Addison Advisors LLC More: the full row for Addison Advisors LLC 1,785 $178K 0.04% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,759 $176K 0.01% +140 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,686 $169K <0.01% +1,386 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,064 $151K 0.04% new 13F-HR Timeline Strategic Wealth Partners, Ltd. 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More: the full row for Purpose Unlimited Inc. 1,290 $129K 0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,261 $126K 0.03% +118 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,229 $123K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,173 $117K <0.01% +472 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,171 $112K <0.01% -442 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1,110 $111K 0.03% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,056 $106K 0.04% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,024 $102K 0.09% -12 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $100K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 994 $99.3K 0.03% +141 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 926 $92.6K <0.01% -65 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 890 $89K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 866 $86.6K 0.01% +761 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 844 $84.4K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 799 $79.9K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 795 $79.5K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 765 $76.4K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 735 $73.5K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 654 $65.4K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 648 $64.8K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 628 $62.8K <0.01% new 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 600 $60K <0.01% 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 599 $59.9K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 554 $55.3K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 514 $51.4K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 498 $49.8K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 534 $49.3K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 490 $49K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 481 $48K 0.01% -41 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for HAZLETT, BURT & WATSON, INC. 250 $25K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 255 $24.4K 0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 222 $22.2K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 219 $21.9K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 210 $21K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 210 $21K <0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 202 $20.2K 0.01% +70 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $20K 0.01% +51 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 192 $19K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 189 $18.9K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 178 $17.8K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 150 $15K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 137 $13.7K 0.01% -188 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 118 $11.8K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 113 $11.3K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 100 $10K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 95 $9.5K <0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 94 $9.4K <0.01% -72 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 85 $8.5K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 76 $7.6K <0.01% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 67 $7K <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 57 $5.7K <0.01% -1,009 13F-HR/A Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 49 $4.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 48 $4.8K <0.01% -2 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 43 $4.24K <0.01% +42 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 41 $4.21K <0.01% -39 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 24 $2.4K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 22 $2.2K <0.01% +10 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 22 $2.2K <0.01% -31 13F-HR Timeline Group Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 18 $1.8K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 17 $1.7K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 11 $1.1K <0.01% new 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $263 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $200 <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 0 $43 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.