TSFG, LLC More: the full row for TSFG, LLC 500 $76K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 482 $73.5K <0.01% -235 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 474 $72.3K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 434 $66.2K 0.04% +22 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 432 $65.9K 0.01% -39 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 419 $63.9K 0.03% +185 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 419 $63.9K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 391 $59.6K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 390 $59.5K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 381 $58.1K <0.01% +199 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 373 $56.9K <0.01% +61 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 354 $54K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 321 $49K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 320 $48.8K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 315 $48K <0.01% -3,888 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 312 $47.6K <0.01% -333 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 293 $44.7K <0.01% +7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 286 $43.6K <0.01% +43 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 278 $42.4K <0.01% +20 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 271 $41.3K <0.01% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 271 $41.3K <0.01% +175 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 271 $41.3K <0.01% +240 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 261 $39.7K <0.01% -52,188 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 250 $39.1K 0.03% 0 13F-HR/A Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 247 $37.7K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,271 $37.4K 0.01% -147 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 239 $37.3K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 234 $35.7K <0.01% -19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 213 $32.5K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 200 $30.5K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 200 $30.5K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 200 $30.5K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 191 $29.1K <0.01% -416 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 188 $28.7K 0.02% +3 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 174 $26.5K <0.01% +58 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 174 $26.5K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 173 $26.4K 0.01% +151 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 157 $23.9K <0.01% +7 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 156 $23.8K <0.01% -122 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 151 $23K <0.01% +19 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $22.9K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 145 $22.1K <0.01% +19 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 142 $21.7K 0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 140 $21.4K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 135 $20.6K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 134 $20.4K 0.01% -55 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 132 $20.1K <0.01% new 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 129 $19.7K <0.01% +14 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 131 $19K <0.01% +7 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 122 $18.6K <0.01% +41 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 116 $18.2K <0.01% +32 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 118 $18K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 116 $17.7K <0.01% +104 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 111 $17.3K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 113 $17.2K <0.01% +13 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 113 $17.2K <0.01% -8 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 110 $17K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 107 $16.3K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 106 $16.2K <0.01% -67 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $15.3K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 100 $15.3K <0.01% -2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 100 $15.3K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 93 $14.2K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $13.7K 0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 85 $13K <0.01% +78 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 84 $12.8K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 83 $12.7K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 81 $12.4K <0.01% +46 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 80 $12.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $12K <0.01% +40 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 75 $11.5K <0.01% +10 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 74 $11.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 70 $10.7K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 64 $9.76K <0.01% +29 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 62 $9.46K <0.01% +26 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 61 $9.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 61 $9.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 57 $8.98K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 58 $8.85K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 58 $8.85K <0.01% +22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 53 $8.08K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 53 $8.02K <0.01% +14 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $8.01K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 48 $7.82K <0.01% +34 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 51 $7.78K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $7.63K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 50 $7.63K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 49 $7.47K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 49 $7.47K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 48 $7.32K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 44 $6.72K <0.01% +37 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 44 $6.71K <0.01% +41 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 43 $6.56K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 43 $6.56K <0.01% +1 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 42 $6.41K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 41 $6.25K <0.01% +9 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 40 $6.1K <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 39 $5.95K <0.01% 0 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 39 $5.95K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $5.19K <0.01% +17 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 35 $5K <0.01% +20 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 30 $5K <0.01% new 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 32 $4.88K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $4.88K <0.01% +22 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 32 $4.88K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $4.88K <0.01% +13 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 31 $4.73K <0.01% -12 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 31 $4.73K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $4.58K <0.01% new 13F-HR/A Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 30 $4.58K <0.01% new 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 28 $4.48K <0.01% +2 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 29 $4.42K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29 $4.42K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 28 $4.27K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $4.27K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 28 $4.27K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 28 $4.27K <0.01% +6 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 27 $4.12K <0.01% 0 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27 $4.12K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 27 $4.12K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26 $3.96K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $3.81K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $3.81K <0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $3.66K <0.01% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 24 $3.66K <0.01% -2 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 23 $3.51K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $3.51K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 22 $3.36K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $3.36K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22 $3.35K <0.01% +7 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 21 $3.2K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 20 $3.05K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 20 $3.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 20 $3K <0.01% 0 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 19 $2.9K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $2.9K <0.01% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 19 $2.9K <0.01% +8 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17 $2.59K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 16 $2.44K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $2.29K <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 14 $2.14K <0.01% 0 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 14 $2.13K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $1.98K <0.01% +2 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 13 $1.98K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 12 $1.83K <0.01% +7 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.83K <0.01% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $1.68K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10 $1.52K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 9 $1.37K <0.01% -11 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9 $1.37K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $1.37K <0.01% +1 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9 $1.37K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $1.22K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 8 $1.22K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $1.22K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 8 $1.22K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 8 $1.22K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7 $1.07K <0.01% -1,675 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.07K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 9 $1K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 5 $1K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 6 $915 <0.01% 0 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6 $905 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5 $763 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $763 <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 5 $763 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $763 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5 $763 <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $611 <0.01% -8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4 $610 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4 $610 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4 $610 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4 $610 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $458 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $458 <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3 $458 <0.01% -5 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3 $458 <0.01% -6 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $305 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 2 $305 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2 $305 <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2 $305 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $153 <0.01% 0 13F-HR Timeline 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.