Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 86,567 $3.52M 1.6% +210 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 143,324 $2.49M 0.62% new 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 39,015 $1.59M 0.17% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 26,005 $1.06M <0.01% +301 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 25,256 $1.03M <0.01% +12,288 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 23,137 $941K <0.01% -2,353 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 22,385 $910K 0.01% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 22,341 $909K <0.01% +6,585 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 21,856 $894K 0.2% +30 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,990 $447K <0.01% -150 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 10,384 $422K 0.01% -309 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 8,766 $356K <0.01% +16 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,748 $274K <0.01% +11 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,089 $248K <0.01% 0 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 5,710 $232K <0.01% +162 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,467 $222K <0.01% -4,172 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,267 $173K <0.01% -1,523 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,409 $97.9K <0.01% 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,531 $62.1K <0.01% -11 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,500 $61K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,351 $54.9K <0.01% +1 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,326 $53.9K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,134 $46.1K <0.01% +1 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 865 $35.2K <0.01% +765 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 610 $24.8K <0.01% +10 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 511 $20.8K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 384 $15.6K <0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 340 $13.8K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 324 $13.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 293 $11.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 220 $8.95K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 200 $8.13K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 200 $8.13K <0.01% 0 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 155 $6.33K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 147 $5.98K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 125 $5.08K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 88 $3.58K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 75 $3.05K <0.01% new 13F-HR Timeline