Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 23,339 $4.13M 3.94% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 23,331 $4.12M 0.39% -1,734 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 23,088 $4.1M 0.22% -2,956 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 23,198 $4.1M 2.32% -460 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 23,193 $4.1M 0.32% +8,600 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 23,046 $4.07M 0.22% +1,881 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 22,810 $4.03M 0.43% +5,306 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,679 $4.03M 0.15% +17,980 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 22,189 $4.02M 2.57% +485 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 22,661 $4.01M 0.01% +3,566 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Prosperity Planning, Inc. 22,057 $3.9M 1.12% -171 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 21,903 $3.89M 2.11% +4,800 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 21,869 $3.89M 0.07% +20,525 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 21,962 $3.88M 0.49% +133 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 21,950 $3.88M 0.98% +976 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,921 $3.87M 0.16% -33 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 22,379 $3.87M 2.32% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 21,865 $3.86M 3.76% -381 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,726 $3.84M 0.11% +324 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 21,684 $3.83M 0.46% +8,194 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 21,649 $3.83M 1.76% -5 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 21,549 $3.81M 0.84% +5,744 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 21,515 $3.8M 0.1% +1,131 13F-HR Timeline United Bank More: the full row for United Bank 21,435 $3.79M 1.45% +381 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,430 $3.79M 0.2% -5,465 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,285 $3.76M 0.64% -26 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 21,270 $3.76M 0.76% new 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 21,189 $3.74M 1.65% +36 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,174 $3.74M 0.4% +306 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21,171 $3.74M 0.47% -133 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,135 $3.74M 0.33% -194 13F-HR Timeline City State Bank More: the full row for City State Bank 21,113 $3.73M 1.17% +550 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 21,042 $3.72M 1.94% +786 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 20,856 $3.69M 1.01% +220 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 20,846 $3.68M 1.65% -1,356 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 20,749 $3.67M 0.86% -1,680 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 20,585 $3.64M 0.5% -1,230 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 20,321 $3.59M 1.33% -1,696 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 20,296 $3.59M 1.16% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 20,152 $3.58M 1.13% +2,118 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 20,213 $3.57M 0.07% +805 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20,208 $3.57M 0.37% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,198 $3.57M 0.79% -2,628 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 20,165 $3.56M 0.75% -153 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 20,152 $3.56M 2.29% +100 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 20,031 $3.54M 2.01% +7,126 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 20,020 $3.54M 1.07% -22,115 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 19,920 $3.52M 0.67% +1,143 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 19,919 $3.52M 0.76% +2,507 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,918 $3.52M 0.23% +1,750 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 19,836 $3.52M 0.89% +1,389 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 19,879 $3.51M 0.49% +533 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 19,878 $3.51M 0.92% -41 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 19,875 $3.51M 0.81% +960 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,826 $3.5M 0.13% -987 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 19,788 $3.5M 0.8% +2,289 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 19,766 $3.49M 0.22% -187 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 19,731 $3.49M 3.24% -586 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 19,729 $3.49M 2.42% -7,562 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,705 $3.48M 0.37% +321 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,684 $3.48M 1.61% -110 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for TAGStone Capital, Inc. 19,195 $3.42M 1.41% +3,890 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 19,181 $3.39M 2.13% +1,188 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 19,169 $3.39M 0.55% -51 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 19,155 $3.39M 0.88% +1,309 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 18,834 $3.39M 0.13% -2,117 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 19,115 $3.38M 0.68% -1,004 13F-HR Timeline Francis Financial, Inc. 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More: the full row for FDx Advisors, Inc. 17,568 $3.1M 0.95% -170 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 17,489 $3.1M -13,943 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 17,516 $3.1M 0.02% +266 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 17,344 $3.07M 0.03% +948 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 17,340 $3.06M 1.2% +289 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,313 $3.06M 0.13% +1,324 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 17,312 $3.06M 2.69% -14 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 17,297 $3.06M 1.48% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 17,194 $3.04M 0.39% -38 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 16,803 $3M 0.3% -244 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,773 $2.96M 0.58% +461 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 16,744 $2.96M 1.85% +2,876 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 16,575 $2.93M 0.09% +1,915 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 16,559 $2.93M 0.84% -55 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 16,499 $2.92M 1.43% +918 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 16,480 $2.91M 0.32% -457 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 16,446 $2.91M 0.35% -2,007 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16,423 $2.9M 0.25% +1,084 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 16,391 $2.9M 3.24% +2,057 13F-HR/A Timeline ARRIEN INVESTMENTS, INC. More: the full row for ARRIEN INVESTMENTS, INC. 16,388 $2.9M 1.83% +470 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 16,367 $2.89M 0.84% -432 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 16,325 $2.89M 2.92% +334 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 16,324 $2.89M 0.54% -743 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,230 $2.88M 0.13% +5,170 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 16,288 $2.88M 0.17% +2,351 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 16,168 $2.86M 1.71% +2,685 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 16,114 $2.85M 1.78% +1,594 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,139 $2.85M 0.04% -800 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,070 $2.84M 0.17% -141 13F-HR Timeline STAGE HARBOR FINANCIAL, LLC More: the full row for STAGE HARBOR FINANCIAL, LLC 16,043 $2.84M 2.3% -409 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 15,997 $2.83M 1.56% -6,497 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 15,982 $2.82M 0.51% -287 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 15,959 $2.82M 0.74% 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 15,953 $2.82M 1.97% +125 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 15,909 $2.81M 1.6% -258 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 15,803 $2.79M 0.2% -863 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 15,766 $2.79M 0.13% +5,411 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 15,701 $2.77M 1.4% +80 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 15,658 $2.77M 1.91% +240 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 15,631 $2.76M 0.1% +462 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 15,534 $2.76M 0.47% -2,272 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 15,535 $2.75M <0.01% -7,923 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,442 $2.73M 0.16% -744 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 15,350 $2.73M 0.36% -13 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 15,430 $2.73M 1.28% -1,333 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 15,402 $2.72M 0.89% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 15,401 $2.72M 2.95% -999 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15,382 $2.72M 0.26% -5,896 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 15,200 $2.69M 1.1% -900 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 15,149 $2.68M 0.59% +9,536 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 15,049 $2.66M 1.41% +342 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,034 $2.66M 0.25% -1,634 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 14,972 $2.65M 1.01% -4,987 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 14,975 $2.65M 0.83% +816 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 14,899 $2.63M 0.4% -274 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 14,553 $2.63M 1.76% +30 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 14,888 $2.63M 0.74% -670 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 14,787 $2.61M 0.7% -19,246 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 14,758 $2.61M 0.01% +937 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,686 $2.6M 0.06% +10,758 13F-HR Timeline Group Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 14,676 $2.59M 0.8% -1,293 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,642 $2.59M 0.18% +271 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 14,628 $2.59M 1.21% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 14,605 $2.58M 1.61% +1,671 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 14,536 $2.57M 0.52% +4,086 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,491 $2.56M 0.22% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 14,452 $2.55M 0.66% -381 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 14,415 $2.55M 1.99% -442 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 14,405 $2.55M 0.27% -601 13F-HR Timeline RTD Financial Advisors, Inc. 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