Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,331 $737K 0.01% +2,194 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,249 $729K 0.02% new 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7,215 $725K 0.71% +2,349 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,123 $716K 0.03% -13,007 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,984 $700K 0.14% -886 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 6,900 $694K 0.31% -1,808 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,885 $692K 0.19% +181 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,860 $690K 0.13% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,829 $687K 0.21% -3,609 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,796 $683K 0.04% +99 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,716 $675K 0.22% +3,108 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 6,700 $674K 0.35% +1,440 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 6,678 $671K 0.31% +1,489 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 6,600 $664K 0.17% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,587 $662K 0.06% -2,249 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,533 $657K 0.1% -338 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 6,531 $657K 0.53% -408 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 6,527 $656K 2.37% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,520 $655K 0.25% -6,876 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,450 $648K 0.06% -200 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,441 $648K 0.03% +33 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 6,431 $647K 0.08% -156 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,396 $643K 0.01% -17 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 6,304 $634K 0.13% -5 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,300 $633K 0.05% +1,830 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 6,268 $630K 0.01% -5,676 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 6,233 $627K 0.15% -166 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 6,159 $619K 0.19% -78 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,116 $615K 0.22% -687 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,120 $615K 0.01% +4,068 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,034 $607K 0.02% -67 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,975 $601K 0.03% -4,178 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,975 $601K 0.14% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,796 $583K 0.01% +1,414 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,794 $582K 0.44% +14 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,483 $551K 0.04% +829 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,447 $548K 0.12% -14,591 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 5,440 $547K 0.29% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,425 $545K 0.07% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,382 $541K 0.01% +2 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,342 $537K 0.03% -194 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,283 $531K 0.07% +44 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 5,250 $527K 0.12% +300 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 5,228 $526K 0.06% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,115 $514K 0.18% -62 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,056 $508K 0.03% -551 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,010 $504K 0.02% +48 13F-HR Timeline Ascension Capital Advisors, Inc. 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More: the full row for Koshinski Asset Management, Inc. 4,856 $488K 0.04% -77 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,832 $486K 0.02% -1,750 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 4,812 $484K 0.33% -444 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 4,807 $483K 0.22% new 13F-HR Timeline Group HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 4,804 $483K 0.19% -2,961 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,798 $482K 0.04% -5 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,797 $482K 0.01% -14,036 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 4,756 $478K 0.68% -350 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,752 $478K 0.28% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,750 $478K 0.04% -50 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,731 $476K 0.05% -22,432 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 4,603 $463K 0.18% -116 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,579 $460K 0.04% -305 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,562 $459K 0.16% +619 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 4,493 $452K 0.09% +2,495 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4,476 $450K 0.25% -1,158 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 4,440 $446K 0.17% -652 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,439 $446K 0.1% +399 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,427 $445K 0.04% -1,270 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,401 $442K 0.03% +215 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,385 $441K 0.11% -325 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 4,319 $434K 0.08% 0 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 4,267 $429K 0.11% +110 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,261 $428K <0.01% +1,405 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,176 $420K 0.13% -244 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 4,160 $418K 0.39% -40,807 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,150 $417K 0.12% -6 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,135 $416K 0.01% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,089 $411K 0.18% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,040 $406K 0.09% -2,698 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,988 $401K 0.34% -484 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,987 $401K <0.01% -105 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 3,961 $398K 0.1% +292 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,954 $398K 0.3% +66 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,952 $397K 0.01% +225 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 3,907 $392K 0.24% -2,454 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,884 $391K 0.06% -206 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,850 $386K 0.03% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,825 $385K 0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,822 $384K <0.01% -6,278 13F-HR/A Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 3,736 $376K 0.28% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3,732 $375K 0.33% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,723 $374K 0.02% -1,327 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 3,697 $372K 0.14% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,640 $366K 0.09% 0 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 3,600 $362K 0.25% -400 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,570 $359K 0.03% -1,439 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,562 $358K <0.01% -6,404 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,557 $358K 0.03% +33 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,546 $356K 0.03% -647 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 3,520 $353K 0.83% -7,778 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,496 $351K <0.01% -38 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 3,468 $349K 0.17% -26 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,464 $348K 0.03% +503 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,447 $347K 0.07% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,393 $341K 0.14% +119 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 3,382 $340K 0.19% -6,106 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 3,355 $338K 0.05% +52 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,299 $332K 0.01% -2,518 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 3,250 $327K 0.06% -2,150 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,224 $324K 0.11% -121 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,218 $324K 0.2% -6,500 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,183 $320K 0.02% -757 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,181 $320K <0.01% -17,364 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,179 $320K 0.03% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 3,146 $316K 0.13% -7,954 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,116 $313K 0.03% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 3,094 $311K 0.03% -5,040 13F-HR Timeline TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC More: the full row for TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,090 $311K 0.21% 0 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 3,086 $310K 0.13% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,084 $310K 0.11% +19 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,076 $309K 0.01% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 3,075 $309K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,064 $308K 0.01% +255 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,024 $304K <0.01% +36 13F-HR Timeline Group MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 3,010 $303K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,005 $302K 0.19% +3,000 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,001 $302K 0.01% -2,602 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 3,000 $302K 0.03% +1,000 13F-HR Timeline North Forty Two & Co. 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More: the full row for Linscomb Wealth, Inc. 2,661 $268K 0.01% +92 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,641 $266K 0.04% +942 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,632 $265K 0.02% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,613 $263K 0.03% +588 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,598 $261K 0.01% +97 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,593 $261K 0.02% 0 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,590 $260K 0.12% +34 13F-HR Timeline MAS Advisors LLC More: the full row for MAS Advisors LLC 2,586 $260K 0.43% +109 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,583 $260K 0.01% +1 13F-HR/A Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 2,579 $259K 0.04% new 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,565 $258K 0.02% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,550 $256K 0.03% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,505 $252K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,503 $252K 0.03% -1,352 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,479 $249K <0.01% +37 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,479 $249K 0.06% +350 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,449 $246K 0.09% +17 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,426 $244K <0.01% -7 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,397 $241K <0.01% +133 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,388 $240K 0.04% +24 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,354 $237K 0.05% +254 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,336 $235K <0.01% new 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 2,315 $233K 0.07% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,314 $233K 0.07% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,293 $231K 0.04% +263 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,280 $229K 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,258 $226K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,249 $226K 0.02% -30 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,220 $223K 0.12% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,220 $223K 0.04% -2,339 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,205 $222K 0.02% -7,022 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,189 $220K 0.04% -761 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 2,181 $219K 0.07% +25 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,161 $217K 0.02% +11 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,144 $216K 0.06% +25 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 2,128 $214K 0.16% new 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 2,123 $213K 0.18% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,058 $207K 0.01% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,055 $207K 0.01% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,050 $206K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,038 $205K 0.02% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,024 $203K 0.13% new 13F-HR/A Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 2,018 $203K 0.1% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,017 $203K 0.03% -20 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,005 $202K <0.01% 0 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,000 $201K 0.03% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,994 $200K 0.09% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,993 $200K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,902 $191K 0.05% -598 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,852 $186K <0.01% -300 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,809 $182K 0.1% +39 13F-HR Timeline