ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 7,388 $4.92M 1.07% +216 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,387 $4.92M 2.12% -545 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 7,381 $4.92M 0.44% -335 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 7,370 $4.91M 0.52% -10,184 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7,350 $4.9M 0.28% +146 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,350 $4.9M 0.46% +274 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,346 $4.89M 0.63% +1,548 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 7,320 $4.88M 4.01% -70 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7,259 $4.87M 0.27% +2,387 13F-HR Timeline Family Legacy, Inc. 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Administradora General de Fondos 6,954 $4.74M 5.24% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,111 $4.74M 0.6% +215 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,090 $4.72M 0.31% +382 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 7,087 $4.72M 0.35% +226 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 7,071 $4.71M 1.74% +18 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 7,063 $4.71M 0.19% +5,001 13F-HR/A Timeline Two Point Capital Management, Inc. 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More: the full row for Wealthstream Advisors, Inc. 7,042 $4.69M 0.71% -2,104 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 7,011 $4.67M 0.66% +5,560 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 7,010 $4.67M 0.01% +3,447 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,000 $4.66M 2.13% -47 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 6,997 $4.66M 0.84% -134 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,964 $4.64M 1.01% +54 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,921 $4.61M 0.29% -1,761 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 6,920 $4.61M 1.16% -112 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 6,909 $4.61M 0.94% -265 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 6,912 $4.6M 0.84% +185 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 6,909 $4.6M 0.62% -270 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 6,909 $4.6M 2.32% +1,499 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 6,895 $4.59M 4.17% +7 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 6,893 $4.59M 0.98% -2,075 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,852 $4.56M 1.14% +1,582 13F-HR Timeline Clear Point Advisors Inc. 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More: the full row for Total Clarity Wealth Management, Inc. 6,792 $4.52M 1.2% -480 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 6,787 $4.52M 0.25% +25 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,767 $4.51M 0.87% +1,064 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,754 $4.5M 0.23% +5,452 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 6,748 $4.5M 0.22% 0 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 6,738 $4.49M 0.53% -1,890 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 6,725 $4.48M 1.97% -136 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 6,704 $4.47M 1.36% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,699 $4.46M 0.88% -75 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 6,699 $4.46M 3.23% -86 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,698 $4.46M 0.79% -198 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 6,684 $4.45M 1.75% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 6,680 $4.45M 3.1% +232 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,678 $4.45M 1.34% -321 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 6,677 $4.45M 0.28% -1,062 13F-HR/A Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 6,669 $4.44M 1.78% +3,207 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 6,668 $4.44M 0.63% +373 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,655 $4.43M 0.72% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,641 $4.42M 0.24% +45 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 6,634 $4.42M 2% -270 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 6,634 $4.42M 0.96% +5,641 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 6,627 $4.41M 1.46% +3 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 6,620 $4.41M 0.52% -45 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 6,618 $4.41M 2.5% -131 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 6,615 $4.41M 0.44% +3,096 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 6,613 $4.41M 3.94% -96 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 6,608 $4.4M 0.67% +10 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 6,602 $4.4M 1.18% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 6,602 $4.4M 0.65% +1 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 6,593 $4.39M 2.05% 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,566 $4.39M 0.52% -1 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 6,424 $4.38M 2.27% 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,559 $4.37M 0.56% -3,715 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,540 $4.37M 1.69% -144 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 6,549 $4.36M 2.01% +1 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,538 $4.36M 0.27% -205 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 6,509 $4.34M 1.45% -146 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,497 $4.33M 2.21% +17 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 6,490 $4.32M 1.88% -64 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,485 $4.32M 0.17% -68 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,481 $4.32M 1.88% -1,897 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 6,700 $4.29M 1.35% new 13F-HR/A Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 6,441 $4.29M 1.77% +5,064 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,436 $4.29M 0.05% +37 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 6,436 $4.29M 3.32% +6 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 6,432 $4.28M 0.24% +83 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,385 $4.27M 0.27% +75 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 