CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $2.47K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $2.32K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 106 $2.26K <0.01% +11 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 106 $2.26K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 105 $2.24K <0.01% +65 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 101 $2.15K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $2.13K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $2.13K <0.01% -300 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $2.13K <0.01% -320 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $2.13K <0.01% -150 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 94 $2K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 94 $2K <0.01% -249 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 93 $1.98K <0.01% +47 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 91 $1.94K <0.01% -111 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 90 $1.92K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 81 $1.78K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 83 $1.77K <0.01% +54 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 76 $1.62K <0.01% +61 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73 $1.56K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 67 $1.43K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 62 $1.32K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $1.32K <0.01% +46 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 61 $1.3K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 60 $1.28K <0.01% -36 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 60 $1.28K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 53 $1.13K <0.01% +16 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 52 $1.11K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 50 $1.07K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 46 $981 <0.01% +42 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 46 $981 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 46 $981 <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 46 $981 <0.01% +28 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $933 <0.01% +4 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 39 $832 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 35 $747 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 35 $746 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 35 $746 <0.01% -34 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $746 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 33 $704 <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 32 $683 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 31 $661 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 30 $640 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 29 $619 <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 29 $618 <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 25 $533 <0.01% -8,734 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 23 $490 <0.01% -27 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $463 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 21 $448 0.01% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 16 $417 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $386 <0.01% +3 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17 $363 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $342 <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15 $320 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $320 <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 14 $298 <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 14 $256 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $256 <0.01% -2,945 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10 $213 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 9 $194 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $152 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $128 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 6 $128 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 4 $85 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $64 <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $21 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 0 $10 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.