Atria Investments, Inc More: the full row for Atria Investments, Inc 16,039 $1.84M 0.02% +4,342 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 16,035 $1.84M 0.7% -8,300 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,984 $1.83M 0.18% -541 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,591 $1.78M 0.11% +42 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 15,552 $1.78M 0.06% -154 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 15,450 $1.77M 0.53% +3,620 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 15,430 $1.77M 0.18% -21 13F-HR Timeline Trilogy Capital Inc. 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More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 13,468 $1.54M 0.34% -627 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 13,404 $1.53M 0.09% +1,085 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 13,340 $1.53M 1.15% -113 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 13,288 $1.52M 0.69% -638 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 13,260 $1.52M 0.28% -521 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,244 $1.52M 0.57% +801 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 13,093 $1.5M 0.17% -2,724 13F-HR Timeline Colorado Capital Management, Inc. 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More: the full row for Praetorian Wealth Management, Inc. 8,809 $1.01M 0.25% new 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 8,772 $1M 0.43% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,720 $998K <0.01% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 8,618 $987K 0.16% -113 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8,591 $983K 0.06% -131 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,370 $958K 0.09% +175 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,306 $951K 0.02% -321 13F-HR Timeline Everhart Financial Group, Inc. 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COLE ADVISORS, INC. 5,668 $649K 0.03% +323 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,640 $646K <0.01% +2,840 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 5,618 $643K 0.13% +559 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 5,569 $638K 0.08% +1 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5,568 $637K 0.11% -55 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,551 $635K 0.02% +2,703 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 5,493 $629K <0.01% +333 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,415 $620K 0.03% +13 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,402 $618K 0.15% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,269 $603K 0.03% +2,306 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,238 $600K 0.01% +2,694 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,231 $599K <0.01% -47 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,212 $597K 0.89% 13F-HR/A Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,189 $594K 0.17% +146 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 5,135 $588K 0.26% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,106 $585K 0.01% +1,705 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 5,075 $581K 0.47% +151 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 5,067 $580K 0.36% 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,048 $578K 0.01% -228 13F-HR Timeline Liberty Capital Management, Inc. 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