Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 10,354 $487K 0.07% +49 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,259 $483K 0.1% +162 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,257 $483K 0.02% -320 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,223 $481K 0.03% -114 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 9,965 $469K 0.07% +1,230 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 9,957 $469K 0.52% 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,942 $468K 0.26% -643 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 9,840 $463K 0.4% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 9,825 $463K 0.34% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,774 $460K 0.01% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 9,768 $460K 0.09% -11,631 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 9,704 $457K 0.44% 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 9,683 $456K 0.25% +474 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,561 $450K 0.01% +715 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,467 $446K 0.01% +1,532 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,423 $444K <0.01% -2,925 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 9,244 $435K 0.59% +4,622 13F-HR/A Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 9,201 $433K 0.27% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,061 $427K <0.01% -625 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 8,916 $420K 0.07% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 8,853 $417K 0.18% +1,457 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,832 $416K <0.01% -9,388 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,814 $415K <0.01% +4,026 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,755 $412K <0.01% +3,725 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,733 $411K 0.03% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,696 $409K +362 Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 8,685 $409K 0.11% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,605 $405K <0.01% -12,065 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 8,390 $395K 0.12% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,380 $395K 0.01% -895 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 8,187 $385K 0.29% -8 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,032 $378K 0.07% +562 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,024 $378K 0.01% -122 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,986 $376K 0.27% +2,323 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,931 $373K 0.02% +243 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 7,889 $371K 0.7% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7,845 $371K 0.06% +2,577 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,760 $365K 0.01% +2,712 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 7,750 $365K 0.15% +1,426 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 7,727 $364K 0.32% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,652 $360K 0.1% -89 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 7,605 $358K 0.23% -955 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,534 $355K 0.03% +1,468 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,526 $354K 0.31% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,455 $351K 0.04% -1,105 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,408 $349K 0.1% +63 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,379 $347K 0.01% -183 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 7,378 $347K 0.04% +47 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 7,351 $346K 0.1% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 7,340 $346K 0.02% -35 13F-HR/A Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 7,320 $345K 0.1% +118 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,263 $342K 0.08% -640 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 7,189 $338K <0.01% -2,138 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,139 $336K 0.01% +691 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 6,842 $322K 0.04% -302 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 6,835 $322K 0.04% -157 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,828 $321K 0.01% +1,309 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 9,108 $319K <0.01% new 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,745 $318K 0.06% -405 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,666 $314K 0.01% -429 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 6,663 $314K 0.21% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,595 $310K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 14,072 $310K 0.22% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,569 $309K 0.1% -90 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,509 $306K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,460 $304K 0.01% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 6,400 $301K 0.19% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,211 $292K <0.01% -2,472 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,199 $292K 0.02% +76 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,120 $288K 0.02% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,074 $286K 0.07% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 6,057 $285K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,049 $285K 0.02% +2,014 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 5,985 $282K 0.03% -695 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,989 $282K 0.02% -27,154 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,898 $278K <0.01% +4 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 5,852 $276K 0.04% -803 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,783 $272K 0.06% +770 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,726 $270K 0.01% +1,053 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 5,700 $268K <0.01% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,600 $264K 0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,556 $262K <0.01% 13F-HR/A Timeline Group Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 5,554 $261K 0.1% +136 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5,541 $261K 0.23% -151 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,491 $259K 0.01% -540 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 5,489 $258K 0.03% -464 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,432 $256K 0.01% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 5,376 $253K 0.23% 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,324 $251K 0.01% -306 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,317 $250K 0.08% +68 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,289 $249K 0.01% +18 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,237 $247K 0.01% -123 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5,161 $243K 0.05% -1,158 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,141 $242K 0.01% +28 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,129 $242K 0.03% +8 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,124 $241K <0.01% +61 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,118 $241K 0.07% +286 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,164 $240K 0.08% +260 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 5,060 $238K 0.22% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,047 $238K 0.02% -444 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 5,040 $238K 0.39% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,051 $238K 0.3% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,991 $235K 0.01% +170 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 4,972 $234K 0.14% -212 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,943 $233K <0.01% -651 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,895 $232K 0.12% -115 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,787 $225K <0.01% -2,080 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 4,745 $224K 0.05% -1,723 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 4,700 $221K 0.03% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,687 $221K 0.14% +93 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,680 $220K 0.02% +90 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,656 $219K 0.01% -3,698 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4,639 $218K 0.11% -323 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,628 $218K 0.02% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,622 $218K 0.01% -72 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,520 $213K 0.02% -281 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,505 $212K <0.01% new 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 4,482 $211K 0.06% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,464 $210K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,454 $210K 0.05% +582 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,452 $210K 0.1% new 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 4,423 $208K 0.23% 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 4,405 $207K 0.02% -659 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,394 $207K 0.01% -329 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,378 $206K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,365 $205K 0.02% -886 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 4,357 $205K 0.02% -78 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,354 $205K 0.01% -3,904 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,347 $205K 0.02% -370 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,343 $204K 0.01% +60 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 4,311 $203K 0.12% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3,805 $179K 0.09% +2,522 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,782 $178K <0.01% +52 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,682 $173K 0.06% -28 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,655 $172K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,587 $169K <0.01% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,380 $159K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,963 $140K 0.01% -751 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,956 $139K 0.04% +458 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 290 $137K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 2,765 $130K 0.61% +2,234 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,698 $127K 0.02% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,623 $123K <0.01% -444 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,288 $108K 0.04% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,249 $106K 0.07% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,221 $105K 0.03% -76 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,144 $101K 0.04% +2,129 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,064 $97K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $94.2K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,720 $81K 0.04% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,719 $81K 0.02% -13,153 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,649 $77.8K <0.01% -9 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 1,627 $76.6K 0.05% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,623 $76.4K <0.01% +18 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,559 $73.4K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,465 $69K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,345 $63.3K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,314 $61.9K 0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 1,222 $57.5K 0.05% 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1,213 $57.1K 0.11% -1,467 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,060 $49.9K 0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,040 $49K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,028 $48.4K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 975 $46K <0.01% +627 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 957 $45K 0.04% 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 944 $44.5K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 916 $43.1K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 869 $40.9K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 864 $40.7K <0.01% +790 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 853 $40.2K 0.01% +140 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 837 $39.4K <0.01% +610 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 829 $39K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 824 $38.8K 0.03% -3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 820 $38.6K <0.01% +365 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 800 $37.7K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 791 $37.2K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 748 $35.2K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 740 $34.8K 0.03% +8 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 732 $34.5K 0.02% 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 683 $32K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 641 $30.2K 0.01% +361 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 631 $29.7K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 619 $29.2K 0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 605 $28.5K 0.02% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 590 $27.8K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 588 $27.7K <0.01% -60 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 565 $26.6K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 563 $26.5K 0.02% -771 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 548 $25.8K <0.01% -10 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 540 $25.4K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 530 $25K <0.01% +499 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 515 $24.2K <0.01% -14 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 493 $23.2K 0.01% -606 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 479 $22.6K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 476 $22.4K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 470 $22K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 465 $21.9K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 460 $21.7K <0.01% -23 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $18.8K 0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 399 $18.8K <0.01% 0 13F-HR Timeline