HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 194 $22.1K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 191 $21.7K <0.01% -4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 185 $21K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 175 $20.7K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 178 $20.3K <0.01% +103 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 175 $19.9K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 174 $19.8K <0.01% +97 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 174 $19.8K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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More: the full row for Planning Strategies Inc. 18 $2.05K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 18 $2K <0.01% +6 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 17 $1.93K <0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 17 $1.93K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $1.93K <0.01% -14 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $1.93K <0.01% +11 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 16 $1.82K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $1.71K <0.01% -15 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15 $1.71K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 14 $1.59K <0.01% -29 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 14 $1.59K <0.01% -1,500 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 13 $1.48K <0.01% -27 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 12 $1.38K <0.01% -39 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $1.36K <0.01% +6 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $1.36K <0.01% -8 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 11 $1.25K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11 $1.25K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $1.14K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $1.02K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 8 $949 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 8 $910 <0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $796 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $682 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6 $682 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $624 <0.01% +1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5 $568 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $568 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $554 <0.01% -5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $465 <0.01% -6 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $455 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 4 $455 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $455 <0.01% +1 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 4 $455 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2 $259 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2 $227 <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $114 <0.01% -100 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $114 <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1 $114 <0.01% new 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1 $114 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 0 $43 <0.01% -84 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. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,195 $456 +36 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 42 $1.64M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.