OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 67 $29.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 66 $29.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 67 $29.1K <0.01% -31 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 66 $28.8K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 64 $28.4K <0.01% -1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 63 $28K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 63 $28K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 61 $27.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 44 $19.6K 0.01% +20 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 44 $19.6K 0.02% +7 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 43 $19.1K <0.01% -54 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 43 $19.1K 0.01% -19,571 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 41 $18.9K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 40 $17.8K 0.02% -80 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $17.8K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 38 $16.9K 0.02% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 37 $16.4K <0.01% +26 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 37 $16.4K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35 $15.6K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $15.6K <0.01% +1 13F-HR Timeline Reyes Financial Architecture, Inc. 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Youngquist 2020 Irrevocable Trust 32 $14.2K 0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $14K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $14K <0.01% +15 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 30 $13.4K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 30 $13.3K <0.01% -7 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $13.3K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 30 $13.3K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 29 $12.9K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. 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LLC 20 $9K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 20 $8.89K <0.01% -2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 19 $8.54K <0.01% -42 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 19 $8.44K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 19 $8.44K <0.01% -104 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 18 $8K <0.01% -2 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 18 $8K <0.01% -10 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $8K <0.01% +7 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 18 $8K <0.01% +12 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 18 $8K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 17 $7.55K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 17 $7.55K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $7.16K <0.01% +4 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for Corsicana & Co. 12 $5.81K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 11 $4.89K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $4.89K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $4.89K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 10 $4.44K <0.01% -6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $4.44K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 9 $4K <0.01% 0 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 9 $3.8K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $3.76K <0.01% -20 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8 $3.56K <0.01% -18 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8 $3.56K <0.01% -1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 8 $3.56K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 5 $2.22K <0.01% -18 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5 $2.22K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $2.22K <0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $1.78K <0.01% 0 13F-HR Timeline DAGCO, INC. 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More: the full row for Nvest Wealth Strategies, Inc. 1 $445 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1 $444 <0.01% -8 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $444 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1 $444 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $196 <0.01% -137 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 58 $81 -9 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.