SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 66 $3.19K <0.01% -30 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 66 $3.19K <0.01% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 56 $3K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 38 $1.83K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 35 $1.69K <0.01% -33 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 34 $1.64K <0.01% +6 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 34 $1.64K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 29 $1.4K <0.01% -92 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 29 $1.4K <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $1.35K <0.01% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $1.3K <0.01% -1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $1.21K <0.01% -43 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 24 $1.16K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $1.11K <0.01% +12 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21 $1.01K <0.01% -38 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 17 $820 <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $788 <0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $724 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $724 <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $676 <0.01% +1 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12 $579 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12 $579 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 11 $531 <0.01% +4 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10 $483 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $434 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9 $434 <0.01% -46 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7 $338 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $290 <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5 $241 <0.01% -2 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 4 $193 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $193 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $182 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $145 <0.01% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2 $97 <0.01% -87 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $97 <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $97 <0.01% +1 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $49 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $48 <0.01% 0 13F-HR Timeline Group Navigoe, LLC More: the full row for Navigoe, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -3 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.