Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,147 $91.6K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4,059 $89.7K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4,056 $89.6K 0.05% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 4,021 $88.9K 0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,920 $86.6K 0.08% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 3,920 $86K 0.02% 0 13F-HR/A Timeline Balentine LLC More: the full row for Balentine LLC 3,778 $83.5K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 3,664 $81K 0.03% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 3,630 $80.2K 0.03% -1,470 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,624 $80.1K 0.03% +2,400 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,608 $79.7K 0.02% -2,376 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 3,514 $77.7K 0.02% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3,512 $77.6K 0.02% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,492 $77.2K 0.05% -16 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,466 $76.6K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,415 $75.5K <0.01% +5 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,348 $74K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,322 $73.4K 0.04% +5 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3,292 $72.8K 0.07% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 3,280 $72.5K 0.03% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,255 $71.8K <0.01% +3,131 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 3,219 $71.1K 0.02% +2,312 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,006 $66.4K 0.04% +6 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 3,005 $66.4K 0.01% +2,941 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,003 $66.4K 0.01% +19 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2,928 $64.7K 0.02% -835 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,905 $64.2K 0.02% +228 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,813 $62.2K 0.03% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,741 $60.6K 0.03% -179 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,731 $60K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. West Branch Capital LLC More: the full row for West Branch Capital LLC 2,706 $59.8K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,664 $58.9K 0.04% +158 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,640 $58.3K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,496 $55.2K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,467 $54.2K 0.61% -14,354 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,302 $50.9K <0.01% -240 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,269 $50.1K <0.01% -6,430 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,248 $49.7K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,192 $48.4K 0.02% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,098 $46.4K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,018 $44.6K <0.01% -3,576 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,014 $44.5K <0.01% -51,734 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 2,004 $44.3K 0.02% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,964 $43.3K 0.01% new 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,930 $42.7K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,900 $42K <0.01% +500 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,883 $41.6K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,832 $40.5K 0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1,766 $39K 0.02% +68 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,769 $39K 0.02% -12,923 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,756 $39K 0.01% -1,709 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,723 $38.1K <0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,593 $35.2K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 1,588 $35K <0.01% -2,170 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,580 $34.9K <0.01% -45 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,488 $32.9K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,449 $32K <0.01% -85 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,427 $31.5K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,404 $31K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,388 $30.7K <0.01% -1,997 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,358 $30K <0.01% -7 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,350 $29.8K 0.01% +1,242 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,348 $29.8K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,303 $29K 0.01% +8 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,266 $28K 0.02% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,249 $27.6K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,228 $27.1K 0.01% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,174 $25.9K 0.02% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,170 $25.8K 0.01% +9 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,160 $25.6K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,230 $24K 0.02% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,085 $24K 0.01% -120 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,024 $22.6K 0.02% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 992 $21.9K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 970 $21K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 908 $20.1K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 902 $19.9K <0.01% -298 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 876 $19.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 852 $18.8K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 802 $17.7K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 786 $17.4K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 768 $17K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 768 $17K <0.01% 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 714 $15.8K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 686 $15.2K 0.02% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 646 $14.2K <0.01% +4 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 638 $14.1K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 636 $14.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 618 $14K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 618 $13.7K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 616 $13.6K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 570 $12.6K 0.01% -389 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 561 $12.4K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 532 $11.8K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 506 $11.2K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 528 $11K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 494 $10.9K <0.01% +328 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 454 $10K <0.01% -97 13F-HR Timeline City State Bank More: the full row for City State Bank 450 $9.95K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 449 $9.92K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 446 $9.86K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 415 $9.18K <0.01% +2 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 412 $9.11K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 400 $8.84K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 398 $8.8K <0.01% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 392 $8.66K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 390 $8.62K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 381 $8.42K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 379 $8.37K <0.01% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 334 $7.38K <0.01% +44 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 334 $7.38K 0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 30,565 $6.75K 0.26% +10,165 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 303 $6.7K <0.01% -3,512 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 276 $6.11K <0.01% -152 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 274 $6.06K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 312 $6K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 268 $5.92K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 242 $5.35K <0.01% 0 13F-HR/A Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 242 $5.35K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 240 $5.3K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 239 $5.28K 0.01% +1 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 224 $4.95K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 206 $4.55K <0.01% 0 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 200 $4.42K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 184 $4.07K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 178 $3.93K <0.01% +73 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 175 $3.87K <0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 160 $3.54K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 138 $3.05K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 120 $2.64K <0.01% +1 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 116 $2.56K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 110 $2.43K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 108 $2.39K <0.01% 0 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 92 $2.03K <0.01% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 74 $1.64K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 74 $1.64K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 72 $1.59K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 70 $1.55K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 68 $1.5K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 66 $1.46K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 61 $1.36K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 72 $1.33K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 57 $1.26K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 56 $1.24K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 44 $972 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 38 $840 <0.01% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 36 $796 <0.01% -2,268 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 29 $634 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 22 $486 <0.01% -158 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 20 $442 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 10 $222 <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 10 $221 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6 $133 <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $13 <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 40 $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. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.