HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,769 $178K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,623 $163K 0.01% +130 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,519 $153K 0.03% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,430 $144K 0.04% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for CarsonAllaria Wealth Management, Ltd. 716 $72K 0.04% -2,730 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 700 $70.4K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 657 $66.1K 0.05% +401 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 645 $64.8K 0.01% -275 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 618 $62.1K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 601 $60.4K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 592 $59.5K 0.03% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 550 $55.3K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 541 $54.4K 0.04% 0 13F-HR Timeline Hopwood Financial Services, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 213 $21.4K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 199 $20K <0.01% -1 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 167 $16.8K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 147 $14.8K 0.01% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 140 $14.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 124 $12.5K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 121 $12.2K <0.01% -14,870 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 117 $11.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for Decker Retirement Planning Inc. 84 $8.45K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 83 $8.34K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 83 $8.28K 0.09% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 72 $7.24K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 71 $7.12K <0.01% -209 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 70 $7.01K 0.01% -2 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 65 $6.54K <0.01% -2,164 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 64 $6.48K <0.01% -11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 64 $6.43K <0.01% -6,538 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 56 $5.63K <0.01% 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 50 $5.03K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 44 $4.42K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 39 $3.92K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 30 $3K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 28 $2.81K <0.01% -1 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26 $2.66K <0.01% -302 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 24 $2.41K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.31K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 16 $1.61K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.21K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7 $703 <0.01% -16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $403 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.