2UniFi Bank More: the full row for 2UniFi Bank 58 $14K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 57 $13.8K <0.01% +56 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 54 $13.1K 0.01% -12 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 53 $12.8K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. 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More: the full row for SOA Wealth Advisors, LLC. 11 $2.67K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $2.67K <0.01% +11 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 11 $2.67K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7 $1.7K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7 $1.7K <0.01% 0 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 7 $1.7K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $1.46K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 6 $1.46K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 6 $1.46K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $1.46K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $1.21K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 500 $1.21K 0.05% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 136 $1.21K <0.01% +131 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $1.21K <0.01% new 13F-HR/A Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $1.21K <0.01% +3 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4 $970 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4 $756 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $730 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. 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Amount filed as zero, left out of ratios.