KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 243 $17.3K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 239 $17K 0.01% -545 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 237 $16.8K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 235 $16.7K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 225 $16K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 223 $15.8K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 222 $15.8K <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 71 $14.2K <0.01% -129 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 193 $13.7K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 193 $13.7K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 175 $12.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 173 $12.3K 0.01% +8 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 168 $11.9K 0.01% -170 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 162 $11.5K <0.01% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 156 $11.1K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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Allen Investments, LLC 133 $9.45K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 132 $9.37K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 134 $9K <0.01% -4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 125 $8.88K <0.01% +1 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 117 $8.31K <0.01% -48 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 100 $8K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 110 $7.85K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $7.11K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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LLC 83 $6K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 84 $5.97K <0.01% +54 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 83 $5.9K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 82 $5.83K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 80 $5.68K <0.01% -4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 80 $5.68K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 78 $5.53K <0.01% +1 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 77 $5.47K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 77 $5.47K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $5.19K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 71 $5.03K <0.01% +11 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 77 $5K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 74 $5K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 64 $4.89K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 68 $4.83K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. 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More: the full row for Turning Point Benefit Group, Inc. 39 $2.72K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39 $2.71K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $2.53K <0.01% +7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 35 $2.49K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 35 $2.49K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 35 $2.49K <0.01% +9 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $2.42K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 33 $2.35K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 32 $2.27K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $2.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 31 $2.2K <0.01% +26 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 30 $2.13K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28 $1.99K <0.01% +16 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 28 $1.99K <0.01% +24 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 27 $1.92K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 21 $1.49K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 20 $1.42K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $1.42K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $1.35K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 18 $1.28K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 17 $1.21K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $1.14K <0.01% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 14 $1.01K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 19 $1K <0.01% +3 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $853 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $822 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 10 $713 <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $711 <0.01% new 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10 $711 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 10 $711 <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $711 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $639 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $569 <0.01% +2 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $569 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $568 <0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8 $550 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 7 $498 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7 $497 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7 $497 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6 $426 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 6 $426 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $355 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $355 <0.01% +5 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $291 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $213 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3 $2 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -15,259 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.