Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 336 $26K <0.01% -43 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 329 $25K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 308 $23.9K <0.01% +237 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 288 $22.3K <0.01% +24 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 265 $20.5K 0.01% +259 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 264 $20.5K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 260 $20.1K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 244 $19K <0.01% -4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 225 $17.4K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 224 $17.4K <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 220 $17K 0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 216 $17K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 218 $16.9K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 215 $16.7K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 209 $16.2K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 152 $16K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 204 $15.8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 160 $14.9K 0.01% +120 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 192 $14.9K 0.01% 0 13F-HR/A Timeline Cape Investment Advisory, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 82 $6.35K <0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 80 $6.2K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 80 $6K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 76 $5.89K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 76 $5.89K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 72 $5.58K <0.01% -12 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 68 $5.27K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for Parkworth Wealth Management, Inc. 16 $1.24K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 15 $1.16K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 15 $1.16K <0.01% -41 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12 $930 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 12 $930 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 12 $930 <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $852 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $775 <0.01% new 13F-HR/A Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $775 <0.01% -76,940 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $774 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 8 $620 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $542 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $387 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4 $310 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $310 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $78 <0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $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 -15,885 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Fairway Wealth LLC More: the full row for Fairway Wealth LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.