UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 818 $263K <0.01% new 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 816 $263K <0.01% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 808 $260K 0.08% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 808 $260K 0.06% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 802 $258K 0.17% -5 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 705 $258K 0.11% new 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 800 $257K 0.06% new 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 789 $254K 0.1% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,167 $254K <0.01% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 784 $252K 0.05% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 782 $252K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 771 $248K <0.01% -172 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 769 $247K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 767 $247K 0.02% new 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 763 $245K 0.02% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 762 $245K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 762 $245K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 728 $243K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 751 $242K 0.01% new 13F-HR Timeline Group Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 739 $238K 0.07% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 731 $235K 0.01% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 725 $233K 0.24% -567 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 723 $233K 0.01% -287 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 720 $232K <0.01% -1,287 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 718 $231K 0.02% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 714 $230K 0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 696 $224K <0.01% new 13F-HR Timeline Group Rede Wealth, LLC More: the full row for Rede Wealth, LLC 695 $224K 0.08% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 685 $220K <0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 685 $220K <0.01% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 682 $219K 0.12% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 659 $212K 0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 656 $211K 0.03% 0 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 644 $207K 0.11% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 639 $206K 0.08% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 633 $204K 0.22% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 631 $203K 0.02% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 629 $202K 0.01% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 627 $202K 0.01% -322 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 626 $201K 2.7% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 623 $200K <0.01% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 623 $200K <0.01% new 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 600 $193K 0.15% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 597 $192K <0.01% +166 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 573 $184K 0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 553 $178K 0.01% +540 13F-HR/A Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 537 $173K 0.03% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 502 $162K 0.01% +2 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 500 $161K 0.04% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 522 $160K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 459 $148K 0.04% +8 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 416 $134K 0.01% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 407 $131K 0.05% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 403 $130K <0.01% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 364 $122K 0.03% -2,577 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 367 $118K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 340 $109K <0.01% +59 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 311 $100K <0.01% +63 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 307 $98.8K <0.01% +53 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 300 $96.5K 0.05% 0 13F-HR Timeline Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 299 $96.2K <0.01% -52 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 312 $95.4K <0.01% -17 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 296 $95.2K <0.01% +156 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 294 $94.6K <0.01% -454 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 289 $93K 0.04% +1 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 288 $92.7K 0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 270 $86.9K <0.01% -270 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 259 $83.3K 0.03% -4,006 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 250 $80.4K 0.02% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 225 $72.4K 0.01% -2,175 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 202 $65K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 200 $64.3K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 200 $64K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 186 $59.8K <0.01% +6 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 176 $57K 0.04% -138 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 175 $56.3K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 168 $54.1K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 150 $48.3K 0.01% +100 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $48.3K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 139 $44.7K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 136 $43.8K <0.01% +124 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 135 $43.4K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 130 $41.8K 0.02% +55 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 130 $41.8K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 129 $41.5K <0.01% +124 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 120 $40.4K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 120 $38.6K 0.01% -1,417 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 114 $36.7K 0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 112 $36K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 106 $34.1K <0.01% -277 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 105 $33.8K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105 $33.8K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 103 $33.1K <0.01% +24 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 100 $32.2K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 100 $32.2K <0.01% +40 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 99 $31.9K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 145 $31.5K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 97 $31.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 96 $30.9K <0.01% +43 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 95 $30.6K <0.01% +25 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 94 $30.2K 0.01% +24 13F-HR/A Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 93 $29.9K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 80 $25.7K <0.01% -13 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 80 $25.7K <0.01% -70 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 79 $25.4K 0.01% -25 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $24.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 76 $24.5K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 76 $24.5K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 75 $24.1K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 71 $22.8K 0.01% +47 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 69 $22.2K <0.01% +5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 61 $19.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 58 $18.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 55 $17.7K <0.01% +2 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 54 $17.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $17.4K <0.01% +1 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 48 $15.4K 0.04% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 45 $14.5K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 42 $13.5K <0.01% 0 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 41 $13.2K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $12.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38 $12.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 37 $11.9K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 37 $11.9K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 35 $11.8K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 36 $11.6K <0.01% -70 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 36 $11.6K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 35 $11.3K 0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 34 $10.9K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $10.6K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 33 $10.6K <0.01% -25 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 32 $10.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 32 $10.3K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 31 $9.97K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 31 $9.97K 0.01% +30 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 28 $9.01K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $8.04K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 25 $8.04K <0.01% -5 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $8.04K <0.01% +6 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25 $8.04K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 25 $8.04K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 24 $7.72K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 22 $7.08K <0.01% +7 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 22 $7.08K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21 $7.01K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $6.43K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 19 $6.11K <0.01% +5 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $6.11K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $5.47K <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $4.83K <0.01% +6 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 11 $4.81K <0.01% +7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $4.5K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14 $4.5K <0.01% -3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $4.18K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13 $4.18K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13 $4.18K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9 $3.78K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $3.54K <0.01% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $3.22K <0.01% +4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $3.22K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9 $2.9K <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 9 $2.9K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $2.9K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $2.9K <0.01% 0 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $2.25K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $2.01K <0.01% +5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6 $1.93K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $1.93K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $1.93K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.93K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5 $1.61K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $1.61K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $965 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $965 <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $644 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $644 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $644 <0.01% +1 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $644 <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2 $643 <0.01% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $643 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $643 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $643 <0.01% -61 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $322 <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 1 $322 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1 $322 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $322 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $322 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1 $322 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.