Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 45,488 $2.68M 1.04% +2,068 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 43,778 $2.58M 1.54% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 43,596 $2.57M 0.05% -2,164 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 43,491 $2.57M 0.02% -2,163 13F-HR Timeline Whitcomb & Hess, Inc. 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DAVIDSON & CO. 34,228 $2.02M 0.01% +525 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 34,207 $2.02M 0.15% +3,138 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,992 $2M 0.01% -13,851 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 34,190 $2M 1.31% +2,641 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 33,824 $1.99M 0.01% +22,815 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 33,769 $1.99M 0.8% -15,251 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 33,378 $1.97M 0.02% -14,301 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 33,228 $1.96M 0.32% +21,552 13F-HR Timeline Chandler Asset Management, Inc. 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COLE ADVISORS, INC. 21,555 $1.27M 0.02% +1,488 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 21,078 $1.24M <0.01% +1,290 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 20,996 $1.24M 0.2% +2,124 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 20,952 $1.24M <0.01% +369 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 20,871 $1.23M 0.02% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 20,776 $1.23M 0.02% new 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 20,773 $1.23M <0.01% 0 13F-HR Timeline Group TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 20,618 $1.22M 0.27% +1,958 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 20,451 $1.21M 1.01% +1,145 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 20,326 $1.19M 0.63% +6,515 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 20,006 $1.18M 0.38% -333 13F-HR/A Timeline Pacific Capital Wealth Advisors, Inc. 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More: the full row for Stratos Wealth Partners, LTD. 15,185 $896K 0.01% -3,281 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 15,058 $888K 0.03% -448 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 14,911 $879K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 14,910 $879K 0.03% +2,389 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 14,882 $878K 0.08% +984 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,793 $872K 0.07% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 14,511 $856K 0.63% +3,384 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 14,551 $854K 0.18% +5,379 13F-HR Timeline LANARK FINANCIAL, INC. 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