Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 49 $9.95K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 45 $9.14K <0.01% +17 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 41 $8.32K <0.01% +4 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 40 $8.12K <0.01% new 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 38 $7.72K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 38 $7.72K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 38 $7.72K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 38 $7.72K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 37 $7.51K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 30 $6.19K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 30 $6.09K 0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 28 $5.69K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $5.28K <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23 $4.67K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 22 $4.47K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 22 $4.47K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 21 $4.26K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21 $4.26K <0.01% -12 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 21 $4.26K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $3.32K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16 $3.25K <0.01% -2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 $3.25K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 15 $3.05K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $3.05K <0.01% +2 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14 $2.84K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 14 $2.84K <0.01% +3 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 13 $2.64K <0.01% +5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 12 $2.44K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $2K <0.01% +6 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $1.83K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 9 $1.83K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $1.62K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.62K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 8 $1.62K <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.42K <0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $1.22K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $1.22K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.22K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 5 $1.02K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $1.02K <0.01% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 5 $1.01K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $1.01K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9 $1K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $812 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4 $812 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $779 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $609 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 3 $609 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $407 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 2 $406 <0.01% -18 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2 $406 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $402 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $204 <0.01% -5 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $204 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $204 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $204 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $203 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $203 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $203 <0.01% -1 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -2,200 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.