Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 7,079 $219K 0.11% -1,541 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 7,044 $218K 0.16% 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 7,017 $218K 0.34% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,855 $217K 0.01% -2,034 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,962 $216K 0.02% -11,377 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 6,960 $215K 0.14% -2,260 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 6,953 $215K 0.06% +78 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,950 $215K 0.05% -102 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,874 $213K 0.03% -4,736 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 6,855 $212K 0.02% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 6,810 $211K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,805 $211K 0.05% -114 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 6,805 $211K 0.06% -1,024 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,940 $210K 0.02% -629 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,785 $210K <0.01% 0 13F-HR Timeline Group Bensler, LLC More: the full row for Bensler, LLC 6,771 $210K 0.02% -1,047 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 6,764 $209K 0.06% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 6,721 $208K 0.02% -270 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,709 $208K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,698 $207K 0.01% -3,267 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 6,675 $207K 0.17% 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,653 $206K 0.05% new 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 6,652 $206K 0.17% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,651 $206K 0.01% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 6,648 $206K 0.04% -2,330 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,645 $206K -743 Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,644 $206K 0.01% -2,149 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,485 $206K 0.09% 0 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 6,632 $205K 0.12% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 6,594 $204K 0.15% 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 6,586 $204K 0.18% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,555 $203K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,285 $200K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,355 $197K 0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6,225 $193K 0.04% -916 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 6,217 $192K 0.17% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,200 $192K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,181 $191K 0.01% -1,401 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,144 $190K 0.02% +49 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 6,000 $186K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,538 $171K 0.01% -4,052 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5,194 $161K 0.16% +96 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,739 $147K 0.12% -275 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,732 $147K <0.01% -4,103 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,674 $145K 0.04% -762 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,648 $144K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,627 $143K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4,491 $139K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,367 $135K <0.01% -13,704 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,195 $130K 0.04% +77 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3,985 $123K 0.03% -4,046 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 3,960 $123K 0.06% +3,319 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,785 $118K <0.01% +3,777 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 3,600 $111K 0.06% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,539 $110K 0.05% 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,464 $107K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3,000 $92.9K 0.02% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,972 $92K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,950 $91.3K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 2,866 $88.7K 0.06% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,861 $88.6K 0.04% -202 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,777 $86K 0.01% -7,945 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,745 $85K 0.03% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2,739 $84.8K 0.02% new 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2,735 $84.7K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,708 $84.7K 0.04% +185 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,602 $80.6K 0.01% -1,250 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 2,500 $77.4K 0.05% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,471 $76.5K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,458 $76.1K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,414 $74.7K 0.02% +905 13F-HR Timeline Group WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,406 $74.5K 0.05% -300 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,375 $74K 0.01% -135 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,305 $73.3K 0.01% -2,929 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,250 $69.7K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,100 $65K 0.01% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,059 $63.8K 0.01% -2,310 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,058 $63.7K 0.01% -987 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 2,012 $62.3K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,000 $61.9K 0.05% 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 1,972 $61.1K 0.08% -11,336 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,955 $61K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,925 $59.6K 0.03% +19 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,902 $58.9K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,891 $58.6K 0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,875 $58K 0.01% -875 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,773 $54.9K 0.03% +26 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,761 $54.5K <0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 1,757 $54.4K 0.04% 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,602 $49.6K 0.04% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,570 $48.6K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,537 $47.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,500 $46.4K <0.01% 0 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,488 $46.1K <0.01% +529 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,440 $44.6K 0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,405 $43.5K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 43,051 $43.1K 0.01% +1,071 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,385 $42K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,352 $41.9K 0.01% +5 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,208 $37.4K <0.01% -805 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,177 $36.4K 0.01% +152 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,173 $36K 0.01% +4 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 1,158 $35.9K 0.02% +21 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,150 $35.6K <0.01% -1,000 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1,143 $35.4K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,046 $32.4K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,000 $31K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,000 $31K 0.02% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $31K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 981 $30.4K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 969 $30.4K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 970 $30K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 920 $28.5K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 919 $28.5K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 894 $28K <0.01% +300 13F-HR/A Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 875 $27.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 865 $26.8K 0.01% -154 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 855 $26.5K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 810 $25.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 780 $24.1K <0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 769 $23.8K 0.02% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 762 $23.6K <0.01% +14 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 745 $23.1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 700 $21.7K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 700 $21.7K 0.01% -700 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 684 $21.2K 0.01% +550 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 682 $21.1K 0.02% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 670 $20.7K 0.01% -690 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 645 $20K 0.01% 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 641 $19.8K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 635 $19.7K 0.01% -400 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 630 $19.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 610 $18.9K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 600 $18.6K <0.01% +131 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 600 $18.6K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 599 $18.5K 0.01% +7 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 552 $17.1K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 540 $16.7K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 525 $16.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 520 $16.1K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 510 $16K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 506 $15.7K 0.02% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 500 $15.5K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 500 $15.5K 0.01% -12,210 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 500 $15.5K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 491 $15.2K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 448 $13.9K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 425 $13.2K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 408 $12.6K 0.01% 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 406 $12.6K <0.01% -817 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 400 $12.4K <0.01% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 400 $12.4K <0.01% -300 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 394 $12.2K 0.01% 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 392 $12K 0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 385 $11.9K <0.01% -236 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 377 $11.7K <0.01% +7 13F-HR Timeline Trust Co More: the full row for Trust Co 365 $11.3K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 147 $10.7K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 326 $10.1K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 266 $8.23K <0.01% +5 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 265 $8.2K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 264 $8.17K 0.01% -3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 262 $8.11K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 255 $7.89K <0.01% -341 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 255 $7.89K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 200 $6.19K <0.01% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 181 $5.6K <0.01% -7,104 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 172 $5.33K <0.01% 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 155 $4.82K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 155 $4.8K <0.01% +1 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 154 $4.78K <0.01% +2 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 150 $4.64K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 150 $4.64K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 144 $4.46K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 129 $3.99K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 125 $3.87K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 100 $3.1K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 86 $2.66K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 78 $2.42K <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 64 $1.98K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 63 $1.95K 0.06% +10 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 61 $1.88K <0.01% -371 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 60 $1.86K <0.01% 0 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 59 $1.83K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 54 $1.67K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 48 $1.49K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 41 $1.27K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 38 $1.18K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 38 $1.18K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 32 $989 <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $929 <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 25 $774 <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 24 $743 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 22 $691 <0.01% -8,423 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 21 $650 <0.01% 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 12 $372 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $316 <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 7 $224 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $62 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $52 <0.01% new 13F-HR Timeline