Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 2,650 $212K 0.09% -7 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,647 $212K 0.01% -78 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,642 $211K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,600 $208K 0.11% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,586 $207K 0.05% +2,118 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 2,578 $206K 0.19% -1,144 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 2,575 $206K 0.05% new 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2,572 $206K 0.03% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,563 $205K 0.03% -76 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 2,554 $204K 0.04% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,554 $204K <0.01% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,535 $203K 0.06% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 2,529 $202K 0.05% +371 13F-HR Timeline American Trust More: the full row for American Trust 2,512 $201K 0.02% -1,031 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,350 $188K <0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,346 $188K 0.01% -96 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 2,353 $187K 0.02% 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,314 $185K 0.12% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2,235 $179K 0.08% new 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,200 $176K 0.04% +500 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,189 $175K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,179 $174K 0.01% -5 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,162 $173K 0.02% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,083 $167K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,050 $164K 0.01% +31 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,000 $160K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,876 $150K 0.02% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,851 $148K 0.01% -34 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,838 $147K 0.04% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 1,831 $146K 0.18% +268 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,818 $144K 0.03% +1,265 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,749 $140K 0.06% -180 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,719 $137K 0.11% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,613 $129K 0.04% +53 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,590 $127K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,580 $126K 0.04% -1,740 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,535 $123K 0.03% +17 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,533 $123K 0.04% +16 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,514 $121K <0.01% +45 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,505 $120K <0.01% -2,414 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,500 $120K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,483 $119K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 1,462 $117K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,386 $111K 0.06% +76 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,340 $107K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,333 $107K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,219 $97.5K 0.02% -13 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,173 $94.2K 0.03% +51 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,171 $93.7K 0.01% +397 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,171 $93.6K 0.05% +11 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,144 $91.5K 0.04% +394 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,130 $90.4K 0.07% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,100 $88K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 1,056 $84.4K 0.03% -275 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,040 $83K 0.01% 0 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 1,013 $81K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,007 $80.5K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,004 $80.2K <0.01% -13,857 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 978 $78.2K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 943 $75.5K -3,928 Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 930 $74K <0.01% +233 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 908 $72.6K 0.02% +622 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 800 $64K 0.06% +600 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 758 $60.6K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 755 $60.4K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 750 $60K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 748 $59.8K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 738 $59K 0.01% -51 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 724 $57.9K 0.02% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 677 $54.1K 0.06% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 630 $50.4K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 610 $48.8K 0.05% -47 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 607 $48.6K <0.01% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 610 $48.5K 0.01% -175 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 584 $46.7K 0.04% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 516 $41.2K <0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 510 $40.8K <0.01% new 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 510 $40.6K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 504 $40.3K 0.01% +7 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $40K 0.03% new 13F-HR Timeline Amount filed as zero, left out of ratios. High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 488 $39K 0.03% +7 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 481 $38.5K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 478 $38.2K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 442 $35.3K 0.01% -1,706 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 442 $35.3K <0.01% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 410 $32.8K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 405 $32.4K <0.01% -122 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 377 $30.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 360 $29K 0.02% +48 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 325 $26K <0.01% -47 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $24K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 287 $23K 0.05% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 283 $22.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 278 $22.2K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 263 $21K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 257 $20.6K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 254 $20.3K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 252 $20.2K <0.01% -6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 251 $20.1K <0.01% -17 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 250 $20K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $20K <0.01% +234 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 244 $19.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 239 $19.1K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $19K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 227 $18.2K <0.01% +3 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 226 $18.1K <0.01% -238 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 211 $17K <0.01% -106 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 208 $16.6K <0.01% -190 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $16K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $16K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 200 $16K <0.01% -200 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 200 $16K <0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 195 $15.6K 0.01% 0 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 192 $15.4K <0.01% +24 13F-HR Timeline CX Institutional More: the full row for CX Institutional 187 $15K <0.01% -219 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 182 $14.6K 0.01% -3 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 176 $14.1K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 173 $13.8K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 169 $13.5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $13.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 157 $12.6K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 155 $12.4K 0.01% -984 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 155 $12.4K <0.01% 0 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 153 $12.2K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150 $12K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 149 $11.9K <0.01% new 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 141 $11.2K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 137 $11K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 135 $10.8K <0.01% -35 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 133 $10.6K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 132 $10.5K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 117 $9.36K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 104 $8.32K <0.01% +12 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 100 $8K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $8K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 99 $7.92K <0.01% -817 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 98 $7.8K <0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $7.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 95 $7.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $7.4K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 91 $7.28K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 90 $7.2K <0.01% -47 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 86 $6.88K <0.01% 0 13F-HR Timeline Group 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 67 $5.32K <0.01% -346 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $5.2K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 70 $5K <0.01% -5 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 62 $4.96K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 60 $4.8K <0.01% new 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 58 $4.64K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 57 $4.56K <0.01% -3 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 56 $4.52K <0.01% +1 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 55 $4.39K <0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 52 $4K <0.01% 0 13F-HR/A Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 50 $4K <0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 49 $3.92K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $3.66K <0.01% -10 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $2.8K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 33 $2.64K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 32 $2.55K <0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $2.38K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 25 $2K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 23 $1.82K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $1.76K <0.01% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 20 $1.6K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 20 $1.59K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 19 $1.52K <0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 15 $1.2K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 13 $1.07K <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $959 <0.01% +5 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $880 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $800 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8 $640 <0.01% -15 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 6 $480 <0.01% 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $228 <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 1 $80 <0.01% -6,483 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1 $80 <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1 $75 <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.