RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $4.86K <0.01% +7 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 30 $4.7K 0.02% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 30 $4.7K <0.01% +16 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 30 $4.7K <0.01% 13F-HR/A Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $4.55K <0.01% -11 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 28 $4.44K <0.01% +4 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $4.23K <0.01% -75 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 27 $4.23K <0.01% -14 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 27 $4.23K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 26 $4.08K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $3.93K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 25 $3.92K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 24 $3.76K <0.01% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage⦠More: the full row for First Eagle Investment Management, LLC 24 $3.76K <0.01% new 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 24 $3.76K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 24 $3.76K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $3.61K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 22 $3.45K <0.01% +6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 21 $3.3K <0.01% +12 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21 $3.29K <0.01% -21 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 20 $3.21K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA⦠More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $3.14K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 20 $3.14K <0.01% new 13F-HR Timeline St. Johns Investment Management Company⦠More: the full row for St. Johns Investment Management Company, LLC 20 $3.14K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20 $3.14K <0.01% +5 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 20 $3.14K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $2.98K <0.01% +13 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 17 $2.67K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $2.67K <0.01% -7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 17 $2.67K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 16 $2.51K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 14 $2.2K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 14 $2.19K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $2.19K <0.01% +12 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $2.19K <0.01% -37 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 14 $2.19K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $2.19K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 13 $2.04K <0.01% -6 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L⦠More: the full row for Penserra Capital Management LLC 18 $2K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 16 $2K <0.01% -2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $1.88K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $1.88K <0.01% +3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.57K <0.01% +9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 10 $1.57K <0.01% +5 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 8 $1.42K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 9 $1.41K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 9 $1.41K <0.01% +8 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $1.41K <0.01% +4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $1.41K <0.01% +1 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 8 $1.25K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr⦠More: the full row for Vermillion & White Wealth Management Group, LLC 8 $1.25K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 8 $1.25K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8 $1.25K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 8 $1.25K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $1.1K <0.01% +4 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $1.1K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 12 $1K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 4 $1K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6 $944 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $941 <0.01% +2 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6 $941 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $941 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $788 <0.01% +1 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 5 $784 <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 5 $784 <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5 $784 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $784 <0.01% -2 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $784 <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4 $637 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4 $631 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4 $628 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $628 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $627 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4 $627 <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3 $527 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $471 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $471 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $471 <0.01% -6 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $470 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $470 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $470 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $470 <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $315 <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $314 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $314 <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $157 <0.01% -2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1 $157 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $157 <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $157 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 1 $157 <0.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 0 $54 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. New Millennium Group LLC More: the full row for New Millennium Group LLC 0 $44 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.