Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 120 $6.15K <0.01% -2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 118 $6.04K <0.01% -90 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 125 $6K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 117 $5.99K <0.01% -66 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 114 $5.83K <0.01% +73 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 110 $5.63K <0.01% -24 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 106 $5.42K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 104 $5.32K <0.01% -240 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $5.12K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 100 $5.12K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 100 $5.12K <0.01% -2,639 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 99 $5.07K <0.01% +10 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 97 $4.96K <0.01% -149 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 97 $4.86K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 77 $4K <0.01% -257 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 77 $3.94K <0.01% +2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 74 $3.79K <0.01% +20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 67 $3.43K <0.01% -74 13F-HR Timeline BAYBAN More: the full row for BAYBAN 67 $3.43K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 64 $3.28K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 64 $3.28K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 63 $3.23K <0.01% -99 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 61 $3.12K <0.01% -35 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 57 $2.92K <0.01% -11 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 54 $2.76K <0.01% +15 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $2.66K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 46 $2.35K <0.01% -261 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 45 $2.3K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45 $2.3K <0.01% -42 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 42 $2.15K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $2.05K <0.01% +20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 39 $2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 35 $1.8K <0.01% -31 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 34 $1.74K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 31 $1.59K <0.01% -62 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 31 $1.59K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 31 $1.59K <0.01% +13 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 24 $1.57K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $1.53K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $1.49K <0.01% -6 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 27 $1.38K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 27 $1.38K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.23K <0.01% -10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23 $1.18K <0.01% -30 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 23 $1.18K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21 $1.07K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 25 $1K <0.01% -8 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 13 $1K <0.01% -61 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19 $972 <0.01% +5 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 19 $972 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $972 <0.01% -17 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $972 <0.01% -52 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $972 <0.01% -22 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 19 $972 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18 $921 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 18 $921 <0.01% -32 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $870 <0.01% -6 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 15 $768 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $768 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $768 <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $717 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14 $717 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 14 $717 <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 14 $717 <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 13 $666 <0.01% -6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $666 <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $615 <0.01% -31 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 12 $614 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 11 $563 <0.01% new 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $512 <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $461 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6 $308 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $308 <0.01% -23 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $307 <0.01% -2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $301 <0.01% -79 13F-HR Timeline MOTCO More: the full row for MOTCO 5 $256 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $256 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $256 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $205 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4 $205 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $205 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $158 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $154 <0.01% -14 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $154 <0.01% -5 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $154 <0.01% -8 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 3 $154 <0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $103 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1 $51 <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.