Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 131 $23.6K <0.01% -5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 130 $23.4K 0.01% +10 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 127 $22.9K <0.01% +69 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 126 $22.7K <0.01% -4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 117 $21.1K <0.01% -3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 117 $21K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 106 $19.1K <0.01% +9 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 108 $19K <0.01% +14 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 104 $18.9K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 103 $18.6K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 100 $18.2K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 101 $18.2K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 101 $18.2K <0.01% -19 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 100 $18K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 100 $18K 0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 100 $18K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 110 $17.8K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 95 $17.3K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 86 $15.5K 0.01% +75 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 82 $14.8K <0.01% -12 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 82 $14.8K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 77 $13.9K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 74 $13.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 66 $11.9K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 66 $11.9K <0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 66 $11.8K <0.01% -37 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $10.8K 0.01% -61 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 59 $10.6K <0.01% 0 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 55 $9.91K <0.01% -7 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $9.9K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 54 $9.73K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 52 $9.37K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 49 $8.83K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 49 $8.83K <0.01% -93 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 47 $8.47K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 41 $7.39K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 41 $7.39K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 39 $7.03K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 40 $7K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 37 $6.67K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 33 $5.95K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 30 $5.41K <0.01% -125 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $5.41K <0.01% -162 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $5.41K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 26 $4.68K <0.01% +5 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $4.5K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 25 $4.5K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 23 $4.14K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22 $3.96K <0.01% -9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $3.42K <0.01% -112 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18 $3.24K <0.01% +4 13F-HR Timeline City State Bank More: the full row for City State Bank 17 $3.06K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 19 $3.04K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 15 $3K <0.01% +6 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 15 $2.7K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 15 $2.7K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 14 $2.56K <0.01% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 13 $2.34K <0.01% +7 13F-HR/A Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $2.16K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $2.16K <0.01% -9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $1.98K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10 $1.8K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $1.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 10 $1.66K <0.01% +8 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 9 $1.62K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $1.46K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.44K <0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $1.44K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8 $1.44K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.44K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $1.44K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $1.44K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 7 $1.26K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $1.26K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $1.26K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 7 $1.26K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $1.01K <0.01% -12 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $901 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $901 <0.01% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $901 <0.01% +3 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $721 <0.01% -466 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $721 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $541 <0.01% -235 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3 $541 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $541 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $540 <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $361 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $360 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $360 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $360 <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $208 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $181 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $180 <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1 $180 <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $180 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $180 <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3 $0 0% -3 13F-HR/A Timeline Value 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. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.