GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 590 $53.2K 0.01% +589 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 570 $51.4K 0.01% +532 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 525 $47.3K 0.01% +490 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 525 $47.3K 0.13% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 501 $45.2K 0.02% +468 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 500 $45K 0.01% +497 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 495 $44K 0.02% +462 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 452 $40.7K <0.01% +401 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 450 $40.6K <0.01% +420 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 450 $40.6K 0.04% +347 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 450 $40.6K <0.01% +420 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 450 $40.6K 0.03% +420 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 450 $40.6K 0.61% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 437 $39.4K 0.03% +408 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 435 $39.2K 0.06% +406 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 435 $39.2K 0.03% +406 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 420 $37.9K 0.01% +392 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 420 $37.9K 0.01% +392 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 405 $35.7K 0.02% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 390 $35.2K <0.01% +364 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 375 $33.8K <0.01% +230 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 375 $33.8K 0.01% +350 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 374 $33.7K <0.01% +349 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 354 $32K 0.02% +330 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 350 $31.5K 0.03% +322 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 345 $31.1K 0.01% +322 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 345 $31.1K 0.02% +334 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 315 $28.4K <0.01% +252 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 315 $28.4K <0.01% +294 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 310 $28.1K 0.01% +277 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 300 $27K 0.01% +280 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 300 $27K 0.01% +280 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 300 $27K 0.01% +280 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 294 $26.5K <0.01% +242 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 285 $25.7K <0.01% +264 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 285 $25.7K 0.02% +266 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 271 $24.4K 0.02% +268 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 270 $24.3K <0.01% +252 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 270 $24.3K <0.01% +252 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 268 $24.2K 0.01% +251 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 255 $23K 0.01% +238 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 240 $21.6K 0.01% +224 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 240 $21.6K 0.01% +224 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 240 $21.6K 0.01% +224 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 240 $21.6K 0.01% +224 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 200 $20.9K <0.01% +190 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 225 $20.3K <0.01% +210 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 225 $20.3K 0.01% +210 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 228 $20K <0.01% +214 13F-HR/A Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 225 $20K <0.01% +208 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 217 $19.6K 0.01% +202 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 210 $18.9K 0.02% +196 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 210 $18.9K 0.01% +196 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 195 $17.6K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 195 $17.6K <0.01% +182 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 186 $16.8K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 186 $16.8K <0.01% +170 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 180 $16.7K <0.01% +168 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 180 $16.2K <0.01% +168 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 180 $16.2K 0.01% +168 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 180 $16.2K 0.01% +168 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 180 $16.2K 0.02% +168 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 177 $16K 0.01% +165 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 165 $14.9K <0.01% +154 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 165 $14.9K <0.01% +159 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 165 $14.9K 0.01% +155 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 165 $14.9K <0.01% +154 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 165 $14.9K <0.01% +154 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 165 $14.9K 0.01% +154 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 165 $14.9K <0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 10 $14.3K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 165 $14K <0.01% +152 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 10 $13.8K 0.01% -1 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $13.5K 0.01% +140 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 150 $13.5K 0.01% +140 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 150 $13.5K <0.01% +144 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 150 $13.5K 0.01% +140 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 150 $13.5K 0.01% +140 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 150 $13.5K 0.01% +140 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 150 $13.5K 0.01% +140 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 140 $12.6K <0.01% +134 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 135 $12.2K <0.01% +131 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 135 $12.2K 0.01% +126 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 135 $12.2K <0.01% +126 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 135 $12.2K 0.01% +126 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 135 $12K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 120 $10.8K <0.01% +113 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 120 $10.8K <0.01% +100 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 120 $10.8K <0.01% +112 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 119 $10.7K <0.01% +111 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 112 $10.1K 0.01% +111 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 105 $9.46K <0.01% +98 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 105 $9.46K <0.01% +98 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 105 $9.46K 0.01% +98 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 105 $9.46K <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 105 $9.46K <0.01% +98 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 105 $9.46K <0.01% +97 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 105 $9.46K <0.01% +98 13F-HR Timeline MOTCO More: the full row for MOTCO 90 $8.85K <0.01% +84 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 97 $8.76K <0.01% +92 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 95 $8.56K <0.01% +88 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 90 $8.11K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 90 $8.11K <0.01% +84 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 90 $8.11K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 90 $8.11K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 86 $7.75K 0.01% +83 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 75 $6.76K <0.01% +70 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 75 $6.76K <0.01% +69 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 75 $6.76K <0.01% +70 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 75 $6.76K <0.01% +70 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 75 $6.76K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 75 $6.76K <0.01% +69 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 75 $6.76K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 75 $6.76K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 75 $6.76K <0.01% +70 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $6.45K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 65 $5.96K <0.01% +64 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 65 $5.85K <0.01% +61 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 60 $5.43K <0.01% +56 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $5.41K <0.01% +56 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 60 $5.41K <0.01% +56 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 60 $5.41K <0.01% +54 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 60 $5.41K <0.01% +56 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 60 $5.41K <0.01% +56 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 60 $5.41K <0.01% +56 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 60 $5.41K <0.01% +56 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $5.14K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 45 $4.06K <0.01% +42 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 45 $4.06K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 45 $4.06K <0.01% +42 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 45 $4.06K <0.01% +42 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 45 $4.06K <0.01% +42 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 45 $4.06K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 45 $4.06K <0.01% +42 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 45 $4.06K <0.01% 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 45 $4.05K <0.01% +42 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 35 $3.15K <0.01% +34 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 34 $3K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30 $3K <0.01% +14 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 32 $2.88K <0.01% +29 13F-HR/A Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 30 $2.7K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30 $2.7K <0.01% +29 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $2.7K <0.01% +28 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 30 $2.7K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $2.7K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30 $2.7K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 30 $2.7K <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 30 $2.7K <0.01% +28 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 30 $2.7K <0.01% +28 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 30 $2.7K <0.01% new 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 30 $2.7K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $2.7K <0.01% +28 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 27 $2.43K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $2.25K <0.01% +22 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 21 $1.89K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $1.71K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $1.71K 0.08% +18 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 16 $1.44K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 15 $1.36K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 15 $1.35K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 15 $1.35K <0.01% +14 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $1.35K <0.01% +14 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 15 $1.35K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.35K <0.01% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.35K <0.01% +10 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15 $1.35K <0.01% +14 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 15 $1.35K <0.01% +14 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 15 $1.35K <0.01% +14 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 15 $1K <0.01% +14 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 13 $1K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $721 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $631 <0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 4 $379 <0.01% +4 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 210 $189 0.01% +196 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. 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.