Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 61 $7.08K 0.08% -49 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 77 $6.91K <0.01% -15 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 73 $6.64K <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 72 $6.46K <0.01% +66 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 70 $6.28K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 70 $6.28K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 65 $5.83K <0.01% -13 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 65 $5.83K 0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 64 $5.74K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 62 $5.6K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 61 $5.47K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 61 $5.47K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 61 $5.45K <0.01% +17 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 56 $5.03K <0.01% +55 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 65 $5K <0.01% -111 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 53 $4.76K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 50 $4.49K <0.01% +15 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 49 $4.4K <0.01% +20 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 45 $4.04K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 48 $4K <0.01% +1 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 40 $4K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 44 $3.95K <0.01% -14 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 44 $3.91K <0.01% +1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 34 $3.1K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 28 $2.78K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 30 $2.69K 0.13% -2 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 29 $2.65K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $2.24K <0.01% +13 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 24 $2.19K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 24 $2.15K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 23 $2.09K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 22 $1.98K <0.01% -42 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 22 $1.98K <0.01% -378 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 21 $1.89K <0.01% 0 13F-HR/A Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 20 $1.79K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 15 $1.35K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 15 $1.35K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $1.17K <0.01% -58 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 13 $1.17K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 11 $987 <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 10 $897 <0.01% -119 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 624 $560 0.02% -400 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 6 $552 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $359 0.01% 0 13F-HR Timeline 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.