Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 60 $11K <0.01% +45 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 55 $10.1K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 55 $10.1K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 55 $10.1K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 55 $10K <0.01% -103 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 54 $9.91K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 52 $9.54K 0.01% +14 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 51 $9.36K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 51 $9.22K 0.01% +1 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 50 $9.17K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 50 $9.17K <0.01% +29 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 48 $8.81K <0.01% 0 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $8.18K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 44 $8.08K <0.01% +1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 44 $8.07K <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 48 $8K <0.01% -8,080 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 42 $7.71K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 40 $7.34K <0.01% -56 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 38 $6.97K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $6.92K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $6.79K <0.01% -3 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 36 $6.61K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 33 $6.05K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $5.5K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 30 $5.5K <0.01% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 29 $5.32K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 28 $5.14K <0.01% +15 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 27 $4.88K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 25 $4.59K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 24 $4.4K <0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 24 $4.4K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 24 $4.4K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $4.4K <0.01% +8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 21 $3.85K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 21 $3.85K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 20 $3.67K <0.01% +14 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $3.67K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 20 $3.64K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,084 $3.51K 0.14% -377 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 19 $3.49K <0.01% +13 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 18 $3.3K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 18 $3.3K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 18 $3.3K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $3.3K <0.01% +9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 17 $3.12K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 16 $2.94K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16 $2.94K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $2.94K <0.01% +10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $2.74K <0.01% +5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $2.38K <0.01% -3 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 13 $2.38K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $2.02K 0.1% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10 $1.83K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $1.81K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9 $1.65K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 8 $1.47K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 8 $1.47K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 8 $1.47K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 8 $1.47K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.3K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.28K <0.01% +5 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $1.1K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.09K <0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8 $1K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6 $1K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $917 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4 $734 <0.01% 13F-HR Timeline Group Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3 $551 <0.01% -4 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $551 <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $367 <0.01% 0 13F-HR Timeline Group Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $367 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2 $367 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $12 <0.01% -21 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.