Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 11,919 $140K 0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 11,880 $139K 0.01% +262 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 11,788 $138K 0.02% -3,754 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11,605 $136K <0.01% -25,933 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 11,465 $134K 0.04% -137 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 11,383 $134K 0.13% 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 11,376 $133K 0.15% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 11,326 $133K <0.01% -100 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,253 $132K 0.01% +1,053 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 11,190 $131K 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,157 $131K 0.01% +68 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 11,033 $129K 0.04% +191 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,000 $129K 0.03% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,984 $129K 0.01% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 10,925 $128K 0.04% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 10,898 $128K <0.01% new 13F-HR Timeline Group BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 10,890 $128K 0.11% 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 10,753 $126K 0.05% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 10,731 $126K 0.1% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 10,662 $125K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,556 $124K 0.01% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,547 $124K new Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,492 $123K <0.01% +229 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 10,434 $122K 0.06% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10,342 $121K 0.08% -231 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,308 $121K <0.01% +246 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,299 $121K <0.01% -7,134 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 10,184 $121K <0.01% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 10,095 $118K 0.02% 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 10,073 $118K 0.06% -659 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 10,018 $118K 0.11% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,474 $111K <0.01% +1,070 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,392 $110K <0.01% +4,058 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9,259 $109K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 8,980 $105K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,584 $101K <0.01% -3,423 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,886 $92.5K <0.01% +1,450 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,828 $91.8K 0.01% +100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7,288 $88K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,361 $86.3K <0.01% +407 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,202 $84.5K <0.01% +701 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 7,113 $83.4K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 6,982 $81.9K 0.03% +762 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,722 $78.8K 0.03% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6,666 $78.2K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,465 $75.8K <0.01% +569 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,249 $75.5K 0.01% +379 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,371 $74.7K <0.01% -74 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,132 $71.9K 0.01% +687 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,981 $70.2K 0.01% +1,963 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,970 $70K <0.01% +5,198 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,838 $68.5K 0.04% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,543 $65K <0.01% +2,494 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,000 $60K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 5,076 $59.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,054 $59.3K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,577 $53.7K 0.04% +27 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,522 $53K <0.01% -207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4,300 $50.4K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4,171 $48.9K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,943 $46K 0.01% +3,016 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,650 $42.8K <0.01% -400 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,618 $42.4K <0.01% +1,268 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,597 $42.2K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,500 $41.1K <0.01% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,376 $39.6K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,963 $36.2K <0.01% +2,938 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,804 $35.6K 0.01% +373 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,000 $35.2K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,000 $35.2K <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. 2,937 $34.5K <0.01% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,650 $31.1K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,649 $31.1K <0.01% -14 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 2,626 $30.8K 0.01% 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,578 $30.2K 0.01% -44 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,571 $30.2K <0.01% -116 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,337 $27.4K 0.02% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,335 $27.4K 0.01% +86 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,176 $25.5K 0.02% -26 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,083 $24K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,046 $24K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,014 $23.6K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $23.5K 0.02% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,925 $22.6K <0.01% +209 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,906 $22.4K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,855 $21.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,700 $19.9K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,656 $19.4K <0.01% -30 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,647 $19.3K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,603 $18.8K <0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,556 $18.4K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,430 $16.8K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,398 $16.4K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,397 $16.4K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,293 $15.3K <0.01% +633 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,292 $15.2K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,265 $14.8K 0.01% +1,000 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,251 $14.7K <0.01% -335 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,250 $14.7K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,207 $14.2K <0.01% -296 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,202 $14.1K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 1,176 $13.8K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,136 $13.3K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,061 $12.4K <0.01% -54 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,059 $12.4K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,058 $12.4K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,007 $11.8K <0.01% +264 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 993 $11.6K <0.01% +434 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 982 $11.5K <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 925 $10.9K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 919 $10.8K <0.01% -1,042 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 894 $10.5K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 846 $9.92K 0.01% -1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 809 $9.49K <0.01% +689 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 798 $9.36K <0.01% +725 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 773 $9.07K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 800 $9K <0.01% +388 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 716 $8.4K <0.01% -105 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 703 $8.25K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 680 $7.98K 0.01% 13F-HR/A Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 679 $7.96K 0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 676 $7.93K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 674 $7.91K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 670 $7.86K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 667 $7.82K <0.01% +6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 657 $7.71K <0.01% +446 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 581 $6.81K <0.01% +483 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 573 $6.72K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 572 $6.71K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 559 $6.56K <0.01% -34 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 549 $6.44K <0.01% +242 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 537 $6.3K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 529 $6.21K <0.01% +445 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 517 $6.06K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 510 $5.98K <0.01% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 503 $5.9K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 459 $5.39K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 442 $5.18K <0.01% +62 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 435 $5.1K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 432 $5.06K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 425 $4.99K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $4.69K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 392 $4.6K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 377 $4.42K <0.01% +257 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 359 $4.21K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 346 $4.06K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 333 $3.91K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 318 $3.73K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 300 $3.52K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $3.52K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 299 $3.51K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 292 $3.42K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 281 $3.3K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 278 $3.26K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 236 $2.77K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 230 $2.7K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 226 $2.65K <0.01% -226 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 206 $2.42K <0.01% -1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 199 $2.33K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 192 $2.25K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 189 $2.22K <0.01% +102 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 178 $2.09K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 172 $2.02K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 164 $1.93K <0.01% +2 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 158 $1.85K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 155 $1.82K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 120 $1.41K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 107 $1.25K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 105 $1.23K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $1.17K <0.01% -100 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $1.17K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 98 $1.15K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 83 $970 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 78 $915 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 67 $786 <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 62 $727 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 37 $439 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31 $364 <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 24 $282 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $165 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 10 $119 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $48 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $24 <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.