Addison Advisors LLC More: the full row for Addison Advisors LLC 174 $9.98K <0.01% +13 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 152 $8.72K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 150 $8.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 148 $8.49K <0.01% -110 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 145 $8.3K <0.01% +1 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 134 $7.68K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 127 $7.28K <0.01% -69 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 120 $6.88K <0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. 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More: the full row for DiNuzzo Private Wealth, Inc. 103 $5.91K <0.01% -5 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 101 $5.81K 0.01% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 100 $5.74K <0.01% -7,611 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 100 $5.74K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 100 $5.74K <0.01% -100 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 100 $5.74K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 98 $5.62K <0.01% -16 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 98 $5.58K <0.01% -119 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 97 $5.56K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 94 $5.39K <0.01% -25 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 90 $5.16K <0.01% -4,544 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 90 $5.16K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 88 $5.05K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 85 $4.88K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 83 $4.76K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 79 $4.53K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 79 $4.51K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 77 $4.42K <0.01% -123 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 75 $4.3K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 74 $4.24K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 70 $4.09K <0.01% -1,809 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 69 $3.94K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 66 $3.79K <0.01% -52 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 66 $3.79K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 64 $3.66K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 62 $3.56K <0.01% +30 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 59 $3.38K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 59 $3.38K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 55 $3.17K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 50 $2.87K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $2.87K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 50 $2.87K <0.01% 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 46 $2.64K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 46 $2.64K <0.01% -83 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 45 $2.6K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 45 $2.58K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 42 $2.41K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 41 $2.35K <0.01% -100 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 40 $2.29K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 39 $2.24K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $2.18K <0.01% -164 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 38 $2.18K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 38 $2.18K <0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 37 $2.12K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 43 $2K <0.01% +39 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 35 $2K <0.01% +8 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 32 $2K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 34 $1.95K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 33 $1.89K <0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 31 $1.78K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 30 $1.7K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 28 $1.61K 0.07% +12 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $1.55K <0.01% -1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 27 $1.55K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 27 $1.55K <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $1.55K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $1.43K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 24 $1.38K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $1.36K <0.01% -90 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 23 $1.34K <0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 22 $1.26K <0.01% -122 13F-HR/A Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 21 $1.2K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 19 $1.09K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $1.09K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $1.09K <0.01% +10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 18 $1.03K <0.01% +2 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 34 $1K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16 $918 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15 $860 <0.01% -83 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 14 $803 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $689 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 12 $688 <0.01% -12 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 10 $574 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $574 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $573 <0.01% +5 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6 $345 <0.01% -1,915 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $334 0.03% -5,919 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5 $287 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $287 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $287 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 4 $229 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3 $172 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $172 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 100 $104 <0.01% -300 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 4 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.