Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,054 $64.6K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,047 $64.2K <0.01% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 964 $59.1K <0.01% 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 964 $59.1K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 964 $57.8K <0.01% -45 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 940 $57.6K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 904 $55.4K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 852 $52.2K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 839 $51.4K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 818 $50.8K <0.01% -164 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 762 $46.7K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 737 $45.2K <0.01% -242 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 604 $41.1K 0.03% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 660 $40.5K 0.04% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 611 $37.5K 0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 606 $37.2K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 496 $30.4K 0.02% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 478 $29.3K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 400 $24.5K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 396 $24.3K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 319 $19.6K 0.02% +1 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $18.5K 0.03% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 255 $16K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 259 $15.9K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 245 $15K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 240 $14.7K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 239 $14.7K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 239 $14.7K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 215 $13.2K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $12.7K <0.01% -97 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 205 $12.6K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $12.3K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 200 $12.3K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 197 $12.1K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 192 $11.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 187 $11.5K <0.01% +1 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 181 $11.1K <0.01% -4 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 153 $9.38K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $7.97K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $6.38K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 83 $5.09K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 80 $4.91K <0.01% -120 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 78 $4.78K <0.01% -68 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 62 $3.8K <0.01% -2,094 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 52 $3.19K <0.01% -115 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 48 $3.05K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 38 $2.34K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 36 $2.21K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 30 $1.82K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $432 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $123 <0.01% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2 $123 <0.01% 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $62 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.