Activest Wealth Management More: the full row for Activest Wealth Management 198 $9.42K <0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 196 $9.32K <0.01% +171 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 185 $8.8K <0.01% +49 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 166 $7.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 154 $7.4K <0.01% -31 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 151 $7.18K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 134 $6.37K 0.01% 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 132 $6.28K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 121 $5.76K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 119 $5.66K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 117 $5.57K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $5.14K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 106 $5.04K <0.01% +50 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 104 $4.94K <0.01% -5,123 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $4.19K <0.01% -22 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87 $4.14K <0.01% +17 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $4.14K <0.01% +15 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 81 $3.85K <0.01% -297 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 78 $3.71K <0.01% +45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 74 $3.52K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 69 $3.28K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 65 $3.09K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 57 $2.71K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $2.33K <0.01% +17 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $2.28K <0.01% -6 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $2.14K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 47 $2K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $1.9K <0.01% +12 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $1.67K <0.01% -154 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 34 $1.62K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.57K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $1.09K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $1.09K <0.01% -47 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $1.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $1.05K <0.01% +2 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21 $999 <0.01% -8 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 21 $999 <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $951 <0.01% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 20 $951 <0.01% 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 19 $904 <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $856 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16 $762 <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $713 <0.01% +3 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $666 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 14 $666 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $619 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $571 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $367 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 6 $285 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $191 <0.01% 0 13F-HR/A Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $143 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 3 $124 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $96 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% -5 13F-HR Timeline Value filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.