Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $5.97K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 20 $5.68K <0.01% 0 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 19 $5.4K <0.01% -4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $5.4K <0.01% -8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 18 $5.12K <0.01% +5 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 15 $4.26K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 16 $4K <0.01% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14 $3.98K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 13 $3.69K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12 $3.41K <0.01% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $3.41K <0.01% +5 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $3.13K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 11 $3.13K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10 $2.84K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 9 $2.56K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 8 $2.27K <0.01% 0 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $2.27K <0.01% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7 $1.99K <0.01% +2 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 6 $1.71K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6 $1.71K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5 $1.42K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5 $1.42K <0.01% +4 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $1.42K <0.01% 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 5 $1.42K <0.01% -38 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4 $1.14K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4 $1.14K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $1.14K <0.01% -1 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3 $853 <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3 $824 <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 2 $569 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 200 $568 0.02% -100 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $568 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2 $568 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2 $568 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $285 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1 $285 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1 $284 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $284 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $284 <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 0 $29 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.