Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,146 $311K 0.04% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,163 $311K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,184 $309K 0.02% +19 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,167 $307K <0.01% +600 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,160 $306K 0.04% 0 13F-HR/A Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,149 $304K 0.04% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,130 $301K 0.1% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,111 $299K 0.03% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,108 $298K 0.06% -800 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,096 $297K 0.12% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,095 $296K 0.11% +5 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,095 $296K 0.01% new 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,087 $295K 0.14% -962 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 2,086 $295K 0.16% +124 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,085 $295K 0.26% +2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,082 $295K 0.03% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,082 $295K 0.01% -263 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 2,050 $290K 0.04% -5 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,040 $289K 0.02% +15 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,034 $288K 0.08% 0 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,034 $288K 0.06% -726 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,948 $287K 0.06% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,013 $285K 0.01% 0 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 2,006 $284K 0.08% 0 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 2,000 $283K 0.62% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $283K 0.03% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,000 $283K 0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 1,993 $282K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,985 $281K 0.01% 0 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,941 $275K 0.17% +435 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,912 $271K <0.01% -137 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,794 $264K 0.13% new 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,854 $262K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,850 $262K <0.01% new 13F-HR Timeline Group GR FINANCIAL GROUP, LLC More: the full row for GR FINANCIAL GROUP, LLC 1,837 $260K 0.06% +16 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 1,819 $257K 0.09% +10 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,817 $257K 0.16% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,797 $254K 0.02% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,796 $254K 0.01% -40 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,794 $254K 0.03% new 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 1,788 $253K 0.16% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,775 $251K 0.02% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,761 $249K 0.18% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,749 $247K 0.02% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 1,748 $247K 0.06% -22 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,747 $247K 0.02% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,745 $247K 0.06% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 1,739 $246K 0.02% 0 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 1,725 $244K 0.05% -40 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,716 $243K 0.05% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,700 $241K 0.01% 0 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 1,699 $240K 0.11% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 1,683 $238K 0.11% -265 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 1,678 $237K 0.07% +1 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,665 $236K 0.18% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,656 $234K 0.02% new 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 1,651 $234K 0.07% +12 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,645 $233K 0.19% new 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 1,644 $233K 0.04% -1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,634 $231K 0.02% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 1,617 $229K 0.02% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,662 $227K 0.03% +11 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,597 $226K 0.02% -81 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,600 $226K 0.01% 0 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 1,595 $226K 0.4% +12 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 1,590 $225K 0.21% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 1,586 $224K 0.04% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 1,563 $221K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,558 $220K <0.01% +34 13F-HR Timeline Group Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 1,556 $220K 0.01% +2 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,554 $220K 0.02% +14 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,550 $219K 0.04% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,546 $219K 0.01% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,545 $219K 0.04% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,535 $217K 0.03% 0 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 1,526 $216K 0.12% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,525 $216K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,522 $215K 0.01% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,513 $214K 0.08% -835 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 1,500 $212K 0.05% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,500 $212K 0.02% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 1,461 $212K 0.1% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,490 $211K 0.03% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,485 $210K <0.01% new 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,479 $209K <0.01% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,479 $209K 0.01% new 13F-HR Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 1,477 $209K 0.15% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,468 $208K 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,457 $206K 0.03% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,450 $205K 0.02% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,449 $205K <0.01% new 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,444 $204K 0.06% new 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,418 $204K 0.08% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,443 $204K 0.03% 0 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 1,419 $201K 0.04% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,349 $191K 0.01% -1,939 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,339 $189K 0.04% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,295 $183K 0.1% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,256 $178K <0.01% -384,528 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,223 $173K <0.01% -22 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,172 $166K 0.02% new 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 1,140 $161K 0.16% +10 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,126 $159K <0.01% +622 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,107 $157K <0.01% +250 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,100 $156K 0.06% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,092 $155K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,044 $147K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,036 $147K <0.01% +1,035 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,021 $145K 0.01% -4 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,014 $143K <0.01% -314 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,001 $142K 0.06% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 982 $139K 0.07% +3 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 965 $137K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 900 $127K 0.02% -270 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 885 $125K 0.05% +8 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 875 $124K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 850 $120K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 786 $111K 0.02% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 746 $106K 0.08% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 703 $99.5K <0.01% -350 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 675 $95.5K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 675 $95.5K 0.03% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 640 $90.6K 0.06% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 620 $87.7K <0.01% new 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 601 $85.1K 0.01% +5 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 600 $84.9K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 594 $84K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 565 $79.9K 0.22% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 562 $79.5K 0.05% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 505 $71.5K 0.02% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 500 $70.7K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 500 $70.7K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 500 $70.7K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 495 $70K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 462 $65.4K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 460 $65K 0.02% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 432 $61.1K 0.06% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 426 $60.3K 0.02% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 378 $53.5K 0.01% +5 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 346 $49K 0.05% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 339 $48.3K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 340 $48.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 338 $47.8K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 325 $46K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 325 $46K 0.01% -3 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 260 $36.8K 0.01% 0 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 257 $36.4K 0.03% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 243 $34.5K <0.01% -1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 241 $34.1K <0.01% -71 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 232 $32.8K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 230 $32.5K 0.03% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 216 $30.6K <0.01% +213 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 205 $29K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 193 $27.3K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 192 $27.2K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 181 $25.6K <0.01% +1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 171 $24.2K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 166 $24K <0.01% +1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 169 $23.9K 0.02% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 160 $23.5K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 165 $23.3K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 164 $23.2K 0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 158 $22.4K <0.01% -311 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 153 $22.1K <0.01% +126 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 151 $21.4K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $18.4K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 116 $16.4K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 111 $15.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 108 $15.3K <0.01% +1 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $14.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 99 $14.1K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 95 $13.4K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 90 $12.7K 0.01% -857 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 87 $12.3K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 76 $10.8K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 75 $10.7K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $10.6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 68 $9.62K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 63 $9.01K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 61 $8.63K <0.01% -210 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 58 $8.21K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 55 $7.78K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 54 $7.64K <0.01% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 53 $7.5K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 41 $5.86K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 36 $5.09K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 31 $4.39K <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 30 $4.25K <0.01% +10 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 27 $3.82K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 14 $2K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 8 $1.13K <0.01% -80 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 6 $895 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5 $707 <0.01% -83 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4 $566 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $152 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $141 <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 0 $0 -3,176 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.