West Family Investments, Inc. More: the full row for West Family Investments, Inc. 482 $214K 0.06% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 480 $214K <0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 478 $213K 0.01% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 475 $211K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 463 $206K <0.01% +1 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 462 $205K 0.03% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 460 $205K 0.01% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 457 $203K 0.04% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 450 $200K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 434 $193K <0.01% +245 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for SJS Investment Consulting Inc. 205 $91.2K 0.01% -25 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 198 $88.2K <0.01% +25 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 196 $87.2K 0.02% +100 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 192 $85.4K 0.02% +30 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 184 $81.8K 0.02% +70 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 161 $71.6K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 160 $71.2K <0.01% +105 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 155 $69K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 144 $64.2K 0.01% +108 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 137 $61K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 137 $60.9K <0.01% +59 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 133 $59.2K <0.01% -48 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for LANARK FINANCIAL, INC. 18 $8.01K <0.01% +1 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 18 $8.01K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17 $7.56K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $7.56K <0.01% -1 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 17 $7.56K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 16 $7.12K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $6.67K <0.01% +8 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 14 $6.23K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $6.23K <0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $6.23K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14 $6.23K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $5.78K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for MATHER GROUP, LLC. 9 $4K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8 $3.56K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $3.56K <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $3.15K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7 $3.11K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7 $3.11K <0.01% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 7 $3.11K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7 $3.11K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 6 $2.67K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $2.67K <0.01% -4 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $2.23K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5 $2.22K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $1.78K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3 $1.33K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $1.33K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for TD Waterhouse Canada Inc. 3 $1.23K <0.01% -5 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $890 <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2 $890 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $625 <0.01% new 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1 $445 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $445 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $445 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $445 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $445 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $445 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1 $445 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $445 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $118 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.