Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 13,969 $560K 0.1% -12,871 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 13,924 $558K 0.03% -44 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 13,649 $547K 0.06% -152 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,428 $539K 0.04% -4,166 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 13,375 $536K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,891 $517K 0.02% +2 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,803 $514K <0.01% +1,146 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 12,787 $513K 0.02% 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 12,784 $513K 0.01% +2,932 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 12,690 $509K 0.22% -460 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,137 $487K 0.01% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12,022 $482K 0.16% +354 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,863 $476K 0.05% -731 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,588 $464K 0.08% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,528 $462K 0.12% +679 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,465 $460K 0.03% +136 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,448 $459K 0.01% +168 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,354 $455K 0.04% -7,594 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 11,145 $447K 0.12% -785 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 10,919 $438K 0.13% -146 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 10,909 $438K 0.11% +2,019 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,758 $432K 0.05% +102 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,732 $430K 0.01% +2,146 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,550 $423K 0.25% +29 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 10,521 $422K 0.04% -730 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,399 $417K 0.02% 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,737 $390K 0.01% +17 13F-HR Timeline Group MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 9,482 $380K 0.31% +1,326 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 9,284 $372K 0.03% -6,364 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,088 $365K <0.01% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 8,941 $359K 0.36% -627 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,857 $355K 0.03% -447 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 8,780 $352K 0.18% +835 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 8,731 $350K 0.27% -19,332 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 8,725 $350K 0.06% 0 13F-HR Timeline American Trust More: the full row for American Trust 8,617 $346K 0.03% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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Co. 4,843 $264K 0.03% -1,363 13F-HR/A Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,547 $263K <0.01% 0 13F-HR Timeline Group Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,531 $261K 0.05% +697 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,365 $255K 0.05% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,310 $253K 0.18% +143 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 6,076 $244K 0.21% 0 13F-HR Timeline THOMPSON DAVIS & CO., INC. 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Amount filed as zero, left out of ratios.