ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $3.61K <0.01% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $3.61K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 21 $3.44K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 21 $3.44K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 21 $3.44K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 19 $3.12K <0.01% +9 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17 $2.79K <0.01% +11 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $2.66K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $2.62K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14 $2.29K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 14 $2.29K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $1.64K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $1.64K <0.01% +3 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9 $1.48K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $1.48K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 8 $1.31K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 8 $1.31K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 8 $1.31K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $1.31K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8 $1.31K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 5 $820 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4 $656 <0.01% -19 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $656 <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4 $656 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3 $492 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $492 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $492 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $491 <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $333 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2 $328 <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2 $328 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $328 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $328 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2 $327 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1 $164 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1 $164 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $164 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $164 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.