Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 70 $21.7K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 67 $20.8K 0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 66 $20.4K <0.01% +8 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 66 $20.4K 0.01% +7 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 64 $19.8K 0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 63 $19.5K <0.01% -11 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62 $19.2K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 60 $18K 0.01% +13 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 55 $17K 0.01% +1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 53 $16.4K 0.01% +41 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 50 $15.5K 0.07% -13 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 50 $15.3K 0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 48 $15K <0.01% +4 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 49 $15K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 48 $14.9K 0.02% 0 13F-HR/A Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 47 $14.6K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 46 $14.2K <0.01% -10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 47 $14K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 45 $13.9K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $13.3K <0.01% -13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 41 $12.5K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 40 $12.5K 0.03% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $12.2K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 39 $12.1K 0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38 $12K <0.01% +19 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 37 $11.5K <0.01% -9 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $11.2K <0.01% -7 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 36 $11.2K <0.01% +2 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $10.8K <0.01% +33 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $10.8K <0.01% +7 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 34 $10.5K <0.01% +3 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 34 $10.5K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 33 $10.1K <0.01% -6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 33 $10K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $9.91K <0.01% +6 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 32 $9.91K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for Cape Investment Advisory, Inc. 24 $7.43K 0.01% +16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 23 $7.12K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 23 $7K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 22 $6.81K <0.01% -26 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22 $6.81K 0.01% -318 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 21 $6.5K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $6.5K <0.01% -3 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 20 $6.25K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $6.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 20 $6.2K <0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 19 $5.88K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 18 $5.58K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 17 $5.27K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $4.99K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $4.96K <0.01% -5 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 15 $4.65K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 15 $4.53K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 15 $4.52K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13 $4.03K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 13 $4.03K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12 $3.72K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $3.72K <0.01% -2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $3.72K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $3.41K <0.01% +3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 10 $3.1K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 10 $3.1K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $2.99K <0.01% -1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 8 $2.48K <0.01% +2 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 7 $2.17K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7 $2.17K <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7 $2.17K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 8 $2K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6 $1.86K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $1.86K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $1.86K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 6 $1.86K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $1.86K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6 $1.86K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 6 $1.86K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 473 $1.47K 0.06% -253 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $1.24K <0.01% -2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 4 $1.24K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4 $1.24K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4 $1.24K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.24K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4 $1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $930 <0.01% -2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $930 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3 $929 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $623 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $620 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $619 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $619 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $619 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $612 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $502 <0.01% -10 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $310 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $310 <0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $53 <0.01% 0 13F-HR Timeline Group Amount 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 204 $191 0 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.