Mittelman Wealth Management More: the full row for Mittelman Wealth Management 14,333 $2.05M 1.34% +1,215 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 14,258 $2.04M 0.62% +526 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 14,132 $2.03M 1.63% +333 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 14,105 $2.02M 0.14% +147 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 13,933 $2M 0.45% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13,871 $1.99M 0.08% +36 13F-HR Timeline Cassilly Financial Group LLC More: the full row for Cassilly Financial Group LLC 13,480 $1.93M 1.71% 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,478 $1.93M 0.1% +25 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,405 $1.92M <0.01% +1,624 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,140 $1.88M 0.02% -309 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 12,760 $1.83M 1.35% -678 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 12,652 $1.81M 0.57% +374 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 12,578 $1.8M 0.07% -78 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,523 $1.79M 0.02% +425 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 12,425 $1.78M 0.3% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 12,296 $1.76M 0.4% +3,158 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,225 $1.75M 0.02% +277 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 11,891 $1.7M 1.17% +11 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 11,831 $1.7M 0.14% +1,759 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 11,687 $1.68M <0.01% 0 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 11,656 $1.67M 0.31% +694 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 11,463 $1.64M 0.12% -11 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 11,437 $1.64M 0.5% -725 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 11,341 $1.63M 0.01% -1,073 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 11,246 $1.61M 0.48% -357 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 11,187 $1.6M 0.25% +211 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11,113 $1.59M 0.34% +108 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 11,102 $1.59M 1.58% 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 10,882 $1.56M 0.03% +2,768 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,880 $1.56M 0.02% -720 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,663 $1.53M 0.01% 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 10,635 $1.52M 0.3% +37 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,415 $1.49M 0.1% +952 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,334 $1.48M 0.02% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 10,288 $1.48M 0.13% -10 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,152 $1.46M 0.02% -1,133 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,121 $1.45M 0.05% -83 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,092 $1.45M 0.02% -2,937 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 9,831 $1.41M <0.01% +845 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,826 $1.41M 0.02% +531 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,809 $1.41M <0.01% -1,199 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,783 $1.4M 0.02% +2,091 13F-HR Timeline Group NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 9,768 $1.4M 0.1% +175 13F-HR Timeline PW ADVISORS, LLC \ FL More: the full row for PW ADVISORS, LLC \ FL 9,669 $1.39M 1.11% 13F-HR Timeline Golden Bell Financial Planning LLC More: the full row for Golden Bell Financial Planning LLC 9,399 $1.35M 1.12% -187 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,370 $1.34M 0.05% -275 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9,251 $1.33M 0.02% -562 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,212 $1.32M 0.02% -3,035 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,113 $1.31M <0.01% -91 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,078 $1.3M 0.12% +941 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,039 $1.3M 0.12% -457 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 17,604 $1.29M 2.22% +154 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,990 $1.29M <0.01% +274 13F-HR Timeline Group Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 8,878 $1.29M 0.26% -150 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 8,886 $1.27M 0.6% -214 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 8,872 $1.27M 0.48% -413 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,868 $1.27M 0.07% -1,187 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8,859 $1.27M 1.14% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 8,780 $1.26M 0.09% -302 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 8,658 $1.24M 0.25% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,625 $1.24M 0.04% -613 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,467 $1.21M 0.13% +10 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,414 $1.21M 0.02% -286 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,021 $1.19M 0.21% -402 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 8,124 $1.16M 0.01% -59,740 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,025 $1.15M 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,000 $1.15M 0.04% +100 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 7,984 $1.14M 1.1% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7,978 $1.14M 0.31% 0 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 7,951 $1.14M 0.78% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,832 $1.12M 0.06% +2,429 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,714 $1.11M 0.01% +1,518 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 7,683 $1.1M 0.09% +482 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,565 $1.08M <0.01% +5,265 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 7,529 $1.08M 0.21% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 7,510 $1.08M 0.57% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,462 $1.07M 0.02% -708 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 7,458 $1.07M 0.17% +2,134 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,207 $1.03M <0.01% -103 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,132 $1.02M 0.63% -1,687 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,087 $1.02M 0.02% +5,041 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 7,048 $1.01M 0.05% -282 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 6,964 $998K 0.34% +30 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 6,935 $994K 0.76% -1,556 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 6,881 $986K 0.61% +113 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,838 $980K 0.01% 0 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 6,671 $956K 0.02% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,609 $947K <0.01% +2,768 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 6,584 $944K 0.17% +4,207 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,465 $927K 0.03% +5,331 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 6,301 $925K 0.09% +30 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,307 $904K 0.07% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 6,169 $884K +125 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,087 $872K 0.01% +1,678 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 6,022 $863K 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 6,002 $860K <0.01% +182 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,983 $858K 0.01% +402 13F-HR/A Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,971 $856K 0.02% +804 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,402 $843K 0.02% +587 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 5,832 $836K 0.29% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,728 $821K <0.01% +2,382 13F-HR Timeline Group BWM Planning, LLC More: the full row for BWM Planning, LLC 5,618 $805K 0.22% +483 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,586 $801K 0.01% +1,073 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 5,569 $798K 0.28% -39 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,547 $795K 0.09% -23 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,536 $793K <0.01% +2,372 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 5,499 $791K 0.01% -22 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,516 $791K 0.05% -10,849 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,511 $790K 0.28% +14 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 5,487 $786K 0.02% 0 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,195 $786K 0.31% +680 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,478 $785K 0.03% -1,009 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,449 $781K 0.02% +477 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,343 $766K 0.1% new 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,331 $764K 0.07% -52 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5,326 $763K 0.03% -358 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,265 $755K 0.01% -858 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,247 $752K 0.14% -17 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,212 $747K 0.95% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,189 $744K 0.13% +287 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,180 $742K 0.01% +1,345 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 5,151 $738K 0.13% -63 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 5,151 $738K 0.74% 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,139 $737K 0.41% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,062 $726K <0.01% -2 13F-HR/A Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 5,051 $724K 1.07% -74,689 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,024 $720K 0.06% +40 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,998 $716K 0.51% -20 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,932 $707K 0.1% +105 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,865 $697K 0.06% +235 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,793 $687K 0.09% -4 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 4,787 $686K 0.2% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,782 $685K <0.01% +451 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,682 $671K 0.03% -25 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,647 $666K 0.06% +106 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,535 $666K 0.01% -163 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,532 $650K <0.01% +2,584 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4,463 $640K 0.38% -160 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,443 $637K <0.01% -221 13F-HR Timeline Group Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 4,440 $636K 0.32% -244 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4,360 $625K 0.25% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 4,325 $620K 0.08% +801 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,296 $616K 0.01% +1,154 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,949 $615K 0.01% +917 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,270 $612K 0.1% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 4,256 $610K 0.03% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4,254 $610K 0.55% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,161 $596K 0.05% +296 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 4,149 $595K 0.15% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,128 $592K 0.01% -148 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,076 $584K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,006 $574K 0.01% +1,911 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,963 $568K 0.3% -9 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,945 $565K 0.01% -12,801 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,938 $564K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 3,847 $562K <0.01% 0 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,891 $558K <0.01% -3,745 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,879 $556K 0.02% +7 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,876 $556K 0.14% +364 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 3,860 $553K 0.21% +88 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,855 $553K <0.01% +117 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,822 $548K 0.1% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,659 $544K 0.18% -640 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,781 $544K 0.02% +147 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,790 $543K 0.07% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,768 $540K 0.06% +479 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,765 $540K 0.04% 0 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 3,748 $537K 0.09% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. 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