Base Wealth Management LLC More: the full row for Base Wealth Management LLC 14,086 $2.88M 1.85% -2,261 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 14,002 $2.87M 0.39% -622 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 13,958 $2.86M 0.19% -293 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 13,930 $2.85M 0.19% +760 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 13,855 $2.84M 0.34% -99 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 13,807 $2.83M 0.94% +59 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,791 $2.82M 0.16% -2,599 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,683 $2.8M 0.21% -280 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 13,615 $2.79M 0.57% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,596 $2.78M 0.55% -139 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,584 $2.78M 0.33% +3,043 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 13,569 $2.78M 2.22% +919 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,548 $2.77M 0.13% -1,552 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,520 $2.77M 0.32% +280 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,461 $2.76M 0.1% -170 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 13,410 $2.74M 1.09% -540 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 13,396 $2.74M 1.17% -894 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,343 $2.73M 0.04% 0 13F-HR Timeline Group Next Capital Management LLC More: the full row for Next Capital Management LLC 13,342 $2.73M 1.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 13,295 $2.72M 0.33% +119 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 13,272 $2.72M 1.84% -51 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 13,196 $2.7M 0.01% -946 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,156 $2.69M 0.06% +68 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 13,147 $2.69M 0.47% +4,094 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 13,112 $2.68M 1.29% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 13,088 $2.68M 0.1% +298 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13,071 $2.68M 0.02% -948 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 13,000 $2.67M 0.26% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 13,006 $2.66M 0.01% +665 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 12,902 $2.64M 0.62% +1,873 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 12,868 $2.63M 0.4% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 12,863 $2.63M 0.8% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 12,862 $2.63M 0.27% +1,086 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,818 $2.62M 1.05% -225 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,788 $2.62M 0.23% +28 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,773 $2.61M 0.21% +377 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 12,739 $2.61M 0.39% -184 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 12,736 $2.61M 0.26% -5 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,711 $2.6M 0.48% -1,000 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 12,627 $2.58M 2.18% 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,611 $2.58M 0.58% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,561 $2.57M 0.81% -9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,556 $2.57M 1.05% -107 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,497 $2.57M 0.1% +1,581 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,521 $2.56M 0.11% +1,269 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,508 $2.56M 0.34% -663 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,498 $2.56M 0.26% +81 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 12,472 $2.55M 1.08% -1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,462 $2.55M 0.33% -244 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 12,431 $2.54M 0.3% +975 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 12,408 $2.54M 0.45% +34 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,387 $2.54M 0.04% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 12,338 $2.53M 1.28% -27 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 12,114 $2.52M 0.91% +31 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 12,256 $2.51M 0.21% -48 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,212 $2.5M 0.08% +700 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 12,177 $2.49M 1.46% 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 12,152 $2.49M 0.75% 0 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,147 $2.49M 1.02% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,090 $2.48M 0.08% +570 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 12,050 $2.47M 1.82% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,990 $2.45M 1.67% -2,844 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 11,962 $2.45M 0.8% -276 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11,938 $2.44M 0.74% -2,494 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,926 $2.44M +316 Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,915 $2.44M 0.7% +2,363 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,853 $2.43M 0.19% 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,831 $2.42M 0.02% +77 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 11,800 $2.42M 0.21% +521 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,780 $2.41M 0.2% +2,238 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 11,712 $2.4M 1.51% -37 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 11,708 $2.4M 0.21% +355 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,685 $2.39M 0.74% +643 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 11,640 $2.38M 1.73% -54 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 11,619 $2.38M 0.21% -1,062 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,558 $2.37M 0.69% -80 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 11,557 $2.37M 0.03% -18,001 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,504 $2.35M 0.19% -635 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,492 $2.35M 1.18% +71 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,451 $2.34M 0.04% -15,752 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,445 $2.34M 0.09% -63 13F-HR Timeline HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 11,416 $2.34M 3.7% -1,110 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,397 $2.33M 0.06% +409 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 11,356 $2.32M 1.84% +816 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 11,354 $2.32M 0.49% -85 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 11,344 $2.32M 0.05% -1,008 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,111 $2.3M 0.21% +342 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,213 $2.29M 0.13% -230 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 11,196 $2.29M 0.11% +2,228 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 11,195 $2.29M 1.48% -6,727 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 11,072 $2.28M 0.42% -14,560 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 11,152 $2.28M 0.14% -2,000 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 11,106 $2.27M 0.13% -16 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,104 $2.27M 0.88% -436 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,007 $2.25M 0.16% -1,891 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 10,846 $2.24M 0.88% -328 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 10,892 $2.23M 0.41% -543 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,878 $2.23M 0.21% -1,149 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,908 $2.23M 0.19% -598 13F-HR Timeline Group UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 10,867 $2.22M 0.23% -355 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 10,846 $2.22M 1.92% +596 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,814 $2.21M 0.7% -666 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,738 $2.2M 0.03% -300 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 10,735 $2.2M 0.57% +2,617 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,716 $2.19M 0.21% -598 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,712 $2.19M 0.42% +893 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 10,681 $2.19M 1.72% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 10,673 $2.18M 0.56% +1 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,660 $2.18M 0.02% -190 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,654 $2.18M 0.2% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,606 $2.17M 0.05% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 10,589 $2.17M 0.52% -515 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 10,557 $2.16M 0.53% -3,344 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 10,535 $2.16M 1.36% -254 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,527 $2.15M 0.24% +1,049 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 10,511 $2.15M 0.81% +78 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,509 $2.15M 1.72% +380 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 10,426 $2.13M 0.32% -292 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 10,413 $2.13M 0.27% +491 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 10,379 $2.12M 1.05% +34 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 10,350 $2.12M 1.37% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,319 $2.11M 1.2% -125 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,273 $2.1M 0.08% -378 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 10,225 $2.09M 0.71% 0 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,222 $2.09M 0.7% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,124 $2.07M 0.18% -11 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 10,094 $2.07M 1.28% -137 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,026 $2.05M 0.32% -724 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 9,940 $2.03M 3.28% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,935 $2.03M <0.01% -2,160 13F-HR/A Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 9,902 $2.03M 0.1% -1,573 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,855 $2.02M 0.66% -115 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 9,844 $2.01M 0.94% +31 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,324 $2M 0.94% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 9,711 $2M 0.91% -2,095 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 9,688 $1.98M 0.68% -27 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,657 $1.98M 0.45% +228 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 9,650 $1.97M 0.25% -7,919 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,636 $1.97M 0.58% +2,733 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 9,613 $1.97M 0.22% -251 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,588 $1.96M 0.58% -245 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 9,581 $1.96M 0.66% -479 13F-HR/A Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9,580 $1.96M 1.75% +1,411 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 9,569 $1.96M 0.45% +113 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 9,500 $1.94M 0.62% -89 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 9,485 $1.94M 0.04% -1,738 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,471 $1.94M 0.33% -1,424 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,456 $1.94M 0.03% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 9,442 $1.93M 1.02% +2,230 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 9,420 $1.93M 0.08% -55 13F-HR Timeline Group Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,392 $1.92M 0.45% -1,864 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,337 $1.91M 0.14% +4,572 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 9,196 $1.89M 0.34% -3,609 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 9,210 $1.89M 0.72% -1,065 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,170 $1.88M 0.05% -770 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,167 $1.88M 0.04% -5,490 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 9,143 $1.87M 0.15% -316 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 9,115 $1.87M 1.39% -1,166 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 9,114 $1.87M 0.47% +1,665 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 9,046 $1.85M 0.55% +1,485 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,031 $1.85M 0.73% -17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,935 $1.83M 0.02% +1,423 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,934 $1.83M 0.02% -3,944 13F-HR/A Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 8,872 $1.83M 0.65% +24 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 8,910 $1.82M 0.75% +3,547 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 8,894 $1.82M 1.32% +50 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 8,892 $1.82M 0.85% -146 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 8,841 $1.81M 0.13% +8 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 8,807 $1.8M 0.02% +1,408 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,820 $1.8M 0.16% +38 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,080 $1.8M 0.16% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 8,773 $1.8M 0.57% +28 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 8,688 $1.79M 1.61% -430 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 8,748 $1.79M 0.56% +3,343 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,741 $1.79M 0.32% +39 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 8,715 $1.78M 1.63% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,668 $1.77M 0.03% -5,716 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,628 $1.77M 1.42% +200 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,575 $1.76M 0.05% +1,619 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,572 $1.75M 0.12% -255 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 8,570 $1.75M 0.81% -26,728 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 8,556 $1.75M 1.31% +112 13F-HR Timeline Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 8,534 $1.75M 0.97% -56 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,495 $1.74M 0.12% +2,116 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,446 $1.73M 0.12% -115 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,428 $1.72M 0.04% +470 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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