Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 522 $14.7K 0.01% +139 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 507 $14.5K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $14.1K <0.01% -608 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 470 $13.2K 0.01% +332 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 464 $13K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 464 $13K <0.01% -493 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 446 $12.5K 0.01% +32 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 440 $12.4K 0.01% -218 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 428 $12K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 408 $11.5K <0.01% +340 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 400 $11.2K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 375 $11K 0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 391 $11K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 384 $10.8K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 380 $10.8K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 101 $2.84K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 101 $2.84K <0.01% -1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $2.81K <0.01% +50 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 92 $2.6K <0.01% -25 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 90 $2.53K <0.01% -255 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 85 $2.39K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 64 $2.37K <0.01% -3,563 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 84 $2.36K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 81 $2.29K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 76 $2.14K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 67 $1.89K <0.01% +1 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 67 $1.88K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 65 $1.83K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 65 $1.83K <0.01% +35 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 60 $1.69K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 59 $1.66K <0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 58 $1.63K <0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 56 $1.61K <0.01% -3,383 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 56 $1.57K <0.01% -144 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 51 $1.43K <0.01% -144 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 46 $1.3K <0.01% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 45 $1.26K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 41 $1.15K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 39 $1.1K <0.01% -31 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $1.07K <0.01% -30 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 36 $1.01K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 34 $956 <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 32 $900 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 28 $788 <0.01% -11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 27 $760 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 25 $703 <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 25 $703 <0.01% -720 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 25 $703 <0.01% +17 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $675 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 22 $618 <0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 21 $600 <0.01% -33 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 20 $562 <0.01% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 17 $478 <0.01% -92 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 17 $475 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $366 <0.01% -9 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 12 $343 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $333 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 11 $309 <0.01% -18 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 10 $281 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $281 <0.01% +2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $254 <0.01% -31 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 9 $254 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 9 $253 <0.01% -4 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5 $141 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $29 <0.01% -37 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $28 <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1 $28 -7,994 Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $0 0% -157 13F-HR Timeline Value filed as zero, left out of ratios. Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.