Triumph Capital Management More: the full row for Triumph Capital Management 6,316 $348K 0.1% -1,358 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,284 $346K 0.03% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 6,250 $344K 0.11% -1,800 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,220 $343K 0.06% -31,429 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 6,158 $339K 0.11% -3,153 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,150 $339K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,106 $336K 0.03% -10,634 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,032 $332K <0.01% -5,134 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 6,056 $332K 0.16% 0 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 5,949 $328K 0.03% +37 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 5,915 $326K 0.09% new 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 5,915 $326K 0.04% +273 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,728 $316K 0.1% -289,674 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 5,717 $315K 0.04% -25 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 5,688 $313K 0.12% -312 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,646 $311K 0.14% -5,219 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,635 $311K 0.04% +2,568 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5,637 $311K 0.16% +61 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,616 $309K <0.01% -3,447 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 5,589 $308K 0.16% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,589 $308K 0.02% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,575 $307K 0.05% -125 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,548 $306K 0.02% +609 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,532 $305K 0.12% -898 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,523 $304K 0.35% -402 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 5,471 $301K 0.15% -1,870 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,470 $301K 0.02% -370 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,455 $301K 0.26% -100 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,453 $300K <0.01% -821 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,373 $296K 0.19% 0 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,355 $295K 0.19% -31,800 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,348 $295K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,345 $295K 0.23% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,322 $293K 0.16% +456 13F-HR Timeline Vienna Asset Management LLC More: the full row for Vienna Asset Management LLC 5,318 $293K 0.2% -41,295 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,259 $290K 0.21% -674 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,208 $287K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,212 $287K <0.01% -178 13F-HR Timeline Group Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 5,208 $287K 0.13% -2,157 13F-HR Timeline McAlister, Sweet & Associates, Inc. More: the full row for McAlister, Sweet & Associates, Inc. 5,133 $283K 0.25% -139,003 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 5,072 $279K 0.06% -73 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,049 $278K <0.01% -1,278 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,004 $276K 0.02% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,980 $274K 0.04% -7,339 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,958 $273K <0.01% -1,104 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 4,943 $272K 0.2% -5,408 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 4,875 $269K 0.06% 0 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 4,862 $268K 0.07% -1,985 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 4,856 $268K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,773 $263K 0.01% -911 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4,641 $260K 0.08% -464 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 4,695 $259K 0.08% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,693 $259K 0.04% -1,325 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 4,681 $258K 0.03% +207 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 4,660 $257K 0.21% +250 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,644 $256K 0.05% -110 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,641 $256K 0.2% -1,097 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,630 $255K 0.06% 0 13F-HR Timeline Group Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 4,514 $249K 0.02% new 13F-HR Timeline Group NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 4,460 $246K 0.12% -928 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 4,425 $244K 0.2% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 4,401 $243K 0.03% -8,841 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 4,392 $242K 0.06% -27,525 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 4,355 $240K 0.11% -1,413 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,352 $240K <0.01% -121,860 13F-HR/A Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 4,347 $240K 0.34% -61 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,266 $235K <0.01% new 13F-HR Timeline Group Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,239 $234K 0.08% +141 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,233 $233K 0.18% -1,406 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,211 $232K 0.02% -5,718 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 4,174 $230K 0.2% +266 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 4,117 $227K 0.16% -19,289 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 4,064 $224K 0.16% -36 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,054 $223K 0.15% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 4,023 $222K 0.17% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,965 $218K 0.01% -407 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,948 $218K 0.06% +131 13F-HR Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,900 $215K 0.17% new 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,874 $213K 0.04% -1,753 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,848 $212K <0.01% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 3,837 $211K 0.09% new 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,742 $210K 0.08% -68,217 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,676 $210K 0.06% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,777 $208K 0.11% -12,291 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,668 $202K 0.01% -1,031 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,667 $202K 0.01% -351 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,662 $202K 0.06% -1,130 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,650 $201K 0.06% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 3,644 $201K 0.07% -15 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,634 $200K 0.07% -200 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 3,531 $195K 0.08% -297 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,280 $181K <0.01% +338 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 3,250 $179K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,190 $176K <0.01% +46 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 3,131 $173K 0.13% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,892 $159K <0.01% -273 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2,845 $157K 0.06% +687 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,734 $151K 0.12% -246 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2,578 $142K 0.08% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,578 $142K 0.08% -623 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,377 $131K <0.01% +123 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,358 $130K 0.01% -117 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,285 $126K 0.01% +18 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,280 $126K 0.02% 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,255 $124K 0.06% +225 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,191 $121K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,182 $120K <0.01% -2,063 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,086 $115K 0.02% +1,936 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,022 $111K 0.01% new 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,874 $103K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,841 $101K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,827 $101K 0.04% -572 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,823 $100K <0.01% -34 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,816 $100K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,752 $96.5K 0.01% +5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,736 $95.7K 0.03% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,700 $93.7K 0.04% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,685 $92.8K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,676 $92.3K 0.01% +5 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,585 $87.3K 0.01% -548 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,568 $86.4K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,570 $86K 0.05% -12,330 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,546 $85.2K 0.01% -171 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,522 $83.9K 0.04% -200 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,409 $77.6K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,378 $75.9K 0.01% +650 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,294 $73.1K 0.01% +969 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,313 $72.3K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,312 $72.3K 0.01% +3 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,165 $64.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,100 $60.6K 0.02% 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,077 $59.3K 0.03% -76 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,076 $59.3K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,040 $57.3K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 926 $51K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 902 $49.7K <0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 732 $40.3K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 714 $39.3K <0.01% +285 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 683 $37.6K <0.01% -470,674 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 650 $35.8K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 633 $34.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 630 $34.7K 0.03% +122 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 615 $33.9K 0.04% 0 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 600 $33.1K 0.01% -115 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 586 $32.3K <0.01% -336 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 560 $30.9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 527 $29K <0.01% +487 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 512 $28.2K <0.01% -53 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 500 $27.6K 0.01% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 500 $27.6K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 500 $27.6K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 475 $26.2K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 460 $25.3K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 458 $25.2K 0.02% -89 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 458 $25.2K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 427 $23.7K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 410 $22.6K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 402 $22.2K <0.01% -228 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 385 $21.2K <0.01% -281 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 363 $20K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 359 $19.8K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 356 $19.6K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 350 $19.3K <0.01% 0 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 347 $19.1K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 340 $19.1K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 300 $16.5K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 295 $16.3K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 284 $15.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 253 $13.9K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 250 $13.8K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 221 $12.2K <0.01% -2,693 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 220 $12K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 200 $11K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 200 $11K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 200 $11K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 200 $11K <0.01% -1,000 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 189 $10.4K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 180 $9.92K <0.01% -4,497 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 180 $9.91K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 176 $9.7K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 175 $9.64K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 162 $9.16K <0.01% -163 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 155 $8.54K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 150 $8.27K <0.01% -14,162 13F-HR/A Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 146 $8.04K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 143 $7.88K 0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 141 $7.77K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 129 $7.11K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 128 $7.06K <0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 58 $3.2K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 42 $2.31K <0.01% -73 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 35 $2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 30 $1.65K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 10 $551 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8 $441 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 700 $386 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2 $110 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $24 <0.01% new 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. 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.