SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 83 $9.97K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 75 $9.01K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 75 $9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 74 $8.88K 0.01% -390 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 73 $8.77K <0.01% +41 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 70 $8.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 70 $8.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 68 $8.31K <0.01% +42 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 69 $8.29K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 69 $8.29K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 68 $8.16K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 73 $8K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 65 $8K <0.01% -3 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 63 $7.57K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 61 $7.31K <0.01% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $7K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 50 $7K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 57 $6.84K <0.01% +11 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 56 $6.76K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 56 $6.72K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 56 $6.72K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 56 $6.72K <0.01% +25 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 55 $6.6K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 53 $6.36K <0.01% -13 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $6.24K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 52 $6.23K <0.01% -14 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 51 $6.12K <0.01% -85 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 50 $6K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 50 $6K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 50 $6K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 47 $5.64K <0.01% -36 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 47 $5.59K <0.01% -1,934 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 46 $5.54K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $3.96K <0.01% +23 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 32 $3.84K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 30 $3.6K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 30 $3.6K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27 $3.24K <0.01% +15 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 26 $3.19K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 26 $3.12K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $2.88K <0.01% -7 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 23 $2.76K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 23 $2.76K <0.01% 0 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 22 $2.76K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 22 $2.76K <0.01% +6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $2.64K <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 21 $2.52K <0.01% 0 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 20 $2.44K <0.01% -232 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $2.4K <0.01% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 20 $2.35K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 12 $1.44K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 11 $1.32K <0.01% -2 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 11 $1.32K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $1.2K <0.01% -10 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 10 $1.2K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 10 $1.2K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10 $1.2K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10 $1.2K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9 $1.08K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 9 $1.08K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 9 $1.08K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 9 $1.08K <0.01% -24 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9 $1K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 8 $961 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 8 $961 <0.01% -53 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 750 $901 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $854 <0.01% -13 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7 $840 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $720 <0.01% +4 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $600 <0.01% +4 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 5 $600 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $513 <0.01% -29 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $480 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $480 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $480 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $361 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $360 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $360 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $301 <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $241 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2 $240 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 0 $7 <0.01% new 13F-HR Timeline 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.