Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73 $18.8K <0.01% +9 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 72 $18.6K <0.01% -24 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 67 $17.3K <0.01% -17 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 66 $16.9K <0.01% -153 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 61 $15.7K <0.01% -4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 55 $14.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $13.7K <0.01% +23 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 53 $13.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 51 $13.2K <0.01% +3 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 51 $13.2K 0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 51 $13.1K <0.01% +2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $12.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 50 $12.9K <0.01% +6 13F-HR Timeline Security National Bank More: the full row for Security National Bank 50 $12.9K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 47 $12.2K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. 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Allen Investments, LLC 44 $11.4K 0.01% -7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 40 $10.3K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 40 $10.3K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 39 $10.1K <0.01% +34 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 39 $10.1K <0.01% +6 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 36 $9.29K <0.01% 0 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 34 $8.77K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 33 $8.51K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $8.27K <0.01% +7 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 32 $8.26K <0.01% -51 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 32 $8.26K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 32 $8.26K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 31 $8K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 25 $6.47K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $6K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 23 $5.93K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22 $5.73K <0.01% -1,135 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $5.68K <0.01% +3 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $5.68K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 20 $5.17K <0.01% +8 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 20 $5.16K <0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18 $4.64K <0.01% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17 $4.39K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 17 $4.39K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 16 $4.13K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $4.13K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $3.93K <0.01% +4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 15 $3.87K <0.01% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 15 $3.87K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15 $3.84K <0.01% +10 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $3.61K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $3.61K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 10 $2.58K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $2.58K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $2.32K <0.01% +3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8 $2.06K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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More: the full row for TFC Financial Management, Inc. 6 $1.55K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $1.55K <0.01% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $1.55K <0.01% -16 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6 $1.55K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5 $1.29K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $1.29K <0.01% -1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $1.29K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 5 $1.29K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $1.29K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.29K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5 $1.28K <0.01% -4 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $1.03K <0.01% +2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4 $1.03K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.03K <0.01% +3 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3 $774 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $769 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $516 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $516 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $516 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $516 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2 $516 <0.01% -3 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $516 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $470 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $258 <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $258 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $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.