RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $3.2K <0.01% +4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 17 $3.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16 $3.01K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16 $3.01K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $3.01K <0.01% +11 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $3.01K <0.01% +8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 20 $3K <0.01% +10 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15 $2.83K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $2.74K <0.01% -1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $2.64K <0.01% +2 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13 $2.46K <0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 13 $2.45K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 12 $2.26K <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 12 $2.26K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 10 $1.88K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10 $1.88K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10 $1.88K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.88K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.7K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9 $1.7K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 9 $1.7K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 9 $1.7K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 9 $1.7K <0.01% -363 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 9 $1.7K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $1.7K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 8 $1.51K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $1.51K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $1.32K <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $1.32K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7 $1.32K <0.01% -3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $1.22K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $1.13K <0.01% -105 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $1.13K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $1.13K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 6 $1.13K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6 $1K <0.01% -41 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 6 $1K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5 $942 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $942 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $766 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $754 <0.01% -2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $753 <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 4 $736 <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3 $566 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $566 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3 $566 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $565 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3 $565 <0.01% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2 $396 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $377 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $377 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2 $377 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $377 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2 $377 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $377 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $289 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $220 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $211 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1 $189 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $189 <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $188 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1 $188 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $159 <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 3 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,504 $1.98B +1,289 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.