EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 408 $41.9K <0.01% +116 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 405 $41.5K 0.04% -5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $41.1K <0.01% -2 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 394 $40.5K 0.01% -3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 390 $40.1K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 376 $38.7K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 349 $35.9K <0.01% -33 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 334 $34.3K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 329 $33.8K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 322 $33.1K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 315 $32.4K 0.02% +50 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 285 $29.4K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 284 $29.2K 0.02% -8 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 280 $28.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 248 $25.5K 0.02% +149 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 234 $24.1K <0.01% -39 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 227 $23.1K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 221 $22.7K <0.01% -45 13F-HR Timeline CNB Bank More: the full row for CNB Bank 219 $22.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 217 $22.3K <0.01% +5 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 210 $21.6K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 210 $21.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 201 $20.6K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 200 $20.6K <0.01% +187 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 200 $20.6K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 197 $20.3K <0.01% -8 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 200 $20K <0.01% -300 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 192 $19.8K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 185 $19K <0.01% +71 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 182 $18.7K 0.01% -4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 169 $18.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 169 $17.4K 0.01% +16 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 154 $15.8K <0.01% 0 13F-HR/A Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 27 $15.8K 0.01% -131 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $15.4K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 146 $15K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 144 $14.8K 0.01% +14 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 141 $14.5K <0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 140 $14.4K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 136 $13.9K 0.01% +45 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 134 $13.8K 0.01% +63 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 131 $13.5K <0.01% +111 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 126 $13K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 122 $12.5K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 120 $12.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 114 $12K <0.01% +15 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 113 $11.6K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 108 $11.2K <0.01% -21 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 106 $10.9K <0.01% +6 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 101 $10.4K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100 $10.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 93 $9.56K <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 89 $9.15K 0.01% -11 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 88 $9.05K <0.01% +60 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 86 $8.84K <0.01% -6,704 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 84 $8.63K <0.01% -3 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $8.53K <0.01% -3 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 81 $8.33K 0.04% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 80 $8.22K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 76 $8K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 74 $8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 73 $7.5K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 70 $7.2K <0.01% -16 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 70 $7.2K <0.01% -50 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 58 $5.96K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 57 $5.86K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 56 $5.76K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 56 $5.76K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55 $5.65K <0.01% +23 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $5.55K <0.01% +38 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 54 $5.55K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 53 $5.45K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $5.35K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 52 $5.34K <0.01% -1,841 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 54 $5.19K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $5.14K <0.01% -3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 49 $5.04K <0.01% -1 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 49 $5.04K <0.01% +5 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 48 $4.93K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 46 $4.73K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $4.53K <0.01% 0 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 43 $4.42K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 43 $4K <0.01% -26 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 36 $3.7K <0.01% -1 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 32 $3.29K <0.01% -7 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $3.19K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 29 $2.98K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 28 $2.9K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 24 $2.47K <0.01% +2 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 22 $2.26K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 22 $2.26K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21 $2.16K <0.01% -5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $2.06K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 20 $2.06K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16 $1.65K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $1.54K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $1.54K <0.01% 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 15 $1.54K <0.01% new 13F-HR/A Timeline Group S&T Bank/PA More: the full row for S&T Bank/PA 15 $1.54K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.54K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $1.13K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 11 $1.13K <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11 $1.13K <0.01% -1 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $1.13K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $1.03K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $1.03K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $1.03K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $1K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $926 <0.01% -8 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 9 $926 <0.01% -11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 9 $925 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $822 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $617 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $617 <0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $514 <0.01% -5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 5 $514 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $412 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $411 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $309 <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $308 <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 3 $308 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 3 $307 <0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2 $206 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $206 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $194 <0.01% -3 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 85 $87 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $1 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,851 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 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.