Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,854 $610K 0.12% +8 13F-HR/A Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,849 $608K 0.27% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,845 $607K 0.01% -1,873 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 1,840 $605K 0.26% -87 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 1,829 $602K 0.3% +204 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,827 $601K 0.01% +276 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,815 $597K 0.07% 0 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 1,810 $597K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,812 $596K 0.04% -287 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,525 $594K 0.08% +119 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,802 $593K 0.29% -70 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,802 $593K 0.17% +10 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,778 $585K 0.19% -30 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,775 $584K 0.3% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,772 $583K 0.02% -8 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,769 $582K 0.09% 0 13F-HR Timeline Whalen Wealth Management Inc. 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More: the full row for Values First Advisors, Inc. 1,546 $509K 0.27% -20 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,541 $507K 0.05% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,537 $506K 0.01% +280 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,537 $506K 0.04% -51 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,535 $505K 0.07% +49 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 1,533 $504K 0.24% +50 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 1,532 $504K 0.23% -148 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 1,528 $503K 0.31% +467 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 1,525 $502K 0.15% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,524 $502K 0.12% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,520 $500K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 1,520 $500K -760 Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,516 $499K 0.01% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,512 $498K 0.03% -2 13F-HR Timeline Dana Investment Advisors, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 1,452 $485K 0.17% +858 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 1,473 $485K 0.14% -99 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 1,469 $483K 0.21% +16 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,467 $483K 0.07% +55 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,465 $482K <0.01% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,461 $481K 0.22% -162 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 1,452 $478K 0.23% -79 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,451 $477K 0.19% -10 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,450 $477K 0.24% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,450 $477K 0.33% -25 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,447 $476K 0.04% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,447 $476K 0.05% -34 13F-HR Timeline Avantax Planning Partners, Inc. 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Prosperity Capital Advisors 1,316 $433K 0.03% -786 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,315 $433K 0.05% 0 13F-HR/A Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,311 $431K 0.02% -60 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,309 $431K 0.05% +388 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 1,304 $429K 0.41% -5 13F-HR Timeline Stanley-Laman Group, Ltd. 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Empirical Wealth Management 1,268 $417K 0.01% +56 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,267 $417K 0.03% +194 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,267 $417K 0.02% +21 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,266 $417K 0.02% -333 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,264 $416K 0.11% +3 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,261 $415K 0.24% +15 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,260 $415K 0.04% +948 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 1,255 $413K 0.09% 0 13F-HR Timeline SPC Financial, Inc. 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