Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 24 $1.49K <0.01% +5 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 24 $1.49K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $1.48K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 23 $1.45K <0.01% -59 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22 $1.39K <0.01% -116 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 22 $1.39K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 22 $1.36K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 20 $1.28K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $1.26K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 20 $1.24K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19 $1.2K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 19 $1.2K <0.01% -199 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 18 $1.14K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 16 $1.01K <0.01% -4 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 16 $1.01K <0.01% -12,781 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 24 $1K <0.01% +1 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 11 $1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $985 <0.01% -6 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15 $946 <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 14 $883 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $757 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $694 <0.01% -7 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 10 $636 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $631 <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 10 $631 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $505 <0.01% +2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 8 $505 <0.01% new 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $504 <0.01% +4 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 7 $441 <0.01% -32 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $379 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5 $316 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $309 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4 $252 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $252 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $190 <0.01% -76 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $186 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $172 <0.01% -151 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $126 <0.01% -30 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $126 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 135 $85 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $32 <0.01% -2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $25 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.