&PARTNERS More: the full row for &PARTNERS 9,864 $1.09M 0.01% -1,757 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 9,860 $1.09M 0.01% -4,038 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,839 $1.09M 0.03% +22 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,808 $1.08M 0.01% -232 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 9,696 $1.07M 0.35% +3,269 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,651 $1.07M 0.66% +1,025 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 9,643 $1.06M 0.06% +117 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,495 $1.06M 0.02% +722 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 9,577 $1.06M 0.07% -219 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,575 $1.06M 0.05% -264 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 9,534 $1.05M 0.31% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,355 $1.03M 0.08% -548 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,280 $1.02M 0.07% +1,095 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 9,268 $1.02M 0.56% +6,811 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,226 $1.02M 0.02% -231 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 9,201 $1.02M 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,162 $1.01M 0.03% -25,775 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,101 $1.01M 0.03% -5,705 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 9,117 $1.01M 0.24% +7,021 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,032 $997K <0.01% +177 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 9,023 $996K 0.09% new 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 8,941 $987K 0.8% +418 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 8,920 $984K 0.94% +400 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 8,840 $976K 0.3% -40 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,825 $974K <0.01% +1,220 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 8,662 $956K 0.06% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,577 $947K 0.04% +338 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 8,554 $944K 0.03% 0 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 8,515 $940K 0.35% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 8,489 $937K 0.03% -70 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,456 $933K 0.16% -826 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 8,449 $932K 0.83% -462 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,438 $931K 0.01% -303 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 8,349 $921K 1.03% +2,403 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 8,279 $914K 0.39% -331 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,276 $913K 0.06% -4,481 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 8,116 $896K -61 Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,116 $896K 0.03% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 8,106 $895K 0.09% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,099 $894K 0.05% +43 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,087 $892K 0.06% -759 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 8,045 $888K 0.43% -207 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 8,014 $884K 0.33% +213 13F-HR Timeline Group Florin Court Capital LLP More: the full row for Florin Court Capital LLP 8,000 $883K 3.33% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 7,985 $881K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,958 $878K 0.01% -248 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,770 $857K 0.12% -339 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,723 $852K 0.04% +12 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 7,709 $851K 0.74% +137 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,699 $846K 0.02% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,633 $842K 0 Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,578 $836K 0.08% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,486 $826K 0.03% -56 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,454 $823K 0.01% -2,836 13F-HR Timeline Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 7,400 $817K 0.91% +170 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,382 $815K 0.18% -233 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,336 $810K <0.01% -34 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,326 $808K 0.15% +493 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 7,322 $808K 0.42% -1,758 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,195 $801K +71 Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,220 $797K 0.2% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 7,103 $784K 0.02% -514 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 7,100 $784K 0.17% +5,240 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,050 $778K 0.01% 0 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 7,048 $778K +3,524 Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,996 $772K 0.04% +3,513 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,950 $767K 0.46% -169 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,926 $764K 0.5% +315 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,919 $764K 0.16% +1,327 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,908 $762K 0.01% +992 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,863 $757K 0.06% -93 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,853 $756K 0.11% +1,164 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 6,850 $756K 0.04% -392 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,818 $752K 0.03% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,814 $752K 0.03% -46 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,811 $752K 0.23% -209 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,774 $748K 0.09% +4,026 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,707 $740K 0.24% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 6,667 $736K 0.1% -2,460 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 6,570 $725K 0.18% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,559 $724K 0.04% +55 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,500 $717K 0.18% 0 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 6,453 $717K 0.57% +3 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,487 $716K 0.29% -63 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 6,452 $712K 0.51% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 6,430 $710K 0.29% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,426 $709K 0.04% -3,242 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,381 $704K 0.08% +523 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,343 $700K 0.02% -322 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,331 $699K 0.48% +227 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 6,325 $698K 0.21% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,321 $698K <0.01% +204 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,261 $691K 0.03% new 13F-HR/A Timeline Sidoxia Capital Management, LLC More: the full row for Sidoxia Capital Management, LLC 6,209 $685K 0.59% 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 6,200 $684K <0.01% +800 13F-HR Timeline Group Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 6,148 $678K 0.34% +90 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,120 $675K 0.04% -5,026 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,095 $673K 0.26% 0 13F-HR Timeline Great Hill Capital LLC More: the full row for Great Hill Capital LLC 6,067 $670K 0.42% +2,967 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 6,058 $669K 0.43% -131 