FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 552 $43.1K 0.01% -846 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 540 $42.1K <0.01% +23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 535 $41.7K <0.01% -183 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 493 $38.5K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 460 $35.9K 0.03% +40 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 459 $35.8K <0.01% -44 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 435 $33.9K <0.01% -811 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 429 $33.5K -204,863 Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 393 $30.7K <0.01% -12 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 365 $28.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 352 $27.5K <0.01% +3 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 335 $26.1K 0.02% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 320 $25K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 315 $24.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 315 $24.6K <0.01% +303 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 297 $23.2K <0.01% +202 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 296 $23.1K <0.01% -3,458 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 282 $22K <0.01% -1,510 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 282 $22K 0.01% -3 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 275 $21.5K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 250 $20K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 246 $19.2K <0.01% -296 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 245 $19.1K <0.01% -37 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 244 $19.1K <0.01% +2 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 230 $17.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 228 $17.8K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 228 $17.8K 0.01% -198 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 227 $17.7K <0.01% +192 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 224 $17.5K <0.01% -80 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 208 $16.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 213 $16.6K <0.01% -49 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 213 $16.6K <0.01% -2,376 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 203 $15.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 196 $15.3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 186 $14.5K <0.01% +81 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 184 $14K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 175 $13.7K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 170 $13.4K <0.01% -1,228 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 170 $13.2K <0.01% +19 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 168 $13K 0.01% +23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 163 $12.7K <0.01% +98 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 156 $12.2K <0.01% +59 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 156 $12.2K 0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 144 $11.2K 0.01% -74 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 130 $10.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 121 $10K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 123 $9.6K <0.01% -402 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 123 $9.6K <0.01% +40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 122 $9.3K <0.01% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 114 $8.89K <0.01% +50 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 111 $8.66K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 106 $8.27K <0.01% +55 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 106 $8.27K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 104 $8.12K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 103 $8.04K <0.01% +28 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $8.04K <0.01% -35 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 101 $7.88K <0.01% -139 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $7.8K <0.01% +92 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 98 $7.65K <0.01% -7 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 92 $7.18K <0.01% -94 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 78 $6.09K <0.01% -1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $5.85K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 67 $5.23K <0.01% -535 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 66 $5.15K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 66 $5.15K <0.01% -114 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 65 $5.07K <0.01% -776 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 65 $5.07K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $5K <0.01% -27 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 63 $4.92K <0.01% -161 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 62 $4.84K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 61 $4.79K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 61 $4.76K <0.01% +37 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $4.68K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 58 $4.53K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 56 $4.37K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 50 $4K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 51 $3.98K <0.01% -118 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 50 $3.9K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 50 $3.9K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 50 $3.9K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $3.82K <0.01% +31 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 48 $3.75K <0.01% +28 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $3.67K <0.01% +3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $3.59K <0.01% -17 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 46 $3.59K <0.01% -5 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 44 $3.43K <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 39 $3.04K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $2.97K <0.01% -22 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 37 $2.89K <0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 35 $2.73K <0.01% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33 $2.61K <0.01% +14 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32 $2.5K <0.01% +21 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 31 $2.42K <0.01% -282 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 29 $2.26K <0.01% new 13F-HR/A Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 29 $2.26K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 27 $2.11K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 26 $2.03K <0.01% -961 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 24 $1.87K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 22 $1.78K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $1.64K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 19 $1.48K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18 $1.41K <0.01% -156 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 18 $1.41K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 18 $1.41K <0.01% +8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 17 $1.37K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17 $1.33K <0.01% -1 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 17 $1.33K <0.01% -99 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $1.33K <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $1.33K <0.01% -12 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 16 $1.24K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 15 $1.18K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 15 $1.17K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.17K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 15 $1.17K <0.01% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $1.17K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $1.17K <0.01% +14 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $1.17K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 14 $1.11K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13 $1.01K <0.01% -2 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 17 $1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $1K <0.01% +9 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 12 $936 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $936 <0.01% +6 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $780 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $703 <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 9 $702 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $547 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 7 $546 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $546 <0.01% -7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6 $468 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 5 $390 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $234 <0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 3 $234 -5,225 Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $157 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $156 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $79 <0.01% -5 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $79 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $78 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $78 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 4,760 (0.1%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 4,760 (0.1%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR