Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 2,500 $243K 0.15% 0 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 2,492 $242K 0.06% -237 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 2,478 $241K 0.22% 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 2,460 $239K 0.45% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,451 $238K <0.01% -205 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,445 $238K 0.02% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,445 $238K 0.07% -203 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,438 $237K 0.01% -317 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,404 $234K 0.01% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,401 $233K 0.06% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,371 $230K 0.06% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,359 $229K 0.01% -284 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,339 $227K 0.1% -25 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,318 $226K 0.01% -2,854 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,318 $225K <0.01% -17,440 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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Advisory Services LLC 1,146 $111K 0.01% -47 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,090 $106K 0.01% -119 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 1,051 $102K 0.09% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,000 $97K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 955 $92.8K 0.02% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 942 $91.6K 0.06% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 932 $90.6K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Center for Financial Planning, Inc. 111 $10.8K <0.01% +110 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 105 $10.3K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 104 $10.1K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 102 $9.91K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 99 $9.62K 0.01% -1,376 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 93 $9.05K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 88 $8.6K <0.01% +2 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 82 $7.97K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 78 $7.58K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 73 $7.1K <0.01% +33 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 66 $6.42K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66 $6.42K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 64 $6.22K <0.01% +46 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 63 $6.12K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 57 $5.54K <0.01% 0 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 48 $5K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 49 $4.76K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 40 $3.9K <0.01% +1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 32 $3K <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 30 $2.92K <0.01% new 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 26 $2.53K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 24 $2.36K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 21 $2.04K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 22 $2K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 19 $1.85K <0.01% -76 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16 $1.55K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15 $1.46K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5 $1K <0.01% -15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10 $973 <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10 $972 <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 10 $971 <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 10 $970 <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9 $874 <0.01% -10 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9 $827 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 4 $389 <0.01% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1 $97 <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1 $97 <0.01% -418 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $97 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $94 <0.01% -639 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 0 $50 <0.01% 13F-HR/A Timeline Amount filed as zero, left out of ratios. FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 0 $0 -4,521 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11 $1 0 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.