Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 129 $16.5K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 128 $16.3K <0.01% +31 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 115 $14.7K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 113 $14.4K <0.01% +58 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $12.1K <0.01% +2 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88 $11.2K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $11.1K <0.01% +22 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 86 $11K <0.01% -4,460 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 78 $9.96K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 19 $2.43K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $2.43K <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $2.3K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $2.17K <0.01% -13 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 16 $2.04K <0.01% new 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $1.8K <0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.79K <0.01% -6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.79K <0.01% +6 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 13 $1.66K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $1.61K <0.01% +10 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 11 $1.41K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11 $1.41K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 11 $1.41K <0.01% -21 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $1.15K <0.01% +4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 9 $1.15K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 15 $1K <0.01% 0 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 8 $973 <0.01% -24 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7 $894 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $894 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for GHP Investment Advisors, Inc. 2 $256 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $256 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $255 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $255 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $255 <0.01% -2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $255 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $128 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1 $128 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $78 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -23 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.