BCU Wealth Advisors, LLC More: the full row for BCU Wealth Advisors, LLC 9,805 $225K 0.12% +694 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 9,922 $225K 0.19% -4,679 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 9,698 $221K 0.01% -1,827 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,629 $220K 0.16% -128,079 13F-HR Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 9,509 $219K 0.18% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 9,503 $218K 0.03% new 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 9,481 $218K 0.09% +381 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,478 $218K 0.01% -40 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,472 $218K 0.04% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,000 $213K 0.01% new 13F-HR/A Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,241 $212K 0.07% +193 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 9,108 $209K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,098 $209K <0.01% +201 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 9,131 $209K 0.14% new 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 9,064 $208K 0.14% -1,302 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 8,957 $205K 0.05% +1 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 8,898 $205K 0.05% -1,384 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 8,868 $204K 0.17% -2,432 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 8,862 $204K 0.07% -90 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 8,705 $200K 0.09% +219 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 8,500 $195K 0.15% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 7,764 $178K 0.15% +1,126 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 7,614 $175K 0.02% -540 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,473 $172K 0.03% -537 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7,342 $169K 0.04% -143 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,333 $169K 0.06% +295 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7,000 $161K 0.01% +6,400 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,665 $152K <0.01% -11,450 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,367 $146K 0.02% -692 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 6,223 $143K 0.05% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,161 $142K 0.06% -2,934 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,046 $139K 0.01% -855 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,860 $134K 0.01% +5,855 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 5,702 $131K 0.03% -80 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,667 $130K 0.1% +435 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 5,546 $127K 0.06% -231 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 5,396 $124K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,352 $123K <0.01% +603 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5,129 $118K 0.08% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,953 $114K 0.06% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4,793 $110K 0.01% +3 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,403 $101K 0.01% -1,845 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 4,369 $100K <0.01% -3,967 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 4,229 $97.2K 0.01% -3,672 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,216 $96.9K 0.01% +3,858 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 4,207 $96.7K 0.02% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,139 $95.1K 0.04% +948 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,045 $93K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,967 $91.2K 0.01% +2,013 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,827 $88K <0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3,640 $83.7K 0.07% -1,120 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,507 $80.6K 0.07% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,502 $80.4K 0.04% +18 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,439 $79.5K 0.04% +1,128 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,409 $78.3K 0.01% +711 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3,195 $73.4K 0.06% +515 13F-HR Timeline MOTCO More: the full row for MOTCO 2,974 $68.4K 0.01% +2,889 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,828 $65K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,827 $65K 0.01% +540 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,725 $62.5K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,648 $60.9K <0.01% +47 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 2,629 $60.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,424 $55.7K 0.01% +1,337 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,338 $53.7K 0.01% 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,295 $52.8K 0.02% -1,743 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,264 $52K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,279 $51.9K 0.01% -102 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,158 $49.6K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,089 $47.7K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,006 $46.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,038 $46K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,991 $45.8K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,918 $44.1K <0.01% +1,337 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 1,881 $43.2K 0.03% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,819 $41.8K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,818 $41.8K 0.02% +545 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,815 $41.7K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,731 $39.8K 0.01% -149 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,678 $38.6K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,654 $38K 0.01% +1,030 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,602 $36.8K <0.01% -26 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,541 $35.4K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,533 $35.2K 0.01% +56 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,415 $32.5K 0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,391 $32K 0.01% -271 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,340 $30.8K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,333 $30.6K 0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,235 $28.4K <0.01% 0 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,179 $27.1K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,172 $26.9K 0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 1,165 $26.5K 0.01% +97 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,132 $26K 0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,126 $25.8K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,118 $25.7K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,064 $24.5K 0.02% +840 13F-HR Timeline Group Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,050 $24.1K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,044 $24K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,037 $23.8K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,000 $23K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 991 $22.8K 0.02% +317 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 989 $22.7K <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 967 $22.2K 0.01% +5 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 965 $22.2K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 943 $21.7K <0.01% +109 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 934 $21.5K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 929 $21.4K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 905 $20.8K <0.01% -9,235 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 873 $20.1K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 873 $20.1K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 826 $19K 0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 824 $18.9K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 785 $18K 0.01% -78 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 761 $17.5K <0.01% +442 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 692 $15.9K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 653 $15K 0.01% +4 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 691 $15K 0.01% +4 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 645 $14.8K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 638 $14.7K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $14.2K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 590 $13.6K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 575 $13.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 570 $13.1K <0.01% -949 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 548 $12.6K 0.01% -80 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 515 $11.8K <0.01% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 490 $11.3K <0.01% -890 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 462 $10.6K <0.01% -4,650 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 451 $10.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 447 $10.3K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 443 $10.2K <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 441 $10.1K <0.01% 0 13F-HR Timeline Group WFA Asset Management Corp More: the full row for WFA Asset Management Corp 421 $9.59K 0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 370 $8.5K <0.01% -2,964 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 338 $7.77K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 321 $7.38K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 320 $7.36K <0.01% +20 13F-HR Timeline Collier Financial More: the full row for Collier Financial 319 $7.33K 0.01% -30,815 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 276 $6.34K <0.01% +197 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 266 $6.11K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 254 $5.84K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 252 $5.79K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 242 $5.56K <0.01% +2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 242 $5.56K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 236 $5.42K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 230 $5.3K <0.01% -509 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 213 $4.9K <0.01% -223 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 208 $4.78K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 177 $4.07K <0.01% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 173 $3.98K <0.01% +148 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 173 $3.98K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 171 $3.93K <0.01% new 13F-HR Timeline Group TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 147 $3.38K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 113 $3K <0.01% +1 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 125 $2.88K <0.01% -545 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 122 $2.8K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 115 $2.64K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 113 $2.6K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 106 $2.44K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 105 $2.41K <0.01% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 102 $2.34K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 102 $2.34K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 101 $2.33K <0.01% -82 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $2.3K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 95 $2.18K <0.01% new 13F-HR/A Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 76 $1.73K <0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 67 $1.54K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 57 $1.31K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 57 $1.31K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 54 $1.24K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 49 $1.13K <0.01% -182 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 45 $1.03K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 26 $1K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 42 $965 <0.01% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $919 <0.01% -12 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 37 $851 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 36 $828 <0.01% -1,741 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 29 $667 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 24 $552 <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 15 $345 <0.01% new 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 10 $230 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $93 <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3 $69 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -54,784 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.