Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 681 $4.11K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 647 $3.9K <0.01% +13 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 504 $3.04K <0.01% -13,526 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $3.02K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 496 $2.99K <0.01% +133 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 486 $2.93K <0.01% -510 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 538 $2.87K <0.01% +8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 454 $2.74K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 250 $2.52K <0.01% -167 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 405 $2.44K <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 400 $2.43K <0.01% -45 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $2.41K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 383 $2.31K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 342 $2.09K <0.01% 0 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 338 $2.06K <0.01% +7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 292 $1.76K <0.01% -280 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 280 $1.69K <0.01% +196 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 262 $1.58K <0.01% -113 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 260 $1.57K <0.01% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 258 $1.56K <0.01% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $1.53K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 250 $1.51K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 247 $1.49K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 229 $1.38K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 211 $1.27K <0.01% -3,481 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $1.21K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 200 $1.21K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 200 $1.21K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 196 $1.18K <0.01% +7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 167 $1.01K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 166 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 178 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 151 $911 <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 115 $694 <0.01% -9,790 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 112 $676 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 105 $633 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 100 $603 <0.01% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 96 $579 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 84 $507 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 68 $401 <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $395 <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 56 $335 <0.01% +2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 46 $277 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 45 $271 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 42 $252 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 41 $247 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34 $205 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 34 $205 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $193 <0.01% -24 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 30 $180 <0.01% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 23 $139 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 3 $18 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3 $16 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $16 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2 $12 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2 $12 <0.01% -5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $6 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $5 <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 29 $0 0% 0 13F-HR 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 -900 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.