Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,412 $146K 0.07% +335 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,312 $140K <0.01% +411 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,307 $139K <0.01% -52 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,240 $136K <0.01% +640 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,216 $134K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 2,035 $123K 0.08% -488 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,995 $121K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,837 $111K 0.05% +20 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,584 $95.7K 0.07% -5,839 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,578 $95.3K 0.03% -28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,550 $94K 0.05% -13,338 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,525 $92.1K <0.01% +353 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,515 $91.5K 0.04% +2 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,500 $90.6K 0.04% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,392 $84.1K <0.01% +24 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,325 $80.1K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,303 $78.7K <0.01% -237 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,289 $77.9K <0.01% +767 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 1,200 $72.5K 0.05% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,147 $69.3K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,139 $68.8K 0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,136 $68.6K 0.05% 0 13F-HR Timeline GHP Investment Advisors, Inc. 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Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 258 $16K <0.01% -23 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 241 $16K <0.01% +5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 263 $15.9K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 254 $15.3K 0.01% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 250 $15.1K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 216 $13.1K <0.01% +214 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 216 $13.1K 0.01% -76 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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