Orion Capital Management LLC More: the full row for Orion Capital Management LLC 173 $20.9K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 171 $20.7K 0.01% +166 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 164 $19.8K <0.01% new 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 163 $19.8K <0.01% +99 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 162 $19.6K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 161 $19.5K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 157 $19K <0.01% -243 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 156 $18.9K <0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 153 $18.5K <0.01% +148 13F-HR Timeline Silver Grove Financial Group, Inc. 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Paul & Associates, LLC 19 $2.3K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 18 $2.21K <0.01% -2 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 18 $2.18K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 18 $2.18K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 17 $2.11K <0.01% -89 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 17 $2.01K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $1.94K <0.01% +3 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 15 $1.85K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.82K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $1.7K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $1.09K <0.01% -159 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9 $1.09K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $1.09K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $969 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $969 <0.01% +1 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 8 $968 <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7 $847 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $847 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $726 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 4 $484 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $484 <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 4 $484 <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $417 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $364 <0.01% +1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $363 <0.01% -3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $303 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $286 <0.01% -2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $257 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $243 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $242 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $242 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2 $242 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $122 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $121 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $121 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $121 <0.01% -16 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $121 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios.