Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,500 $66.4K 0.04% -1,999 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,414 $63.6K <0.01% -227 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,408 $63.4K <0.01% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,370 $62.4K <0.01% +3 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,352 $61.9K 0.02% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,324 $59.7K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,190 $57.7K <0.01% -265 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,186 $57.6K 0.02% -8,194 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,083 $54.8K 0.02% -2,264 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,065 $54.4K <0.01% -153 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,063 $54.3K 0.02% +204 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,013 $53K 0.03% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,000 $52.7K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,000 $52.6K 0.04% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,846 $48.6K <0.01% -1,207 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,813 $47.7K <0.01% +188 13F-HR/A Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,769 $45.4K <0.01% -125 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,718 $45.2K <0.01% +739 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,550 $40.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,458 $38.4K <0.01% -506 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,377 $35.4K 0.01% +287 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,299 $34.2K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,249 $32.9K <0.01% -36 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,215 $32K 0.01% -1,353 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,207 $31.9K <0.01% -35,046 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,188 $31.3K <0.01% -10 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,187 $31.3K <0.01% +109 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,085 $28.6K <0.01% +9 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 993 $26.1K <0.01% -88 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 989 $26K <0.01% +472 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 891 $23.5K <0.01% -980 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 878 $23.1K 0.02% +2 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 875 $23K 0.01% -90 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 875 $23K <0.01% -243 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 824 $21.7K 0.01% -510 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 816 $21K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 751 $19.8K <0.01% -36 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 748 $19.7K 0.01% +458 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 710 $18.7K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 708 $18.6K <0.01% +23 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 708 $18.6K <0.01% -383 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 666 $17.5K <0.01% +190 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 633 $16.7K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 600 $15.9K 0.01% 0 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 600 $15.8K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 600 $15.8K 0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 590 $15.5K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 587 $15.4K <0.01% -74 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 583 $15.4K <0.01% -1,038 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 553 $14.6K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 547 $14.4K <0.01% -72 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 541 $14.2K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 532 $14K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 515 $14K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 513 $13.5K <0.01% +4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 507 $13.3K <0.01% -31 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 497 $13.2K 0.01% +153 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 500 $13.2K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 497 $13.1K <0.01% +40 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 495 $13K <0.01% +394 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 502 $12.7K <0.01% -446 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 454 $12K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 445 $11.7K <0.01% +82 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 411 $10.9K <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 412 $10.9K <0.01% +140 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 400 $10.5K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 371 $10K 0.01% -263 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 367 $9.66K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 362 $9.53K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 350 $9.21K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 346 $9.11K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 344 $9.07K <0.01% +82 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 343 $9.03K <0.01% -782 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 340 $8.95K <0.01% +205 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 335 $8.82K 0.01% +32 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 333 $8.77K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 332 $8.74K <0.01% +280 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 326 $8.58K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 322 $8.49K <0.01% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 314 $8.27K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 326 $8K <0.01% -7 13F-HR/A Timeline City State Bank More: the full row for City State Bank 303 $7.98K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $7.9K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 300 $7.9K <0.01% +149 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 258 $7.44K <0.01% +46 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 278 $7.32K <0.01% +99 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 268 $7.06K <0.01% -260 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 274 $7K <0.01% -10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 250 $6.58K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 245 $6.45K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 243 $6.4K <0.01% +7 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 236 $6.21K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 233 $6.13K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 231 $6.08K <0.01% -164 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 228 $6K <0.01% -66 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 223 $5.87K <0.01% -10 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 222 $5.85K 0.03% +2 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 216 $5.69K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 203 $5.34K <0.01% +37 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 200 $5.31K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 200 $5.27K <0.01% -899 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 200 $5.27K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 197 $5.23K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 199 $5.11K <0.01% +54 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 186 $5K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 187 $4.92K <0.01% -71,760 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 177 $4.66K <0.01% +44 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 172 $4.53K <0.01% +12 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 168 $4.42K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 162 $4.26K <0.01% +26 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 161 $4.24K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 160 $4.21K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 157 $4.13K <0.01% new 13F-HR/A Timeline Bollard Group LLC More: the full row for Bollard Group LLC 141 $4K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 150 $3.95K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 150 $3.95K <0.01% -6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 144 $3.79K <0.01% -33 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 140 $3.69K <0.01% +4 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 136 $3.61K <0.01% -241 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 137 $3.61K <0.01% -584 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 136 $3.58K <0.01% -29 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 135 $3.55K <0.01% -1,080 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 130 $3.45K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 124 $3.26K <0.01% -2,067 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 120 $3.16K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 117 $3.08K <0.01% +84 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 114 $3K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 111 $3K <0.01% -112 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 112 $2.95K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 109 $2.9K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 107 $2.82K <0.01% -49 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 105 $2.77K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 97 $2.55K <0.01% -4 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 95 $2.5K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 94 $2.48K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 93 $2.45K <0.01% -195 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 93 $2.45K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 91 $2.4K <0.01% -225 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 83 $2.19K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 82 $2.16K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $1.9K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $1.87K <0.01% -49 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 71 $1.87K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 70 $1.84K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 67 $1.78K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 67 $1.76K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 64 $1.69K <0.01% -23 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 60 $1.58K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 58 $1.53K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 57 $1.5K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 55 $1.45K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 54 $1.42K <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 53 $1.4K <0.01% +13 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 52 $1.37K <0.01% -7,688 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 48 $1.26K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 47 $1.24K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 46 $1.21K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 46 $1.21K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 40 $1.06K <0.01% -164 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38 $993 <0.01% +35 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 36 $948 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $922 <0.01% -408 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 35 $911 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 28 $808 <0.01% -96 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 30 $797 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 30 $790 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 30 $790 <0.01% -2 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 29 $774 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 27 $713 <0.01% +6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 27 $711 <0.01% +1 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 25 $658 <0.01% -675 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 24 $632 <0.01% -541 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 24 $632 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $606 <0.01% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 23 $591 <0.01% -26 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 19 $501 <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 19 $500 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17 $448 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 17 $448 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $432 <0.01% -12 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $395 <0.01% -10 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $395 <0.01% -440 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 15 $395 <0.01% -1 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 15 $395 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 13 $342 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $342 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12 $316 <0.01% +5 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $237 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $212 <0.01% -3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8 $211 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $185 <0.01% +2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7 $184 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 7 $184 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 5 $132 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $53 <0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1 $26 <0.01% new 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 0 $12 <0.01% new 13F-HR/A Timeline Amount filed as zero, left out of ratios. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.