CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 88 $4.43K <0.01% +15 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 88 $4.43K <0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 88 $4.43K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 84 $4.22K <0.01% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 73 $3.67K <0.01% -1,324 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 69 $3.47K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 65 $3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 62 $3K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50 $3K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 50 $3K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 57 $2.87K <0.01% -76 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 53 $2.67K <0.01% -27 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 45 $2.26K <0.01% -34 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 42 $2.11K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 40 $2.01K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 40 $2.01K <0.01% -4 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $1.81K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 35 $1.76K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 35 $1.76K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 35 $1.76K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 35 $1.76K <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 32 $1.61K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 28 $1.41K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 24 $1.21K <0.01% +15 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.21K <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 23 $1.16K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 20 $1.01K <0.01% +5 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $1.01K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19 $956 <0.01% -3,032 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 19 $956 <0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 18 $906 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 18 $906 <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 18 $905 <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $755 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 14 $704 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14 $704 <0.01% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13 $654 <0.01% -8,742 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 12 $604 <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $604 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $604 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 10 $503 <0.01% -1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 10 $503 <0.01% -1 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $402 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $402 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $367 <0.01% -55 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $367 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $352 <0.01% -2 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 6 $320 <0.01% new 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $252 <0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5 $252 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $252 <0.01% +4 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5 $252 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $252 <0.01% -3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $151 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $151 <0.01% -18 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $50 <0.01% -99 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $50 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.