Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 566 $23.7K 0.01% +7 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 566 $23.7K 0.01% +10 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 561 $23.5K <0.01% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 526 $22.7K <0.01% -26,978 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 540 $22.6K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 538 $22.5K 0.02% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 506 $21.2K <0.01% +1 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 500 $20.9K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 500 $20.9K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 489 $20K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 473 $19.8K 0.01% +8 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 457 $19.1K 0.02% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 457 $19.1K <0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 453 $19K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 452 $18.9K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 432 $18.1K 0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 425 $17.8K 0.01% +300 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 420 $17.6K 0.01% -4 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 400 $16.7K <0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 400 $16.7K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 396 $16.6K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 392 $16.4K <0.01% +18 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 383 $16K 0.04% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 385 $16K <0.01% +76 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 378 $15.9K <0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 368 $15.4K <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 360 $15.1K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 352 $14.7K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 350 $14.6K <0.01% +229 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 343 $14.3K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 340 $14.2K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 334 $14K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 331 $13.8K 0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 326 $13.6K <0.01% -525 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 312 $13K 0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 307 $12.8K 0.01% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 305 $12.8K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 300 $12.5K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $12.5K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 283 $11.8K <0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 276 $11.5K <0.01% +252 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 273 $11.4K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 272 $11.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 264 $11K <0.01% +4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 259 $10.8K <0.01% 0 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 252 $10.5K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 245 $10.2K <0.01% -600 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 238 $9.94K <0.01% +3 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 237 $9.91K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 228 $9.54K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 225 $9.41K <0.01% +25 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 194 $8.11K <0.01% -89 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 186 $7.78K <0.01% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 180 $7.53K 0.01% -400 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 170 $7.11K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 168 $7.03K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 165 $6.9K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 165 $6.9K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 158 $6.61K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 157 $6.57K <0.01% +3 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 154 $6.43K <0.01% +3 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 150 $6.27K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 150 $6.27K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 145 $6.06K 0.01% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 139 $5.81K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 138 $5.77K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 135 $5.65K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 135 $5.65K <0.01% 0 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 126 $5.28K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 125 $5.23K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 125 $5.23K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 120 $5.02K <0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 119 $4.98K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 117 $4.89K <0.01% -27 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 110 $4.6K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 101 $4.22K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 101 $4.22K <0.01% -123,458 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 100 $4.21K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 100 $4.18K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 99 $4.14K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 87 $3.99K <0.01% new 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 92 $3.85K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 92 $3.84K <0.01% 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 90 $3.76K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 81 $3.39K <0.01% +1 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 80 $3.35K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 75 $3K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 71 $2.97K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 61 $2.54K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 57 $2.4K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 52 $2.2K <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 52 $2.17K <0.01% 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 51 $2.13K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 50 $2.09K <0.01% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 42 $1.76K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 36 $1.52K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 33 $1.38K <0.01% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 32 $1.32K <0.01% +1 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 29 $1.21K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 28 $1.17K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 28 $1.17K <0.01% -317 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 21 $878 <0.01% -94 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $836 <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 18 $753 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 17 $711 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $669 <0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 15 $628 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $628 <0.01% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10 $425 0.04% -10,712 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $418 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 8 $336 <0.01% -11 13F-HR/A Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $335 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 6 $251 <0.01% 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $42 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.