HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 35,278 $2.11M 0.04% +3,195 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 35,111 $2.1M 0.03% -1,105 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,579 $2.07M 0.02% +734 13F-HR Timeline Group Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 34,505 $2.07M 1.96% +3,965 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 34,236 $2.05M 1.6% +30,115 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 34,082 $2.04M 1.21% -1,543 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,009 $2.04M 0.03% +3,396 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 33,885 $2.03M 0.73% +340 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 33,835 $2.03M 1.56% 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 33,708 $2.02M 0.17% -84 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 33,160 $1.99M 0.1% +2,745 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 32,955 $1.97M 0.31% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 32,907 $1.97M 1.31% 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 32,837 $1.97M 1.79% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 32,480 $1.95M 0.46% -795 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 32,014 $1.92M 0.26% +5,586 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31,486 $1.89M 0.02% +4,379 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 31,464 $1.89M 0.01% -2,246 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 31,232 $1.87M 0.27% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 31,269 $1.87M 0.63% -15,676 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 30,855 $1.86M 1.26% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 31,003 $1.86M 0.04% +794 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30,795 $1.85M 1.76% 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 30,591 $1.83M 0.2% -3,220 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 29,836 $1.79M 0.01% 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 29,538 $1.77M 0.52% +3,549 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 29,498 $1.77M 0.88% +3,096 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 29,265 $1.75M 0.48% +3,297 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,852 $1.73M 0.01% +2,324 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 28,680 $1.72M <0.01% +6,600 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 28,572 $1.71M 0.36% -199 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 28,337 $1.7M 0.16% -871 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 28,311 $1.7M 0.07% +14,379 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 28,258 $1.69M 0.03% 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 28,133 $1.69M 0.1% +17,804 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 28,080 $1.68M +27,948 Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 27,858 $1.67M 0.26% +1,258 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 27,650 $1.66M 0.09% 0 13F-HR Timeline Group Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 27,372 $1.64M 0.88% -3,056 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 27,294 $1.64M 0.03% -1,329 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 26,955 $1.62M 0.3% -1,223 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,797 $1.61M 0.08% +1,945 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 26,663 $1.6M 0.43% -384 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 26,487 $1.59M 0.05% +2,628 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 26,251 $1.57M 0.77% +2,442 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26,081 $1.56M 0.54% -241 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 25,828 $1.55M 0.03% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,420 $1.52M 0.09% +1,200 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,053 $1.5M 0.02% +904 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 25,037 $1.5M <0.01% new 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 25,028 $1.5M 0.05% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 25,016 $1.5M 0.64% +3,519 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 24,917 $1.49M 0.68% +3,952 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 24,785 $1.49M 0.04% -137 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 24,519 $1.47M 1.32% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,499 $1.47M 0.04% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 24,098 $1.44M 0.22% +487 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,652 $1.42M 0.03% +1,365 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 22,778 $1.37M 0.01% -298 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 22,699 $1.36M 0.3% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 22,655 $1.36M 0.57% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 22,596 $1.35M 0.45% +1,210 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 22,008 $1.32M 0.81% +307 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 20,919 $1.25M 0.32% +3,479 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 20,894 $1.25M 0.7% 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,840 $1.25M 0.04% +2,871 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 20,815 $1.25M 0.28% -239 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 20,724 $1.24M 0.22% +4,987 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,673 $1.24M 0.04% +3,801 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 20,572 $1.23M 1.07% +4,144 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,547 $1.23M 0.01% +6,277 13F-HR Timeline Group Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 20,388 $1.22M 0.78% +35 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 20,358 $1.22M 0.1% +13,462 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20,334 $1.22M 0.44% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 19,570 $1.17M 2.23% -6,404 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 19,414 $1.16M 0.42% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,298 $1.15M 0.03% -1,956 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 18,857 $1.13M 0.02% +18,382 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,821 $1.13M 0.16% +918 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 18,724 $1.12M 1.2% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 18,664 $1.12M 0.03% -41,588 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 18,561 $1.11M 0.25% +2,404 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 17,951 $1.08M 0.09% +122 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 17,850 $1.07M 0.07% +194 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 17,806 $1.07M 0.35% +1,638 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 17,617 $1.06M 0.18% +3,224 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 17,577 $1.05M 0.65% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,543 $1.05M <0.01% +5,969 13F-HR Timeline Team Hewins, LLC More: the full row for Team Hewins, LLC 17,500 $1.05M 0.34% +73 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 