Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 518 $6.43K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 500 $6.21K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 488 $6.06K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 487 $6.05K <0.01% -66 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 481 $5.97K <0.01% -26 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 457 $5.68K <0.01% +4 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 444 $5.51K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 382 $4.74K <0.01% +244 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 379 $4.71K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 335 $4.16K <0.01% -676 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 335 $3.99K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 284 $3.53K <0.01% +119 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 272 $3.38K <0.01% +77 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 261 $3.24K <0.01% -365 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 283 $3K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 264 $3K <0.01% +41 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 233 $2.89K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 227 $2.82K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 222 $2.76K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 212 $2.63K <0.01% +165 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 209 $2.59K <0.01% -1,278 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 202 $2.51K <0.01% -126 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 200 $2.48K <0.01% -2,360 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 176 $2.19K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 176 $2.19K <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 186 $2.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 162 $2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 149 $1.85K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 148 $1.83K <0.01% -19 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 147 $1.83K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 141 $1.75K <0.01% +2 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 134 $1.66K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 129 $1.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 128 $1.59K <0.01% +6 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 118 $1.47K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 114 $1.42K <0.01% -54 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 102 $1.26K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $1.25K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 99 $1.23K <0.01% -145 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 92 $1.14K <0.01% +27 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 90 $1.12K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 85 $1.06K <0.01% +45 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $1.01K <0.01% +60 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 135 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 90 $1K <0.01% +84 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TSFG, LLC More: the full row for TSFG, LLC 50 $1K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 76 $944 <0.01% +46 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 63 $782 <0.01% +63 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 56 $692 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 62 $691 <0.01% +41 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 49 $617 <0.01% -23 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 46 $572 <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 45 $559 <0.01% -124 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 37 $477 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $472 <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 38 $472 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 37 $460 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $448 <0.01% -190 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 35 $435 <0.01% new 13F-HR/A Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 32 $397 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 32 $397 <0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 32 $392 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 30 $373 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 30 $373 <0.01% +17 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 28 $348 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $293 <0.01% -43 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 21 $261 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 20 $248 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18 $223 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $199 <0.01% -21 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $131 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 8 $100 <0.01% -275 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 7 $86 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $75 <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 60 $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 -10,162 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $0 0% -19 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.