BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,206 $586K 0.16% -20,680 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,186 $585K 0.01% +1,475 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 8,026 $573K 0.18% +253 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 8,000 $572K 0.53% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,005 $572K <0.01% +1,837 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,960 $569K 0.01% 0 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 7,893 $564K 1.16% -6,859 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 7,882 $563K 0.15% -2,243 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 7,761 $555K 0.18% -136 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,662 $547K 0.03% -2,619 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 7,607 $544K 0.07% +801 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 7,519 $537K 0.08% +101 13F-HR Timeline Focus Financial Network, Inc. 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Empirical Wealth Management 7,215 $516K 0.01% 0 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,200 $514K <0.01% 0 13F-HR/A Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,188 $514K 0.25% +183 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,177 $513K 0.02% +479 13F-HR Timeline Group Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 7,123 $509K 0.15% +100 13F-HR Timeline Symphony Financial Services, Inc. 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More: the full row for Savvy Advisors, Inc. 6,683 $478K 0.02% +2,565 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 6,667 $476K 0.06% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,568 $469K 0.04% -103 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,549 $468K 0.03% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,503 $465K 0.02% +3,168 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,486 $463K 0.1% +19 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 6,442 $460K 0.1% +398 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 6,418 $459K 0.13% -390 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 6,294 $450K 0.09% +1,093 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,278 $449K 0.15% +327 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,256 $447K 0.08% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 6,255 $447K 0.12% +2,021 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 6,321 $447K 0.28% -788 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,209 $444K 0.03% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6,175 $441K 0.13% -26 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,155 $440K 0.01% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 6,105 $436K <0.01% -1,245 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,100 $436K <0.01% 0 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 6,073 $434K 0.21% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,043 $432K <0.01% -2,030 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,023 $430K 0.01% +1,568 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,955 $425K 0.06% -50 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 5,947 $425K 0.32% -3,344 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 5,935 $424K 0.06% +7 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 5,916 $423K 0.15% +1,316 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 5,861 $419K 0.07% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,753 $411K <0.01% +521 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 5,709 $408K 0.22% +2,168 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,651 $404K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,636 $403K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,477 $391K 0.03% -80 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,459 $390K 0.02% +260 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,190 $376K <0.01% +2,052 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,229 $374K 0.01% -3,725 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,066 $362K <0.01% -1,766 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,058 $361K 0.02% new 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,058 $361K 0.13% +200 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,998 $357K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,996 $357K 0.01% +782 13F-HR/A Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 4,982 $356K 0.02% 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 4,964 $355K 0.11% -40 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 4,925 $352K 0.1% +100 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,920 $352K 0.07% +9 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,909 $351K <0.01% -1,028 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,796 $343K 0.23% +66 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,765 $340K 0.01% +224 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 4,706 $336K 0.33% +413 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 4,676 $334K 0.2% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,663 $333K 0.1% -30 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 4,643 $332K 0.02% -26 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 4,637 $331K 0.31% 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,620 $330K 0.07% 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,619 $330K <0.01% +4 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,595 $329K 0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,600 $329K 0.1% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 4,575 $327K 0.05% -355 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,553 $325K 0.04% +6 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,515 $323K 0.02% -42,929 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,505 $322K 0.06% -222 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 4,500 $322K 0.05% -103 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,476 $320K <0.01% -1,847 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,445 $318K 0.03% +310 13F-HR Timeline Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 4,387 $313K 0.12% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 4,369 $312K 0.05% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,348 $311K 0.07% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,330 $309K 0.03% +1,022 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,321 $309K <0.01% +12 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,320 $309K 0.01% +1,505 13F-HR/A Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 4,317 $308K 0.01% +8 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,311 $308K <0.01% -5 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,303 $307K <0.01% +73 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,270 $305K 0.11% -684 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,261 $304K 0.05% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 4,239 $303K 0.09% +12 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,232 $302K <0.01% +4 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,227 $302K <0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,221 $302K 0.05% +121 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,217 $301K 0.01% +1,204 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,200 $300K <0.01% 0 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,179 $299K <0.01% new 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 4,158 $297K 0.14% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 4,262 $294K 0.03% +1,371 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,002 $294K 0.01% +101 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,060 $290K 0.02% +747 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,041 $289K 0.07% -71 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 4,000 $286K 0.04% new 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,993 $285K 0.12% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,989 $285K <0.01% +126 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,930 $281K <0.01% +540 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,889 $280K 0.01% +3,515 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 3,884 $278K 0.28% 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 3,874 $277K 0.04% 0 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,867 $276K 0.11% -1,477 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,849 $275K 0.09% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,839 $274K 0.01% +860 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 3,802 $272K 0.11% -986 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,801 $272K 0.18% +1,574 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 3,797 $271K 0.05% -978 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 3,783 $270K 0.05% +1,462 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 3,780 $270K 0.29% 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 3,775 $270K 0.18% 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,774 $270K 0.01% +253 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 3,761 $269K 0.08% 0 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,760 $269K 0.04% +50 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 3,758 $269K 0.06% +397 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,775 $268K 0.09% +1,455 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,708 $265K 0.24% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,663 $262K <0.01% +2,453 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 3,648 $261K 0.14% 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,637 $260K 0.07% -31 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,627 $259K 0.02% new 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 3,620 $259K 0.09% +8 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,615 $258K 0.03% -95 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,600 $257K 0.06% 0 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,600 $257K <0.01% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,462 $247K 0.02% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 3,421 $244K 0.04% +79 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 3,404 $243K 0.1% +338 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,398 $243K 0.13% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 3,387 $242K 0.11% +310 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 3,351 $239K <0.01% -521 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,351 $239K 0.13% -100 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 3,343 $239K 0.05% -81 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,320 $237K 0.03% 0 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 3,280 $234K 0.08% +2 13F-HR Timeline STEWARDSHIP CONCEPTS FINANCIAL SERVICES… More: the full row for STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 3,217 $230K 0.19% 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,729 $229K 0.05% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,197 $228K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,191 $228K 0.01% +1,000 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,191 $228K 0.1% -238 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,174 $227K 0.16% +1 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,156 $225K 0.1% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,151 $225K 0.05% +277 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,130 $224K 0.09% -6,260 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 3,124 $223K 0.12% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,124 $223K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,149 $223K 0.09% 0 13F-HR Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 3,108 $222K 0.13% -79 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 3,107 $222K 0.1% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 3,100 $221K 0.02% -35 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 3,070 $219K 0.19% +9 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,061 $219K 0.02% -1,956 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,047 $218K 0.02% +412 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,032 $217K 0.02% -207 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,029 $216K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,021 $216K 0.01% -62,080 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,019 $216K <0.01% 0 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,016 $216K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,998 $214K 0.04% -1,968 13F-HR Timeline Valmark Advisers, Inc. 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