North Capital, Inc. More: the full row for North Capital, Inc. 169 $41K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 167 $40.6K <0.01% -105 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 164 $39.8K <0.01% +14 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 153 $37.2K 0.01% +2 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 150 $36.4K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 150 $36.4K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 148 $36K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 148 $35.9K <0.01% -51 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 147 $35.7K 0.03% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 146 $35.5K <0.01% +52 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 146 $35.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 144 $35K <0.01% -1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 140 $34K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 139 $33.8K 0.09% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 137 $33.3K <0.01% -67 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 130 $31.6K <0.01% -2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 125 $29.9K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 116 $28.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 117 $27.2K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 110 $26.4K 0.01% +59 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 108 $26.2K <0.01% +106 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 108 $26.2K <0.01% -29 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 107 $26K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 105 $25.5K <0.01% +53 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 105 $25.5K <0.01% -1 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 103 $25K 0.01% -11 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $24.3K 0.01% -461 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 100 $24K 0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 95 $23.1K <0.01% +63 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 95 $23.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 96 $23K <0.01% +7 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 86 $20.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 86 $20.6K 0.01% +9 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 85 $20.6K <0.01% +45 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 82 $19.9K <0.01% -43 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 82 $19.9K <0.01% 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 80 $19.4K <0.01% -31 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 80 $19.4K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 80 $19.4K 0.01% -8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 81 $19K <0.01% +24 13F-HR/A Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 80 $19K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 76 $18.5K <0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 76 $18.5K <0.01% +5 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 75 $18K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 69 $16.8K <0.01% -4 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 65 $15.8K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 64 $15.5K <0.01% -10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62 $15.1K <0.01% +12 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 61 $14.8K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 61 $14.8K <0.01% -49 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 60 $14.6K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 60 $14.6K 0.01% -17 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 56 $13.6K 0.01% +2 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 56 $13.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 55 $13.4K <0.01% +16 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 54 $13.1K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 55 $13K <0.01% +7 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 50 $12.1K <0.01% +15 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 50 $12.1K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 50 $12.1K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 50 $12.1K 0.01% -100 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 50 $12.1K <0.01% -2 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 49 $11.9K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 47 $11.4K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 46 $11.2K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $11.2K <0.01% +6 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 45 $10.9K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 44 $10.7K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $10.2K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 42 $10.2K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 40 $9.71K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 40 $9.71K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 40 $9.71K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 40 $9.71K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $9.38K <0.01% +17 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 38 $9.23K <0.01% +15 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 36 $8.74K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36 $8.74K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $8.56K <0.01% -928 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 35 $8.5K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 33 $8.01K 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. 32 $7.77K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 32 $7.77K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $7.68K <0.01% +7 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 31 $7.53K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 31 $7.53K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 30 $7.29K <0.01% +7 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 29 $7.04K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 26 $6.31K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 25 $6.07K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $6.07K <0.01% +12 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 24 $5.83K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 22 $5.34K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 21 $5.1K <0.01% +3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 21 $5.1K <0.01% +4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $5.1K <0.01% +18 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 28 $5K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 20 $4.86K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 20 $4.86K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20 $4.86K <0.01% -63 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 20 $4.86K <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 19 $4.61K <0.01% -54 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 18 $4.37K <0.01% +1 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 18 $4.37K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17 $4.13K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 16 $3.89K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $3.89K <0.01% +14 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $3.89K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $3.64K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 15 $3.64K <0.01% 0 13F-HR Timeline Group PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 15 $3.64K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 15 $3.64K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 15 $3.64K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $3.4K <0.01% +12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $3.4K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 14 $3.4K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $2.95K <0.01% -4 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 12 $2.91K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 10 $2.45K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $2.43K <0.01% +3 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $2.43K <0.01% +5 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $2.43K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 10 $2.43K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $2.43K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 10 $2.43K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 10 $2.43K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 10 $2.43K <0.01% +9 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9 $2.19K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 8 $1.94K <0.01% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 8 $1.94K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.94K <0.01% -7 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.94K <0.01% +4 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $1.7K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7 $1.7K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $1.46K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $1.46K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6 $1.46K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6 $1.46K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.46K <0.01% +3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.22K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 5 $1.22K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.21K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5 $1K <0.01% -4 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 4 $972 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4 $972 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $972 <0.01% +2 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4 $971 <0.01% -196 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 4 $971 <0.01% -1 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $971 <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $939 <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3 $729 <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3 $729 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $729 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3 $729 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $729 <0.01% -2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 2 $486 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2 $486 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $481 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1 $243 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $243 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $243 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $243 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $196 <0.01% 0 13F-HR Timeline Group 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.