BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 102 $12K <0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 100 $11.8K <0.01% 0 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $11.7K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 95 $11.2K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 93 $10.9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 78 $9.16K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 76 $8.96K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 75 $8.83K 0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 72 $8.46K <0.01% +71 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 62 $7.28K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $7.05K <0.01% +40 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 58 $7.01K <0.01% +22 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 58 $7K <0.01% 0 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 58 $6.81K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 58 $6.81K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 58 $6.77K <0.01% new 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 57 $6.69K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 56 $6.58K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 54 $6.35K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 52 $6K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $6K <0.01% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 50 $5.87K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $5.87K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 49 $5.75K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 49 $5.75K <0.01% -29 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 48 $5.64K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46 $5.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 44 $5.17K <0.01% +2 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 44 $5.17K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 41 $5K <0.01% new 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 41 $4.82K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 39 $4.58K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $4.58K <0.01% -8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 38 $4.5K <0.01% -3 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 37 $4.34K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 36 $4.23K <0.01% +2 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 34 $4K <0.01% new 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 30 $3.55K <0.01% -1 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 28 $3.29K <0.01% +19 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $3.29K <0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 28 $3.29K <0.01% +8 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26 $3.18K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $3.17K <0.01% -8 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 27 $3.17K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $3.17K <0.01% +10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 25 $3K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 25 $2.96K <0.01% -11 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25 $2.94K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 25 $2.94K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 25 $2.94K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23 $2.7K <0.01% +8 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 20 $2.35K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 20 $2.35K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 19 $2K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $1.97K 0.11% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $1.88K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 16 $1.88K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 15 $1.76K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14 $1.65K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $1.41K <0.01% +9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $1.41K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 12 $1.41K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $1.23K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.17K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 9 $1.06K <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 9 $1.06K <0.01% -5,472 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 9 $1.06K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.06K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 9 $1K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $944 <0.01% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8 $940 <0.01% -60 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $940 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $940 <0.01% -68 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 7 $850 <0.01% +4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $823 <0.01% -6 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $822 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 7 $822 <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7 $822 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7 $822 <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 6 $705 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $588 <0.01% -1,255 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $587 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 5 $587 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $587 <0.01% -1 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $520 <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 4 $471 <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4 $470 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $470 <0.01% 0 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $470 <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $322 <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1 $118 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $118 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $118 <0.01% -22 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $59 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 35 $41 <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $34 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,201 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.