North Capital, Inc. More: the full row for North Capital, Inc. 254 $18.9K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 250 $18.6K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 243 $18K <0.01% -21 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Decker Retirement Planning Inc. 137 $10.2K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 136 $10.1K 0.01% -9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 149 $10.1K <0.01% -14 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 138 $10K <0.01% +11 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 130 $9.69K <0.01% +30 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 124 $9.24K <0.01% +82 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 123 $9.17K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 115 $8K <0.01% -8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 107 $7.97K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 107 $7.97K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 104 $7.75K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 101 $7.53K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 101 $7.51K <0.01% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $7.45K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 100 $7.45K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 105 $7.2K 0.01% -1,076 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 95 $7.08K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 91 $6.78K 0.01% -102 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $6.41K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 85 $6.33K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Quest 10 Wealth Builders, Inc. 70 $5.22K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 68 $5.07K <0.01% +12 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 70 $4.98K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 66 $4.92K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65 $4.84K <0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 61 $4.58K <0.01% +23 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 59 $4.42K <0.01% -1,114 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 57 $4.25K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 56 $4.17K <0.01% +43 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 55 $4.1K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 53 $3.95K <0.01% -65 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 50 $3.91K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 50 $3.73K <0.01% -100 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $3.73K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $3.65K <0.01% +41 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 47 $3.5K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 45 $3.35K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 45 $3.32K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 44 $3.28K <0.01% new 13F-HR/A Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 46 $3.11K <0.01% +39 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 40 $3K <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40 $2.98K <0.01% -15 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $2.98K <0.01% -68 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $2.91K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 $2.83K <0.01% +27 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 36 $2.71K <0.01% -825 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 34 $2.53K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $2.53K <0.01% -9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 33 $2.46K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 31 $2.31K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $2.16K <0.01% +10 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 27 $2.01K <0.01% -44 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 27 $2.01K <0.01% -70 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 31 $2K <0.01% -30 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 25 $1.86K <0.01% -167 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $1.86K <0.01% -1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 25 $1.86K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 25 $1.86K <0.01% -10 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $1.79K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 24 $1.79K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 22 $1.64K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $1.56K <0.01% +12 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20 $1.49K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 19 $1.42K <0.01% +15 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 18 $1.31K <0.01% +17 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17 $1.27K <0.01% -9 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $1.19K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 15 $1.12K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 14 $1.04K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 13 $1.01K <0.01% -9 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 19 $1K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 13 $969 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $969 <0.01% -7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $926 <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12 $894 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. 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More: the full row for TFC Financial Management, Inc. 7 $522 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7 $522 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $461 <0.01% -64 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $447 <0.01% +4 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 6 $447 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $386 <0.01% -1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5 $373 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $373 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $373 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $373 <0.01% +4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4 $306 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4 $299 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $298 <0.01% 0 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 4 $298 <0.01% -114 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $224 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $224 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $76 <0.01% -2 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $75 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $75 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $75 <0.01% 0 13F-HR/A Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1 $45 <0.01% -28 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $25 <0.01% new 13F-HR Timeline 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.