Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 608 $52K 0.03% -166 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 602 $51.8K <0.01% -223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 601 $51.7K <0.01% -244 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 575 $49.5K <0.01% -1,695 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 573 $49.3K 0.02% -160 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 540 $46.7K <0.01% -1,035 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 534 $45.9K <0.01% +62 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 505 $43.5K 0.01% +398 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 501 $43.1K <0.01% +208 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 500 $43.1K <0.01% 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 500 $43K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 492 $42.4K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 476 $41K 0.02% -78 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 476 $41K <0.01% +82 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 471 $40.6K <0.01% +181 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 471 $40.5K 0.1% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 450 $38.7K 0.04% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 435 $37.4K 0.03% +9 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 424 $36.5K <0.01% -53 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 414 $35.6K <0.01% +136 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 410 $35.3K <0.01% -10 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 410 $35.3K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 407 $35K 0.02% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 400 $34.4K 0.02% +142 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 400 $34.4K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 400 $34.4K 0.03% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 391 $33.7K <0.01% -45 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 386 $33.4K 0.02% -1 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 383 $33K 0.01% +45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 378 $32.5K <0.01% +6 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 364 $31.5K <0.01% -291 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 330 $28.4K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 330 $28.4K 0.01% -25 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 325 $28K <0.01% +279 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 304 $26.2K <0.01% +235 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 303 $26.1K <0.01% 0 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 300 $25.8K 0.36% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 296 $25.5K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 299 $25K <0.01% +293 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 282 $24.3K <0.01% -542 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 280 $24.1K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 276 $23.8K 0.01% +275 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 261 $22.5K <0.01% 0 13F-HR Timeline National Pension Service More: the full row for National Pension Service 259 $22.3K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 237 $20.4K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 219 $18.9K <0.01% +82 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 218 $18.8K 0.01% +4 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 219 $18.7K 0.01% +1 13F-HR/A Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 200 $17.2K 1.73% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $17.2K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 199 $17.1K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 196 $16.9K <0.01% +2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 192 $16.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 187 $16K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 184 $16K <0.01% -31 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 185 $16K <0.01% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 184 $15.8K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 174 $15K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 170 $14.6K <0.01% -65 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 160 $13.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 159 $13.7K <0.01% +111 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 152 $13.1K <0.01% +47 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 152 $13.1K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 146 $12.6K <0.01% +23 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 142 $12.2K 0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 135 $11.6K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 133 $11.4K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 130 $11.2K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 130 $11.2K <0.01% -515 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 127 $11K 0.01% -52 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 125 $10.8K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 123 $10.6K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 117 $10.1K <0.01% -21 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $9.58K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 106 $9.12K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 105 $9.04K <0.01% 0 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $9K <0.01% +31 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 101 $8.69K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 100 $8.61K <0.01% -58 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $8.61K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $8.61K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $8.61K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $8.61K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $8.61K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $8.61K <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 100 $8.61K 0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 93 $8.01K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 90 $7.75K <0.01% -12 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 90 $7.75K 0.01% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 89 $7.69K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 88 $7.58K <0.01% -16 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $7.53K <0.01% +47 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 83 $7.14K <0.01% -42 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 73 $6.48K <0.01% +12 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 71 $6.11K <0.01% -7 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 71 $6.11K <0.01% new 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 70 $6.03K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 66 $5.68K <0.01% -7 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 65 $5.59K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 61 $5.25K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $5.08K <0.01% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 57 $4.91K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 55 $4.73K -45 Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 53 $4.56K <0.01% 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 51 $4.42K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $4.3K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 50 $4.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $4.22K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 54 $4K <0.01% +8 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 46 $3.96K <0.01% -6,870 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45 $3.87K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 45 $3.87K <0.01% +25 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $3.54K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 38 $3.27K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $3.19K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 37 $3.16K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 40 $3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 40 $3K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $3K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $2.76K <0.01% -78 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $2.56K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 30 $2.56K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 29 $2.5K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29 $2.5K <0.01% -4 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 28 $2.41K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $2.4K <0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 27 $2.33K <0.01% +15 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 27 $2.33K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $2.32K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 25 $2.16K <0.01% +22 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 25 $2.15K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 25 $2.15K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $2.15K <0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 24 $2.1K <0.01% +7 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 24 $2.07K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 23 $1.98K <0.01% -46 13F-HR Timeline MOTCO More: the full row for MOTCO 23 $1.98K <0.01% -69 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $1.6K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $1.55K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17 $1.46K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 17 $1.46K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16 $1.38K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $1.21K <0.01% +7 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 14 $1.21K <0.01% -9 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 13 $1.12K <0.01% +8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13 $1.12K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $1.12K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13 $1.12K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 12 $1.04K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13 $1K <0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 11 $947 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10 $877 <0.01% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 10 $861 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $861 <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8 $689 <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7 $603 <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $603 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $557 <0.01% +3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 6 $517 <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6 $516 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 5 $439 <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 5 $435 <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 5 $431 <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5 $430 <0.01% -16 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $430 <0.01% -15 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $430 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $430 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5 $430 <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4 $346 <0.01% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4 $345 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $344 <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 3 $259 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $259 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3 $258 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3 $181 <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $173 <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2 $172 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $172 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2 $172 <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $172 <0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2 $172 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1 $86 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 0 $80 <0.01% -41 13F-HR Timeline Amount filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Putney Financial Group LLC More: the full row for Putney Financial Group LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.