Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 15,521 $1.52M 0.81% -50 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 15,263 $1.49M 0.6% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 15,203 $1.49M 0.37% +8,507 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 15,187 $1.49M 0.35% -2,921 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 15,183 $1.49M 0.11% -903 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,170 $1.49M 0.02% -855 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 12,340 $1.48M 0.74% -706 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15,149 $1.48M 0.1% -1,631 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 15,104 $1.48M 0.2% +6,236 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 15,032 $1.47M 0.58% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 14,970 $1.47M 0.54% -1,320 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,810 $1.45M 0.03% -4,823 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 14,771 $1.45M 0.26% +5,597 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 14,728 $1.44M 0.87% -2,202 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 14,655 $1.43M 0.31% -1,164 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 14,632 $1.43M <0.01% -2,492 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 14,508 $1.42M 0.23% +36 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 14,201 $1.39M 0.46% +15 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 14,105 $1.38M 1.24% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,104 $1.38M 0.01% +724 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 13,977 $1.37M new Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 13,967 $1.37M 0.41% -396 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 13,963 $1.37M 0.48% +285 13F-HR Timeline ES4, LLC More: the full row for ES4, LLC 13,929 $1.36M 0.88% -1,023 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 13,782 $1.35M 0.23% +8,755 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 13,687 $1.34M 0.45% +509 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 13,589 $1.33M 0.35% +559 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 13,570 $1.33M 0.58% -118 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 13,505 $1.32M 0.39% +10,994 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,440 $1.32M 0.01% +61 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,865 $1.31M 0.37% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 13,290 $1.3M <0.01% +3,921 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,278 $1.3M 0.03% +3,160 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for CALTON & ASSOCIATES, INC. 12,909 $1.26M 0.18% -870 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 11,124 $1.24M 0.02% +1,208 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,599 $1.23M 0.11% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 12,544 $1.23M 1.23% -3,600 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 12,450 $1.22M 0.18% -9 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 12,406 $1.21M 0.12% +147 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 12,324 $1.21M 0.44% -145 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 14,936 $1.2M 0.38% +922 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 12,221 $1.2M 0.54% 0 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 12,122 $1.19M 0.24% 0 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 12,035 $1.18M 0.32% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,975 $1.17M 0.13% -1,654 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 10,305 $1.17M 0.14% -424 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 11,965 $1.17M 5.33% -9,901 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 11,920 $1.17M 0.15% -581 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,885 $1.16M 0.03% +652 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,828 $1.16M 0.08% +2,080 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 11,783 $1.15M 0.38% -230 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,779 $1.15M 0.21% +1 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,764 $1.15M 0.23% +4,747 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 11,696 $1.15M 0.04% -449 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 11,643 $1.14M 0.34% -111 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11,616 $1.14M 0.06% +1,089 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 11,616 $1.14M <0.01% +584 13F-HR Timeline Group Claris Financial LLC More: the full row for Claris Financial LLC 11,491 $1.13M 0.62% -533 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 11,481 $1.12M 0.69% -104 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,457 $1.12M 0.25% -259 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,393 $1.12M <0.01% +2,266 13F-HR Timeline PMG Wealth Management, Inc. More: the full row for PMG Wealth Management, Inc. 11,370 $1.11M 0.8% -35 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,343 $1.11M 0.03% -115,804 13F-HR/A Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,422 $1.11M 0.11% +140 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 11,247 $1.1M 0.45% +1,086 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,175 $1.09M 0.05% -6,656 13F-HR Timeline Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 11,068 $1.08M 0.93% +162 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,063 $1.08M 0.03% +640 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,043 $1.08M 0.04% +571 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 13,340 $1.07M 1.04% +880 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 10,890 $1.07M <0.01% +4,141 13F-HR Timeline Group Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 10,888 $1.07M 0.4% 0 13F-HR/A Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 84,595 $1.06M 0.44% -7,826 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 10,789 $1.06M 0.03% +2,000 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 10,714 $1.05M 0.12% -930 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,682 $1.05M 0.09% +119 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 10,601 $1.04M 0.48% +146 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 10,577 $1.04M 0.21% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 10,549 $1.03M 0.17% -67 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 10,432 $1.02M 0.11% +188 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 10,406 $1.02M 0.39% -722 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,380 $1.02M 0.05% +1,158 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,360 $1.01M 0.03% -334 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10,289 $1.01M 0.27% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10,245 $1M 0.12% -175 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,222 $1M 0.03% -1,572 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 10,176 $996K 0.07% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,166 $995K 0.09% 0 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 10,137 $993K 0.29% +448 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,099 $989K 0.01% +262 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,072 $986K 0.17% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,868 $966K 1.03% -892 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9,859 $965K 0.06% -222 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,839 $963K 0.06% -3,706 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 9,799 $959K 0.64% -670 13F-HR Timeline True Blue Financial, LLC More: the full row for True Blue Financial, LLC 9,781 $958K 0.75% +1,884 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 9,697 $949K 0.24% -23 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,668 $947K 0.01% +294 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 9,631 $943K 0.03% +24 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,579 $938K 0.01% +6 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 9,566 $937K 1.48% +41 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,522 $932K 0.01% -1,928 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 9,482 $928K 0.21% +450 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 9,428 $923K 0.19% -376 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 9,347 $915K 0.39% -2,237 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,279 $908K 0.03% -11 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,227 $903K 0.12% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,204 $901K 0.05% +2,121 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,173 $898K 0.51% -17 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 9,162 $897K 0.09% -4,536 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,377 $895K 0.04% new 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 9,070 $888K 0.23% +900 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 9,029 $884K 0.12% -105 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 8,981 $879K 0.54% +32 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,883 $870K <0.01% -291 13F-HR Timeline Group Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 8,861 $868K 0.36% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 8,858 $867K 0.2% -873 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,802 $862K 0.66% -140 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 8,716 $853K 2.84% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,680 $850K 0.05% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 8,658 $848K 0.34% +787 13F-HR Timeline CORE WEALTH ADVISORS, LLC More: the full row for CORE WEALTH ADVISORS, LLC 8,590 $841K 0.65% -208 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,519 $834K 0.05% -1,113 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 8,415 $824K 0.02% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,382 $821K 0.01% +337 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,654 $817K 0.02% 0 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 8,184 $801K 0.44% +11 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 8,174 $800K 0.6% -357 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,132 $796K 0.26% +1,831 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,084 $791K 0.01% +941 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 8,074 $791K 0.76% +244 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,043 $788K 0.03% +1,019 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,033 $787K 0.01% +61 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,920 $775K 0.03% +2,759 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 7,918 $775K 0.02% -149 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 7,773 $774K 0.18% +680 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,849 $768K 0.01% -1,776 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,846 $768K 0.01% +277 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 7,826 $766K 0.16% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,577 $742K 0.13% +120 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,558 $740K 0.03% -6 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 7,538 $738K 0.19% new 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,500 $734K 0.1% +270 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,472 $732K 0.17% -229 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 7,460 $730K 0.34% +5,250 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,448 $729K 0.06% -235 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,437 $728K 0.23% +1,040 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 7,424 $727K 0.33% -186 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,383 $723K <0.01% -6 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,364 $721K 0.75% +609 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,354 $720K 0.04% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,339 $719K 0.03% -1,024 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 7,323 $717K 0.01% -2,696 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 7,255 $710K 0.2% +373 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 5,931 $705K 0.47% -8,265 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,176 $703K 0.04% 0 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 7,118 $697K 1.05% -42 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 7,104 $696K 0.41% +3,327 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,085 $694K 0.02% +4,521 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,075 $693K 0.04% +12 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,051 $690K 0.02% -806 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,041 $689K 0.1% -97 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 7,036 $689K 0.28% +440 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,981 $683K 0.04% -1,367 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,975 $683K 0.01% -7,441 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,235 $681K 0.58% -245 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,937 $679K 0.01% -53 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,915 $677K 0.05% -193 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 6,898 $675K 0.01% -52 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 8,753 $670K 0.12% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,813 $667K 0.04% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 6,698 $656K 0.09% -1,762 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,607 $647K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,606 $647K 0.03% -102 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,592 $645K 0.01% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 6,587 $645K 0.42% +581 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,547 $641K 0.03% -514 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 6,543 $641K 0.6% 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 6,466 $633K 0.41% +7 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,455 $632K 0.1% -639 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,443 $631K 0.25% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 6,414 $628K 0.19% new 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 6,352 $622K 0.11% +6 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 6,302 $617K 0.08% -2,131 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,239 $611K 0.04% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,233 $610K 0.03% -400 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,215 $609K 0.25% +820 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,205 $608K 0.59% -98 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,202 $607K 0.07% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,170 $604K 0.19% -1,162 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,158 $603K 0.03% +15 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,148 $602K 0.01% -214 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 6,126 $600K 0.21% -1,661 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 6,106 $598K 0.12% -979 13F-HR Timeline Cadia Private Client LLC More: the full row for Cadia Private Client LLC 6,100 $597K 0.48% +2,566 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 6,046 $592K 0.24% +2,188 13F-HR Timeline