Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 37,376 $1.51M 0.13% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 37,282 $1.5M 0.03% -4,365 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 37,124 $1.5M 1.27% -557 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 36,659 $1.48M 0.08% +4,216 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 36,413 $1.47M 1.19% +2,304 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,393 $1.47M 0.01% -648 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,925 $1.13M 0.01% +517 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,638 $1.11M 0.02% +718 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 27,562 $1.11M 0.03% -11,976 13F-HR Timeline AEGON USA Investment Management, LLC More: the full row for AEGON USA Investment Management, LLC 26,300 $1.06M 0.76% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 26,001 $1.05M 0.46% +15,873 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 25,358 $1.02M <0.01% -8,507 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 25,000 $1.01M <0.01% 0 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 24,930 $1M <0.01% +2,149 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,840 $1M 0.02% +222 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 24,339 $981K <0.01% -809 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,333 $980K 0.01% +2,509 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for SBI Securities Co., Ltd. 15,741 $634K 0.01% -847 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 15,280 $616K 0.32% +893 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 15,230 $614K 0.02% -787 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,177 $611K 0.01% -963 13F-HR Timeline Advance Capital Management, Inc. 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COLE ADVISORS, INC. 11,037 $445K 0.01% -2,335 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 11,004 $443K 0.19% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10,853 $437K 0.03% -851 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,827 $435K <0.01% +2,425 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 10,774 $434K 0.14% +700 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,765 $434K 0.02% +2,095 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,639 $429K 0.05% -1,991 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,383 $418K 0.02% -16,113 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 10,256 $413K 0.13% +4,327 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 10,173 $410K 0.3% +506 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,053 $405K 0.01% -1,735 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 9,934 $400K 0.03% +1,065 13F-HR Timeline Group Huntleigh Advisors, Inc. 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More: the full row for Savvy Advisors, Inc. 7,497 $302K 0.01% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 7,353 $296K 0.02% -4,308 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 7,286 $294K <0.01% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,218 $291K <0.01% +65 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 7,200 $290K 0.07% -2,097 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,170 $289K <0.01% -1,222 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,107 $286K 0.06% +2,178 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,069 $284K 0.06% +344 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,000 $282K 0.12% -1,400 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 6,993 $282K 0.34% +1,796 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 6,918 $279K 0.03% -171 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,902 $278K <0.01% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 6,837 $275K 0.07% -493 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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