Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 47 $11K <0.01% +20 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 47 $11K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $10.7K <0.01% -11 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 45 $10.6K <0.01% -861 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 44 $10.3K <0.01% +3 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 15 $3.52K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15 $3.52K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $3.52K <0.01% +6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $3.52K <0.01% +3 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 12 $2.82K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12 $2.82K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 12 $2.82K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 3 $746 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $705 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $705 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $705 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 1 $244 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $235 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $235 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $235 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $235 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $235 <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% -21 13F-HR Timeline Group Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.