Family CFO Inc More: the full row for Family CFO Inc 184 $31.7K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 180 $31K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 172 $29.7K 0.03% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 167 $28.8K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 162 $27.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 162 $27.9K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 162 $27.9K 0.02% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 161 $27.8K <0.01% +105 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 168 $26K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 148 $25.4K <0.01% -89 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 134 $23K 0.01% -100 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 133 $23K <0.01% new 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 133 $22.9K 0.01% +14 13F-HR Timeline Guardian Wealth Management, Inc. 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Private Wealth Management, LLC 100 $17.2K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 100 $17.2K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. 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More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24 $4.14K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 22 $3.81K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $3.62K 0.16% +4 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 20 $3.45K <0.01% +20 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $3.45K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $3.45K <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20 $3.45K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 18 $3.1K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $3.1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $2.59K <0.01% +2 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $2.41K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13 $2.24K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $2.07K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 12 $2.07K <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 10 $1.72K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 9 $1.55K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $1.28K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $1.03K <0.01% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 6 $1K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 5 $862 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $862 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $862 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. 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