Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,103 $546K 0.02% +4,491 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 9,596 $519K 0.1% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 9,516 $515K <0.01% -138,302 13F-HR/A Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,328 $504K 0.06% new 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 9,308 $503K 0.28% +5,071 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,915 $482K 0.01% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 8,908 $482K 0.08% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 7,860 $425K 0.23% +3 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 7,723 $418K 0.18% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7,635 $415K <0.01% new 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 7,322 $396K 0.34% +1,544 13F-HR Timeline Coordinated Financial Services, Inc. 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Walkup & Associates, Inc. 201 $10.9K 0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 187 $10.1K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 146 $7.9K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 117 $6.33K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 106 $6K <0.01% new 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95 $5.14K <0.01% new 13F-HR/A Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 79 $4.27K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 35 $1.89K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 24 $1.3K <0.01% 13F-HR Timeline