Arax Advisory Partners More: the full row for Arax Advisory Partners 204 $48.4K <0.01% -18 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 228 $46.4K <0.01% -10 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 227 $46.2K 0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 214 $43.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 213 $43.3K <0.01% +9 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 209 $42.6K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $40.7K 0.04% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 194 $39.5K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 194 $39.5K <0.01% +19 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 117 $39.2K <0.01% -19 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 191 $38.9K <0.01% +187 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 189 $38.5K 0.01% new 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 187 $38K <0.01% +81 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 178 $36.2K 0.01% -200 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 177 $36K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 173 $35.2K 0.03% -148 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 167 $33.9K <0.01% +8 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 166 $33.8K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 163 $33.2K 0.02% -20 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 162 $33K 0.01% +62 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 159 $32.4K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 151 $30.8K 0.01% -2 13F-HR Timeline Blume Capital Management, Inc. 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Allen Investments, LLC 98 $19.9K 0.02% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 96 $19.7K <0.01% +77 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 96 $19.5K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 94 $19.1K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 98 $18.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 87 $17.7K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 87 $17.7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 85 $17.3K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 80 $16.4K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 78 $15.9K <0.01% new 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 76 $15.5K <0.01% -2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 73 $15K <0.01% -2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 73 $15K <0.01% +2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 72 $14.8K <0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 71 $14.5K <0.01% -517 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 69 $14K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 62 $12K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 58 $11.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for NBT BANK, N.A. 20 $4.07K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 19 $3.87K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 19 $3.87K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 19 $3.87K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 18 $3.66K <0.01% +12 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 18 $3.66K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 19 $3.55K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $3.46K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16 $3.26K <0.01% -1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,510 $3.07K 0.12% -125 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $3.05K <0.01% -25 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 13 $2.65K <0.01% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $2.65K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 12 $2.44K <0.01% -13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $2.24K <0.01% +6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $2.22K <0.01% -9 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 10 $2.04K <0.01% +5 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 10 $2.04K <0.01% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10 $2.04K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 14 $2K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 10 $2K <0.01% +1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 9 $1.83K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 9 $1.83K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8 $1.63K <0.01% +1 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 8 $1.63K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $1.63K <0.01% +2 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 8 $1.63K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 7 $1.43K <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 7 $1.43K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $1.43K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7 $1.43K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $1.42K <0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $1.22K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6 $1.22K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $1.22K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 6 $1.22K <0.01% -11 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $1.22K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.03K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5 $1.02K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 5 $1.02K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $1.02K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $821 <0.01% -23 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $814 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4 $814 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3 $611 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $611 <0.01% -2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3 $611 <0.01% -35 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3 $611 <0.01% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2 $422 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $407 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $204 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1 $204 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $204 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $204 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $109 <0.01% -32 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $70 <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1 $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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.