IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 25 $2.74K <0.01% +23 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 24 $2.63K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $2.52K <0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $2.52K <0.01% +8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $2.5K <0.01% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 20 $2.2K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 20 $2.2K <0.01% +5 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 19 $2.09K <0.01% -5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% 0 13F-HR Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 18 $1.98K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 18 $1.98K <0.01% +4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $1.87K <0.01% -1 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $1.87K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 16 $1.76K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 16 $1.76K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.65K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 14 $1.54K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 13 $1.43K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 13 $1.43K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $1.43K <0.01% -5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 13 $1.43K <0.01% -50 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $1.43K <0.01% +5 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $1.43K <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 12 $1.32K <0.01% +8 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $1.21K <0.01% -9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 11 $1.21K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.21K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10 $1.1K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 10 $1.1K <0.01% -4 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.1K <0.01% +3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9 $988 <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 9 $988 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9 $954 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $878 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $878 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7 $769 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $769 <0.01% +1 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6 $659 <0.01% -14 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $659 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5 $564 <0.01% -15 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 5 $549 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5 $549 <0.01% -9 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $549 <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 5 $549 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4 $439 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $439 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $330 <0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3 $329 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $329 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $329 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2 $220 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $220 <0.01% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2 $220 <0.01% 0 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 2 $220 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $220 <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $110 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $110 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $110 <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1 $110 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $110 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1 $110 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1 $110 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $110 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 2,549 (0.08%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 2,549 (0.08%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR