Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 116 $5.03K <0.01% -26 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 108 $4.68K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 104 $4.51K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 101 $4.38K <0.01% +65 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 101 $4.38K <0.01% +60 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $4.33K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 97 $4.21K <0.01% new 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 95 $4.12K <0.01% +38 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 95 $4.12K <0.01% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 95 $4K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 86 $3.73K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 85 $3.67K <0.01% +2 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 78 $3.39K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 77 $3.34K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 73 $3.17K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 71 $3.08K <0.01% -753 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 66 $2.86K <0.01% -201 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 60 $2.6K <0.01% +30 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 60 $2.6K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 56 $2.43K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 52 $2.25K <0.01% -582 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 51 $2.2K <0.01% +1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 47 $2.04K <0.01% -93 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 37 $2K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 44 $1.91K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 40 $1.73K <0.01% +35 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 40 $1.73K <0.01% -97 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 40 $1.73K <0.01% +21 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 39 $1.69K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 39 $1.69K <0.01% -10 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 37 $1.6K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 37 $1.6K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 37 $1.6K <0.01% +32 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 37 $1.6K <0.01% +7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 35 $1.52K <0.01% +16 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 35 $1.52K <0.01% -55 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 30 $1.3K <0.01% -118,515 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 28 $1.21K <0.01% -5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 26 $1.13K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25 $1.08K <0.01% -3 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 25 $1.08K <0.01% -24 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 27 $1K <0.01% -3 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $998 <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 23 $998 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $998 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 22 $954 <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 21 $910 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20 $867 <0.01% +14 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 19 $824 <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 18 $780 <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $694 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $694 <0.01% -13 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 15 $650 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 14 $626 <0.01% -450 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $607 <0.01% +4 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 14 $606 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 12 $520 <0.01% +5 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $477 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $477 <0.01% -3 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 11 $477 <0.01% -11 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9 $390 <0.01% -34 13F-HR Timeline Group Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $347 <0.01% +1 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $304 <0.01% -12 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 7 $303 <0.01% -1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6 $261 <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 6 $260 <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5 $217 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $131 <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $130 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3 $130 <0.01% -5 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3 $130 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $43 <0.01% -3,724 13F-HR Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $43 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 15 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,806 $208M new 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.