Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 654 $57.5K 0.03% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 653 $57.4K 0.01% +470 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 589 $51.8K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 589 $51.8K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 586 $51.5K 0.02% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 582 $51.1K 0.02% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 580 $50.8K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 568 $49.9K 0.01% -240 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 563 $49.5K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 559 $49.1K 0.03% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 557 $48.9K <0.01% +172 13F-HR Timeline Group Burnham & Co LLC More: the full row for Burnham & Co LLC 550 $48.4K 0.04% 13F-HR Timeline Trust Co More: the full row for Trust Co 518 $45.5K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 515 $45.3K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 510 $44.8K 0.02% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 500 $43.9K 0.01% -237 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 493 $43.3K <0.01% +9 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 487 $42.8K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 474 $41.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 463 $40.7K 0.02% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 463 $40.7K 0.16% -192 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 433 $38.1K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 432 $38K 0.01% +411 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 432 $38K 0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 430 $37.8K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 429 $37.7K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 408 $35.9K 0.02% 0 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 407 $35.8K <0.01% +399 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 400 $35.2K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 386 $33.9K 0.01% +337 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 378 $33.2K 0.03% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 374 $32.9K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 346 $30.4K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 330 $29K 0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 327 $28.7K 0.01% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 302 $26.5K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. 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More: the full row for GHP Investment Advisors, Inc. 196 $17.2K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 188 $16.5K 0.01% +91 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 185 $16.3K <0.01% +27 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 176 $15.5K <0.01% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 175 $15.3K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 164 $14.4K <0.01% +3 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 152 $13.4K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 151 $13.3K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 150 $13.2K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 145 $12.7K 0.12% -858 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 133 $11.7K <0.01% -123 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 133 $11.7K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 127 $11.2K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 125 $11K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 120 $10.5K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 110 $9.67K <0.01% -166 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 104 $9.14K <0.01% 0 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 98 $8.61K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 98 $8.58K <0.01% +1 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 97 $8.52K <0.01% -1,207 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 93 $8.17K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 82 $7.21K <0.01% -239 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 86 $7K <0.01% +40 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 76 $6.68K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 70 $6.17K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $6.06K 0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 60 $5.27K <0.01% -72 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 53 $4.66K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 52 $4.61K <0.01% +52 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 50 $4.39K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 50 $4.39K <0.01% +23 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 48 $4.22K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 47 $4.13K <0.01% -1,006 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 45 $3.96K <0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 42 $3.69K 0.03% -31 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 40 $3.52K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 29 $3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 32 $2.81K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 31 $2.74K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 31 $2.73K <0.01% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 31 $2.72K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 30 $2.64K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 24 $2.13K <0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24 $2.11K <0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 21 $2K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22 $1.93K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 21 $1.84K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 20 $1.76K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14 $1.23K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 12 $1.05K <0.01% 0 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 10 $843 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10 $837 <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $791 <0.01% -5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $615 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $352 <0.01% -71 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 3 $264 <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 3 $264 <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 2 $176 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.