Blue Trust, Inc. More: the full row for Blue Trust, Inc. 470 $97.6K <0.01% -59 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 469 $97.4K <0.01% +93 13F-HR/A Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 451 $93.7K 0.05% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 440 $91.5K 0.02% +210 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 431 $89.6K 0.05% -5,324 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 429 $89.2K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 427 $88.8K 0.01% +45 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 425 $88.4K 0.02% +5 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 418 $86.9K 0.05% new 13F-HR Timeline Trust Co More: the full row for Trust Co 403 $83.8K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 402 $82.9K 0.01% -7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 407 $82.7K 0.05% -22 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 394 $81.9K 0.24% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 382 $79.4K 0.05% +101 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 381 $79K 0.03% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 370 $76.9K 0.02% new 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 365 $75.8K <0.01% -154 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 359 $74.6K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 358 $74.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 355 $73.9K 0.01% +29 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 353 $73.4K 0.01% +2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 350 $72.8K 0.01% +10 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 345 $71.7K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 343 $71.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 340 $70.7K 0.01% -737 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 333 $69K <0.01% new 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 331 $68.8K 0.01% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $68.7K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 330 $68.6K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 327 $68.1K 0.03% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 325 $67.6K 0.04% +3 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $66.4K 0.03% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 314 $65.3K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 312 $65K <0.01% +28 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 313 $65K 0.01% +2 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 312 $64.9K 0.01% -15 13F-HR Timeline City State Bank More: the full row for City State Bank 310 $64.4K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 305 $63.4K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 302 $62.8K 0.03% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 300 $62.4K 0.02% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 300 $62.4K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 300 $62.4K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300 $62.4K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 286 $59.4K <0.01% -1,220 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 282 $58.6K 0.02% -6 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 272 $56.5K <0.01% -3 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 269 $55.9K 0.02% -51 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 265 $55.1K <0.01% -15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 262 $54.5K 0.01% +140 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 259 $53.9K 0.05% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 257 $53.4K 0.02% +32 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 250 $52K <0.01% new 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 250 $52K 0.02% 0 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 248 $51.6K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 247 $51K 0.04% -333 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 246 $51K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 243 $50.5K <0.01% -260 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 240 $49.9K 0.03% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 240 $49.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 238 $49.5K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 236 $49K 0.03% -24 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 215 $44.7K 0.01% -75 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 213 $44.3K 0.01% +152 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 211 $43.8K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 246 $43.2K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 203 $42.2K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 201 $41.8K 0.01% -133 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 200 $41.6K 0.03% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 199 $41.4K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 194 $40.3K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 188 $39.1K 0.02% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 188 $39.1K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 187 $38.9K 0.01% -1,043 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 183 $38K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 180 $37.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $35.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 167 $34.7K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 165 $34.3K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 165 $34.3K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 154 $32K 0.01% -7 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 150 $31.2K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 150 $31.2K <0.01% -150 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 143 $29.8K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 141 $29.3K <0.01% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 138 $28.7K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 145 $26.7K <0.01% +13 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 125 $26K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 120 $24.9K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 115 $24.1K 0.01% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 115 $23.9K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 115 $23.9K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $23K <0.01% +1 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 110 $22.8K 0.02% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 109 $22.7K <0.01% +9 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 108 $22.5K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 100 $20.8K <0.01% -75 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $20.8K 0.02% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 100 $20.8K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $20.8K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $20.8K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 100 $20.8K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $20.7K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $19K 0.01% -15 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 91 $18.9K 0.01% -23 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 88 $18.2K 0.01% +18 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 87 $18.1K 0.01% +2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 86 $17.9K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 86 $17.9K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 85 $17.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 82 $17K <0.01% +25 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 81 $17K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 78 $16.2K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 74 $15.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 74 $15.4K <0.01% +38 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 69 $14.3K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 65 $13.5K 0.01% new 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 59 $12.3K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 58 $12.1K <0.01% +27 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 58 $12.1K <0.01% +9 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 58 $12.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 61 $12K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 57 $11.8K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 57 $11.8K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 57 $11.8K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 60 $11.8K <0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 56 $11.6K <0.01% +2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 56 $11.6K <0.01% -55 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 55 $11.4K <0.01% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 54 $11.3K 0.01% +12 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 52 $10.8K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $10.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $10.4K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 47 $9.77K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 47 $9.77K 0.07% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 47 $9.77K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 47 $9.77K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 47 $9.7K <0.01% +1 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 44 $9.15K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 44 $9.15K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 43 $8.94K <0.01% +2 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 42 $8.73K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 40 $8.32K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 40 $8.32K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 40 $8.31K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 40 $8.25K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $8K <0.01% +2 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 38 $7.9K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 41 $7.76K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 37 $7.69K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 35 $7.28K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 35 $7.1K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 34 $7.07K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $7.07K <0.01% +19 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 34 $7.07K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 33 $6.86K 0.01% +6 13F-HR/A Timeline MASECO LLP More: the full row for MASECO LLP 32 $6.75K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 32 $6.65K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 32 $6.65K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 31 $6.5K 0.03% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 28 $5.82K <0.01% +9 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 28 $5.82K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 28 $5.82K <0.01% -946 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 23 $5.75K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27 $5.61K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 25 $5.28K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 25 $5.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $5.2K <0.01% +5 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 25 $5.2K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 24 $5.07K <0.01% new 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 24 $4.99K <0.01% -195 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $4.57K <0.01% +6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $4.37K <0.01% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $4.17K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $4.16K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 20 $4.16K <0.01% +2 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $4.16K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $4.16K <0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $3.95K <0.01% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 18 $3.74K <0.01% -16 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 18 $3.74K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 18 $3.74K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $3.64K 0.13% -5 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 17 $3.56K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 17 $3.53K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 17 $3.53K <0.01% +9 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 17 $3.43K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 16 $3.33K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $3.12K <0.01% +11 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 15 $3.12K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15 $3K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 13 $2.7K <0.01% +7 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 13 $2.7K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 12 $2.5K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 12 $2.41K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 11 $2.29K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 10 $2.17K <0.01% -24 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 10 $2.08K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $2.08K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $2.08K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $2.08K <0.01% 0 13F-HR Timeline