Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 505 $20.4K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 500 $20.2K 0.01% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 494 $20K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 321 $19.8K 0.01% -160 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 479 $19.3K 0.12% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 460 $18.6K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 456 $18.5K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 422 $17.3K <0.01% -16 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 415 $16.8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 412 $16.7K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 409 $16.5K <0.01% -479 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 406 $16.4K 0.02% +27 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 396 $16K 0.01% 0 13F-HR/A Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 407 $16K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 390 $15.8K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 380 $15.4K <0.01% +218 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 374 $15.1K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 319 $14.6K <0.01% +25 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 352 $14.2K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 349 $14.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 325 $13.2K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 315 $12.7K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 315 $12.7K <0.01% -33 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 312 $12.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 311 $12.6K <0.01% +48 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 311 $12.6K <0.01% +276 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 308 $12.5K <0.01% -11 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 306 $12.4K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $12.1K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 288 $11.7K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 288 $11.7K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 250 $11.1K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 272 $11K <0.01% -541 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 267 $10.9K <0.01% +196 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 265 $10.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 262 $10.6K <0.01% +14 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 81 $3.28K <0.01% +56 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80 $3.24K <0.01% new 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 75 $3.04K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 68 $2.75K <0.01% -23 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 62 $2.51K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 52 $2.1K <0.01% +41 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 51 $2.08K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $1.86K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 46 $1.86K <0.01% 0 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 45 $1.82K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $1.7K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 22 $1.51K <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 30 $1.26K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 30 $1.21K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $1.05K <0.01% -28 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 33 $1K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 22 $972 <0.01% new 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 20 $809 <0.01% -4,566 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 13 $527 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $445 <0.01% -19 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 9 $365 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $283 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $178 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $162 <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3 $121 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $121 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.