Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $1.39K <0.01% new 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 12 $1.28K <0.01% -19 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11 $1.17K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11 $1.17K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $1.07K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $1.07K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 10 $1.07K <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 9 $960 <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9 $960 <0.01% -41 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $960 <0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $960 <0.01% -33 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 8 $853 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $853 <0.01% +2 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 8 $853 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $853 <0.01% -4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $747 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $747 <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $746 <0.01% -4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $746 <0.01% +5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $746 <0.01% -2 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 7 $746 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $640 <0.01% -7 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $640 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $640 <0.01% +4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6 $640 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $640 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $640 <0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $533 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $533 <0.01% -1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5 $533 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $427 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $426 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $426 <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3 $320 <0.01% -9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $320 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3 $320 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $320 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $214 <0.01% +1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $213 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $213 <0.01% -4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $213 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $213 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $108 <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1 $107 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $107 <0.01% new 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $107 <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.