Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 24 $3.65K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 23 $3.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $3.5K <0.01% +6 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 23 $3.5K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22 $3.35K <0.01% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $3.19K <0.01% +5 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 21 $3.19K <0.01% -12 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $3.05K <0.01% -6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $3.04K <0.01% -61 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $3.04K <0.01% +6 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 19 $2.89K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19 $2.89K <0.01% +10 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 18 $2.74K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $2.74K <0.01% -2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $2.58K <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $2.58K <0.01% +11 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 16 $2.43K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 16 $2.43K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 16 $2.43K <0.01% +3 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16 $2.43K <0.01% +11 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 15 $2.28K <0.01% +3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $2.21K <0.01% -1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $2.13K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 14 $2.13K <0.01% -26 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 14 $2.13K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.98K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 13 $1.98K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 13 $1.98K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12 $1.82K <0.01% -10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $1.82K <0.01% -3,709 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 12 $1.82K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 12 $1.82K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $1.74K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 11 $1.67K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $1.52K <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $1.52K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $1.52K <0.01% +3 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10 $1.52K <0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $1.37K <0.01% -66 13F-HR Timeline BAYBAN More: the full row for BAYBAN 8 $1.22K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $1.11K <0.01% +4 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7 $1.06K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $1.06K <0.01% -7 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $1.06K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8 $1K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6 $1K <0.01% new 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $912 <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6 $912 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $912 <0.01% +3 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5 $763 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $760 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $608 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4 $608 <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 4 $608 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 4 $608 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3 $522 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $489 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $457 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $457 <0.01% -1 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $456 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $456 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3 $456 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $456 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $305 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $304 <0.01% 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $194 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $153 <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $152 <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1 $152 <0.01% -1 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1 $152 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 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% -5,500 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -4 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 112 $57 0 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.