True Wealth Design, LLC More: the full row for True Wealth Design, LLC 145 $21.4K 0.01% +8 13F-HR Timeline AMERIFLEX GROUP, INC. 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Advisory Services LLC 40 $5.93K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40 $5.93K 0.01% +7 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 39 $5.83K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $5.36K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $5.19K <0.01% +30 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 33 $4.89K <0.01% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 32 $4.74K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $4.59K <0.01% -11 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 29 $4.3K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 28 $4.15K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 28 $4.15K <0.01% +7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 28 $4.15K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 28 $4.15K <0.01% +23 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 25 $3.71K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 24 $3.6K <0.01% -1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 24 $3.56K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 24 $3.56K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 23 $3.41K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21 $3.11K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $3K <0.01% -6,133 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. 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More: the full row for IMA Advisory Services, Inc. 1 $148 <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 $16 <0.01% -1 13F-HR Timeline Group Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1 $1 <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.