Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,192 $549K 0.02% -2,057 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,029 $540K <0.01% -12,182 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,009 $539K 0.01% -35 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,000 $539K 0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,984 $538K 0.05% +3,317 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 9,876 $532K 0.16% -247 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,825 $529K 0.04% -707 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 9,777 $527K 0.29% +1,478 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,729 $524K 0.01% -121 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 9,728 $524K 0.58% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,609 $518K 0.03% -177 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,592 $517K 0.08% +742 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,556 $515K 0.01% -1,954 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 9,427 $508K 0.02% -660 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 9,382 $506K <0.01% +2,707 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 9,336 $503K 0.09% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 9,289 $501K 0.28% -3,885 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 9,279 $500K 0.16% -2,140 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 9,162 $494K 0.12% -528 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,102 $490K <0.01% +2,121 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 8,919 $481K 0.26% +1,063 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,891 $479K 0.12% -228 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 8,834 $476K 0.1% -3,889 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 8,834 $476K 0.09% -3,889 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 8,829 $476K 0.16% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 8,829 $476K 0.12% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 8,797 $474K 0.21% +16 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 8,784 $473K 0.05% -1,499 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,663 $467K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,636 $465K 0.02% -476 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 8,555 $461K 0.09% -903 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 8,499 $458K 0.16% +8,093 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,452 $456K 0.01% -1,610 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,379 $451K 0.06% -100 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,168 $440K 0.01% -307 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,159 $440K 0.01% -830 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,094 $436K 0.02% +935 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 8,019 $432K 0.01% -539 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 8,000 $431K 0.43% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,000 $431K 0.13% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,747 $417K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,689 $414K 0.01% -222 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 7,672 $413K 0.29% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,665 $413K 0.12% +111 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,654 $412K 0.02% +2,273 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,619 $411K 0.04% +1 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 7,407 $399K 0.03% +615 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 7,400 $399K 0.19% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,367 $397K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,149 $385K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,146 $385K 0.03% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 7,052 $380K 0.2% -2,383 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,872 $370K 0.02% +437 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,831 $368K <0.01% -1,897 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 6,829 $367K 0.03% 0 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 6,796 $366K 0.11% +79 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,611 $356K <0.01% -1,504 13F-HR Timeline Group Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 6,601 $356K 0.09% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,567 $354K 0.02% new 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 6,533 $352K 0.3% -2,834 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 6,500 $350K 0.04% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,485 $349K 0.07% -409 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,345 $342K 0.02% -84 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,322 $341K 0.02% 0 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 6,315 $340K 0.02% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,172 $333K 0.03% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 6,155 $332K 0.18% -100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,115 $329K 0.01% +120 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,082 $328K <0.01% +182 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,026 $325K 0.02% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,000 $323K 0.04% +100 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,960 $321K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,887 $317K 0.01% -191 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,878 $317K 0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 5,825 $314K 0.24% +56 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,825 $314K 0.05% +25 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,814 $313K 0.01% -112,594 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,762 $310K 0.01% +426 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 5,712 $308K 0.19% +131 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,665 $305K 0.02% -31 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,650 $304K 0.01% +1,100 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,627 $303K <0.01% -401 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,537 $298K <0.01% +795 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 5,470 $295K 0.08% +18 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,457 $294K 0.04% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,454 $294K 0.02% -31 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,410 $291K 0.01% 0 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 5,373 $289K 0.2% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,307 $286K 0.04% -163 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,279 $284K <0.01% -300 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,261 $283K <0.01% -2,440 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5,227 $282K 0.09% +287 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 5,203 $280K 0.09% +55 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 5,171 $279K 0.01% new 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 5,121 $276K 0.02% +435 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 5,016 $270K 0.01% 0 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 4,950 $267K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,939 $266K 0.01% +825 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,867 $262K 0.05% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,823 $260K 0.01% +398 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,737 $255K 0.01% +743 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,732 $255K <0.01% -1,811 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,722 $254K 0.02% +107 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,715 $254K 0.01% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,679 $252K 0.16% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 4,650 $251K 0.05% new 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 4,649 $250K 0.06% -280 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,625 $249K 0.05% 0 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 4,576 $247K 0.13% -8,272 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,584 $247K 0.01% -394 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,537 $244K 0.06% +68 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,502 $243K <0.01% 0 13F-HR Timeline Group New World Advisors LLC More: the full row for New World Advisors LLC 4,491 $242K 0.04% +70 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,479 $241K 0.06% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,414 $238K <0.01% new 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,403 $237K 0.13% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 4,384 $236K 0.26% 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,300 $232K 0.01% 0 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,269 $230K 0.1% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,259 $229K 0.02% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 4,231 $228K 0.13% +66 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,222 $227K 0.08% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,198 $226K 0.02% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,193 $226K 0.04% +366 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,192 $226K 0.1% -236 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,183 $225K 0.01% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 4,141 $223K 0.06% 0 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 4,129 $222K 0.14% -23 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,105 $221K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,086 $220K <0.01% -3,748 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,085 $220K 0.02% new 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 4,007 $216K 0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,003 $216K <0.01% +1,104 13F-HR Timeline Group Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,992 $215K 0.06% +190 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,962 $213K 0.01% -192 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,915 $211K <0.01% -447 13F-HR/A Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,894 $210K 0.03% +193 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,888 $209K <0.01% -232 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 3,845 $207K 0.15% -312 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,841 $207K <0.01% +9 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,780 $204K 0.02% -1,977 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,766 $203K 0.02% +59 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 3,756 $202K 0.11% -319 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,728 $201K 0.04% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,689 $199K 0.05% -12 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,655 $197K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,526 $190K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,478 $187K 0.04% -50 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,468 $187K 0.14% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,359 $181K <0.01% +53 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,329 $179K 0.02% +3,059 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 3,311 $178K 0.02% +36 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,255 $175K 0.01% -18 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 3,185 $172K 0.07% -26 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,178 $171K 0.09% -3,198 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,817 $152K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,712 $146K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,486 $134K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,455 $132K <0.01% +1,063 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,441 $132K <0.01% -691 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,424 $131K 0.02% +51 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,225 $120K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,166 $117K 0.01% -1,556 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,165 $117K 0.07% +320 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 2,000 $108K 0.01% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,913 $103K 0.01% +1,440 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,849 $99.6K <0.01% +849 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,789 $96.4K 0.03% +657 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,772 $95.5K 0.02% -12,465 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,761 $94.9K 0.01% -60 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,751 $94.3K <0.01% -293 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,715 $92.4K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,690 $91.1K 0.05% +1,000 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,650 $88.9K 0.06% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,614 $87K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,612 $86.9K 0.01% +566 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,475 $79.5K 0.04% -684 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,470 $79.2K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,432 $77.2K 0.02% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,404 $75.9K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,386 $74.7K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,375 $74.1K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,306 $70.4K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,196 $64.4K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,169 $63K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,060 $57K 0.03% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,017 $54.8K <0.01% -273 13F-HR Timeline Birchwood Financial Partners, Inc. 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More: the full row for JCIC Asset Management Inc. 620 $33.4K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 614 $33.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 570 $30.7K 0.02% +60 13F-HR Timeline