CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 31,600 $1.46M 0.04% +204 13F-HR Timeline Group BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 31,578 $1.46M 0.71% +1,240 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 31,384 $1.45M 0.44% +1,451 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 30,395 $1.41M 0.03% +12,283 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 30,262 $1.4M 0.05% +4,924 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 30,055 $1.39M 0.05% +14,945 13F-HR Timeline Valley Financial Group, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 25,136 $1.16M 0.08% +1,083 13F-HR Timeline Group GERBER, LLC More: the full row for GERBER, LLC 25,128 $1.16M 0.73% +4,619 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 24,850 $1.15M 0.11% -274 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 24,759 $1.14M 0.66% +120 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 24,654 $1.14M 0.02% -296,429 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 24,519 $1.14M 0.02% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 24,428 $1.13M 0.26% +7,365 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24,393 $1.13M <0.01% +423 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 24,107 $1.11M <0.01% +1 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 23,878 $1.1M 0.25% -260 13F-HR Timeline Abbot Financial Management, Inc. 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More: the full row for Claro Advisors Inc. 14,424 $667K 0.1% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,424 $667K 0.42% -3,826 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 14,285 $661K 0.35% -2,002 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 14,094 $652K 0.13% -1,471 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 14,071 $651K 0.64% -1,848 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 13,916 $643K 0.24% -399 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 13,845 $640K 0.1% +1,604 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 13,825 $639K 0.19% +886 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,622 $630K <0.01% -5,412 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,148 $608K <0.01% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 12,970 $600K 0.14% -448 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 12,964 $599K 0.51% 0 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 12,943 $598K 0.25% -336 13F-HR Timeline MontVue Capital Management, Inc. 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More: the full row for Fortitude Advisory Group L.L.C. 9,655 $446K 0.24% +67 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,628 $445K 0.01% +241 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,448 $437K 0.22% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 9,443 $437K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,390 $434K 0.01% +2,050 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,330 $431K <0.01% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,322 $431K <0.01% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,298 $430K 0.13% -2,574 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 9,275 $429K 0.32% +129 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 20,853 $428K 0.23% -25 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,038 $418K <0.01% new 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 8,794 $407K 0.16% +2,427 13F-HR Timeline NWF Advisory Services Inc. 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More: the full row for Yukon Wealth Management, Inc. 6,469 $299K 0.1% new 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 6,429 $297K 0.08% -35,048 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 6,242 $289K 0.04% +1,088 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,226 $288K 0.08% +1,043 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 6,224 $288K 0.47% +286 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,106 $282K 0.01% -10 13F-HR Timeline CIBC WORLD MARKET INC. 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