Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 133 $2.8K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 121 $2.55K <0.01% -286 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 115 $2.42K <0.01% -85 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 114 $2.4K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 105 $2.22K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 100 $2.18K <0.01% -142,721 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 100 $2.11K <0.01% 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 94 $1.98K <0.01% -987 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 90 $1.9K <0.01% -305 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 83 $1.75K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 79 $1.67K <0.01% +57 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 72 $1.52K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 71 $1.5K <0.01% -15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 71 $1.5K <0.01% -164 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $1.48K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 57 $1.2K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 44 $928 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $906 <0.01% +41 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 40 $843 <0.01% -204 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $780 <0.01% -24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30 $632 <0.01% +27 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 29 $620 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 29 $611 <0.01% +11 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 24 $506 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 22 $464 <0.01% +12 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $400 <0.01% +10 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 17 $362 <0.01% +10 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 13 $295 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $151 <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8 $149 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $106 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $106 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 4 $85 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1 $22 <0.01% -286 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $21 <0.01% new 13F-HR/A Timeline Group Avion Wealth More: the full row for Avion Wealth 23 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -12 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.