Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 1,561 $1.04M 0.52% +7 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,558 $1.03M 0.02% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,555 $1.03M 0.39% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,553 $1.03M 0.12% +187 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,553 $1.03M 0.39% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 1,546 $1.03M 0.19% -63 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,537 $1.02M 0.34% +15 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,534 $1.02M 0.51% +207 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,528 $1.01M 0.02% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,525 $1.01M 0.1% +7 13F-HR Timeline Altus Wealth Management, LLC More: the full row for Altus Wealth Management, LLC 1,513 $1M 0.48% -693 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 1,512 $1M 0.32% +6 13F-HR Timeline Blue Fin Capital, Inc. 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ALLISON & CO., INC. 1,388 $921K 0.74% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,388 $921K 0.17% +606 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,387 $920K 0.06% -169 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,387 $920K 0.42% +6 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 1,378 $914K 0.81% -15 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 1,371 $909K 0.14% -171 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,371 $909K 0.1% +1 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,366 $906K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,350 $895K 0.53% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,349 $895K 0.1% new 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,348 $894K 0.23% -256 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,342 $890K 0.12% +1,297 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,330 $882K 0.17% +420 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,330 $882K 0.03% +133 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,326 $880K 0.07% +2 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,326 $880K 0.19% +58 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,326 $879K 0.07% -59 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,317 $874K 0.03% -206 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,317 $874K 0.18% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,316 $873K 0.03% +925 13F-HR/A Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,314 $872K 0.12% -91 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 1,313 $871K 0.45% +1 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 1,311 $870K 0.71% +301 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,308 $868K 0.49% +55 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,303 $864K 0.43% new 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 1,303 $864K 0.5% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 1,302 $863K 0.16% -10 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 1,287 $854K 0.55% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,286 $853K 0.06% -172 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,281 $850K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,280 $849K 0.05% -356 13F-HR Timeline Telos Capital Management, Inc. 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More: the full row for Stegent Equity Advisors, Inc. 1,099 $729K 0.65% -64 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,098 $728K 0.4% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,098 $728K 0.16% +1 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,091 $724K <0.01% -4 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,088 $722K 0.09% 0 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 1,087 $722K 0.34% -45 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,087 $721K 0.09% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,016 $717K 0.23% -1 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,081 $717K 0.3% -26 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,080 $716K 0.11% 0 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 1,080 $716K 0.36% -9 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,077 $715K 0.05% -27 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,075 $713K 0.27% +261 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,071 $710K 0.34% -50 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,071 $710K 0.03% +35 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,068 $708K 0.03% -154 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,061 $704K 0.05% -23 13F-HR/A Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,061 $704K 0.15% -198 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,056 $701K 0.26% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 1,051 $697K 0.15% new 13F-HR Timeline Wingate Wealth Advisors, Inc. 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Bainbridge & Co., Inc. 1,027 $681K 0.06% +3 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,024 $679K 0.33% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 1,019 $676K 0.15% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,000 $675K 0.1% -11 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 1,013 $672K 0.13% +510 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,013 $672K +13 Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,005 $667K 0.27% +56 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,005 $666K 0.01% -315 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,003 $665K 0.17% +159 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,000 $663K 0.16% 0 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 1,000 $663K 0.27% 0 13F-HR Timeline MARSHALL FINANCIAL GROUP INC /ADV More: the full row for MARSHALL FINANCIAL GROUP INC /ADV 999 $662K 0.2% +1 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 994 $659K 0.38% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 994 $659K 0.01% -32 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 990 $657K 0.22% +40 13F-HR Timeline ORBA Wealth Advisors, L.L.C. 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