Sandy Spring Bank More: the full row for Sandy Spring Bank 507 $30.3K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 505 $30.2K 0.01% +494 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 505 $30.2K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $29.9K 0.02% -200 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 500 $29.9K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 485 $29K <0.01% 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 480 $28.7K 0.15% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 471 $27.4K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 444 $26.5K 0.01% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 436 $26.1K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 439 $26K 0.01% +189 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 417 $24.9K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 400 $24K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 400 $23.9K <0.01% -100 13F-HR Timeline BIRCHBROOK, INC. 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Advisory Services LLC 353 $21.1K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 353 $21.1K 0.02% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 351 $21K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 341 $20.4K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 328 $19.9K <0.01% -3,752 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 321 $19.2K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 321 $19.2K 0.01% -6 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 306 $18.3K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 300 $17.9K 0.01% +270 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 290 $17.3K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 283 $16.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 277 $16.6K <0.01% +268 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 273 $16.3K <0.01% +245 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 272 $16.3K <0.01% 0 13F-HR/A Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 269 $16.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 260 $16K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 265 $15.8K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 264 $15.8K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 262 $15.7K 0.01% +40 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 261 $15.6K 0.01% +180 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 259 $15.5K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 256 $15.3K <0.01% +157 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 251 $15K <0.01% +9 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 250 $14.9K 0.06% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 239 $14.3K <0.01% new 13F-HR/A Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 235 $14K 0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 229 $13.7K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 226 $13.5K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 224 $13.4K 0.01% +33 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 119 $7.11K <0.01% -35 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 117 $6.96K <0.01% +105 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 115 $6.87K 0.01% 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 85 $5.08K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 66 $3.94K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 59 $3.53K <0.01% -663 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 57 $3.41K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 53 $3.17K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 46 $2.75K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 46 $2.75K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $2.39K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Garde Capital, Inc. 30 $1.79K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 30 $1.79K <0.01% -146 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 28 $1.67K <0.01% 0 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 27 $1.61K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 25 $1.51K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $1.49K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 24 $1.43K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $1.43K <0.01% -139 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 22 $1.31K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 21 $1.25K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 19 $1.14K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 19 $1.14K <0.01% -51 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $957 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 15 $896 <0.01% new 13F-HR/A Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $837 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $837 <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 10 $617 <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 9 $546 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $478 <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6 $350 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $120 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -38,904 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.