Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 473 $48.9K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 471 $48.7K 0.02% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 470 $48.6K 0.03% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 460 $47.6K <0.01% +358 13F-HR Timeline MOTCO More: the full row for MOTCO 458 $47.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 458 $47.3K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 435 $47.1K 0.02% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 455 $47.1K 0.03% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $45.5K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 400 $41.4K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 400 $41.4K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 400 $41.4K 0.02% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 400 $41.4K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 400 $41.4K 0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 400 $41.4K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 398 $41.2K 0.03% -81 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 400 $41K 0.04% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 388 $40.1K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 381 $39.4K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 373 $38.6K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 372 $38.5K <0.01% -2 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 371 $38.4K 0.06% 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 381 $38.1K <0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 365 $37.8K <0.01% +2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 351 $37.7K <0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 359 $37.1K 0.01% -74 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 350 $36.2K 0.02% 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 400 $35.7K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 343 $35K 0.01% -40 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 333 $34.4K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 333 $34.4K 0.01% 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 329 $34K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 328 $33.9K <0.01% +2 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 315 $32.6K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 313 $32.4K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 305 $32K 0.02% -58 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 306 $31.7K 0.01% +1 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 306 $31.7K 0.01% +28 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 302 $31.2K 0.01% +37 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $31K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 300 $31K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 297 $31K <0.01% +10 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 295 $30.5K <0.01% -329 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 290 $30K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 290 $30K 0.01% +1 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 287 $29.7K 0.01% -588 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 287 $29.7K 0.02% -3 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 273 $28.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 271 $28K <0.01% -209 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 271 $28K <0.01% +204 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 249 $25.8K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 232 $24K 0.01% -50 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 227 $23.4K <0.01% +1 13F-HR/A Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 226 $23.4K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 226 $23.4K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 222 $23K 0.02% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 220 $22.8K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 220 $22.8K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 218 $22.6K 0.02% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 218 $22.5K 0.01% new 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 217 $22.4K <0.01% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 215 $22.2K 0.02% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 220 $22K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 210 $21.7K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 200 $20.7K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $20.7K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $20.7K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 200 $20.7K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 195 $20.2K 0.02% 13F-HR Timeline City State Bank More: the full row for City State Bank 193 $20K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 177 $18.3K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 170 $17.6K <0.01% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 167 $17.3K 0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 158 $17.1K <0.01% +14 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 165 $17K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 163 $16.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 164 $16K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 157 $16K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 154 $16K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 148 $15.3K <0.01% 0 13F-HR/A Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 141 $14.6K 0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 138 $14.3K 0.01% 0 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 137 $14.2K <0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $12.4K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 118 $12.2K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 125 $12K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 123 $12K <0.01% +77 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 111 $11.5K <0.01% +11 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 105 $10.9K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 104 $10.8K 0.01% 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 99 $10.3K <0.01% -22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $9.93K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 93 $9.62K <0.01% 0 13F-HR/A Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 9,210 $9.53K 0.34% 0 13F-HR/A Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 92 $9.52K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 84 $8.64K <0.01% +1 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 80 $8.26K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 78 $8.15K <0.01% 0 13F-HR/A Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 78 $8.07K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 78 $8.07K <0.01% -5 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 76 $8K <0.01% -6,455 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $7.55K <0.01% -402 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 73 $7.55K <0.01% +29 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 68 $7.03K <0.01% +56 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 66 $6.83K <0.01% -139 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 65 $6.72K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 64 $6.62K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 62 $6.41K <0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 60 $6.21K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 60 $6.18K <0.01% +50 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 60 $6K <0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 58 $6K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 53 $5.48K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 53 $5.48K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 52 $5.35K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 51 $5.28K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 50 $5.17K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 50 $5.17K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 48 $4.96K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 46 $4.76K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 45 $4.66K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 42 $4.34K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 40 $4.14K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 33 $3.41K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 33 $3.41K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 32 $3.31K <0.01% +9 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 32 $3.31K <0.01% +9 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 32 $3.31K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 30 $3.1K <0.01% -310 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 27 $2.79K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $2.38K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 19 $1.97K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 17 $1.76K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $1.76K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17 $1.76K <0.01% 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.55K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $1.34K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13 $1.34K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 12 $1.25K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $1.14K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $805 <0.01% -38 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 6 $621 <0.01% -7 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $517 <0.01% +1 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4 $414 <0.01% -90 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $207 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $103 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $52 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $17 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 617 $175 +323 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.