17,419 $1.04M 1.72% -874 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 17,273 $1.04M 0.03% -376 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 17,196 $1.03M 0.4% +5,703 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 17,000 $1.02M 0.67% -3,064 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 16,967 $1.02M 0.94% -188 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 16,935 $1.01M <0.01% new 13F-HR/A Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 16,890 $1.01M 0.13% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 16,820 $1.01M 0.01% +2,833 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,686 $1000K 0.05% +5,490 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 16,681 $1000K 0.65% +3,364 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 16,469 $987K 0.05% +1,960 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 16,157 $968K 0.06% -3 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 16,133 $967K 0.38% -483 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 16,099 $965K 0.29% +703 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 16,000 $961K 0.95% 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 16,015 $960K 0.07% -6,344 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,999 $959K 0.08% +811 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 15,972 $957K 0.05% +4,605 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 15,968 $957K 0.07% +5,362 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 15,898 $953K 0.01% +962 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,871 $951K 0.01% +10,578 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,791 $946K 0.2% +3,950 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,524 $930K 0.02% +9,100 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 15,474 $927K 0.35% +1,803 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 15,469 $927K 0.01% -5,433 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,426 $924K 0.02% +7,016 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 15,264 $915K 0.31% 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 15,139 $907K 0.11% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15,120 $906K 0.04% +268 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 15,098 $905K 0.05% +11,398 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 14,841 $889K 0.16% +1,451 13F-HR Timeline SWS Partners More: the full row for SWS Partners 14,840 $889K 0.21% +55 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,793 $887K 0.07% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 14,365 $861K 0.89% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14,320 $858K 0.03% +4,916 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 14,306 $857K 0.03% -2,496 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 14,142 $848K 0.08% +203 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,811 $828K <0.01% +49 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 13,788 $826K 0.17% -404 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 13,767 $825K 0.05% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,767 $825K 0.02% +1,202 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 13,410 $804K 0.04% +2,793 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,321 $798K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 13,241 $794K 0.02% -140 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 13,218 $792K 0.44% +1,288 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,121 $786K 0.01% +1,674 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 13,120 $786K 0.11% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 13,120 $786K 0.03% +1,665 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 13,063 $783K 0.02% -197 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,004 $779K 0.02% -606 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,805 $767K 0.03% +1,946 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,719 $762K 0.01% +63 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 12,684 $760K <0.01% -1,182 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 12,578 $754K <0.01% -3,048 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 12,284 $736K 0.33% -1,718 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 12,274 $736K 0.64% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,237 $732K 0.02% +51 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,146 $728K 0.24% +231 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 12,145 $728K 0.36% +589 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,093 $725K 0.47% -549 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 12,049 $722K 0.44% +144 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,780 $706K 0.05% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,748 $704K 0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 11,545 $692K 0.38% +137 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,431 $685K 0.01% +1,018 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 11,389 $683K 0.4% +299 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,230 $673K 0.05% +4,968 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,227 $673K 0.25% -215 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 11,228 $673K 0.26% +7,475 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,152 $668K 0.02% -2,239 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 11,152 $668K 0.07% 0 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 11,128 $667K 0.61% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,086 $664K 0.04% +391 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 10,891 $661K 0.53% 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 10,697 $641K 0.14% +1,183 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 10,585 $634K 0.28% -331 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 10,414 $624K 0.02% +4,325 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,358 $621K 0.04% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 10,350 $620K 0.11% -759 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 10,134 $607K 0.22% -465 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,095 $605K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,047 $602K 0.01% +293 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 10,029 $601K 0.15% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 9,915 $594K 0.06% +567 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 9,887 $593K 0.04% -2,119 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,882 $592K <0.01% -2,437 13F-HR Timeline Group COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 9,866 $591K 0.4% +3,662 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,744 $584K <0.01% +4,601 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,715 $583K 0.01% +92 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 9,668 $579K 0.13% +673 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 9,646 $578K 0.1% new 13F-HR Timeline Savvy Advisors, Inc. 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