Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 111,615 $11.1M 3.06% +6,307 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 110,702 $11M 3.26% -5,539 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 110,561 $11M 0.22% +6,602 13F-HR Timeline Group Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 110,433 $11M 5.24% +5,094 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 109,418 $10.9M 1.12% -28,947 13F-HR Timeline Porter White Investment Advisors, Inc. 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COLE ADVISORS, INC. 47,569 $4.73M 0.09% +1,803 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 46,870 $4.66M 1.63% +539 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 46,070 $4.59M 0.18% -401 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 45,876 $4.57M 0.12% +11,233 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 45,825 $4.56M 1.18% +27,705 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 45,558 $4.53M 0.15% new 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 45,150 $4.49M 3.1% -860 13F-HR Timeline Equita Financial Network, Inc. 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Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 34,692 $3.41M 0.53% +1,874 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 33,774 $3.36M 0.74% +2,962 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 33,638 $3.35M 0.07% +3,113 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 33,397 $3.32M 1.41% -17,183 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 33,069 $3.29M 1.42% -475 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 32,908 $3.28M 1.15% +6,652 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 32,878 $3.27M 1.34% +1,842 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 32,510 $3.24M 1.7% -347 13F-HR Timeline JDH Wealth Management, LLC More: the full row for JDH Wealth Management, LLC 32,277 $3.21M 2.28% -1,337 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 32,389 $3.19M 0.5% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 31,759 $3.16M 1.33% +6,733 13F-HR Timeline