Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 457 $23.5K 0.01% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 416 $21.4K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 399 $20.5K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 397 $20K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 381 $19.6K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 336 $17.3K 0 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 289 $14.8K <0.01% +123 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 286 $14.7K <0.01% -51 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 271 $13.9K <0.01% -825 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 107 $5.51K <0.01% +20 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 103 $5.29K <0.01% -5 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 99 $5.09K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 94 $4.81K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 68 $3.49K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 64 $3.29K <0.01% +30 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 63 $3.25K <0.01% -1,445 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 57 $2.93K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 48 $2.47K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 47 $2.43K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 45 $2.31K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $2.21K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40 $2.06K <0.01% 0 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 39 $2.02K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 47 $2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 38 $1.95K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 35 $1.8K <0.01% -620 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 34 $1.75K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 33 $1.7K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $1.64K <0.01% -17 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 29 $1.49K <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 26 $1.34K <0.01% +10 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 24 $1.23K <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $1.18K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $1.18K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $1.13K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $1.13K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 21 $1.08K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 20 $1.03K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 20 $1.03K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 20 $1.03K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 37 $1K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $925 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $770 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 5 $257 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $257 <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 4 $206 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $155 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3 $154 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $133 <0.01% -1 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1 $51 <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios.