High Note Wealth, LLC More: the full row for High Note Wealth, LLC 27 $6.27K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 27 $6.27K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 25 $5.81K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 25 $5.81K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 24 $5.69K <0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 21 $4.88K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 20 $4.64K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 19 $4.41K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 19 $4.41K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 18 $4.18K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $4.18K <0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18 $4K <0.01% -15 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 16 $3.72K <0.01% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 15 $3.48K <0.01% -1,209 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 15 $3.48K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15 $3.48K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13 $3.1K <0.01% +7 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13 $3.02K <0.01% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 12 $2.84K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 12 $2.79K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $2.79K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 12 $2.79K <0.01% +9 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $2.79K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12 $2.79K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 11 $2.56K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $2.56K 0.11% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $2.56K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $2.32K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 10 $2.32K <0.01% -140 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 527,213 $2.27K 0.33% +525,077 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 9 $2.09K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 8 $1.86K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8 $1.86K <0.01% +3 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 8 $1.86K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 8 $1.86K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 8 $1.86K <0.01% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7 $1.66K <0.01% -20 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $1.63K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7 $1.63K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $1.39K <0.01% +4 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $1.39K <0.01% +2 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 6 $1.33K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.16K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 5 $1.16K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $1.08K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5 $1K <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4 $929 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $929 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4 $929 <0.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3 $697 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $697 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $697 <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 2 $464 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $464 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $403 0.04% -1,725 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $232 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1 $232 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.