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,037 $666K 0.39% -62 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 5,998 $662K <0.01% 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,988 $661K <0.01% +2,930 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 5,979 $660K 0.02% -129 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 5,975 $659K 0.26% -6,366 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,958 $657K 0.07% -83 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,955 $657K 0.01% -258 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,923 $654K 0.01% -62 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,906 $652K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,870 $648K 0.02% +28 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 5,840 $644K 0.12% +673 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,805 $641K 0.02% 0 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,765 $636K 0.01% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,715 $631K 0.07% +2,700 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 5,674 $626K 0.06% -50 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,603 $618K 0.07% +140 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 5,563 $614K 0.12% +369 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,552 $613K 0.01% -62 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,540 $611K 0.15% +136 13F-HR Timeline Group TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 5,515 $609K 0.57% +58 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,473 $604K 0.01% -100 13F-HR Timeline Group Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 5,454 $602K 0.25% 0 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 5,447 $601K 0.05% 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 5,444 $601K 0.09% -1,547 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,440 $600K <0.01% +348 13F-HR Timeline American Trust More: the full row for American Trust 5,438 $600K 0.05% -716 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 5,407 $597K 0.45% -9 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,354 $591K 0.08% -232 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 5,343 $590K 0.17% 0 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 5,250 $579K 0.16% -743 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,232 $577K 0.21% +1,601 13F-HR/A Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 5,200 $574K 0.07% 0 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 5,185 $572K 0.13% -358 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 5,070 $560K 0.15% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,070 $560K 0.17% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,058 $558K 0.03% -742 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 5,054 $558K 0.22% 0 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 5,036 $556K 0.4% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,035 $556K 0.06% +50 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 5,033 $555K 0.15% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,000 $552K 0.07% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,986 $550K 0.33% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4,944 $546K 0.48% -20 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 4,934 $544K 0.25% -245 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,921 $543K 0.02% -67,985 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,875 $538K <0.01% new 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,855 $536K 0.59% -50 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,833 $533K 0.03% +956 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 4,812 $531K 0.36% -1,466 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 4,811 $531K 0.31% -60 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,793 $529K 0.01% 0 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,787 $528K 0.02% -329 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,774 $527K 0.05% -23 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,766 $526K 0.01% +393 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 4,754 $525K 0.13% -41,656 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,724 $521K 0.04% +111 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,718 $521K 0.05% -794 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 4,694 $521K 0.35% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,711 $520K 0.15% 0 13F-HR Timeline Clearview Wealth Management LLC More: the full row for Clearview Wealth Management LLC 4,682 $517K 0.37% 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 4,663 $515K 0.32% +602 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,663 $515K 0.1% -2,742 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 4,635 $511K 0.01% -127 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 4,633 $511K 0.33% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 4,619 $510K 0.25% 0 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 4,596 $507K 0.24% +1,825 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 4,570 $504K 0.26% 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 4,569 $504K 0.5% +19 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 4,568 $504K 0.05% +322 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,551 $502K 0.28% -260 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,531 $500K 0.16% 0 13F-HR Timeline Transmarket Holdings LP More: the full row for Transmarket Holdings LP 4,524 $499K 0.27% new 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,505 $497K 0.4% -161 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,500 $497K 0.02% -591 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 4,500 $497K 0.27% -4,500 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 4,493 $496K 0.38% -228 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 4,466 $493K 0.06% 0 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 4,359 $483K 0.42% -1,429 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 4,315 $476K 0.43% +420 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 4,314 $476K 0.04% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,295 $474K 0.01% +40 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,274 $472K 0.03% -393 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,272 $471K 0.03% 0 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 4,268 $471K 2.57% -19,887 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 4,232 $467K -200 Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 4,224 $466K 0.4% -23 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,210 $465K 0.02% -353 13F-HR Timeline Group Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,177 $461K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,118 $454K 0.01% -137 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 4,108 $453K 0.89% new 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 4,102 $453K 0.18% -235 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,101 $453K 0.36% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,098 $452K 0.07% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,082 $451K 0.01% -129 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 4,072 $449K 0.14% +93 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,056 $448K 0.19% -2,039 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,035 $445K 0.22% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,016 $443K 0.03% +1,200 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,011 $443K <0.01% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 4,007 $442K 0.07% 0 13F-HR Timeline