GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 39 $30.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 38 $30K 0.02% -2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 38 $29.8K <0.01% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 37 $29K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 35 $27.4K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 34 $26.6K 0.01% +23 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 33 $25.9K <0.01% -13 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 32 $25.1K 0.01% -7 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 32 $25.1K 0.01% +26 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 31 $24.3K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $24.3K <0.01% +13 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 30 $23.8K 0.03% 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 30 $23.5K <0.01% -464 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 30 $23.5K 0.02% +11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $23.5K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 15 $11.7K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $11.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $11K <0.01% -26 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $11K <0.01% -3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14 $11K <0.01% +1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 14 $11K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13 $10.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 13 $10.2K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 13 $10.2K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $10.2K <0.01% +2 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $10.2K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 13 $10.2K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 13 $10.2K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13 $9.94K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12 $9.4K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12 $9.4K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 11 $8.62K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11 $8.62K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 11 $8.62K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 11 $8.62K 0.01% -3 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $7.83K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $7.83K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 10 $7.83K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $7.83K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 10 $7.83K 0.03% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10 $7.83K <0.01% -20 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 9 $7.05K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 9 $7.05K <0.01% 0 13F-HR Timeline North Capital, Inc. 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More: the full row for IMG Wealth Management, Inc. 5 $3.92K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $3.92K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5 $3.92K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $3.56K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4 $3.36K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $3.3K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 4 $3.26K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4 $3.13K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4 $3.13K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 4 $3.13K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Quintet Private Bank (Europe) S.A. 3 $2.35K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $2.35K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $2.35K <0.01% -6 13F-HR Timeline Bear Mountain Capital, Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1 $783 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $783 <0.01% 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1 $783 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $783 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $783 <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1 $783 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $774 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $415 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $355 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.