Asset Dedication, LLC More: the full row for Asset Dedication, LLC 105 $9.53K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 101 $9.12K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $9.08K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 100 $9.08K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $9.08K <0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $9.08K 0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 97 $8.83K <0.01% +25 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 97 $8.76K <0.01% +26 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 93 $8.47K 0.01% 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for Semmax Financial Advisors Inc. 70 $6.31K <0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 69 $6.26K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 68 $6.17K <0.01% 0 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 68 $6.14K <0.01% -38 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 67 $6K <0.01% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 65 $5.9K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. 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Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 35 $3.18K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 35 $3.18K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 35 $3.17K <0.01% +12 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 35 $3.14K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $3.09K <0.01% -10 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 34 $3.08K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 33 $3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 27 $2.45K <0.01% -33 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 26 $2.38K <0.01% -10 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 25 $2.27K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 24 $2.18K <0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 22 $2K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 22 $2K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $2K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21 $1.91K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 19 $1.72K <0.01% 0 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 14 $1.66K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 18 $1.63K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $1.36K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.36K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 14 $1.27K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14 $1.27K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 14 $1.27K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 13 $1.18K <0.01% 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 13 $1.18K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 13 $1.18K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 11 $1K <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% -1 13F-HR Timeline Group 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 10 $908 <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 10 $908 <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $908 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 10 $908 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $727 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $692 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $645 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $635 <0.01% 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $545 <0.01% 0 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $537 <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $454 <0.01% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 5 $454 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $454 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $453 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $390 0.04% -4,293 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 4 $370 <0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 2 $214 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $182 <0.01% -765 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $182 <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 0 $0 0% -4,200 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -1,405 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.