K 0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11,459 $328K 0.06% +5,699 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 11,335 $325K 0.1% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 11,326 $325K 0.03% +97 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,309 $324K 0.01% -442 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,119 $319K <0.01% new 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 11,020 $316K 0.2% -259 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 10,846 $311K 0.2% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,623 $304K 0.02% +3,030 13F-HR Timeline Group Advisor Resource Council More: the full row for Advisor Resource Council 10,590 $304K 0.12% +788 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,588 $303K 0.01% +5,300 13F-HR/A Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,392 $298K 0.01% new 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 10,392 $298K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,364 $297K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,215 $293K <0.01% +4 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 10,172 $292K 0.12% +62 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,104 $290K 0.01% +1,117 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,981 $286K 0.01% +665 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,936 $285K 0.02% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 9,845 $282K 0.04% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,694 $278K 0.14% -605 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 9,511 $273K 0.28% +156 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 9,502 $272K 0.02% +1,388 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,390 $269K 0.01% +114 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,348 $268K 0.01% -4,704 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,314 $267K <0.01% -3,791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TIAA group of 3 filers holding More: the full row for TIAA 9,267 $266K -636 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,205 $264K 0.01% +1,905 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,128 $262K 0.02% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 9,014 $258K 0.02% -428,867 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,970 $257K 0.03% -3,891 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 8,899 $255K 0.03% -527 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,860 $254K 0.03% +463 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,815 $253K 0.01% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,659 $248K 0.02% -4,006 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,598 $246K 0.01% -155,212 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,551 $245K 0.06% +251 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,510 $244K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,339 $239K <0.01% +5,691 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,183 $235K <0.01% -4,890 13F-HR Timeline Group Capital CS Group, LLC More: the full row for Capital CS Group, LLC 8,078 $232K 0.48% -110 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 8,047 $231K 0.21% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 8,014 $230K <0.01% -31,652 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,996 $229K <0.01% +34 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,955 $228K 0.19% new 13F-HR/A Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,627 $219K 0.05% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,500 $215K 0.01% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,301 $209K 0.13% +17 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 7,107 $204K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,553 $188K 0.01% -9,381 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,456 $156K <0.01% +17 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,652 $133K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,341 $124K <0.01% +26 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,179 $120K <0.01% +1,362 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,067 $117K <0.01% +183 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,430 $98.3K <0.01% -158,122 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,155 $90.4K 0.01% -230 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,822 $80.9K 0.1% +17 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,754 $78.9K 0.02% +224 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,494 $71.5K 0.01% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 2,162 $61.8K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,033 $58.3K <0.01% +1,984 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,938 $55.5K 0.01% -173 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,845 $52.9K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,810 $51.9K <0.01% -35,375 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,785 $51.2K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,780 $51K 0.02% -75 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,688 $48.4K <0.01% -7,944,187 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,613 $46.2K <0.01% +8 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,575 $45.1K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,397 $39.9K 0.01% +1,062 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,307 $37.5K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,293 $37K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,275 $36.5K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,110 $31.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,093 $31.3K <0.01% +1,039 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,086 $31.1K 0.02% -137 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 918 $26.3K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 917 $26.3K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 816 $23.3K <0.01% +807 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 815 $23K <0.01% +701 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 600 $17.2K <0.01% -2,019 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 583 $16.7K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 578 $16.6K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 573 $16.4K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 569 $16.3K <0.01% 0 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 483 $13.8K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 419 $12K 0.01% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 378 $10.8K <0.01% -73 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 343 $9.8K <0.01% new 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 335 $9.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 328 $9.4K <0.01% -4,894 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 312 $8.94K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 300 $8.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 280 $8.03K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 249 $7.14K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 226 $6.48K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 201 $5.76K <0.01% +168 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 190 $5.45K <0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 189 $5.41K <0.01% 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 175 $5.02K <0.01% -512 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 123 $3.52K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 114 $3.27K <0.01% -3 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 113 $3.24K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 92 $3K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 90 $2.58K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $2.15K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 56 $1.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $1.55K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 52 $1.49K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 50 $1.43K <0.01% -218 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 48 $1.38K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 47 $1.35K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 42 $1.2K <0.01% -682 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 37 $1.06K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $954 <0.01% +1 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 33 $946 <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 25 $717 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 25 $717 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 17 $487 <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 4 $115 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $86 <0.01% -1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $45 <0.01% -1,739 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $28 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 0 $8 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.