MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,100 $96.4K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,077 $94.4K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,067 $93.5K 0.02% +9 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,057 $92.6K 0.06% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,041 $91.2K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,023 $89.6K 0.02% -1,084 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,004 $87.9K 0.04% -53 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 969 $85.2K 0.03% +60 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 930 $81.5K 0.01% -25 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 882 $77.3K 0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 876 $76.8K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 859 $75.3K 0.01% +11 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 850 $74.5K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $74.5K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 849 $74K 0.01% +36 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 842 $73.8K 0.02% +624 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 839 $73.5K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 821 $72.2K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 816 $71.5K <0.01% +16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 789 $69.1K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 777 $68.1K <0.01% +489 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 759 $66.5K 0.01% -100 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 687 $60.4K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 675 $59.1K 0.05% +224 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 670 $58.7K 0.03% -1,652 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 663 $58.1K 0.04% +20 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 652 $57.1K 0.04% -36 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 650 $57K 0.07% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 636 $55K 0.02% +3 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 627 $54.9K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 623 $54.6K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 605 $53.1K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 600 $52.6K 0.01% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 597 $52.3K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 550 $48.2K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 532 $47K 0.03% -173 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 522 $45.9K 0.04% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $43.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $43.8K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 478 $41.9K <0.01% -30 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $41.9K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 465 $40.7K <0.01% -3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $39.4K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 440 $38.6K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 440 $38K 0.02% +1 13F-HR Timeline City State Bank More: the full row for City State Bank 426 $37.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 423 $37.1K <0.01% -66 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 419 $36.7K 0.01% -13,747 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 415 $36.4K 0.02% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 414 $36.3K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 409 $35.8K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 400 $35.1K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 400 $35.1K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 388 $34K 0.02% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 380 $33.3K <0.01% -166 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 375 $32.9K <0.01% -110 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 372 $32.8K <0.01% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 374 $32.8K 0.03% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 367 $32.2K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 342 $30K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 332 $29.1K <0.01% +122 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 322 $28.2K 0.01% +162 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 321 $28.1K 0.01% +290 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 320 $28K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 311 $27.3K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 308 $27K 0.01% +40 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 306 $26.8K <0.01% +5 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 297 $26K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 293 $25.7K <0.01% +42 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 280 $25K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 277 $24.3K 0.01% +147 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 275 $24.1K <0.01% -15 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $24.1K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 278 $24K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 272 $23.8K <0.01% +42 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 270 $23.7K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 257 $22.5K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 243 $21.3K 0.01% -8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 240 $21K <0.01% +141 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 232 $20.3K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 227 $19.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 224 $19.6K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 219 $19.2K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 210 $18.4K <0.01% -867 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 205 $18K <0.01% -59 13F-HR Timeline Security National Bank More: the full row for Security National Bank 201 $17.6K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 201 $17.6K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $17.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $17.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 189 $16.6K <0.01% -52 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 188 $16K <0.01% -15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 177 $15.5K <0.01% -14 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 172 $15.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 172 $15K <0.01% +6 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 160 $14K 0.01% +11 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 156 $13.7K <0.01% +5 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 155 $13.6K <0.01% -393 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 153 $13.4K <0.01% -2 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 153 $13.4K <0.01% -8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 153 $13.4K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 150 $13.1K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 147 $12.9K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 146 $12.8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 145 $12.7K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 130 $11.4K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 123 $10.8K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 123 $10.8K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 121 $10.6K <0.01% -57 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 117 $10.3K <0.01% new 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 113 $9.9K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 109 $9.55K <0.01% 0 13F-HR Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 103 $9.03K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $8.76K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $8.76K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $8.68K <0.01% +69 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 97 $8.47K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 91 $7.97K <0.01% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 88 $7.71K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 80 $7.01K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 79 $6.9K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 76 $6.66K <0.01% -110 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 76 $6.66K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 75 $6.57K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 75 $6.57K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 72 $6.31K <0.01% -5 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 70 $6.13K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 69 $6.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 71 $6K <0.01% +8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 63 $5.52K <0.01% +45 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 59 $5.17K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 53 $4.64K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 53 $4.64K <0.01% -15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 52 $4.53K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $3.51K <0.01% +30 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $3.42K <0.01% -16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 39 $3.42K <0.01% +4 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 38 $3.33K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 37 $3.24K <0.01% +1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 37 $3.24K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $3.11K <0.01% -13 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 34 $2.98K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 34 $2.98K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 32 $2.8K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 27 $2.37K <0.01% +23 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $2.33K <0.01% +2 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $2.19K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $2.1K <0.01% +16 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 23 $2.02K <0.01% new 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 26 $2K <0.01% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $1.75K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 20 $1.75K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $1.61K <0.01% -40 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 18 $1.58K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 18 $1.55K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 17 $1.49K <0.01% new 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 13 $1.14K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 13 $1.14K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12 $1.05K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12 $1.05K <0.01% new 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 22 $1K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $1K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $964 <0.01% -11 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $964 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $877 <0.01% -1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $876 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $876 <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $788 <0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $711 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $701 <0.01% +8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $614 <0.01% -2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6 $526 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $526 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $526 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $446 <0.01% -3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $439 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $439 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $351 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 377 $330 0.01% -400 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $264 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $263 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $263 <0.01% -10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $263 <0.01% -14 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $175 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $88 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1 $88 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $37 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Abound Wealth Management More: the full row for Abound Wealth Management 0 $22 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $10 <0.01% 0 13F-HR/A Timeline Amount filed as zero, left out of ratios.