Indivisible Partners More: the full row for Indivisible Partners 1,083 $272K 0.03% 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 1,080 $271K 0.17% 0 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,074 $270K 0.14% new 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for TCV Trust & Wealth Management, Inc. 970 $244K 0.02% -135 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 963 $242K <0.01% +1 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 954 $240K 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 950 $239K <0.01% +28 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 947 $237K 0.04% -30 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 943 $237K <0.01% +4 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 936 $235K 0.03% +8 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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More: the full row for SBI Securities Co., Ltd. 212 $53.2K <0.01% +7 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 210 $52.7K 0.02% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 205 $51.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 203 $51K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 202 $50.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 200 $50.2K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 199 $50K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Nova Wealth Management, Inc. 100 $25.1K 0.02% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 78 $19.6K <0.01% -175 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 75 $18.8K <0.01% +7 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 70 $17.6K <0.01% -972 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 69 $17K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 58 $14.6K <0.01% 0 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 56 $14.1K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 51 $12.8K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 20 $5.02K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20 $5.02K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19 $4.77K <0.01% -1 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6 $1.54K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5 $1.26K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2 $526 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1 $251 <0.01% new 13F-HR Timeline