FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,982 $210K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,144 $208K <0.01% +46 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,137 $208K <0.01% new 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,122 $206K 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,122 $206K 0.04% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,118 $206K 0.01% +494 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,106 $204K 0.03% +108 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,101 $204K 0.06% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,095 $203K 0.09% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,091 $203K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,080 $202K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,061 $200K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,061 $200K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,060 $200K 0.02% -1,711 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,057 $200K 0.1% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,002 $194K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,000 $194K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,992 $193K 0.01% +1,615 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,885 $183K 0.07% +695 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,695 $179K 0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,846 $179K 0.01% +15 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,832 $178K 0.05% -191 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,800 $175K <0.01% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,792 $174K 0.01% -855 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,758 $171K <0.01% +437 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,707 $166K 0.01% +93 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,683 $165K 0.01% -59 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,700 $165K <0.01% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,578 $153K 0.02% +47 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,550 $151K 0.1% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,544 $150K 0.01% +314 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,507 $146K 0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,500 $146K 0.06% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,376 $134K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,361 $132K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,345 $131K 0.03% +667 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,344 $128K 0.01% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,311 $127K 0.01% +297 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,270 $123K 0.08% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,246 $121K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,236 $120K <0.01% +187 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,222 $119K 0.06% -199 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,224 $119K 0.03% +37 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,211 $118K <0.01% -288 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,209 $117K <0.01% +506 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,200 $117K 0.11% +1,195 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 1,195 $116K 0.05% +346 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,119 $108K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,112 $108K 0.01% -104 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,070 $104K 0.09% new 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 1,031 $100K 0.13% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,000 $97.1K 0.09% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 983 $95.4K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 960 $93.2K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 930 $90.3K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 915 $88.8K 0.01% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 904 $87.8K <0.01% +77 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 900 $87.4K 0.06% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 896 $87K <0.01% +258 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 821 $79.7K 0.01% +383 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 819 $79.5K 0.02% +51 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 808 $78.5K <0.01% +774 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $77.7K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 785 $76.2K <0.01% -675 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 782 $75.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 762 $74K 0.06% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 718 $69.7K 0.01% -924 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 717 $69K <0.01% -207 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 710 $68.9K <0.01% +142 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 692 $67.2K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 627 $60.9K 0.01% +4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 600 $58.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 550 $58.2K 0.03% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 588 $57.1K <0.01% -51 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 530 $51.5K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 519 $50.4K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 517 $50.2K 0.01% +56 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 512 $49.7K <0.01% -919 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 500 $48.5K 0.03% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 500 $48.5K 0.03% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 500 $48.5K 0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 500 $48.5K 0.03% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 465 $45.2K 0.01% +10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 450 $44K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 451 $43.8K 0.01% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 450 $43.7K <0.01% new 13F-HR/A Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 428 $41.6K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 414 $41K 0.03% -92 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 404 $39.2K 0.01% -107 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 402 $38.9K 0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 400 $38.8K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 393 $38.2K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 394 $37.7K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 380 $36.9K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 378 $36.7K 0.01% -5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 375 $36.4K 0.03% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 359 $34.9K 0.01% +135 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 353 $34.3K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 304 $32.4K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 330 $32K 0.03% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 327 $31.8K 0.02% 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 325 $31.6K <0.01% -363 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 325 $31.6K <0.01% +44 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 321 $31.2K 0.05% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 314 $30.5K <0.01% -439 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 316 $30K 0.01% +131 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 302 $29.3K 0.02% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 294 $28.5K 0.01% +267 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 291 $28K <0.01% -6,535 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 274 $26.6K <0.01% +76 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 268 $26K <0.01% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 265 $25.7K 0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 255 $24.8K 0.02% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 251 $24.4K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 250 $24.3K 0.02% 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 247 $24K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 241 $23.4K 0.02% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 240 $23.3K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 240 $23.3K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 240 $23.3K 0.02% -30 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 225 $21.8K <0.01% 0 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 224 $21.8K 0.01% +2 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 227 $21.7K 0.01% 0 13F-HR/A Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 222 $21.6K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 217 $21.1K 0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 213 $20.7K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 212 $20.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 211 $20.5K <0.01% +200 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 200 $19.7K <0.01% 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $19.4K 0.01% -300 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 200 $19.4K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 200 $19.4K <0.01% -26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 197 $19.1K 0.01% -8 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 195 $18.9K <0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 195 $18.9K 0.01% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 172 $17K <0.01% +20 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 171 $16.8K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 164 $16K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 162 $15.7K 0.01% -133 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 161 $15.6K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 157 $15.2K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 155 $15.1K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 147 $14.3K <0.01% -90 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 142 $13.8K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 140 $13.6K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 139 $13.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 138 $13.4K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 131 $12.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 127 $12.3K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 125 $12.1K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 121 $11.7K <0.01% -21 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 115 $11.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 113 $11K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 107 $10.4K <0.01% +21 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 105 $10.2K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 104 $10K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 100 $9.71K <0.01% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $9.71K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $9.71K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 99 $9.61K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 99 $9K <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 89 $8.64K <0.01% -165 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 83 $8.06K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 81 $7.87K <0.01% -2,710 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $7.09K <0.01% +12 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 71 $6.89K <0.01% -142 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 68 $6.6K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 67 $6.51K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 65 $6.31K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 61 $5.92K 0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 100 $5.71K <0.01% new 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $5.63K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 57 $5.54K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 54 $5.24K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 53 $5.15K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $5.15K <0.01% +9 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 50 $5K <0.01% +13 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 51 $4.95K <0.01% +28 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 51 $4.95K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $4.86K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 50 $4.86K <0.01% -157 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 48 $4.66K -57 Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 46 $4.47K <0.01% -77 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46 $4.43K <0.01% -29 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 44 $4.27K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 43 $4.17K <0.01% +30 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 50 $4K <0.01% -138 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 41 $3.98K <0.01% +23 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 40 $3.88K <0.01% 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 39 $3.79K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 35 $3.44K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 35 $3.42K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 35 $3.4K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 33 $3.2K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 32 $3.11K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 63 $3.07K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 31 $3.01K <0.01% +19 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 30 $2.91K <0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 30 $2.91K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 26 $2.52K <0.01% 13F-HR Timeline