Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 190 $5.22K <0.01% +120 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 185 $5.09K <0.01% -162 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 176 $4.84K <0.01% -48,522 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 175 $4.81K <0.01% -2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 168 $4.62K <0.01% -124 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 165 $4.54K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 163 $4.48K <0.01% -21 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 156 $4.29K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 147 $4.04K <0.01% -2,501 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 142 $3.9K <0.01% +13 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 141 $3.88K <0.01% -283 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $3.85K <0.01% -3 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 134 $3.55K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 129 $3.55K <0.01% -1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 124 $3.41K 0.03% -112 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 114 $3.13K <0.01% +32 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 111 $3.05K <0.01% +64 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 102 $2.81K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $2.75K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 99 $2.72K <0.01% -30 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 92 $2.53K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 87 $2.39K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 75 $2.06K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 74 $2.04K <0.01% +26 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 70 $1.93K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 66 $1.81K <0.01% +42 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $1.79K <0.01% -27 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 58 $1.59K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 57 $1.57K <0.01% +24 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 54 $1.49K <0.01% +50 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $1.35K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 48 $1.32K <0.01% -40 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 44 $1.23K <0.01% +21 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 42 $1.14K <0.01% +1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 38 $1.04K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 38 $1.04K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25 $688 <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 23 $633 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $633 <0.01% +8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $605 <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21 $578 <0.01% -133 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $565 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $523 <0.01% -6 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 17 $468 <0.01% -9 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 17 $468 <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 16 $440 <0.01% -125 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 16 $440 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $385 <0.01% -7 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $330 <0.01% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9 $248 <0.01% new 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 8 $220 <0.01% +3 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6 $165 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $165 <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $142 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 5 $138 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $110 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $55 <0.01% -18 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2 $55 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $55 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $28 <0.01% -1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 27 $0 0% -4 13F-HR Timeline Value filed as zero, left out of ratios. ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 15 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.