HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 34 $2.57K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $2.57K <0.01% +9 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 34 $2.57K <0.01% +3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 32 $2.42K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 31 $2.35K <0.01% -23 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 31 $2.34K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 30 $2.3K <0.01% +8 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $2.27K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $2.27K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 29 $2.24K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 25 $2.08K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 27 $2.04K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 27 $2.04K <0.01% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $1.89K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 23 $1.74K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 23 $1.74K <0.01% +6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 22 $1.66K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $1.66K <0.01% +5 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 21 $1.59K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $1.36K <0.01% +9 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 17 $1.29K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 15 $1.13K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% +7 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 12 $1K <0.01% -2,074 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 8 $1K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $983 <0.01% -2 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $908 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 11 $878 <0.01% -24 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 11 $832 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $832 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10 $756 <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 10 $756 <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $681 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 9 $681 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $605 <0.01% -7 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $605 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8 $576 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7 $529 <0.01% -1,012 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $529 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $529 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7 $518 <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 6 $454 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $416 <0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $379 <0.01% -1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $379 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $378 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $318 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $302 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $152 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $76 <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 0 $23 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 0 $11 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.