Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 219 $28.9K 0.01% -302 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 216 $28.5K 0.02% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 215 $28.4K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 203 $26.8K 0.03% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 200 $26.4K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 200 $26.4K 0.02% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 199 $26.3K 0.01% 0 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 189 $24.9K 0.02% -1,598 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 168 $22.2K 0.02% -246 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 159 $21K 0.01% -62 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 153 $20.2K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 150 $19.8K <0.01% -16 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 150 $19.8K 0.01% -14 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 149 $19.7K 0.01% -57 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 140 $18.5K 0.01% +67 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,859 $18.3K 0.72% +2,270 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 128 $17K <0.01% -4 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 125 $16.5K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 125 $16.5K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 120 $15.8K 0.05% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 116 $15.3K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 120 $15K <0.01% -6,008 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 113 $14.9K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 113 $14.9K 0.01% +104 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 109 $14.4K 0.02% +81 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 109 $14.4K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 105 $13.9K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 105 $13.9K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 105 $13.9K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 101 $13.3K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 101 $13.3K 0.01% -33 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 101 $13.3K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 100 $13.2K <0.01% -200 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $13.2K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 95 $12.5K 0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 86 $11.4K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 86 $11.4K 0.01% 0 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 85 $11.2K 0.01% -182 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 84 $11.1K 0.01% -399 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 82 $10.8K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 75 $9.9K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 75 $9.9K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 75 $9.9K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 72 $9.51K 0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 70 $9.49K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 69 $9.08K 0.02% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 60 $9K 0.01% -932 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 67 $8.85K 0.01% +17 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 66 $8.71K <0.01% -84 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 65 $8.58K 0.17% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 64 $8.45K <0.01% -62 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 62 $8.19K <0.01% +38 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 61 $8.05K <0.01% new 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 58 $7.66K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $7.36K <0.01% -30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 55 $7.26K <0.01% -42 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 54 $7.13K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 50 $6.6K 0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 48 $6.34K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 46 $6.07K <0.01% +33 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $5.94K <0.01% +19 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 44 $5.81K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 42 $5.55K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 42 $5.49K <0.01% +1 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 33 $4.36K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 $4.09K <0.01% -44 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 26 $3.43K <0.01% +13 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 25 $3.3K 0.16% -18 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 21 $2.77K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 16 $2.11K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 15 $1.98K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 15 $1.98K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 13 $1.72K <0.01% -107 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 12 $1.58K <0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 9 $1.19K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $1.01K <0.01% -69 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 5 $661 <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3 $397 <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.