Orion Capital Management LLC More: the full row for Orion Capital Management LLC 245 $15K 0.01% +75 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 200 $12.2K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 170 $10.4K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 166 $10.1K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 150 $9.16K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 147 $8.97K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 142 $8.67K <0.01% +86 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 133 $8.12K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 130 $7.94K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 108 $6.59K <0.01% -45 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $6.1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 87 $5.31K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 84 $5.13K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 78 $4.76K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 57 $3.48K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 51 $3.11K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50 $3.05K <0.01% +13 13F-HR/A Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 50 $3.05K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 46 $2.81K <0.01% -190 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 39 $2.38K <0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 35 $2.14K <0.01% -332 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 32 $1.95K <0.01% +26 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 26 $1.59K <0.01% +15 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20 $1.22K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 20 $1.22K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 20 $1.22K <0.01% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 17 $1.04K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16 $977 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 16 $977 <0.01% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 16 $969 <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $916 <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 13 $793 <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10 $611 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10 $610 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $549 <0.01% -1,011 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 8 $489 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $489 <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8 $484 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7 $427 <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $367 <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $367 <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6 $366 <0.01% -647 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5 $305 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $245 <0.01% +3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $244 <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3 $184 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $184 <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3 $183 <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 3 $183 <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2 $123 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $122 <0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $61 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $61 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $33 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 7 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.