Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,800 $282K 0.1% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 2,779 $280K 0.23% -1,056 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,646 $267K 0.03% +500 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,626 $265K 0.08% -598 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,618 $264K 0.05% -26 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,605 $263K 0.1% -342 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,593 $261K 0.02% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,582 $260K 0.06% new 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 2,560 $258K 0.17% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,560 $258K 0.02% new 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 2,545 $257K 0.14% -39,942 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,540 $256K <0.01% new 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,530 $255K <0.01% new 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,524 $254K 0.04% +75 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,510 $253K <0.01% +205 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,506 $253K 0.07% +8 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,501 $252K 0.01% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,502 $252K 0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,483 $250K 0.03% -95 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 2,450 $247K 0.03% -1,525 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,439 $246K 0.14% -120 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,427 $245K 0.08% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,422 $244K 0.02% +3 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,415 $244K <0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,408 $242K <0.01% -164 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,386 $240K <0.01% -940 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,382 $240K 0.05% -449 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,346 $236K 0.04% -2,330 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,320 $234K 0.03% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,270 $229K <0.01% -1,547 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,260 $228K 0.08% -337 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,255 $227K 0.03% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,250 $227K 0.06% +7 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 2,247 $227K 0.04% -2,470 13F-HR/A Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 2,223 $224K 0.1% -479 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 2,220 $224K 0.09% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,215 $223K 0.02% -96 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,211 $223K 0.03% +204 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,206 $222K 0.01% +40 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 2,201 $222K 0.01% -234 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 2,187 $221K <0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,183 $220K <0.01% -883 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,158 $218K 0.01% +20 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,134 $215K <0.01% -74 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 2,105 $212K 0.08% -60 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,056 $207K 0.02% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,053 $207K 0.01% new 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,024 $204K 0.02% -1,496 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,017 $203K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,000 $202K <0.01% 0 13F-HR Timeline Group Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,000 $202K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,996 $201K 0.01% +1,000 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,991 $201K 0.06% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,902 $192K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,756 $177K 0.12% +79 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,716 $172K 0.01% +323 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,707 $172K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,669 $168K 0.01% -100 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,651 $166K 0.01% -447 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,611 $162K 0.04% -180 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,555 $157K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,462 $147K <0.01% -1,550 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,430 $144K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,330 $134K 0.01% -40 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,286 $130K 0.01% -82 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,270 $128K 0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,265 $128K 0.06% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,193 $120K 0.03% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,167 $118K 0.06% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 973 $98.1K 0.02% -26 13F-HR Timeline Quarry LP More: the full row for Quarry LP 950 $95.8K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 920 $92.7K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 840 $85K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 800 $80.6K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 762 $76.8K 0.02% +8 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 735 $74.1K 0.03% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 700 $70.6K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 688 $69.3K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 659 $66.4K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 645 $65K 0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 645 $65K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 633 $63.7K 0.03% -88 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 627 $63.3K 0.02% -200 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 618 $62.3K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 580 $58.5K <0.01% 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 578 $58.3K <0.01% +5 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 541 $54.5K 0.03% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 512 $51.6K 0.02% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 504 $50.8K 0.02% -9,752 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 493 $49.7K 0.02% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 459 $46.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 452 $45.6K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 441 $44.5K <0.01% -1,200 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 410 $41.3K 0.02% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 401 $40.4K <0.01% +3 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,783 $39.1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 368 $37K <0.01% -205 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 355 $35.8K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 351 $35.4K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 329 $33.2K 0.02% +54 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 325 $32.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 316 $31.9K <0.01% 0 13F-HR Timeline XP Advisory US, Inc. More: the full row for XP Advisory US, Inc. 309 $31.1K 0.02% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 298 $30K 0.01% -76 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 296 $29.8K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 261 $26.3K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 240 $24.2K 0.02% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 229 $23.1K 0.01% -80 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 226 $22.8K <0.01% +11 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 213 $21.5K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 207 $20.9K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 203 $20.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 200 $20.2K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 176 $17.7K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 172 $17.3K 0.01% -1 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 157 $15.8K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 153 $15.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 140 $14.1K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 140 $14.1K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 137 $13.8K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 131 $13.2K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 129 $13K <0.01% +1 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 128 $12.9K <0.01% -71 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 124 $12.5K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 119 $12K <0.01% +17 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 117 $11.8K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 109 $11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $10.1K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $10.1K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 99 $9.98K <0.01% 0 13F-HR Timeline Group VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 88 $8.82K <0.01% new 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 72 $7.26K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 67 $6.75K 0.01% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 50 $5.04K <0.01% new 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 50 $5.04K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 50 $5.04K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 24 $2.42K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.32K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 18 $1.81K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 16 $1.61K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 16 $1.61K <0.01% -30 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 16 $1.61K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.21K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7 $705 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 6 $605 <0.01% -67 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $101 <0.01% 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $69 <0.01% -4,730 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.