Graney & King, LLC More: the full row for Graney & King, LLC 50 $39.8K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $39K 0.07% -7 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 49 $39K 0.02% +11 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 47 $37.4K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $36.1K 0.01% +24 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 44 $35K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43 $34.3K 0.01% +5 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 41 $32.7K 0.14% -175 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 41 $32.7K 0.02% +2 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 40 $32.1K 0.01% -17 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $31.9K 0.01% +20 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. 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CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.