KWB Wealth More: the full row for KWB Wealth 36,032 $3.33M 0.4% +1,378 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 30,188 $3.14M 0.12% -230 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30,897 $3.12M 1.23% +17 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,077 $3.03M 0.01% -549 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 30,028 $3.03M 0.07% -14,055 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 29,751 $3M 0.91% +2,906 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 29,601 $2.98M 0.01% -2,089 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 29,112 $2.94M 0.86% -516 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 28,767 $2.9M 0.24% +2,441 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,904 $2.81M 0.07% -8,898 13F-HR Timeline Group RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 27,100 $2.73M 0.57% +19,235 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 26,782 $2.7M 0.07% +13,201 13F-HR/A Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 26,475 $2.67M 0.2% +2,491 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 26,099 $2.63M 2.09% +13,805 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 25,811 $2.6M 0.67% +3,723 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 25,612 $2.58M 1.62% +12,411 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25,609 $2.58M 1.35% +6,858 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 25,517 $2.57M 1.63% +6,791 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 25,371 $2.56M 1.02% +279 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,982 $2.42M 0.18% +3,045 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 23,597 $2.38M 0.53% +3,509 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 23,547 $2.37M 0.47% -626 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 22,982 $2.32M 0.67% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 22,331 $2.3M 0.05% -6,840 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 22,608 $2.28M 0.01% +10,508 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 20,852 $2.1M <0.01% +1,285 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 20,812 $2.1M 0.83% -173 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,856 $2.09M <0.01% +13,445 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 20,552 $2.07M 0.18% -1,353 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 20,086 $2.07M 0.03% +412 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 20,307 $2.05M 0.68% +18,734 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 20,298 $2.05M 0.7% +5,996 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 19,812 $2M 0.56% -2,050 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 19,146 $1.93M 1.58% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,851 $1.9M 0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 18,181 $1.87M 0.34% -14,249 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 17,916 $1.81M 0.01% +7,281 13F-HR/A Timeline Group Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 17,652 $1.78M 1.43% +1,983 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,516 $1.77M 0.18% -1,594 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,016 $1.72M 0.15% +1,229 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,229 $1.64M 0.13% +6,509 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 16,163 $1.63M 0.43% -2,034 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,760 $1.59M 0.41% -1,087 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 15,163 $1.56M 0.09% -162 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 15,448 $1.56M <0.01% +9,022 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 15,112 $1.52M 0.34% +105 13F-HR Timeline M Wealth Management, LLC More: the full row for M Wealth Management, LLC 14,966 $1.51M 1.39% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,662 $1.48M 0.41% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,423 $1.45M 0.1% 0 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 14,260 $1.45M 0.51% +1,996 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 14,288 $1.44M 0.25% -279 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 13,967 $1.41M 0.69% +43 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 13,948 $1.41M 0.27% +178 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 13,650 $1.38M 0.95% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,531 $1.36M 0.02% -98 13F-HR/A Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 13,528 $1.36M 0.71% +4,570 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 13,458 $1.36M 0.63% +11,174 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 13,056 $1.32M 0.12% +526 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 12,879 $1.3M 0.35% +11,722 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,503 $1.26M <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 12,493 $1.26M <0.01% +10,148 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,397 $1.25M 1.03% +342 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,313 $1.24M <0.01% -209 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 12,275 $1.24M 1.02% +1,248 13F-HR Timeline Porter White Investment Advisors, Inc. More: the full row for Porter White Investment Advisors, Inc. 11,888 $1.2M 0.56% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,867 $1.2M 0.01% -90 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,602 $1.17M 0.08% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 11,523 $1.16M 0.31% -300 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,361 $1.15M 0.16% +7,765 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,193 $1.13M 0.03% -4,188 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,184 $1.13M 0.07% +1,267 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 11,160 $1.13M 0.75% +680 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,076 $1.12M 0.01% -58 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 10,804 $1.11M 0.2% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,926 $1.1M 0.04% +33 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 10,730 $1.08M 0.04% -407 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,701 $1.08M 0.4% -1 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 10,436 $1.06M 0.62% +2,075 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 10,418 $1.05M 0.23% -11,891 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,307 $1.04M 0.08% +349 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 10,266 $1.04M 0.42% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 10,137 $1.02M 0.48% -37 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 9,982 $1.01M 1.05% +8 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,450 $953K 0.04% 0 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 9,380 $946K 0.1% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Truepoint, Inc. 8,015 $808K 0.02% -19,363 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7,875 $794K 0.68% +7 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 7,786 $785K 0.49% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,665 $773K 0.03% +1,665 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,400 $746K <0.01% -8,500 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,367 $743K 0.67% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,271 $733K 0.05% 0 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 7,219 $728K 0.01% +881 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 7,129 $719K 0.06% -2,764 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 6,987 $715K 0.32% 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 7,029 $709K 0.19% -135 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,952 $701K 0.02% +7 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,929 $699K 0.16% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 6,898 $695K 0.05% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,886 $694K <0.01% +1,757 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,857 $691K 0.09% -1,862 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,953 $674K 0.06% -16 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,554 $661K <0.01% 0 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 6,410 $648K 0.34% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,398 $645K <0.01% +10 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,151 $641K 0.02% -285 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 6,286 $634K 0.57% +4 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 6,023 $607K 0.15% -18,556 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 5,805 $585K 0.06% 0 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 5,747 $579K 0.45% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,656 $570K 0.04% +121 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 5,603 $565K 0.21% 0 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,573 $562K 0.05% 0 13F-HR Timeline L.K. Benson & Company, P.C. More: the full row for L.K. Benson & Company, P.C. 5,536 $558K 0.34% +53 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,529 $557K 0.04% -194 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,521 $557K <0.01% +205 13F-HR/A Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,334 $538K 0.19% +398 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,275 $532K 0.21% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 5,232 $527K 0.34% +219 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,159 $520K 0.02% +2,920 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 5,129 $517K 0.35% -26 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 5,123 $517K 0.28% 0 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 4,929 $497K 0.19% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 4,906 $495K 0.08% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,851 $494K 0.06% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,866 $491K 0.01% new 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 4,834 $486K 0.16% +15 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,493 $453K 0.01% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,361 $440K <0.01% +211 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,320 $436K <0.01% -1,092 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 4,254 $429K 0.21% new 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4,229 $426K 0.07% 0 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 4,194 $423K 0.06% +784 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 4,046 $408K 0.33% +669 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,033 $407K 0.03% -853 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,944 $398K 0.15% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 3,936 $397K 0.24% -309 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,917 $395K 0.02% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,894 $393K <0.01% +3,544 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 3,804 $384K 0.03% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,751 $378K 0.06% -1 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 3,731 $376K 0.17% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,609 $364K 0.03% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,536 $357K 0.05% +14 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,482 $351K 0.16% +1,181 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,454 $348K <0.01% -5,712 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 3,443 $347K 0.08% -671 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 3,287 $331K 0.12% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,282 $331K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,268 $329K <0.01% new 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 3,206 $323K 0.12% +10 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,195 $322K 0.01% -761 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,143 $317K <0.01% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,142 $317K 0.01% +788 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,132 $316K 0.01% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,066 $309K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,064 $309K 0.01% 0 13F-HR Timeline Seaside Wealth Management, Inc. 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