SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 5,622 $1.65M 0.12% +237 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,622 $1.65M 0.06% +454 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,602 $1.65M 0.09% -636 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 5,575 $1.64M 1.58% -63 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,571 $1.64M 0.14% +80 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,565 $1.63M 0.09% +68 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 5,562 $1.63M 0.65% +32 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 5,551 $1.63M 0.57% +7 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 5,548 $1.63M 0.61% +2,945 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 5,541 $1.63M 0.69% +238 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,540 $1.63M 0.09% +45 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 5,533 $1.63M 0.27% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 5,527 $1.62M 0.35% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 5,519 $1.62M 1.09% +144 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,496 $1.61M 0.37% -30 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,490 $1.61M 0.15% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,463 $1.6M 0.21% +122 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,461 $1.6M 0.03% +2,142 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 5,442 $1.6M 0.22% -836 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5,437 $1.6M 0.15% -1,777 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,386 $1.58M 0.31% +85 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 5,365 $1.58M 1.1% -214 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,345 $1.57M 2.04% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,333 $1.57M 0.16% +247 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 5,328 $1.57M 0.04% -151 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 5,309 $1.56M 0.44% +675 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 5,278 $1.56M 0.22% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,295 $1.56M 1.14% +297 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,290 $1.55M 0.28% -66 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 5,230 $1.54M 0.24% -55 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 5,213 $1.53M <0.01% +654 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,164 $1.52M 0.45% -15 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,162 $1.52M 0.1% +17 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,111 $1.5M 0.04% -1,437 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 5,095 $1.5M +1,368 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,092 $1.5M 0.08% +148 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,071 $1.49M 0.1% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 5,081 $1.49M 0.51% +531 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,078 $1.49M 0.03% +11 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 5,056 $1.49M 0.15% -33 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 5,049 $1.48M 0.08% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 5,038 $1.48M 0.4% +4 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 5,025 $1.48M 0.48% +20 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 5,021 $1.47M 0.91% 0 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4,992 $1.47M 0.03% new 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,987 $1.46M 0.42% -386 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 4,973 $1.46M 0.26% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 4,967 $1.46M 0.34% 0 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 4,966 $1.46M 0.19% +64 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,964 $1.46M 0.19% +4 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 4,948 $1.45M 0.16% +9 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 4,927 $1.45M 0.93% -115 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,926 $1.45M 0.19% +137 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 4,894 $1.44M 2.56% +12 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,868 $1.43M 0.17% -265 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 4,828 $1.42M 0.12% +5 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 4,823 $1.42M 0.28% +2,951 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 4,811 $1.41M 0.41% +327 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,802 $1.41M 0.04% -123 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,785 $1.41M 0.2% -117 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,774 $1.4M 0.02% +138 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 5,312 $1.4M 0.2% -2,471 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 4,765 $1.4M 0.2% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 4,753 $1.4M 0.35% -723 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,730 $1.39M 0.08% +1,056 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4,710 $1.38M 1.19% +460 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,670 $1.37M 0.98% +5 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,652 $1.37M 0.45% -624 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,650 $1.37M 0.24% -692 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 4,631 $1.36M 0.91% +167 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,621 $1.36M 0.33% +594 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,620 $1.36M 0.05% -481 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,602 $1.35M 0.02% -321 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 4,577 $1.34M 0.64% -291 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,544 $1.33M 0.16% +271 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 4,538 $1.33M 0.56% -13 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,525 $1.33M 0.09% -1,201 13F-HR Timeline Group Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,529 $1.33M 0.27% -54 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,528 $1.33M 0.38% -906 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,519 $1.33M 0.14% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 4,514 $1.33M 0.17% +332 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,515 $1.33M 1.14% +67 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 4,506 $1.32M 0.41% -72 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,470 $1.31M 0.14% +88 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 4,469 $1.31M 0.15% -146 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 4,436 $1.3M 0.33% -1 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,429 $1.3M 0.1% +41 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 4,384 $1.29M 0.17% +199 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,368 $1.29M 0.29% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,379 $1.29M 0.2% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,366 $1.28M 0.05% +156 13F-HR Timeline Group Payne Capital LLC More: the full row for Payne Capital LLC 4,361 $1.28M 1.3% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,353 $1.28M 0.03% -14,308 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,352 $1.28M 0.41% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,345 $1.28M 0.07% -92 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,337 $1.27M 0.01% +2,034 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,334 $1.27M 0.08% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 4,313 $1.27M 0.3% -47 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4,310 $1.27M 0.25% -65 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,305 $1.26M 0.07% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 