Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 939 $44.7K 0.04% -100 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 937 $44.6K 0.01% -926 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 933 $44.4K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 920 $43.8K 0.01% +300 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 915 $43.5K 0.01% -102 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 856 $40.7K 0.03% -212 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 762 $36K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 752 $35.8K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 717 $34.1K <0.01% -389 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 716 $34.1K <0.01% +13 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 711 $33.8K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 688 $32.7K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 670 $31.9K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 300 $14.3K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 298 $14.2K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 283 $13.5K <0.01% -104 13F-HR Timeline Group Sunbelt Securities, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 154 $7.33K <0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 150 $7.14K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 140 $6.66K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 136 $6.49K <0.01% +52 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 133 $6.33K <0.01% 0 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 125 $5.95K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 125 $5.95K <0.01% 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 120 $5.71K <0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 120 $5.71K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 120 $5.71K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 119 $5.66K <0.01% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 118 $5.63K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 117 $5.57K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 114 $5.42K <0.01% -145 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 105 $4.99K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 102 $4.84K <0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $4.76K 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 100 $4.76K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 100 $4.76K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $4.76K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 100 $4.76K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 45 $2K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 40 $1.9K <0.01% -81 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 32 $1.52K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 32 $1.52K <0.01% -61 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 30 $1.43K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 30 $1.43K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 28 $1.33K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $1.24K <0.01% new 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 26 $1.24K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 25 $1.19K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 22 $1.07K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 22 $1.05K <0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 15 $1K <0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 20 $952 <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 19 $904 <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 17 $809 <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 16 $768 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16 $763 <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 16 $762 <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 16 $761 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 15 $714 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $714 <0.01% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 12 $571 <0.01% -551 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 10 $480 <0.01% -100 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 10 $476 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $476 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $476 <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 9 $428 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $384 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7 $333 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5 $238 <0.01% -27 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $190 <0.01% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3 $143 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $96 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1 $49 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $48 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $48 <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $48 <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 1 $48 <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,487 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.