National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 49,093 $4.05M 1.4% +5,190 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 47,660 $3.93M 0.49% +841 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 46,072 $3.8M 0.92% +3,259 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 45,744 $3.77M 1.57% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 45,168 $3.73M 0.21% +137 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 44,123 $3.64M 0.07% +39,469 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 42,277 $3.49M 1.65% +7,449 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 42,067 $3.47M 0.11% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 41,518 $3.42M 0.21% +19,986 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 41,499 $3.42M 2.42% 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 41,421 $3.42M 0.03% +36,120 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 41,364 $3.41M 1.43% -1,237 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 41,085 $3.39M 1.03% +10,182 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 40,364 $3.33M 0.15% +20,149 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 39,867 $3.29M 2.01% +6,518 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 39,819 $3.28M 1.89% -167 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 39,807 $3.28M 0.02% -597 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 39,124 $3.23M 0.34% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 38,554 $3.18M 0.01% +2,456 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 38,534 $3.18M 0.01% -25 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38,501 $3.18M 0.07% -4,758 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 38,222 $3.15M 0.05% +5,668 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 38,133 $3.15M <0.01% -555 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,136 $3.06M 0.05% +35,557 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 36,834 $3.04M 1.44% +674 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 36,163 $2.98M 0.33% -4,428 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 36,062 $2.97M 0.97% +660 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 35,397 $2.92M 0.02% -70 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 34,381 $2.84M 0.01% 13F-HR Timeline Group Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 33,433 $2.76M 1.25% +2,035 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 33,379 $2.75M 1.38% -213 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 33,867 $2.73M 0.07% +5,158 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 32,948 $2.72M 0.25% -1,386 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 32,506 $2.68M 0.36% +3,096 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 32,203 $2.66M 0.73% -200 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 31,950 $2.64M 0.07% +956 13F-HR Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 31,775 $2.62M 2.5% 13F-HR Timeline Cassady Wealth & Retirement Planning, L… More: the full row for Cassady Wealth & Retirement Planning, LLC 31,743 $2.62M 1.71% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 31,521 $2.6M 0.12% +4,593 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 31,487 $2.6M 0.01% +7,156 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 31,475 $2.6M 1.27% -2,301 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 31,431 $2.59M 1.65% -1,914 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 31,079 $2.56M 1.44% +610 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 30,912 $2.55M 1.37% -296 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 30,781 $2.54M 0.65% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 30,765 $2.54M 0.29% +2,171 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 30,400 $2.51M 0.01% +2,784 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 30,016 $2.48M 0.71% +443 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,119 $2.4M <0.01% +24,615 13F-HR/A Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 29,037 $2.39M 0.18% +3,589 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,986 $2.39M 0.07% +2,411 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 28,487 $2.35M 0.14% +4,898 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 28,330 $2.34M 0.12% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 28,290 $2.33M 4.45% +1,185 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 27,296 $2.25M 2.2% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 26,628 $2.2M 0.06% +783 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 26,336 $2.17M 0.07% +1 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 26,102 $2.15M <0.01% +2,039 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 26,094 $2.15M 0.03% +734 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 25,444 $2.1M 0.86% -225 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,441 $2.02M 0.15% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 24,157 $1.99M 0.97% +5,225 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23,905 $1.97M 1.2% +28 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 22,780 $1.97M 0.24% +918 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 23,745 $1.96M 0.02% +31 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 23,627 $1.95M 0.02% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,507 $1.94M <0.01% -11,035 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 23,163 $1.91M 0.29% +18,968 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 23,131 $1.91M 0.1% -25 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 23,129 $1.91M 0.11% +4,844 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 22,874 $1.89M 0.24% +405 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,407 $1.85M 0.15% +539 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,380 $1.85M 0.06% -2,838 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 21,925 $1.81M 0.02% new 13F-HR Timeline Group K2 Financial Inc. More: the full row for K2 Financial Inc. 21,391 $1.8M 1.39% +790 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 21,809 $1.8M 0.1% +122 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,616 $1.78M 0.01% +508 13F-HR Timeline Group Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 21,253 $1.75M 1.14% +371 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 20,732 $1.71M 0.67% -4,718 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,299 $1.71M 0.01% +815 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 20,686 $1.71M 0.09% +1,620 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 20,574 $1.7M 0.21% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 20,445 $1.69M 0.38% +4,692 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 20,412 $1.68M 1.3% +14,712 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 20,315 $1.68M 0.68% -10,767 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 19,592 $1.67M 0.04% +9,557 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 19,930 $1.64M 0.16% +194 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 19,851 $1.64M 0.51% +5,137 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,655 $1.62M 0.04% +3,897 13F-HR/A Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 19,407 $1.6M 0.39% -19,337 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 19,403 $1.6M 0.91% -127 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 19,224 $1.59M 0.04% +1,488 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 18,991 $1.57M 0.03% -228 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 18,945 $1.56M 0.21% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 18,540 $1.53M 0.47% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,266 $1.51M <0.01% -14,212 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 18,137 $1.5M 0.17% +1,904 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 18,092 $1.49M <0.01% +2,630 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 17,244 $1.46M 0.19% +54 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,689 $1.46M <0.01% +4 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,568 $1.45M 0.03% +1,957 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,530 $1.45M <0.01% -282,364 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 17,497 $1.44M 0.16% 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 17,110 $1.41M 0.3% 0 13F-HR/A Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 16,539 $1.4M 0.13% +3,070 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 16,687 $1.38M 0.05% +1,624 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 16,616 $1.37M 0.14% -367 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,039 $1.32M 0.05% -355 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 15,872 $1.31M 0.26% -343 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 15,796 $1.3M <0.01% +521 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 15,674 $1.29M 0.01% +14,742 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,885 $1.23M <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14,680 $1.21M 0.57% +140 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,400 $1.19M <0.01% +648 13F-HR Timeline Group G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 14,362 $1.18M 0.29% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,690 $1.18M 0.03% -626 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 14,279 $1.18M 0.27% -305 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 14,009 $1.16M 0.45% -616 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 13,989 $1.15M 0.79% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,983 $1.15M 0.06% -1,013 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,959 $1.15M <0.01% new 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 13,930 $1.15M 0.3% 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 13,882 $1.14M 0.48% 0 13F-HR Timeline E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 13,810 $1.14M 0.96% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,689 $1.13M 0.01% -190 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 13,630 $1.12M 0.23% -175 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 13,628 $1.12M 0.14% +215 13F-HR/A Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 13,559 $1.12M 0.05% -3,099 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 13,407 $1.11M <0.01% +2,896 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 13,400 $1.11M 0.57% +1,039 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,345 $1.1M <0.01% -19,550 13F-HR/A Timeline Group Human Investing LLC More: the full row for Human Investing LLC 12,804 $1.06M 0.15% +261 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 12,523 $1.03M 0.22% +124 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,501 $1.03M 0.01% -1,909 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,469 $1.03M 0.01% +6,845 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 12,238 $1.01M 0.41% -145 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 12,080 $996K 0.36% -107 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 11,852 $978K 0.29% +1,716 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 11,644 $960K 0.61% +415 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,635 $960K 0.04% +100 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 11,615 $958K 0.34% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 11,575 $955K 0.01% +4,531 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,568 $954K 0.02% +2,272 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 11,471 $949K <0.01% +4,361 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,126 $944K 0.21% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,408 $941K 0.01% +1,448 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 11,352 $936K 0.71% 13F-HR Timeline Vistica Wealth Advisors, LLC More: the full row for Vistica Wealth Advisors, LLC 11,333 $935K 0.93% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 11,314 $933K 0.1% +43 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 11,300 $932K 0.13% +2,920 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,234 $927K 0.01% -935 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,198 $924K 0.28% +1,587 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 11,122 $917K 0.54% +205 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,115 $917K 0.03% +3 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 11,059 $912K 0.17% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 10,982 $906K 0.34% -465 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 10,945 $903K 0.36% +100 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,939 $902K 0.02% -109 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,918 $901K 0.08% new 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 10,455 $862K 0.35% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,402 $858K 0.02% +33 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 10,368 $855K 0.09% -2,625 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 10,026 $827K 0.23% +70 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,959 $826K 0.01% +169 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,887 $815K 0.04% +253 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 8,977 $804K 0.31% -16,227 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 9,632 $794K 0.36% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 9,607 $792K 0.23% -2,877 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,471 $781K <0.01% +2,209 13F-HR Timeline Group Manuka Financial, LLC More: the full row for Manuka Financial, LLC 9,447 $779K 0.48% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,390 $774K 0.09% +5,235 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,350 $771K 0.04% 0 13F-HR Timeline Mann Financial Group, Inc. 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