4,271 $1.25M 0.66% +243 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4,269 $1.25M 0.87% -46 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,265 $1.25M 0.31% +98 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 4,263 $1.25M 0.42% -59 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 4,244 $1.25M 0.05% -360 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 4,243 $1.25M 0.25% -18 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,241 $1.25M 0.08% +35 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 4,237 $1.24M 0.31% -2,400 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,222 $1.24M 0.18% +21 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,208 $1.24M 0.35% +1,427 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,204 $1.23M 0.06% +308 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,198 $1.23M 0.08% -3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,184 $1.23M 0.33% -65 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,184 $1.23M 0.05% +37 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 4,170 $1.22M 0.76% +119 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,149 $1.22M 0.13% -25 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,148 $1.22M 0.08% -101 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 4,143 $1.22M 0.73% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,141 $1.22M 0.16% +4 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,140 $1.22M 0.06% +48 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 4,130 $1.21M 0.37% 0 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 4,118 $1.21M 0.48% +523 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,090 $1.2M 0.03% -148 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 4,088 $1.2M 0.34% +30 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,085 $1.2M <0.01% -1 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 4,078 $1.2M 0.37% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 4,049 $1.19M 0.22% +23 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,013 $1.18M 0.09% +9 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,030 $1.17M 0.35% -1,452 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,975 $1.17M 0.04% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,988 $1.17M 0.07% +1,394 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 3,987 $1.17M 0.02% 0 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 3,983 $1.17M 0.5% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,980 $1.17M 0.08% +1,415 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,977 $1.17M 0.11% -1 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,975 $1.17M 0.93% -20 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 3,955 $1.16M 0.85% +505 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,954 $1.16M 0.62% +118 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,953 $1.16M 0.18% +100 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 3,951 $1.16M 0.46% +3,503 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,940 $1.16M 0.11% +1,180 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 3,939 $1.16M 0.59% +1,246 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 3,936 $1.16M 0.54% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,932 $1.15M 0.22% -1,140 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,950 $1.15M 0.34% -530 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 3,900 $1.15M 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,898 $1.14M 0.04% 0 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,891 $1.14M 0.1% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,078 $1.14M 0.09% -13 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,879 $1.14M 0.26% +49 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 3,852 $1.13M 0.7% -97 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,832 $1.13M 1.03% +191 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 3,819 $1.12M 0.44% -111 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 3,811 $1.12M 0.8% -66 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,789 $1.12M 0.09% +161 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,769 $1.11M 0.05% -250 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 3,768 $1.11M 0.19% +348 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,756 $1.1M 0.02% -929 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,747 $1.1M 0.31% +89 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,745 $1.1M 0.06% +2 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 3,743 $1.1M 0.09% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,736 $1.1M 0.56% -2,416 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 3,719 $1.09M 1.13% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,707 $1.09M 0.81% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,703 $1.09M 0.61% -23 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 3,685 $1.08M 0.78% +14 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 3,680 $1.08M 0.46% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,675 $1.08M 0.06% +17 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 3,661 $1.08M 0.23% +35 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,656 $1.07M 0.35% +279 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,646 $1.07M 0.33% +1 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 3,625 $1.06M 0.19% -74 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 3,631 $1.06M 0.73% -49 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,608 $1.06M 0.42% +892 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,606 $1.06M 0.82% -199 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 3,596 $1.06M 0.28% +144 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 3,592 $1.06M 1.27% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3,569 $1.05M 0.26% -69 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,568 $1.05M 0.62% +149 13F-HR Timeline FISCHER INVESTMENT STRATEGIES, LLC More: the full row for FISCHER INVESTMENT STRATEGIES, LLC 3,568 $1.05M 0.63% -15,612 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 3,560 $1.04M 0.2% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,551 $1.04M 0.2% +318 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,533 $1.04M 0.04% +1,420 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,545 $1.04M 0.2% +43 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,545 $1.04M 0.24% -130 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,544 $1.04M 0.06% -156 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,523 $1.03M 0.02% +874 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 3,520 $1.03M 1.67% +119 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 3,508 $1.03M 0.4% -12 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,507 $1.03M 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,492 $1.03M 0.07% +12 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 3,487 $1.02M 0.46% +3 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,473 $1.02M 0.54% +99 13F-HR Timeline Greenhouse Wealth Management, LLC More: the full row for Greenhouse Wealth Management, LLC 3,482 $1.02M 0.61% -188 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,482 $1.02M 0.81% -209 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 3,468 $1.02M 0.1% -32 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,467 $1.02M 0.27% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 3,435 $1.01M 0.34% -25 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,422 $1.01M 0.75% +161 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,410 $1M 0.03% 0 13F-HR Timeline