Abound Wealth Management More: the full row for Abound Wealth Management 84 $17K 0.01% -32 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 82 $16.5K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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Inc. 32 $6.45K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 32 $6.45K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 31 $6.25K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 29 $5.85K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 27 $5.74K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $5.7K 0.01% +20 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 28 $5.65K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 28 $5.65K 0.1% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 27 $5.45K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 27 $5.45K <0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 26 $5.24K <0.01% 0 13F-HR/A Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 25 $5.05K 0.02% -153 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 25 $5.04K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $5.04K <0.01% +10 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $5.04K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 25 $5.04K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 24 $4.84K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 24 $4.84K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 24 $4.79K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 23 $4.64K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $4.29K <0.01% +4 13F-HR Timeline Hartford Financial Management Inc. 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Amount filed as zero, left out of ratios.