Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 73 $7.2K <0.01% -14 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 72 $7.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $6.41K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 65 $6.41K <0.01% +4 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 64 $6.4K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 64 $6.31K <0.01% +6 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 57 $6K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 61 $5.9K <0.01% -12 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 59 $5.82K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 56 $5.52K <0.01% -500 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 53 $5.24K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 51 $5.05K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $4.44K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 44 $4.34K <0.01% -16 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 42 $4.14K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 39 $3.85K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 39 $3.85K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 38 $3.75K <0.01% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 38 $3.75K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 36 $3.56K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 36 $3.55K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35 $3.45K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 33 $3.25K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 34 $3K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 30 $2.96K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 30 $2.96K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 30 $2.96K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 30 $2.96K 0.06% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $2.79K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 26 $2.56K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 24 $2.37K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 24 $2.37K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 23 $2.27K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $2.26K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $2.25K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 22 $2.17K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $2.07K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 21 $2.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $2K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 30 $2K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 20 $1.97K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20 $1.95K <0.01% -109 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 19 $1.87K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $1.68K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $1.68K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $1.58K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 16 $1.58K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 13 $1.29K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 13 $1.28K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11 $1.08K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.08K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15 $1K <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $986 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $887 <0.01% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8 $789 <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7 $690 <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $690 <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6 $592 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $592 <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $493 <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5 $493 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 5 $493 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $395 <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4 $395 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. 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More: the full row for Raleigh Capital Management Inc. 0 $14 <0.01% -6 13F-HR Timeline Amount filed as zero, left out of ratios.