ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 16,089 $3.54M 0.01% +9,455 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 15,960 $3.51M 0.16% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 15,912 $3.5M 0.13% +1,673 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 15,900 $3.49M 0.01% +7,700 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 15,863 $3.49M 0.58% +474 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 15,798 $3.47M 0.2% -2,101 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,654 $3.44M 2.26% -197 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 15,628 $3.43M 1.85% +634 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 15,570 $3.42M 0.73% -1,072 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 15,515 $3.41M 3.05% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 15,510 $3.41M 0.2% +770 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 15,505 $3.41M 0.55% -327 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 15,393 $3.38M 3.94% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 14,882 $3.37M 0.95% -42,757 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 15,277 $3.36M 0.14% +1,888 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 15,241 $3.35M 0.99% -669 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 15,179 $3.34M 3.15% 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 15,055 $3.31M 0.53% -4,636 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 15,024 $3.3M 0.47% +2 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 14,958 $3.29M 2.21% -468 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,919 $3.28M 0.1% +16 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 14,856 $3.27M 3.65% 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 14,853 $3.26M 1.94% -400 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,490 $3.25M 0.03% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 14,790 $3.25M 1.39% -469 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 14,771 $3.25M 2.18% -282 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 14,734 $3.24M 0.19% +13,225 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,732 $3.24M 0.28% -612 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 14,714 $3.23M 0.25% +2,930 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 14,685 $3.23M 0.22% -135 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 14,646 $3.22M 0.74% -87 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 14,518 $3.19M 1.69% +90 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,515 $3.19M 0.15% -3,208 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 14,509 $3.19M 0.87% +664 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 14,463 $3.18M 1.35% +69 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 14,428 $3.17M 1.7% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,362 $3.16M 0.03% +11,691 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 14,335 $3.15M 0.81% +8 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,288 $3.14M 0.28% +1,790 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 14,265 $3.14M 0.03% +654 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,258 $3.13M 0.2% -1,184 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 14,249 $3.13M 0.36% -118 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 14,212 $3.12M 0.03% +282 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 14,208 $3.12M 0.1% +90 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 14,161 $3.11M 0.5% -489 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,102 $3.1M 0.99% +1,813 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,084 $3.1M 0.19% +60 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,075 $3.09M 0.1% +3 13F-HR Timeline Sterling Wealth Advisors Inc More: the full row for Sterling Wealth Advisors Inc 13,978 $3.07M 1.85% -1,430 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 13,959 $3.07M 0.19% -18 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 13,938 $3.06M 0.49% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 13,821 $3.04M 1.1% -5,305 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 13,806 $3.03M 0.39% +1,619 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 13,715 $3.01M 0.3% -230 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,700 $3.01M 0.11% +1,764 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,697 $3.01M 0.16% -163 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 13,673 $3.01M 0.29% +1,146 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 13,648 $3M 0.74% -3,675 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 13,631 $3M 0.65% +7 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 13,504 $2.97M 0.27% +98 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 13,439 $2.95M 0.51% -72 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,379 $2.94M 0.05% -8 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 13,360 $2.94M 0.94% +11 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 13,349 $2.93M 0.3% -249 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,345 $2.93M 0.04% +1 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 13,334 $2.93M 0.63% +734 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 13,312 $2.93M 0.85% -32 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 13,142 $2.89M 0.4% +1,175 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13,139 $2.89M 0.02% -780 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 13,111 $2.88M 0.39% +66 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 13,083 $2.88M 1.67% -189 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 13,068 $2.87M 0.95% -243 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,061 $2.87M 2.23% +1,265 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 13,039 $2.87M 0.25% -513 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,028 $2.86M 0.09% -65 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,972 $2.85M 0.33% +696 13F-HR Timeline MOTCO More: the full row for MOTCO 12,960 $2.85M 0.26% +4,290 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 12,886 $2.83M 2.07% +926 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 12,865 $2.83M 0.81% +1 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 12,842 $2.82M 1.09% +401 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 12,818 $2.82M 0.31% -501 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 12,815 $2.82M 0.63% +1,006 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 12,813 $2.82M 1.02% -50 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 12,659 $2.78M 0.23% -80 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,658 $2.78M 0.09% +4,799 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 12,657 $2.78M 2.53% 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 12,644 $2.78M 2.1% -994 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 12,576 $2.76M 0.13% 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 12,561 $2.76M 0.78% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 12,538 $2.76M 0.81% 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 12,513 $2.75M 0.05% -613 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 12,512 $2.75M 0.42% +58 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,511 $2.75M 0.43% +254 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,442 $2.73M 0.79% +643 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 12,430 $2.73M 0.55% -32 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,413 $2.73M 0.08% -503 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,047 $2.73M 0.37% 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 12,319 $2.71M 0.98% +102 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,318 $2.71M 0.19% -455 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 12,303 $2.7M 0.32% +453 