Wedmont Private Capital More: the full row for Wedmont Private Capital 5,603 $431K 0.01% -2,056 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 5,886 $428K 0.18% +57 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,874 $427K 0.01% +1,626 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,866 $427K 0.01% -1,665 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,855 $426K 0.01% +809 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,840 $425K 0.15% new 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,800 $422K 0.17% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,770 $420K 0.02% -1,091 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,725 $416K 0.01% new 13F-HR/A Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 5,667 $412K 0.05% +5 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 5,632 $409K 0.39% new 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 5,051 $406K 0.45% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,478 $398K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,386 $392K 0.01% +2,033 13F-HR/A Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,358 $390K 0.03% +115 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,346 $389K <0.01% +277 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,325 $387K <0.01% -2,689 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,324 $387K 0.03% -204 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,300 $386K <0.01% +100 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,230 $380K 0.01% +499 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,500 $380K 0.07% -1,239 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,190 $377K <0.01% new 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,163 $376K 0.15% +81 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,138 $374K 0.01% +513 13F-HR Timeline Group Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 5,078 $369K 0.14% +201 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,059 $368K 0.01% -33 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,146 $367K 0.2% -976 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5,015 $365K 0.21% 0 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $364K 0.04% 0 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 5,000 $364K 0.09% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,991 $363K 0.02% +779 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,911 $357K 0.01% -373 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,808 $350K 0.02% 0 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 4,757 $346K 0.23% +100 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 4,750 $346K 0.32% -6,000 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 4,689 $345K 0.26% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,725 $344K 0.01% -67 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,700 $342K 0.08% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 4,659 $339K 0.01% -35,665 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,648 $338K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,629 $337K 0.07% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,587 $334K 0.02% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,582 $333K 0.18% +382 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,580 $333K 0.09% +934 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,557 $332K 0.01% +815 13F-HR Timeline Group TLS Advisors LLC More: the full row for TLS Advisors LLC 4,460 $324K 0.77% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,350 $316K <0.01% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,347 $316K 0.05% +576 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,328 $315K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 6,542 $315K 0.08% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,271 $311K 0.07% -8,130 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,253 $309K 0.02% -642 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,250 $309K 0.01% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 4,241 $308K 0.08% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,230 $308K 0.08% -35 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 4,178 $304K 0.1% -3,376 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,163 $303K +92 Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $302K 0.03% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,140 $301K <0.01% -815 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,082 $297K 0.09% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,050 $295K 0.17% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,000 $291K 0.25% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,982 $290K 0.01% -1,165 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,947 $287K 0.01% -1,040 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,863 $281K <0.01% +71 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,835 $279K 0.01% +417 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,813 $277K 0.12% +220 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,803 $277K <0.01% +1,790 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,785 $275K <0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,783 $275K 0.01% -193 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,713 $270K <0.01% -238 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,726 $270K <0.01% -3,130 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,708 $270K <0.01% new 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 3,700 $269K 0.1% -1,000 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 3,685 $268K 0.13% +50 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,685 $268K <0.01% new 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,670 $267K 0.04% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,656 $266K 0.03% -335 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,644 $265K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,633 $264K 0.01% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,619 $263K <0.01% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,614 $263K 0.02% -55 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,600 $262K 0.03% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,599 $262K 0.01% +1,647 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,580 $260K 0.01% +187 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,580 $260K 0.03% +187 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,530 $257K 0.01% -28 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 3,507 $255K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,504 $255K 0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,484 $253K 0.08% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,482 $253K 0.02% -26 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 3,477 $253K 0.06% -703 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 3,470 $252K 0.11% new 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 3,530 $252K 0.11% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 3,438 $250K 0.25% -202 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,423 $249K <0.01% +27 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,419 $249K 0.04% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,375 $245K 0.19% 0 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,370 $245K 0.14% new 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,354 $244K 0.1% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,315 $241K 0.03% -63 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,308 $241K <0.01% -13 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,295 $240K <0.01% -325 13F-HR/A Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,266 $238K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,254 $237K 0.01% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 3,231 $235K <0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,213 $234K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,200 $233K 0.05% new 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 3,161 $230K 0.24% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,149 $229K 0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,138 $228K 0.01% -208 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 3,124 $227K 0.05% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,948 $226K 0.02% new 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 3,090 $225K 0.1% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,085 $224K 0.12% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,054 $222K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,045 $221K 0.01% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 3,000 $218K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,000 $218K 0.05% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,000 $218K 0.06% 0 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,970 $216K 0.02% -360 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,970 $216K 0.04% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 2,953 $215K 0.06% +1,022 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 2,932 $213K 0.12% -8,025 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,919 $212K 0.02% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,863 $208K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,838 $206K <0.01% +745 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,818 $205K 0.09% new 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,808 $204K 0.01% new 13F-HR Timeline Group Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,800 $204K 0.1% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,387 $202K <0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,764 $201K 0.01% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,750 $200K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,711 $197K 0.14% +125 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,527 $184K <0.01% +2,359 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,522 $183K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,406 $175K 0.04% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,350 $171K 0.06% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,219 $161K 0.01% -74 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,212 $161K 0.01% +40 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $156K <0.01% -8 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $145K 0.06% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,998 $145K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,967 $143K <0.01% +665 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,845 $134K 0.02% -17 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,800 $131K 0.06% -400 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,727 $126K <0.01% -2,289 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,733 $126K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,715 $125K <0.01% +87 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,700 $124K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,487 $108K 0.04% +27 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,459 $106K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,439 $105K <0.01% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,387 $101K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,378 $100K 0.01% +409 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,363 $99.1K 0.02% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 1,359 $98.9K <0.01% +118 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,317 $95.8K 0.07% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,306 $95K <0.01% +123 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 1,276 $93K 0.02% -20 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,230 $89.5K 0.01% +230 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,182 $86K 0.01% -30 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,175 $85.5K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,113 $81.5K 0.01% -2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,115 $81.1K <0.01% -89 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,100 $80K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,089 $79.2K 0.02% +290 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,070 $77.8K 1.4% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $72.7K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,000 $72.7K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 996 $72.4K <0.01% -583 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 978 $71.2K <0.01% -264 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 970 $71K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 945 $68.7K 0.01% +644 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 929 $67.6K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 865 $62.9K <0.01% +23 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 861 $62.6K <0.01% +63 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 857 $62.3K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 815 $59.3K <0.01% +608 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 801 $58.3K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 755 $54.9K <0.01% new 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 751 $54.6K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 738 $53.7K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 725 $52.7K <0.01% -559 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 700 $50.9K <0.01% +433 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 690 $50.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 690 $50.2K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 689 $50.1K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 675 $49.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 660 $48K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 617 $44.9K <0.01% new 13F-HR Timeline Group Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 600 $43.6K 0.04% +332 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 595 $43.3K 0.01% +10 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 577 $42K <0.01% +156 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 549 $40.4K 0.03% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 525 $38.2K 0.02% +25 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 502 $36.5K <0.01% +118 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 500 $36.4K <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 500 $36.4K <0.01% -71 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $36.4K <0.01% 0 13F-HR Timeline