Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 150 $19.7K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 148 $19.4K <0.01% -50 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 144 $18.9K <0.01% +13 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 140 $18.4K <0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 137 $18K 0.01% -14 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 130 $17.1K <0.01% -55 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 125 $16.4K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 123 $16.2K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 122 $16K 0.01% +6 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 118 $15.5K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 118 $15.5K <0.01% +31 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 117 $15.4K 0.01% +19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 116 $15.2K <0.01% +14 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 116 $15.2K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 112 $14.7K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 107 $14.1K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 106 $13.9K 0.01% +65 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 106 $13.9K 0.01% +7 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 100 $13.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 103 $13.5K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 101 $13.3K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 101 $13.3K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $13.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $13.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 100 $13.1K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 100 $13.1K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $13.1K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 99 $13K <0.01% +3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $13K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 100 $12.9K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 96 $12.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 94 $12.4K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 94 $12.4K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 93 $12.2K <0.01% +30 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 92 $12.1K 0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $12K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 91 $12K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 88 $11.6K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 85 $11.2K <0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 80 $11K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 83 $10.9K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 80 $10.5K <0.01% +70 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 82 $10.4K <0.01% 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 78 $10.2K <0.01% -453 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 75 $9.86K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 75 $9.86K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 75 $9.86K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 75 $9.86K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 75 $9.86K <0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 65 $9.5K 0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 70 $9.2K 0.01% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 70 $9.2K <0.01% 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 67 $9K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 68 $8.94K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 68 $8.94K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 60 $7.88K <0.01% +60 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 60 $7.88K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 60 $7.74K <0.01% +20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 59 $7.72K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 58 $7.62K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 57 $7.49K 0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 55 $7.23K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 59 $7K <0.01% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 53 $6.96K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $6.57K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 50 $6.57K <0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 50 $6.57K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $6.31K <0.01% -4 13F-HR/A Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 48 $6.3K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 47 $6.18K <0.01% new 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 46 $6.04K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $6.04K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 50 $6K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 45 $5.91K <0.01% +41 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 45 $5.91K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 45 $5.91K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 45 $5.91K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 45 $5.91K 0.01% -12 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 45 $5.91K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44 $5.8K <0.01% -183 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 44 $5.78K <0.01% +27 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 42 $5.52K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 40 $5.26K <0.01% +7 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 39 $5.12K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 38 $4.99K <0.01% -46 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 37 $4.86K <0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 35 $4.6K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 33 $4.34K <0.01% +4 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 33 $4.34K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 31 $4.07K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 30 $4K <0.01% -675 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 30 $3.94K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 29 $3.81K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 29 $3.81K <0.01% 0 13F-HR Timeline Group TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 29 $3.81K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $3.68K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 27 $3.55K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 27 $3.55K <0.01% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 27 $3.55K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $3.55K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26 $3.4K <0.01% +20 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 26 $3.39K <0.01% +12 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $3.29K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 25 $3.29K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 25 $3.29K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 25 $3.29K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25 $3.29K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 25 $3.29K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $3.29K <0.01% +5 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 25 $3.29K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 24 $3.15K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 24 $3.15K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 23 $3.02K <0.01% -14 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 25 $3K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22 $2.89K <0.01% -2 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 20 $2.63K <0.01% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 19 $2.5K <0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 19 $2.5K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 18 $2.37K <0.01% +16 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18 $2.37K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $2.37K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17 $2.23K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16 $2.1K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 16 $2K <0.01% -1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 15 $1.97K 0.09% +4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14 $1.84K <0.01% -4 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 13 $1.71K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 13 $1.71K <0.01% -5 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 12 $1.58K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $1.57K 0.14% -11,713 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.32K <0.01% +1 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 10 $1.31K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $1.31K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.31K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10 $1.31K <0.01% -10 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10 $1.31K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10 $1.31K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $1.31K <0.01% 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10 $1.31K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 10 $1.31K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $1.31K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.31K <0.01% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 10 $1.31K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9 $1.18K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9 $1.18K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 9 $1.18K <0.01% +3 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 9 $1.18K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $1K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $920 <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 7 $920 <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 7 $920 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $920 <0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 6 $817 <0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6 $788 <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5 $658 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $658 <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 5 $658 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $657 <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 5 $657 <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 5 $657 <0.01% 0 13F-HR Timeline Group Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $657 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5 $657 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $526 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $395 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $394 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 3 $394 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2 $263 <0.01% -180 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 2 $263 <0.01% -33 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $263 <0.01% -14 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $263 <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $263 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $132 <0.01% -261 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1 $132 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caitlin John, LLC More: the full row for Caitlin John, LLC 1 $131 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $66 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $52 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $8 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 3 $0 0% -43 13F-HR Timeline Value filed as zero, left out of ratios. Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 0 $0 0% -54 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.