EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,472 $149K 0.01% -124 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,378 $143K -5,452 Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,051 $124K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,978 $119K 0.01% -122 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,895 $114K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,765 $106K <0.01% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,645 $99.1K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,225 $73.8K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 994 $60K <0.01% -73 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 954 $57.5K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 920 $55.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 915 $55.2K <0.01% +58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 914 $55.1K <0.01% -910 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 907 $54.7K <0.01% +115 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 862 $51.9K <0.01% +562 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 576 $34.7K 0.01% +17 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 560 $33.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 519 $31.3K <0.01% +150 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 478 $28.8K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 456 $27.4K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 398 $24K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 364 $22K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 350 $21.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 317 $19.1K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 160 $9.64K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 130 $7.83K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 114 $6.87K <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 103 $6.22K <0.01% new 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 100 $6.03K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 78 $4.7K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $4.22K <0.01% -1 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 68 $4.1K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 68 $4.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 28 $2K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22 $1.31K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $1.02K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 13 $806 <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 8 $482 <0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5 $302 <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 4 $241 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $61 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $60 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 0 $0 0% -76 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.