CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,370 $155K 0.01% -658 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,354 $154K 0.02% 0 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 1,237 $140K 0.02% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,192 $135K 0.01% -604 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,186 $135K 0.05% -358 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,168 $132K 0.03% +412 13F-HR Timeline SOA Wealth Advisors, LLC. 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A. 1,023 $116K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,000 $113K 0.04% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 983 $112K 0.01% new 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 976 $111K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 955 $108K 0.08% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 936 $106K 0.01% -89 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 922 $105K <0.01% -92 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 898 $102K 0.01% -224 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 868 $98.4K 0 Timeline Tidemark, LLC More: the full row for Tidemark, LLC 847 $96.1K 0.03% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 843 $95.6K 0.09% 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 837 $94.9K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 834 $94.6K <0.01% -126 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 712 $87.2K 0.03% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 700 $79.4K 0.01% 0 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 692 $78.5K <0.01% new 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 678 $76.9K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 671 $76.1K 0.05% -250 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 650 $73.7K 0.07% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 643 $72.9K 0.06% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 625 $70.9K 0.02% +280 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 611 $69.3K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 610 $69.2K 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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Advisory Services LLC 128 $14.5K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 128 $14.5K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $14.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 119 $13.5K <0.01% +7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 115 $13K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 115 $13K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 110 $12.5K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 110 $12.5K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 107 $12.1K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 104 $11.7K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 104 $11.7K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 102 $11.6K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 101 $11.5K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 99 $11.4K <0.01% -40 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Pacifica Partners Inc. 77 $8.78K <0.01% -16 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 75 $8.51K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 75 $8.51K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 75 $8.51K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 69 $8.32K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 73 $8.29K <0.01% -100 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 72 $8.18K <0.01% -18 13F-HR Timeline AMERIFLEX GROUP, INC. 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