CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 1,897 $218K 0.01% 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 1,871 $216K 0.11% +6 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,940 $215K 0.01% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,864 $215K 0.14% -78 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 1,857 $214K 0.13% 0 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 1,843 $212K 0.2% 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,828 $211K 0.14% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,803 $208K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,767 $204K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,661 $191K 0.09% +6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,623 $187K 0.02% -170 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,597 $184K 0.05% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,547 $178K <0.01% -387 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,540 $177K 0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,510 $174K 0.02% -610 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,443 $166K 0.01% +157 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 1,312 $151K 0.04% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,261 $145K <0.01% +1,248 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,231 $142K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,202 $138K <0.01% +220 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,161 $134K 0.01% +14 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,145 $132K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,127 $130K 0.06% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for BOK Financial Private Wealth, Inc. 205 $23.6K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 201 $23.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $23K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $23K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 197 $22.7K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 189 $22K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 187 $21.5K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for Blue Trust, Inc. 126 $14.5K <0.01% -309 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 124 $14.3K 0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 119 $13.7K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 116 $13.4K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 114 $13.1K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 102 $11.8K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 100 $11.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 75 $8.64K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 69 $7.95K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 68 $7.83K <0.01% new 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 55 $6.33K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 55 $6.33K <0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 46 $5.26K <0.01% -1,395 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 43 $5.03K <0.01% -39 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 40 $4.61K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 39 $4.54K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 39 $4.49K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 37 $4.26K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 32 $3.69K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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More: the full row for Evolution Advisers, Inc. 17 $1K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 6 $691 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5 $576 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 4 $474 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $474 <0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3 $346 <0.01% -1 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $122 0.01% -1,066 13F-HR Timeline