Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 2,444 $878K 0.05% +5 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 2,440 $876K 0.2% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,430 $872K <0.01% -1,828 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,408 $865K 0.04% 0 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,324 $834K 0.29% +5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,315 $831K 0.23% +28 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,315 $831K <0.01% -422 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,286 $821K 0.37% -36 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,272 $816K 0.01% +253 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,172 $780K 0.04% -1,505 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,171 $780K <0.01% -468 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,151 $778K 0.05% 0 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. 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DAVIDSON & CO. 1,930 $693K <0.01% -16 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,919 $689K <0.01% -422 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,915 $688K 0.08% -50 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,914 $687K 0.01% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,875 $673K 0.03% +557 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,872 $672K 0.25% +3 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,869 $671K 0.01% -78 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,864 $669K 0.01% +136 13F-HR Timeline Group Beaumont Asset Management, L.L.C. 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COHEN & ASSOCIATES, LLC 977 $354K 0.06% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 982 $353K 0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 974 $350K 0.01% -188 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 959 $344K 0.23% -34 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 958 $344K 0.01% -1 13F-HR Timeline Godshalk Welsh Capital Management, Inc. 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