Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 539 $14.3K 0.01% +456 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 526 $14.3K <0.01% +206 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 538 $14.3K 0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 523 $14.1K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. 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Allen Investments, LLC 442 $11.7K 0.01% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 400 $10.6K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 396 $10.5K 0.01% +6 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 395 $10.5K <0.01% +35 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 391 $10.4K 0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 378 $10K 0.01% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 360 $10K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 103 $2.72K <0.01% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 101 $2.68K <0.01% -13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 101 $2.68K <0.01% -17 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 100 $2.65K <0.01% -3 13F-HR Timeline Group Mechanics Financial Corp More: the full row for Mechanics Financial Corp 99 $2.63K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 94 $2.5K <0.01% -573 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 90 $2.45K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 89 $2.36K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 77 $2.04K <0.01% -41 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 76 $2.02K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 73 $1.97K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 67 $1.78K <0.01% -188 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 64 $1.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 61 $1.61K <0.01% +24 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 58 $1.54K <0.01% -32 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 55 $1.46K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 53 $1.41K <0.01% -29 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 49 $1.3K <0.01% -577 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 46 $1.22K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 40 $1K <0.01% -878 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 33 $872 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 31 $823 <0.01% -15 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 28 $745 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 28 $744 <0.01% -10 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 28 $743 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 26 $691 <0.01% -325 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25 $664 <0.01% +11 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 25 $656 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $637 <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23 $611 <0.01% -802 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 22 $584 <0.01% +13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $558 <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 21 $558 <0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 16 $425 <0.01% -71 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 16 $425 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $360 <0.01% -42 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 13 $346 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11 $292 <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 8 $212 <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4 $107 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4 $106 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 3 $80 <0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2 $53 <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -423 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.