McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 543 $26.6K <0.01% +472 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 534 $26.3K <0.01% +150 13F-HR Timeline Keystone Financial Group, Inc. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 125 $6.13K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 124 $6.09K <0.01% +6 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 111 $5.45K <0.01% 0 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 110 $5.4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 107 $5.25K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 105 $5.15K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 103 $5K <0.01% -32 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 96 $4.71K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 95 $4.66K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for Physician Wealth Advisors, Inc. 47 $2.32K <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. 49 $1.86K <0.01% +11 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 13 $638 <0.01% -48 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $594 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 12 $594 <0.01% 0 13F-HR/A Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $491 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 10 $491 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $445 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $393 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7 $340 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $294 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $246 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $245 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $155 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $49 <0.01% new 13F-HR Timeline Siena Capital Partners GP, LLC More: the full row for Siena Capital Partners GP, LLC 0 $0 0% -108,194 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.