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 12,279 $2.7M 0.21% +96 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,277 $2.7M 0.04% -16 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 12,274 $2.7M 1.39% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 12,272 $2.7M 0.44% -230 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,250 $2.69M 0.08% -102 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,242 $2.69M 0.01% -346 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 12,240 $2.69M 0.11% -61 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 12,234 $2.69M 0.72% 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 12,226 $2.69M 1.85% -4,985 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 12,212 $2.68M 1.91% -406 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 12,144 $2.67M 1.21% +3 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 12,139 $2.67M 1.02% -472 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 12,129 $2.67M 0.06% +603 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 12,109 $2.66M 0.05% +4,221 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 12,091 $2.66M 1.07% 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,066 $2.65M 0.16% +1,465 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 12,042 $2.65M 0.76% +2,196 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 12,014 $2.64M 0.21% +76 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,001 $2.64M 0.24% -1,691 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,978 $2.63M -359 Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,966 $2.63M 0.88% -150 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,919 $2.62M 0.09% -5,458 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 11,880 $2.61M 1.02% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,729 $2.58M 0.19% -123 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 11,670 $2.56M 1.66% -466 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,357 $2.56M 0.17% -50 13F-HR Timeline Group ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 11,658 $2.56M 0.32% 0 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 $2.56M 1.55% 0 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 11,606 $2.55M 0.2% +101 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 11,591 $2.55M 0.18% +163 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 11,591 $2.55M 0.01% -4,181 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11,531 $2.53M 0.19% -1,188 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 11,524 $2.53M 1.11% -75 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 11,447 $2.52M 0.34% +833 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 11,443 $2.51M 0.67% -80 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,436 $2.51M 0.91% +624 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 11,422 $2.51M 0.65% 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 11,373 $2.5M 1.83% +1,506 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,372 $2.5M 0.72% +79 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 11,349 $2.49M 0.21% -437 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 11,335 $2.49M 0.91% +890 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 11,330 $2.49M 0.03% -45 13F-HR Timeline Group HICKS CAPITAL MANAGEMENT LLC More: the full row for HICKS CAPITAL MANAGEMENT LLC 11,285 $2.48M 2.5% -125 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 10,946 $2.48M 0.62% +86 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 11,270 $2.48M 1.32% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 11,249 $2.47M 0.17% -892 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 11,232 $2.47M 1.29% -196 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 11,172 $2.46M 1.45% -230 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 11,135 $2.45M 0.56% +31 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,132 $2.45M 0.24% +7,079 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 11,120 $2.44M 0.03% +313 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,119 $2.44M 0.02% -89 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 11,113 $2.44M 1.83% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 11,077 $2.43M 0.13% +6,836 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,978 $2.41M 0.05% -366 13F-HR Timeline Group Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 10,975 $2.41M 1.61% 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 10,832 $2.4M 0.64% +6,441 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 10,848 $2.38M 0.12% -448 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 10,811 $2.38M 0.29% -1,947 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,769 $2.37M 0.14% -2,151 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 10,745 $2.36M 1.94% +140 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 10,691 $2.35M 0.19% +166 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,688 $2.35M 0.02% +1,258 13F-HR Timeline Group DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 10,599 $2.33M 1.62% +12 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 10,512 $2.31M +139 Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 10,445 $2.3M 0.24% +4,010 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 10,430 $2.29M 1.93% -6,188 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 10,355 $2.28M 0.96% +3,130 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,354 $2.28M 1.16% +55 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,327 $2.27M 0.8% -200 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 10,326 $2.27M 0.68% +104 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 10,322 $2.27M 1.24% -57 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,318 $2.27M 0.08% +91 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 10,317 $2.27M 0.52% +28 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 10,277 $2.26M 1.1% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,246 $2.25M 0.2% -110 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 10,225 $2.25M 0.7% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10,218 $2.25M 0.18% +100 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 10,030 $2.2M 1.85% 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 10,027 $2.2M 0.59% +1,057 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 10,014 $2.2M 2.55% 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 10,006 $2.2M 0.49% +438 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 10,001 $2.2M 1.5% -279 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,986 $2.19M 0.02% +1,556 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 9,973 $2.19M 0.41% +363 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,855 $2.19M 0.75% -283 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 9,948 $2.19M 1.26% -69 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 9,940 $2.18M 3.06% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,926 $2.18M 0.11% -29 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,924 $2.18M 0.66% -6 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 9,912 $2.18M 1.49% 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 9,895 $2.17M 2.24% 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 9,855 $2.17M 0.22% +220 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 9,844 $2.16M 0.96% +713 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 9,824 $2.16M 1.34% +753 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,822 $2.16M 0.05% -596 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 9,807 $2.16M 2.01% 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 9,797 $2.15M 0.39% -110 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,782 $2.15M 0.06% +8,423 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 9,770 $2.15M 0.56% +193 13F-HR Timeline