Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 100 $4.62K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 93 $4.3K <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 90 $4.16K <0.01% -1 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 85 $3.93K <0.01% new 13F-HR/A Timeline Founders Capital Management More: the full row for Founders Capital Management 83 $3.83K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 82 $3.79K <0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 81 $3.74K <0.01% -43 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 80 $3.67K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 77 $3.56K <0.01% +15 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 72 $3.33K <0.01% -76 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 70 $3.23K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 69 $3.19K <0.01% -10 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 66 $3.05K <0.01% 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 57 $3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 64 $2.96K <0.01% -86 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 63 $2.91K <0.01% -58 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 60 $2.77K <0.01% +5 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 58 $2.68K <0.01% +6 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 57 $2.63K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 54 $2.49K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 53 $2.45K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $2.4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 48 $2.23K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 48 $2.22K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48 $2.22K <0.01% +14 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 48 $2.2K <0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 46 $2.12K <0.01% +6 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 46 $2.12K <0.01% -169 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 45 $2.11K <0.01% -5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 48 $2K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $1.99K <0.01% +3 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 43 $1.99K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 40 $1.85K <0.01% -32 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $1.81K <0.01% -31 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 36 $1.66K <0.01% -14 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 36 $1.66K <0.01% +6 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 35 $1.62K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 34 $1.57K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $1.57K <0.01% +17 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 33 $1.52K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 33 $1.51K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 32 $1.48K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 31 $1.44K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 31 $1.43K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 29 $1.34K <0.01% -9 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $1.29K <0.01% -143 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $1.2K <0.01% -5 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 25 $1.16K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 23 $1.07K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 32 $1K <0.01% -33 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 29 $1K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 29 $1K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 21 $970 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $739 <0.01% -27 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for Quest 10 Wealth Builders, Inc. 15 $693 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $600 <0.01% -6 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12 $555 <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 12 $554 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12 $554 <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 11 $508 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $462 <0.01% -43 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $462 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9 $416 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $416 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 9 $416 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $370 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $370 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $278 <0.01% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $231 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $231 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $231 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5 $231 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $185 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $139 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $139 <0.01% -173 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $139 <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $92 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $46 <0.01% -1 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $46 <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.