ORG Partners LLC More: the full row for ORG Partners LLC 639 $40.7K 0.01% -50 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 627 $40K 0.01% +78 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 627 $40K 0.01% -195 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 611 $39K 0.02% +5 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 598 $38.9K 0.01% +548 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 570 $36.3K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 561 $35.8K 0.01% -182 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 555 $35.4K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 539 $34.3K 0.01% -2 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 531 $33.9K 0.02% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 526 $33.5K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 525 $33.5K 0.02% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 524 $33.4K 0.03% +5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 522 $33.3K <0.01% -150 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 521 $33.2K 0.02% +3 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 518 $33K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 517 $33K 0.03% +123 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $31.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 500 $31.9K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 500 $31.9K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 494 $31.5K 0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 490 $31.2K 0.01% -7 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 485 $30.9K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 500 $30.8K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 474 $30.2K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 450 $28.7K 0.01% -238 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 449 $28K 0.02% -408 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 436 $27.8K 0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 408 $26K 0.02% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 400 $25.5K 0.02% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 399 $25.4K <0.01% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 377 $24K <0.01% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 380 $24K 0.01% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 375 $23.9K 0.01% +4 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 367 $23.4K 0.02% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 361 $23K 0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 358 $22.8K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 357 $22.8K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 356 $22.7K <0.01% +10 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 353 $22.5K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 352 $22.4K 0.02% 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 350 $22K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 340 $21.7K 0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 334 $21.3K 0.01% +62 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 334 $21.3K <0.01% -14 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 333 $21.2K <0.01% -19 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 329 $21K <0.01% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 318 $20.2K 0.01% +1 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 308 $19.6K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 306 $19.5K 0.01% -305 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 305 $19.4K <0.01% -234 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $19.1K <0.01% -75 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 300 $19.1K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $19.1K <0.01% 0 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 29,885 $19.1K 0.67% +490 13F-HR/A Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 298 $19K 0.01% -81 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 300 $19K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 298 $19K 0.01% -42 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 295 $18.8K 0.01% +2 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 289 $18.4K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 275 $17.5K <0.01% -50 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 274 $17.5K 0.02% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 264 $16.8K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 253 $16.1K 0.01% 0 13F-HR/A Timeline BFSG, LLC More: the full row for BFSG, LLC 250 $15.9K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 243 $15.5K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 236 $15.1K <0.01% +49 13F-HR/A Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 235 $15K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 229 $14.6K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 220 $14K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 216 $13.8K 0.01% -28 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 227 $13.5K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 200 $13.3K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 207 $13.1K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 206 $13.1K <0.01% -119 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 205 $13.1K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 204 $13K <0.01% +50 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 204 $13K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $12.8K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $12.8K 0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 200 $12.8K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 200 $12.8K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 200 $12.8K 0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200 $12.8K 0.01% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 198 $12.6K 0.02% -260 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 197 $12.6K <0.01% +55 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 190 $12.1K 0.01% -156 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 191 $12K <0.01% -4 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 160 $12K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 183 $11.7K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 183 $11.7K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 180 $11.5K 0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 170 $10.8K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 163 $10.4K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 159 $10.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 156 $9.95K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 154 $9.82K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 154 $9.79K <0.01% +31 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 153 $9.76K 0.01% +134 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 152 $9.69K 0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 150 $9.55K <0.01% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 145 $9.25K 0.01% -600 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 135 $8.61K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 138 $8.51K <0.01% +32 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 129 $8.23K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 126 $8.04K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 124 $7.91K <0.01% +51 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 120 $7.65K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 120 $7.65K 0.01% 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 118 $7.55K 0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 113 $7.21K <0.01% -14 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 97 $7.16K <0.01% new 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 118 $7.1K 0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 110 $7.01K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 110 $7.01K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 124 $7K <0.01% +12 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 106 $6.76K <0.01% -404 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 104 $6.63K <0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New Millennium Group LLC More: the full row for New Millennium Group LLC 103 $6.57K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 100 $6.38K <0.01% new 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $6.38K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 98 $6.25K <0.01% -1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 97 $6.19K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 96 $6.12K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 94 $6K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 94 $5.99K <0.01% +7 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 92 $5.87K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 89 $5.72K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 85 $5.45K <0.01% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 84 $5.36K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 83 $5.27K <0.01% -1 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 80 $5.1K 0.03% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 91 $5K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 77 $4.92K <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 74 $4.72K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 72 $4.59K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 66 $4.21K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 62 $3.95K <0.01% +56 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 62 $3.95K 0.01% -246 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 61 $3.89K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 59 $3.76K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 58 $3.7K <0.01% +3 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 57 $3.63K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 55 $3.51K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 55 $3.51K <0.01% -7 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 54 $3.44K <0.01% -17 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 50 $3.22K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $3.19K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 41 $2.62K <0.01% +15 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 39 $2.49K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 38 $2.42K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 38 $2.42K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 37 $2.38K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36 $2.3K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 36 $2.3K <0.01% new 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 34 $2.17K <0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 32 $2.04K <0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 32 $2.04K <0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 31 $1.98K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $1.91K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 28 $1.79K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 28 $1.79K <0.01% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 26 $1.66K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $1.47K <0.01% 0 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 23 $1.47K <0.01% -877 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 23 $1.47K 0.03% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 22 $1.4K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 21 $1.34K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 21 $1.34K <0.01% +14 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 20 $1.3K 0.12% -21,068 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 20 $1.27K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 15 $957 <0.01% +3 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 16 $942 <0.01% -212 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 16 $942 <0.01% -212 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 14 $893 <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 13 $836 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 13 $829 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 12 $765 <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 12 $761 <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10 $638 <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 10 $637 <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8 $511 <0.01% -9 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 8 $511 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $510 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $446 <0.01% +1 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $319 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $255 <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 3 $196 <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $191 <0.01% new 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 2 $124 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $64 <0.01% -73,164 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $54 <0.01% -2 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $10 <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 Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. 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.