Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 5 $18.6K <0.01% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5 $18.6K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 5 $18.6K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 5 $18.6K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 5 $18.6K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5 $18.6K 0.01% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 4 $17.4K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $16.2K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 4 $16.1K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 4 $14.8K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4 $14.8K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $14.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $14.8K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4 $14.8K 0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $12.2K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 3 $11.1K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 3 $11.1K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3 $11.1K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3 $11.1K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $11.1K <0.01% -1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 3 $11.1K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $11.1K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $11.1K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $11.1K <0.01% +1 13F-HR/A Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 3 $11.1K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3 $11.1K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $11.1K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3 $11.1K 0.01% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3 $11.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3 $11K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2 $7.42K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $7.42K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $7.42K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2 $7.42K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2 $7.42K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $7.42K <0.01% -1 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2 $7.42K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2 $7.42K <0.01% -1 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 2 $7.42K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2 $7.42K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 2 $7.42K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2 $7.42K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2 $7.42K <0.01% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2 $7.42K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2 $7K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2 $6.24K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $4.57K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1 $3.71K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1 $3.71K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1 $3.71K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $3.71K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $3.71K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $3.71K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1 $3.71K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $3.71K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1 $3.71K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1 $3.71K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $3.71K <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1 $3.71K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1 $3.71K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1 $3.71K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $3.71K <0.01% -1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1 $3.71K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $3.71K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1 $3.71K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1 $3.71K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $3.71K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $3.71K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1 $3.71K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $3.71K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $3.71K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $3.71K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1 $3.71K <0.01% 0 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $3.71K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1 $3.2K <0.01% new 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $3K <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. Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,139 $48.2K new 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.