Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 37 $6.37K <0.01% -7 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 37 $6.37K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 36 $6.2K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $6.2K <0.01% 0 13F-HR Timeline DAGCO, INC. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 31 $5.34K <0.01% -79 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 31 $5.34K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 30 $5.31K <0.01% -98 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 30 $5.17K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 30 $5.17K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $5.04K <0.01% +3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 29 $5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28 $4.82K <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 28 $4.82K <0.01% -55 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 27 $4.65K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 26 $4.48K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $4.19K <0.01% +22 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 24 $4.07K <0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $4K <0.01% -3,711 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 22 $3.81K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 20 $3.44K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 20 $3.44K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 19 $3.27K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 18 $3.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 17 $2.93K <0.01% -30 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 17 $2.9K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 16 $2.76K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 16 $2.76K <0.01% +9 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 15 $2.58K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 14 $2.41K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $2.41K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $2.41K <0.01% +6 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 14 $2.41K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.41K <0.01% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 13 $2.32K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 13 $2.24K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $2.13K <0.01% -10 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $2.07K <0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 7 $1.21K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $1.21K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6 $1.04K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $1.03K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6 $1.03K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $1K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $862 <0.01% +2 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5 $861 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $861 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $689 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $680 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3 $517 <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2 $344 <0.01% -22 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $276 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1 $173 <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1 $172 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1 $153 <0.01% 0 13F-HR Timeline 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. CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount 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. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -17,300 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.