Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 79 $4.95K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 63 $4.91K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 70 $4.39K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 70 $4.39K -139 Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 65 $4.07K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 60 $3.76K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $3.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 57 $3.57K <0.01% +10 13F-HR Timeline Group Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 53 $3.32K <0.01% 0 13F-HR/A Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 52 $3.25K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $3.13K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 50 $3.13K <0.01% +5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 40 $3K <0.01% +10 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 46 $2.92K <0.01% -7,124 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 42 $2.87K <0.01% -56 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 45 $2.82K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 43 $2.69K <0.01% +36 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 42 $2.63K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 42 $2.63K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 42 $2.61K <0.01% +1 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $2K <0.01% -11 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 40 $2K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 30 $1.95K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $1.88K <0.01% -76 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $1.87K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 28 $1.75K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 25 $1.68K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 26 $1.64K <0.01% +9 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 26 $1.63K <0.01% -27 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 25 $1.57K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $1.57K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 23 $1.56K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 23 $1.44K <0.01% -19 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 22 $1.39K <0.01% -279 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 22 $1.38K <0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 22 $1.38K <0.01% -3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 21 $1.37K <0.01% +11 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $1.32K <0.01% -45 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 20 $1.27K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $1.25K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 19 $1.19K <0.01% -28 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $1.14K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 17 $1K <0.01% +6 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 15 $941 <0.01% -5 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 13 $815 <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 11 $702 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $690 <0.01% -50 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 10 $645 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $633 <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $627 <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 10 $627 <0.01% -7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $627 <0.01% +4 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $564 <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7 $439 <0.01% +4 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 6 $386 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 6 $377 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6 $376 <0.01% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 6 $376 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $314 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $313 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $266 <0.01% -18 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $251 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 4 $250 <0.01% +2 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3 $188 <0.01% new 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2 $130 <0.01% -11 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $126 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $125 <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2 $125 <0.01% -12 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $125 <0.01% -3 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2 $125 <0.01% -21 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $63 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $63 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $63 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1 $63 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $63 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $63 <0.01% -9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $63 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 0 $29 <0.01% -6 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5 $3 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $3 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 13 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% -7 13F-HR Timeline Value filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1 $0 0% -4,444 13F-HR Timeline Group Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount 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.