SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,023 $266K 0.01% 0 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,015 $265K 0.01% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,014 $265K 0.08% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,008 $264K 0.01% -30 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,000 $263K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,000 $263K 0.05% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,000 $263K 0.04% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,971 $259K 0.02% -99 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,935 $255K <0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,910 $251K <0.01% +116 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,905 $251K 0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,901 $250K 0.06% -43 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,895 $249K 0.03% -10 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 1,885 $248K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,883 $248K 0.03% -433 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,860 $245K 0.01% +9 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,848 $243K 0.01% -38 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,836 $243K 0.04% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,821 $240K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,817 $239K <0.01% -16 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,794 $236K 0.05% +17 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,768 $233K 0.01% 0 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,756 $231K 0.03% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,745 $230K 0.02% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,804 $228K 0.01% -393 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 1,732 $228K 0.23% new 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 1,721 $226K 0.07% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 1,696 $223K 0.14% -100 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,687 $222K 0.11% new 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,679 $221K 0.05% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,655 $218K 0.02% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,644 $216K 0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,641 $216K 0.07% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,640 $216K 0.01% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,603 $211K 0.14% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,600 $210K 0.01% new 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,599 $210K 0.02% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,579 $209K 0.07% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,590 $209K 0.02% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,589 $209K 0.01% new 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,571 $207K 0.07% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 1,570 $207K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,564 $206K 0.02% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,564 $206K 0.08% -372 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,560 $205K <0.01% new 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,553 $204K 0.04% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,548 $204K 0.03% -2,435 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,550 $203K 0.02% -155 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,553 $201K 0.01% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,433 $189K 0.04% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,421 $187K 0.02% +5 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,393 $183K <0.01% +26 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,350 $178K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,350 $178K <0.01% +672 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,307 $172K 0.01% +470 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,219 $161K 0.03% +219 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,164 $153K 0.08% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,107 $146K 0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,042 $137K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,042 $137K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,019 $134K 0.04% +8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 955 $126K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 953 $125K 0.03% -68 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 906 $119K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 905 $119K 0.01% -43 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 905 $119K 0.01% -415 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 849 $112K 0.08% +37 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 846 $111K 0.03% -36 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 796 $105K <0.01% +181 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 783 $103K <0.01% -49 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 763 $100K 0.08% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 23 $95.6K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 711 $93.5K <0.01% -151 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 686 $90.2K 0.06% +401 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 684 $90K <0.01% -45 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 649 $85.9K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 623 $82K <0.01% new 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 615 $80.9K 0.04% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 600 $78.9K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 600 $78.9K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 590 $77.6K <0.01% 0 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 589 $77.4K 0.01% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 585 $77K <0.01% +217 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 585 $77K 0.07% -1,512 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 584 $76.8K <0.01% -841 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 583 $76.7K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 579 $76.2K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $65.8K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 500 $65.8K <0.01% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 545 $65.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 484 $63.7K <0.01% +444 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 459 $60.7K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 460 $60.5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 450 $59.2K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 442 $58.1K <0.01% +37 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 434 $57.1K 0.01% +98 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 425 $55K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 413 $53.1K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 404 $53K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 400 $52.6K <0.01% -108 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 377 $50.8K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 388 $50.3K <0.01% +180 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 376 $49.5K <0.01% -90 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 375 $49.3K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 344 $45.5K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 345 $45.4K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 339 $44.6K 0.04% +104 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 302 $39.7K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 300 $39.5K <0.01% -44 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 300 $39.5K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $39.5K 0.03% -100 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 299 $39.4K 0.01% +2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 285 $37.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 266 $35K <0.01% +2 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 265 $34.9K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 250 $33K 0.01% 0 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 250 $32.9K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 243 $32K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 234 $30.7K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 230 $30.3K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 207 $27.2K <0.01% -205 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 205 $27K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $26.3K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 194 $25.7K 0.02% -122 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 184 $24.2K <0.01% -184 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 179 $23.6K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 175 $23K <0.01% -8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 176 $23K <0.01% +61 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 160 $21K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 160 $21K 0.06% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 155 $20.4K 0.01% -11 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 145 $19.1K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 134 $17.6K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 133 $17.5K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 133 $17.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 130 $17.1K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 126 $16.6K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 126 $16.5K <0.01% -1,774 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 125 $16.4K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 129 $16K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $15.7K 0.01% +76 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 107 $14.1K <0.01% +86 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 107 $14.1K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 114 $14K <0.01% 0 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $13.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 100 $13.2K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 100 $13.2K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 99 $13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 99 $13K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCF Advisors LLC More: the full row for MCF Advisors LLC 90 $11.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 80 $10.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 75 $9.87K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 74 $9.78K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 67 $8.81K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 67 $8.81K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64 $8.42K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $8.03K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $7.89K <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. 50 $6.58K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $6.31K <0.01% -13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 47 $6.18K <0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 39 $5.13K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 33 $4.34K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 32 $4.21K <0.01% -596 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 28 $3.68K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 27 $3.55K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 26 $3.42K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 26 $3.42K <0.01% +18 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 26 $3.38K <0.01% +1 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 25 $3.29K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 23 $3.02K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,248 $2.96K 0.12% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $2.87K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $2.63K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $2.5K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 19 $2.44K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 17 $2.24K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 16 $2.1K <0.01% -1,738 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 16 $2.1K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 12 $1.58K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12 $1.58K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 11 $1.33K <0.01% -250 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $1.32K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $658 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 4 $527 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3 $395 <0.01% 0 13F-HR Timeline 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.