ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $3.49K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $3.49K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $3.49K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 11 $3.2K <0.01% +1 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 11 $3.2K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $2.91K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $2.91K <0.01% -3 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 10 $2.91K <0.01% -3 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $2.62K <0.01% +2 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 9 $2.62K <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 9 $2.62K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 8 $2.33K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8 $2.33K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 8 $2.33K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $2K <0.01% 0 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 6 $1.75K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $1.5K <0.01% -1 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.46K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $1.46K <0.01% +2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $1.46K <0.01% new 13F-HR/A Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5 $1.46K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $1.46K <0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $1.45K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5 $1.36K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $1.16K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 4 $1.16K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $1.16K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.16K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4 $1.16K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2 $1K <0.01% new 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3 $873 <0.01% -14 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $873 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3 $873 <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3 $873 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $873 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $873 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3 $873 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 3 $873 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $873 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3 $869 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $582 <0.01% -19 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $582 <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $582 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $582 <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2 $582 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $582 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $330 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1 $291 <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1 $291 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $291 <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1 $291 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $291 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1 $291 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $291 <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1 $291 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $291 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $291 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $291 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $291 <0.01% -2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $291 <0.01% -1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1 $291 <0.01% 0 13F-HR Timeline 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.