Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 8,794 $1.36M 0.19% +640 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 8,795 $1.36M 0.54% -235 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 8,794 $1.36M 0.13% +80 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 8,784 $1.36M 0.21% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 8,776 $1.36M 0.37% +387 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 8,771 $1.36M 0.33% +76 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 8,754 $1.35M 1.31% +2,241 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,750 $1.35M 0.6% +4,265 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,746 $1.35M 0.38% +108 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 8,745 $1.35M 0.88% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 8,718 $1.35M 1.17% +496 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 8,716 $1.35M 0.72% +19 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 8,686 $1.34M 0.28% +1,106 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,410 $1.34M 0.29% -15 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 8,639 $1.34M 0.39% +449 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 8,639 $1.34M 0.42% -722 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 8,630 $1.33M 1.35% +1,842 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 8,623 $1.33M 1.06% +114 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 8,619 $1.33M 0.46% -564 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,595 $1.33M 0.26% -190 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 8,591 $1.33M 0.08% -1,004 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 8,586 $1.33M 0.25% -29 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 8,582 $1.33M 0.84% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 8,580 $1.33M 0.36% -753 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 8,574 $1.33M 0.06% -425 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 8,569 $1.33M 0.09% -237 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 8,552 $1.32M 0.73% +1,098 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,547 $1.32M 0.86% -15,308 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 8,545 $1.32M 0.21% 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 8,522 $1.32M 0.24% +292 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 8,513 $1.32M 0.63% +1,852 13F-HR/A Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,507 $1.32M 0.45% +6,753 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 8,506 $1.32M 0.35% +594 13F-HR Timeline Shengqi Capital (Hong Kong) Ltd More: the full row for Shengqi Capital (Hong Kong) Ltd 8,500 $1.31M 1.19% -82,491 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 8,495 $1.31M 0.09% -1,000 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 8,491 $1.31M 0.35% +55 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 8,489 $1.31M 0.57% +41 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 8,487 $1.31M 0.29% +390 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 8,479 $1.31M 0.14% +256 13F-HR Timeline Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 8,466 $1.31M 1.38% -204 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 8,456 $1.31M 0.86% +1,347 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 8,456 $1.31M 0.87% -2,640 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 8,442 $1.31M 0.29% -248 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 8,440 $1.31M 0.5% -531 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,433 $1.3M 0.87% -14,044 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 8,432 $1.3M 0.16% new 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,418 $1.3M 0.4% +505 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,415 $1.3M 0.07% +609 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 8,409 $1.3M 0.66% -20 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 8,408 $1.3M 0.42% -1,913 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 6,821 $1.29M 0.85% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,317 $1.29M 0.08% -343 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 8,316 $1.29M 0.29% +53 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 8,283 $1.28M 0.12% -4 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 8,247 $1.28M 0.76% -3,838 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,270 $1.28M 0.69% +366 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 8,266 $1.28M 0.39% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,265 $1.28M 0.6% -480 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 8,260 $1.28M 0.61% -670 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 8,256 $1.28M 0.13% +6,256 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 8,254 $1.28M 0.38% +20 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,246 $1.28M 0.39% -664 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 8,232 $1.27M 0.2% -166 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 20,137 $1.27M 0.63% -1,294 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 8,224 $1.27M 0.3% -76 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 8,207 $1.27M 0.56% -4 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 8,204 $1.27M 0.15% -126 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,200 $1.27M 0.21% +6,889 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 8,194 $1.27M 0.36% -1 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 8,178 $1.26M 1.17% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 8,164 $1.26M 0.35% +19 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 8,152 $1.26M 0.3% +7 13F-HR Timeline PACIFIC GLOBAL INVESTMENT MANAGEMENT CO More: the full row for PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 8,137 $1.26M 1.78% -180 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 8,132 $1.26M 0.06% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8,131 $1.26M 0.57% +544 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 8,114 $1.25M 0.01% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 8,110 $1.25M 0.74% +950 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 8,104 $1.25M 1.1% +254 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 8,102 $1.25M 0.27% -361 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 8,100 $1.25M 3% -1,160 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 8,099 $1.25M 0.7% +4,205 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 8,083 $1.25M 0.14% -589 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 8,073 $1.25M 0.45% -437 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 8,071 $1.25M 0.37% +4 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8,057 $1.25M 0.01% -83 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 8,057 $1.25M 1.06% +139 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 8,044 $1.24M 0.73% -83 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 8,043 $1.24M 0.01% +286 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,022 $1.24M 0.22% -1,698 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,996 $1.24M 0.56% +159 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 7,983 $1.23M 0.88% +725 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,972 $1.23M 0.44% +1,851 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 7,968 $1.23M 0.26% 0 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 7,966 $1.23M 1.19% -301 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 7,963 $1.23M 0.69% -83 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 7,920 $1.22M 0.46% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 7,901 $1.22M 0.61% -386 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 7,900 $1.22M 1.17% -464 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 7,900 $1.22M 1% +170 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 7,893 $1.22M 0.59% +20 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 7,868 $1.22M 1.11% -155 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 7,835 $1.21M 0.19% 0 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 7,832 $1.21M 0.12% -74,697 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 7,891 $1.21M 0.87% +947 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 7,596 $1.21M 0.24% +1,105 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 7,820 $1.21M 0.26% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7,752 $1.21M 0.3% -1,868 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 7,805 $1.21M 0.76% -49 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 7,794 $1.21M 0.59% +792 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 7,793 $1.21M 0.61% -404 13F-HR/A Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 7,746 $1.2M 0.43% -3 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 7,740 $1.2M 0.3% -500 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,270 $1.2M 0.4% -266 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 7,735 $1.2M 0.23% -338 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,914 $1.19M 0.39% -608 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 7,720 $1.19M 0.75% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 7,714 $1.19M 0.48% -343 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 7,690 $1.19M 1.06% -1,050 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 7,696 $1.19M 0.61% +281 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 7,670 $1.19M 0.52% -651 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 7,669 $1.19M 0.6% -140 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,669 $1.19M 0.12% -36 13F-HR Timeline DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 7,668 $1.19M 1% 0 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 7,655 $1.18M 0.9% +1,018 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 7,647 $1.18M 1.4% +5 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 7,646 $1.18M 0.43% +84 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 7,637 $1.18M 0.04% -110 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,630 $1.18M 1.01% +226 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 7,618 $1.18M 1.21% -947 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,617 $1.18M 0.94% -627 13F-HR Timeline Group Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 7,611 $1.18M 0.32% -3,749 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 7,592 $1.17M 0.25% +100 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 7,585 $1.17M 0.31% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,582 $1.17M 2.04% -94,624 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 7,570 $1.17M 0.49% +5,160 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 7,554 $1.17M 0.66% -308 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,552 $1.17M 0.13% +2,167 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 7,417 $1.16M 0.65% -1,638 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 7,520 $1.16M 0.32% -7 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 7,513 $1.16M 0.13% -64 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,512 $1.16M 0.39% +1,223 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 7,500 $1.16M 0.78% -5,182 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,488 $1.16M 0.32% +257 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 7,482 $1.16M 0.12% -60 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,476 $1.16M 0.02% +50 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,464 $1.15M 0.12% +753 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,461 $1.15M 0.1% -55,743 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,437 $1.15M 0.14% +959 13F-HR/A Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,437 $1.15M 0.53% +447 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 7,436 $1.15M 0.71% +222 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 7,420 $1.15M 3.95% +3,890 13F-HR Timeline TradeLink Capital LLC More: the full row for TradeLink Capital LLC 7,400 $1.14M 7.07% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 7,392 $1.14M 0.46% +100 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 7,386 $1.14M 0.98% +506 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 3,966 $1.14M 0.48% 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 7,372 $1.14M 0.94% +441 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 7,370 $1.14M 0.65% -5,078 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 7,368 $1.14M 0.28% +271 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 7,360 $1.14M 0.41% -155 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 7,358 $1.14M 0.18% -1,083 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,349 $1.14M 0.51% +891 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,349 $1.14M 0.19% +1,253 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 7,342 $1.14M 0.43% +508 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 7,341 $1.14M 0.07% +1,341 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 7,324 $1.13M 0.28% +253 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,323 $1.13M 0.21% -50 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 7,311 $1.13M 0.86% -1,227 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,291 $1.13M 0.07% -10 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 7,289 $1.13M 0.73% +1,697 13F-HR Timeline Summa Corp. 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