Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 632 $31.2K 0.01% -675 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 615 $30.4K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 613 $30.3K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 625 $30K 0.01% +23 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 600 $29.6K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 579 $28.6K <0.01% -752 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 565 $27.9K 0.02% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 553 $27.3K 0.02% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 549 $27.1K 0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 542 $26.8K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 530 $26.2K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 545 $26K 0.01% -2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 516 $25.5K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 500 $24.7K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $24.7K 0.02% -801 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 497 $24.6K <0.01% +160 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 525 $24.6K 0.02% -70 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 525 $24.6K 0.02% -70 13F-HR Timeline Group Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 453 $23.3K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 474 $23K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 458 $23K 0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 446 $22.1K <0.01% +151 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 440 $21.3K 0.01% +420 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 430 $21.2K 0.01% +41 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 420 $20.8K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 417 $20.6K <0.01% +96 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 410 $20.3K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 408 $20.2K 0.01% -256 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 406 $20K 0.01% -10 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 405 $20K <0.01% +75 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $19.8K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 400 $19.8K 0.01% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 400 $19.8K 0.01% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 399 $19.7K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 388 $19.2K 0.02% +108 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 381 $18.8K <0.01% -132 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 380 $18.8K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 376 $18.6K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 350 $17.3K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 343 $16.9K 0.01% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 339 $16.8K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 330 $16.3K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 315 $15.6K <0.01% -24 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 315 $15.6K <0.01% -116 13F-HR Timeline Trust Co More: the full row for Trust Co 308 $15.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 307 $15.2K 0.01% +117 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 305 $15.1K 0.01% -152 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 300 $15K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 300 $15K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 302 $14.9K 0.01% +105 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 294 $14.5K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 291 $14.4K <0.01% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 291 $14.4K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 281 $13.9K 0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 280 $13.8K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 278 $13.7K 0.01% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 276 $13.6K <0.01% -46 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 258 $12.7K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 258 $12.7K <0.01% -93 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 253 $12.5K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 250 $12.4K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 248 $12.3K <0.01% -655 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 241 $11.9K <0.01% -833 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 236 $11.7K 0.01% -95 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 232 $11.5K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 226 $11.2K <0.01% -268 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 220 $11K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 222 $11K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 214 $10.6K 0.01% +139 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 212 $10.5K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 203 $10K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 203 $10K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 202 $9.99K <0.01% +202 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $9.93K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $9.88K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $9.88K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 200 $9.88K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 200 $9.88K <0.01% -800 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 200 $9.88K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 200 $9.88K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $9.88K <0.01% -1,000 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 200 $9.88K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 200 $9.88K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $9.88K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 200 $9.88K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $9.88K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 200 $9.88K 0.01% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 195 $9.63K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 191 $9.44K <0.01% +125 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 171 $8.45K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 171 $8.43K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 170 $8.4K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 170 $8.4K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 166 $8.2K <0.01% -33 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 160 $7.91K <0.01% -36 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 160 $7.91K <0.01% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 158 $7.81K 0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 162 $7.56K <0.01% -230 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 150 $7.41K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 144 $7.13K 0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 140 $6.92K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 135 $6.67K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 133 $6.57K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 130 $6.4K <0.01% +30 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 129 $6.37K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 127 $6.3K <0.01% +100 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 124 $6.13K 0.01% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 124 $5.95K <0.01% 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 119 $5.88K 0.01% -759 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 119 $5.88K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 118 $5.83K <0.01% +4 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 117 $5.79K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 113 $5.58K <0.01% +9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 112 $5.53K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 111 $5.49K <0.01% -495 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 108 $5.34K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 107 $5.29K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 105 $5.19K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 102 $5.06K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 101 $4.99K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $4.94K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $4.94K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $4.94K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 94 $4.64K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 90 $4.45K <0.01% +4 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 88 $4.35K <0.01% 0 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 86 $4.35K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 100 $4K <0.01% -345 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 76 $4K <0.01% -38 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 78 $3.85K <0.01% 0 13F-HR/A Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 75 $3.71K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 72 $3.56K <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 72 $3.56K <0.01% 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 70 $3.46K <0.01% +70 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 69 $3.41K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 69 $3.39K <0.01% +53 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 68 $3.36K <0.01% -52 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 63 $3.11K <0.01% +16 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 52 $3K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 56 $2.77K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 53 $2.62K <0.01% -100 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 52 $2.59K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 52 $2.57K 0.11% +40 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 53 $2.56K <0.01% +27 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 51 $2.53K <0.01% +15 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 51 $2.52K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $2.43K <0.01% +36 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 47 $2.32K <0.01% +44 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 43 $2.14K <0.01% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 40 $1.99K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 40 $1.98K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 39 $1.93K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 39 $1.93K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 36 $1.78K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 36 $1.78K <0.01% -33 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 33 $1.63K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 31 $1.53K <0.01% -51 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 31 $1.53K <0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 29 $1.43K <0.01% -3,886 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $1.43K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $1.28K <0.01% 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 25 $1.24K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 23 $1.14K <0.01% +6 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 31 $1K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18 $1K <0.01% +1 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 20 $989 <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 20 $989 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $989 <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 18 $890 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 18 $889 <0.01% -86 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 18 $889 <0.01% 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17 $863 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16 $791 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $759 <0.01% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14 $692 <0.01% 0 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 24 $661 <0.01% -1,915 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 12 $612 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $508 <0.01% 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $495 <0.01% -4,000 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 9 $445 <0.01% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8 $399 <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8 $395 <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $346 <0.01% -21 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6 $296 <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5 $247 <0.01% +1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 5 $247 <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5 $247 <0.01% 0 13F-HR/A Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $247 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $185 0.02% -4,473 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 3 $149 <0.01% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3 $148 <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2 $99 <0.01% 0 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 2 $99 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $99 <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 148 $73 <0.01% 0 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1 $50 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1 $50 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 9 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -55,910 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.