Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 973 $17K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 970 $17K <0.01% +54 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 899 $16K 0.01% -43 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 803 $14.1K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. 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Rowe Price Investment Management, Inc. 54 $1K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 57 $999 <0.01% -2,092 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 57 $998 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 52 $911 <0.01% +51 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $894 <0.01% -70 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 50 $876 <0.01% 0 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 50 $876 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 45 $788 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $771 <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39 $683 <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $490 <0.01% -10 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 26 $463 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $455 <0.01% +4 13F-HR Timeline SJS Investment Consulting Inc. 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