Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,280 $129K 0.03% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,225 $123K 0.07% +1 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 10,150 $123K 0.1% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,173 $118K 0.01% +697 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,143 $115K <0.01% +243 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,119 $112K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,084 $109K <0.01% -1,100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,050 $105K 0.01% +383 13F-HR Timeline Group Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,041 $105K 0.08% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,036 $104K 0.01% -28 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,019 $102K 0.02% +476 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,018 $102K 0.01% -2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,013 $102K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 987 $99K 0.02% +333 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 980 $98.4K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 955 $95.9K 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 954 $95.8K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 948 $95.2K 0.01% -222 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 936 $94K 0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 868 $87.1K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 859 $86.2K <0.01% -528 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 850 $85K 0.01% +326 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 828 $83.1K 0.02% +40 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 800 $80.3K 0.03% new 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 796 $79.9K 0.07% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 776 $77.9K 0.01% +1 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 773 $77.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 754 $75.7K 0.05% +366 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 726 $72.9K <0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 706 $70.9K 0.06% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 700 $70.3K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 690 $68.9K 0.01% +152 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 650 $65.3K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 614 $61.6K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 610 $61.2K <0.01% -18 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 600 $60.2K 0.01% new 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 600 $60.2K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 591 $59.3K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 571 $57.3K 0.01% +176 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 558 $56K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 556 $55.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 554 $55.6K <0.01% -6 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $52.9K <0.01% -561 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 504 $50.6K 0.01% -18 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $50.2K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $50.2K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 500 $50.2K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 499 $50.1K <0.01% +114 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 486 $48.8K 0.01% 0 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 480 $48.2K 0.02% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 471 $47.3K <0.01% -571 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 450 $45.2K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 435 $43.7K <0.01% -107 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 430 $43.2K 0.02% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 421 $42.3K 0.03% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 413 $41.5K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 419 $41.3K 0.01% +358 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 400 $40.2K <0.01% -3,150 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 360 $36.1K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 349 $35.1K 0.01% +149 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 344 $34.5K <0.01% -200 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 341 $34.2K <0.01% new 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 337 $33.8K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 350 $31.2K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 300 $30.1K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 300 $30.1K 0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 293 $29.4K 0.01% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 286 $29.1K 0.03% +1 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 280 $28K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 275 $27.6K 0.02% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 275 $27.6K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 272 $27K <0.01% +40 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 268 $27K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 258 $25.9K 0.01% +15 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 253 $25.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $25.1K <0.01% -679 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $25.1K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $25.1K 0.02% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $25K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 241 $24.2K <0.01% +31 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 243 $24K <0.01% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 240 $24K 0.02% +30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 236 $23.7K <0.01% +86 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 226 $23K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 226 $22.7K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 222 $22.3K 0.01% +11 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 214 $21.5K <0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 214 $21.5K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 212 $21.3K <0.01% -134 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 207 $20.8K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 205 $20.6K <0.01% +5 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 200 $20.1K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 200 $20K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 193 $19.4K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 179 $18K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 176 $17.6K <0.01% -47 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 173 $17.3K 0.01% +1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 171 $17.2K <0.01% +72 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $17.1K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 167 $16.8K <0.01% +62 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 151 $15.2K <0.01% +149 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 150 $15.1K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 145 $15K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 139 $13.9K 0.01% -98 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 131 $13.2K <0.01% +90 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 131 $13.2K <0.01% new 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 126 $13K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 127 $12.7K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 124 $12.4K 0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $11.9K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 119 $11.9K <0.01% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 118 $11.8K <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 109 $10.9K <0.01% +19 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 105 $10.5K 0.06% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 103 $10.3K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $10K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $10K <0.01% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 100 $10K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 100 $10K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $10K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $10K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 88 $8.84K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 86 $8.63K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 105 $7.74K <0.01% -3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 76 $7.63K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 75 $7.53K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 72 $7.23K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 72 $6.83K <0.01% +3 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 68 $6.83K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 67 $6.73K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 67 $6.73K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 60 $6.02K <0.01% +13 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 50 $6K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 59 $5.92K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $5.72K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 57 $5.7K <0.01% -19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 56 $5.62K <0.01% +9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 51 $5.16K <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $5.12K <0.01% +38 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 50 $5.02K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 50 $5.02K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 58 $5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $4.92K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 38 $3.82K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 35 $3.51K <0.01% +1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $3.51K <0.01% +20 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 34 $3.41K <0.01% -76 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $3.32K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33 $3.31K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 32 $3.21K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 32 $3.21K <0.01% -50 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 32 $3.21K <0.01% +30 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 36 $3.21K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $3.01K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 29 $2.91K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 29 $2.91K <0.01% +26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $2.61K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $2.51K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 24 $2.41K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $2.21K <0.01% +4 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22 $2.2K <0.01% 0 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 21 $2.11K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $2.01K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $2.01K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $1.91K <0.01% -1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 18 $1.81K <0.01% +13 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $1.71K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 15 $1.51K <0.01% +1 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 15 $1.51K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $1.51K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13 $1.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $1.21K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10 $1.03K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10 $1K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $771 <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7 $703 <0.01% +1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $619 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $602 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 6 $602 <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 6 $592 <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $502 <0.01% new 13F-HR/A Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $502 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $502 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4 $402 <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 4 $402 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $302 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $302 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $201 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $101 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $101 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -386 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.