Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 4,419 $212K 0.01% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 4,417 $212K 0.06% -1,416 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,373 $211K <0.01% +3,000 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 4,255 $211K 0.09% -1,270 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,387 $210K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4,371 $210K 0.05% +263 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,372 $210K 0.04% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 4,370 $209K 0.05% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,357 $209K <0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 4,350 $209K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,320 $207K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 4,312 $207K 0.09% new 13F-HR Timeline Mission Creek Capital Partners, Inc. 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Riley Wealth Advisors, Inc. 4,224 $204K 0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,249 $204K 0.04% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,238 $203K 0.09% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,225 $203K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,201 $201K <0.01% -143 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,016 $193K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,872 $186K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 3,830 $184K 0.15% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 1,996 $95.7K 0.01% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,985 $95.2K 0.01% +1,224 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,972 $94.6K 0.02% +1,432 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,924 $92.2K 0.01% +319 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,900 $91.1K 0.05% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,870 $89.6K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,850 $88.4K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,841 $88.3K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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Advisory Services LLC 1,586 $76K 0.01% -528 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,585 $76K 0.04% +1,168 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,579 $75.7K 0.03% -755 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,574 $75.5K 0.01% +260 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,573 $75.4K 0.01% -734 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,527 $73.2K 0.01% -1,090 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,500 $71.9K 1.78% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,486 $71.2K 0.04% +20 13F-HR Timeline City State Bank More: the full row for City State Bank 1,440 $69K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 1,417 $67.9K <0.01% -1,707 13F-HR Timeline First Command Advisory Services, Inc. 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Allen Investments, LLC 987 $47.3K 0.03% +93 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 953 $45.7K 0.01% -226 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 935 $44.8K 0.02% -469 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 899 $43.1K 0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 895 $42.9K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 892 $42.8K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 874 $41.9K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 870 $41.7K 0.01% -3,990 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 868 $41.6K <0.01% +27 13F-HR Timeline Pinnacle Bancorp, Inc. 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