MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 125 $27.3K 0.02% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 124 $27K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 122 $26.7K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 117 $26.1K <0.01% -89 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 127 $26K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 119 $26K <0.01% -69 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 114 $24.9K <0.01% -54 13F-HR/A Timeline DAGCO, INC. 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More: the full row for Cape Investment Advisory, Inc. 75 $16.5K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 65 $14.2K <0.01% 0 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 92 $13.3K 0.01% +90 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 55 $12.1K <0.01% -37 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 53 $11.6K <0.01% +20 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 52 $11.4K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 50 $10.9K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. 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Advisory Services LLC 26 $5.68K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 26 $5.68K <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 25 $5.54K <0.01% new 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 24 $5.24K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22 $4.81K <0.01% -556 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Financial Management Professionals, Inc. 10 $2.19K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 10 $2.19K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 9 $1.97K <0.01% -5 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8 $1.77K <0.01% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $1.75K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $1.75K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 8 $1.75K <0.01% -283 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $1.75K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 7 $1.53K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7 $1.53K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $1.53K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 7 $1.53K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 6 $1.31K <0.01% +5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6 $1.31K <0.01% -90 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for WEST PACES ADVISORS INC. 2 $437 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $437 <0.01% +1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $327 <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $219 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $219 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $218 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $218 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $218 <0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1 $218 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $218 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1 $218 <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1 $149 <0.01% -5 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 3 $0 0% new 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 -411 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.