MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 121 $7.16K 0.01% -34 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 117 $7K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 111 $6.57K <0.01% +23 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 111 $6.57K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 106 $6.27K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $6.21K <0.01% +77 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 103 $6.09K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 110 $6K <0.01% -970 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 101 $6K <0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 100 $5.92K <0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 100 $5.92K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 100 $5.92K <0.01% -2,196 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 89 $5.26K <0.01% +8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 88 $5.21K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 87 $5.18K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 85 $5.03K <0.01% -820 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 83 $4.91K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 81 $4.79K <0.01% +37 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 79 $4.67K <0.01% +69 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 73 $4.33K <0.01% +18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 72 $4.26K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 68 $4K <0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $3.79K <0.01% +26 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 64 $3.79K <0.01% +6 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 60 $3.55K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 57 $3.37K <0.01% -2,957 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 55 $3.25K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 52 $3.11K <0.01% +20 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $3.02K <0.01% +11 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 50 $2.96K <0.01% +10 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $2.96K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 49 $2.9K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 49 $2.9K <0.01% 0 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 48 $2.84K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $2.72K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 46 $2.72K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 46 $2.72K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 45 $2.66K <0.01% +17 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 40 $2.37K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $2.13K <0.01% -10 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 35 $2.07K <0.01% -9 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 $2.01K <0.01% 0 13F-HR Timeline Group Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 32 $1.92K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $1.89K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 32 $1.89K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 31 $1.84K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 29 $1.72K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $1.54K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $1.32K <0.01% +5 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 21 $1.24K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $1.18K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 20 $1.18K <0.01% new 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 20 $1.18K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $1.03K <0.01% -20 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 16 $948 <0.01% +5 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $947 <0.01% +7 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 16 $946 <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 16 $946 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $887 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $854 <0.01% -6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14 $828 <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 13 $769 <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $769 <0.01% +6 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $769 <0.01% +7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12 $719 <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 12 $710 <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 9 $539 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 9 $533 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9 $532 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $296 <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $296 <0.01% -15 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5 $296 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $237 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3 $177 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $119 <0.01% -8 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $119 <0.01% -7 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $118 <0.01% -7 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 2 $117 <0.01% -9 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $89 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $60 <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1 $59 <0.01% new 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $59 <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. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -24,100 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.