6,413 $4.27M 1.35% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 6,412 $4.27M 0.51% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 6,411 $4.27M 1.36% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,407 $4.27M 0.99% +34 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 6,403 $4.27M 1.32% +456 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 6,401 $4.26M 2.91% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 6,386 $4.25M 0.47% +92 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,376 $4.25M 0.25% +8 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 6,355 $4.24M 0.33% +2,383 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,365 $4.24M 0.92% +222 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,365 $4.24M 1.53% -25 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 6,354 $4.23M 0.75% -282 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,343 $4.23M 0.37% +62 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,308 $4.2M 2.41% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,307 $4.2M 1.36% -30 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 6,299 $4.2M 0.1% -352 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,264 $4.17M 2.6% +177 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 6,261 $4.17M 1.08% +520 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,068 $4.17M 0.84% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,254 $4.17M 0.2% -166 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 6,245 $4.16M 2.39% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,244 $4.16M 0.99% -59 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,243 $4.16M 0.13% -250 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 6,241 $4.16M 1.61% +27 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 6,232 $4.15M 1.35% -1,874 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,229 $4.15M 1.59% +61 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,227 $4.15M 1.08% -1,809 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,219 $4.14M 0.26% +465 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 6,211 $4.14M 1.91% -710 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 6,165 $4.11M 2.22% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,110 $4.08M 0.41% +675 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 6,121 $4.08M 4.74% +762 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 6,118 $4.08M 0.28% -56 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 6,116 $4.07M 0.91% +103 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,113 $4.07M 0.66% +1,307 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 6,111 $4.07M 0.73% +60 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 6,110 $4.07M 0.23% +134 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 6,108 $4.07M 0.74% -126 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 6,104 $4.07M 0.67% +44 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 6,578 $4.06M 0.34% -50 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,094 $4.06M 0.2% -625 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,080 $4.05M 0.46% -68 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,073 $4.05M 1.28% 0 13F-HR Timeline Paradigm, Strategies in Wealth Manageme… More: the full row for Paradigm, Strategies in Wealth Management, LLC 6,070 $4.04M 2.59% -234 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 6,068 $4.04M 0.6% +339 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,064 $4.04M 1.06% -245 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,049 $4.03M 0.16% +30 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,048 $4.03M 0.28% -63 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 6,047 $4.03M 0.13% -355 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 6,045 $4.03M 0.14% 0 13F-HR/A Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 6,040 $4.02M 0.02% 0 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,038 $4.02M 0.3% -36 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,020 $4.01M 0.73% +27 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 6,017 $4.01M 1.51% +92 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 6,000 $4M 0.15% -14,000 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,980 $3.98M 1.22% -227 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 5,950 $3.98M 0.57% +120 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,976 $3.98M 1.93% -25 13F-HR Timeline Security Financial Services, INC. 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More: the full row for AMERIFLEX GROUP, INC. 5,944 $3.96M 1.48% +1,521 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 5,934 $3.95M 4.03% -39 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,920 $3.95M 1.92% +234 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,931 $3.95M 2.22% -63,227 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 5,930 $3.95M 2.14% -790 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,929 $3.95M 1.23% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,921 $3.94M 1.1% -320 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 5,920 $3.94M 1.09% +55 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,919 $3.94M 1.83% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 5,914 $3.94M 0.5% -650 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 5,905 $3.93M 0.35% +2,640 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,755 $3.93M 1.64% +1,040 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,892 $3.93M 0.06% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $3.92M 3.16% 0 13F-HR Timeline Amount filed as zero, left out of ratios. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 5,866 $3.92M 0.34% -140 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,879 $3.92M 0.03% +14 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 5,878 $3.92M 2.84% -951 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,868 $3.91M 1.09% +4 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 5,860 $3.9M 1.6% +21 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 5,848 $3.9M 1.3% +72 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 5,843 $3.89M 1.41% -655 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 5,833 $3.89M 0.54% -1 13F-HR Timeline