Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 140 $7.02K <0.01% +50 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 140 $7.02K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 138 $6.92K <0.01% -345 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 134 $6.72K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 134 $6.72K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 131 $6.57K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 131 $6.57K <0.01% -245 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 128 $6.42K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 100 $6.09K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 121 $6.09K <0.01% -73 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 111 $5.57K <0.01% -95 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 104 $5.22K <0.01% +76 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 101 $5.07K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 100 $5.02K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $5.02K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $5.02K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 92 $4.61K <0.01% +45 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 85 $4.26K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 81 $4.06K <0.01% -53 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 99 $4K <0.01% +33 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 75 $4K <0.01% 0 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 72 $4K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 78 $3.91K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 78 $3.91K <0.01% -4,205 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 76 $3.81K <0.01% -8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 76 $3.81K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 74 $3.71K <0.01% -117 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 68 $3.41K <0.01% +37 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 65 $3.26K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 60 $3.01K <0.01% +21 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 60 $3.01K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 47 $2.74K <0.01% -7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 52 $2.61K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 51 $2.56K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 50 $2.51K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $2.51K <0.01% +25 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $2.51K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 50 $2.51K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 47 $2.36K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 45 $2.26K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. 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More: the full row for Pandora Wealth, Inc. 30 $1.5K <0.01% +15 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $1.41K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 27 $1.35K <0.01% +12 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $1.3K <0.01% -60 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $1.25K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 25 $1.25K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $1.15K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $1.15K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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Allen Investments, LLC 17 $853 <0.01% -13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $803 <0.01% -90 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $753 <0.01% +5 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 15 $752 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $752 <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 15 $752 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $752 <0.01% -242 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $702 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 12 $616 <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 12 $602 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for SJS Investment Consulting Inc. 6 $301 <0.01% +3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $301 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6 $300 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $240 <0.01% -30 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4 $201 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $201 <0.01% 0 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 4 $201 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $201 <0.01% +3 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $150 <0.01% new 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 3 $150 <0.01% -1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $101 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $101 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $100 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $100 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $100 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $55 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $51 <0.01% -11,124 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 1 $50 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $50 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $50 <0.01% 0 13F-HR/A Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.