Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 142 $5.24K <0.01% -35 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 136 $5.02K <0.01% +130 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 135 $4.98K <0.01% +89 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 132 $4.87K <0.01% +106 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 132 $4.87K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 127 $4.69K <0.01% +79 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 127 $4.69K <0.01% +8 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 127 $4.69K <0.01% +98 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 120 $4.43K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 120 $4.43K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 120 $4.43K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 118 $4.35K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 103 $4.33K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 109 $4.02K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 108 $3.98K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 103 $3.8K <0.01% -25 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 102 $3.78K <0.01% +12 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 99 $3.66K <0.01% -201 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 96 $3.54K <0.01% -123 13F-HR Timeline MOTCO More: the full row for MOTCO 80 $3.32K <0.01% -70 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 87 $3.21K <0.01% +22 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $3.17K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 85 $3.14K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 84 $3.1K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 90 $3K <0.01% +57 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 80 $2.95K <0.01% -3 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $2.95K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 80 $2.95K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 80 $2.95K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 80 $2.95K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 77 $2.84K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 71 $2.62K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 64 $2.36K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 61 $2.25K <0.01% -2,067 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 56 $2.04K <0.01% +16 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 43 $2K <0.01% -50 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $1.88K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $1.7K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43 $1.59K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 42 $1.55K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 42 $1.55K <0.01% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 40 $1.5K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 40 $1.48K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 40 $1.48K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 40 $1.48K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 39 $1.44K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 37 $1.35K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $1.34K <0.01% +3 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 35 $1.29K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 35 $1.29K <0.01% -4,586 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 34 $1.25K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33 $1.22K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 33 $1.22K <0.01% -1,913 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 28 $1.03K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 40 $1K <0.01% 0 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 26 $959 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $886 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $849 <0.01% +5 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 20 $738 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 20 $738 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 20 $738 <0.01% -57 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $702 <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 17 $627 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 17 $627 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 16 $591 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 16 $590 <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 16 $590 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $406 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $406 <0.01% -13 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $295 <0.01% +5 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 8 $295 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $295 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $295 <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7 $258 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $185 <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4 $148 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $111 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $111 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2 $75 <0.01% 0 13F-HR Timeline 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.