Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 190 $9.14K <0.01% +153 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 195 $9.09K <0.01% +163 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 192 $8.95K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 187 $8.72K <0.01% +158 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 150 $7K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 150 $6.99K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 149 $6.95K <0.01% +88 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 143 $6.67K <0.01% -133 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 126 $5.87K <0.01% +58 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 116 $5.41K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 110 $5.13K <0.01% +87 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 102 $4.75K <0.01% +4 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 100 $4.66K <0.01% -1,500 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 100 $4.66K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 93 $4.33K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 89 $4.15K <0.01% new 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 75 $3.5K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 69 $3.22K <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 67 $3.12K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 64 $3K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 63 $2.94K <0.01% new 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $2.33K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 48 $2.24K <0.01% +9 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 46 $2.14K <0.01% -50,716 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 43 $2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 58 $2K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 33 $1.49K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 30 $1.4K <0.01% +12 13F-HR/A Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.17K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 20 $932 <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 18 $839 <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14 $653 <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14 $653 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $467 <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 9 $419 <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8 $373 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 7 $327 <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $186 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $140 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $140 <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $47 <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.