Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,559 $873K 0.08% +2,919 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 11,536 $871K 0.06% -21,617 13F-HR/A Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 11,530 $871K 0.37% -19,203 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 11,526 $870K 0.09% +572 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 11,471 $866K 0.16% +75 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,443 $864K 0.1% 0 13F-HR Timeline GWN SECURITIES INC. 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Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,007 $831K 0.06% -190 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 10,957 $827K 0.47% 0 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 10,904 $823K 0.32% +2,240 13F-HR Timeline American Trust More: the full row for American Trust 10,881 $822K 0.06% -12,492 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 10,870 $821K 0.13% -10,278 13F-HR Timeline CURTIS WEALTH MANAGEMENT LLC More: the full row for CURTIS WEALTH MANAGEMENT LLC 10,869 $821K 0.7% +1,843 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 10,779 $814K 0.15% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 10,772 $813K 0.16% -710 13F-HR Timeline NWF Advisory Services Inc. 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Safra Sarasin Holding AG 9,718 $734K 0.01% new 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 9,704 $733K 0.04% -7,575 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 9,670 $730K 0.17% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 9,658 $729K 0.02% -1,794 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 9,605 $725K 0.06% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,601 $725K 0.04% -116 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 9,581 $723K 0.33% +518 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,519 $719K 0.23% -2,172 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 9,500 $717K 0.33% +1,441 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,475 $715K 0.11% +1,263 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 9,461 $714K 0.1% -782 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 9,295 $713K 0.46% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,419 $711K 0.05% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 9,414 $711K 0.17% +138 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 9,378 $708K 0.12% +963 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 9,377 $708K 0.29% -75 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 9,372 $708K 0.33% -15,387 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 9,347 $706K 0.04% +972 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 9,321 $704K 0.17% -227 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 9,291 $702K 0.21% +41 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 9,273 $700K 0.58% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 9,215 $696K 0.16% 0 13F-HR Timeline Accredited Investors Inc. 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Arbour, LLC 8,341 $630K 0.54% +2,640 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 8,275 $625K 0.13% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,253 $623K 0.01% +438 13F-HR Timeline Group Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 8,252 $623K 0.26% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,195 $619K <0.01% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 8,157 $616K 0.02% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 8,119 $613K 0.15% +1,717 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,112 $613K 0.04% -40 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 8,071 $609K 0.02% new 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 8,061 $609K 0.27% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. 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