Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 187 $22.1K 0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 181 $21.4K <0.01% +15 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 181 $21.4K 0.01% +86 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 176 $21K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 176 $20.8K <0.01% 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 175 $20.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $20.4K <0.01% +125 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Planning Strategies Inc. 126 $14.9K 0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 124 $14.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 123 $14.6K <0.01% -338 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 122 $14.4K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 120 $14.2K <0.01% +103 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 119 $14.1K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 115 $13.6K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 115 $13.6K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 114 $13.5K 0.01% +28 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 113 $13.4K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 112 $13.3K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 111 $13.1K 0.01% -62 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 114 $12.7K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 107 $12.7K <0.01% +31 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 105 $12.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 104 $12.3K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 103 $12.2K 0.01% +64 13F-HR/A Timeline GGM Financial LLC More: the full row for GGM Financial LLC 102 $12.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 103 $12K <0.01% +10 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 100 $12K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 100 $11.8K <0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 100 $11.8K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 100 $11.8K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 100 $11.8K 0.01% 0 13F-HR/A Timeline Three Bearings Fiduciary Advisors, Inc. 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LLC 86 $10K <0.01% +41 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 79 $9.38K <0.01% +74 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 71 $8.4K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 66 $7.81K <0.01% +47 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 65 $7.58K 0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 63 $7.45K <0.01% +23 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 63 $7.45K <0.01% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 62 $7.33K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 60 $7.09K <0.01% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 59 $6.96K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 57 $6.74K <0.01% +9 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 56 $6.62K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 55 $6.51K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 55 $6.46K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 54 $6.39K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 54 $6.39K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 53 $6.27K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 52 $6.12K <0.01% +21 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 51 $6.03K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 53 $6K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 50 $5.92K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $5.44K <0.01% +5 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 46 $5.39K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 45 $5.32K <0.01% +16 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 44 $5.21K <0.01% +42 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 44 $5.21K <0.01% -15 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 43 $5.09K <0.01% +23 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 43 $5.09K <0.01% +20 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $4.85K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 40 $4.73K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 38 $4.5K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 38 $4.5K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 38 $4.5K <0.01% +17 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 37 $4.38K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 36 $4.26K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 35 $4.14K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 35 $4.14K <0.01% -133 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 31 $3.67K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 29 $3.43K <0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 27 $3.19K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $3.19K <0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $3.08K <0.01% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 26 $3.08K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $2.84K <0.01% +11 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 24 $2.84K <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 23 $2.72K <0.01% +4 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 20 $2.37K <0.01% +7 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $2.25K <0.01% +8 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $2.25K <0.01% +14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 18 $2.13K <0.01% -2,963 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 5 $2.01K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 18 $2.01K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16 $1.89K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16 $1.89K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $1.89K <0.01% +1 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 16 $1.89K <0.01% +10 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15 $1.77K <0.01% -10 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $1.66K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14 $1.66K <0.01% +9 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 14 $1.66K <0.01% -137 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $1.3K <0.01% +5 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $1.3K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11 $1.3K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.18K <0.01% +7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10 $1.18K <0.01% -55 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 8 $1.07K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $1.06K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 8 $947 <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $946 <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 8 $946 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $830 <0.01% +4 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 7 $828 <0.01% -22 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6 $710 <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $592 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5 $592 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $592 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $592 <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 5 $592 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $592 <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 5 $592 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $460 <0.01% -94 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 3 $355 <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $355 <0.01% -125 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $355 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $255 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $237 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $237 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $212 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $137 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1 $120 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $119 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $119 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1 $118 <0.01% new 13F-HR/A Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 0 $33 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Copia Wealth Management More: the full row for Copia Wealth Management 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -6,800 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 9,069 $1.07B +133 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.