Roxbury Financial LLC More: the full row for Roxbury Financial LLC 67 $4.22K <0.01% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 62 $3.91K <0.01% +6 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 60 $3.78K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 58 $3.66K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 55 $3.47K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 55 $3.47K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 55 $3.47K <0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $3.15K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 49 $3.09K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 49 $3.09K <0.01% 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 48 $3.03K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 47 $3.01K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $2.9K <0.01% -5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 46 $2.9K <0.01% -52 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 46 $2.9K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 44 $2.77K <0.01% +4 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 44 $2.77K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $2.65K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 40 $2.52K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $2.52K <0.01% -32 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 38 $2.4K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 37 $2.35K <0.01% +11 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 36 $2.27K <0.01% -5 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 34 $2.14K <0.01% 0 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 32 $2.02K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 32 $2.02K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.02K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 29 $1.83K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.76K <0.01% +25 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28 $1.76K <0.01% -26 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $1.68K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 22 $1.39K <0.01% -4,826 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.28K <0.01% -14 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $1.26K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $1.26K <0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $1.26K <0.01% -10 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 18 $1.14K <0.01% +5 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 17 $1.12K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $1.07K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 16 $1.01K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 23 $1K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 15 $946 <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. 12 $757 <0.01% -7 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 11 $699 <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 11 $694 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 650 $677 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $631 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10 $631 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 10 $630 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $630 <0.01% -1,945 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $568 <0.01% +7 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $568 <0.01% -3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $568 <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 9 $567 <0.01% -14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9 $567 <0.01% -9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $505 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $442 <0.01% -204 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $441 <0.01% -7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6 $378 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $378 <0.01% -23 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 5 $315 <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5 $315 <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4 $252 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4 $252 <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $95 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $64 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $63 <0.01% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1 $63 <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.