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Allen Investments, LLC 194 $4.98K <0.01% -13 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 174 $4.47K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 173 $4.44K <0.01% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 163 $4.19K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 160 $4.11K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 160 $4.11K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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More: the full row for IMG Wealth Management, Inc. 68 $1.75K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 66 $1.7K <0.01% -780 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 65 $1.67K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 64 $1.65K <0.01% +3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 57 $1.47K <0.01% -81 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 52 $1.34K <0.01% -137 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 52 $1.34K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 52 $1.34K <0.01% -4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 50 $1.28K <0.01% -1,307 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45 $1.16K <0.01% +25 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 45 $1.16K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 43 $1.11K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 43 $1.1K <0.01% +23 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 40 $1.05K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 40 $1.03K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 59 $1K <0.01% -81 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 39 $996 <0.01% -44 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 38 $977 <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 36 $925 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 35 $899 <0.01% +26 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 35 $899 <0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $848 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 31 $796 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 30 $771 <0.01% +27 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 26 $660 <0.01% -53 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $634 <0.01% -91 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 23 $591 <0.01% -83 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 $565 <0.01% +13 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22 $565 <0.01% -5 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $540 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 21 $539 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $514 <0.01% -43 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 18 $462 <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 12 $309 <0.01% -14 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 12 $308 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 740 $190 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2 $52 <0.01% -17 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1 $27 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $17 <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.