Avion Wealth More: the full row for Avion Wealth 309 $15K <0.01% +22 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 307 $15K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 304 $14.8K <0.01% +9 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 290 $14.1K <0.01% +16 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 287 $14K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 280 $13.6K 0.01% +173 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 277 $13.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 265 $12.9K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 262 $12.8K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 262 $12.8K <0.01% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 252 $12.3K <0.01% -11,966 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 252 $12.3K 0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 251 $12.2K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 249 $12.1K 0.01% +2 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 248 $12.1K <0.01% +64 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 246 $12.1K 0.02% 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 247 $12K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 251 $12K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 246 $12K <0.01% +233 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 246 $12K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 240 $11.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 232 $11.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 224 $11K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 225 $11K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 219 $10.7K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 216 $10.5K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 214 $10.4K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 212 $10.3K 0.01% -1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 201 $9.79K <0.01% +10 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 196 $9.55K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 190 $9.26K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 185 $8.99K <0.01% +20 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 183 $8.92K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 182 $8.87K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 182 $8.85K <0.01% -7 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 175 $8.53K <0.01% +31 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 175 $8.53K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 170 $8.28K <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 166 $8.09K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 157 $7.65K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 150 $7.31K <0.01% +12 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 145 $7.06K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 147 $7K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 142 $6.92K 0.02% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 141 $6.87K <0.01% +11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 138 $6.72K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 136 $6.63K <0.01% -30 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 135 $6.56K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 132 $6.43K <0.01% +51 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 124 $6.04K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 120 $6K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 115 $5.61K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 106 $5.17K 0.01% +1 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 106 $5.16K <0.01% 0 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 105 $5.12K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 103 $5.02K <0.01% +71 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 103 $5.02K <0.01% -134 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 109 $4.96K <0.01% +54 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 100 $4.87K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 97 $4.7K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 94 $4.58K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 94 $4.58K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 92 $4.48K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 90 $4.39K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 89 $4.34K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 85 $4.14K <0.01% -119 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 83 $4.04K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 84 $4K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 80 $3.87K <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 77 $3.75K <0.01% +28 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 77 $3.75K <0.01% -39 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 73 $3.56K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 72 $3.51K <0.01% -20 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 76 $3.45K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 68 $3.31K <0.01% +13 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 67 $3.26K <0.01% +6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $2.92K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 58 $2.83K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 57 $2.78K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 57 $2.78K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 55 $2.68K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 55 $2.68K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 53 $2.58K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 50 $2.44K <0.01% +11 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 49 $2.39K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 48 $2.34K <0.01% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 45 $2.19K <0.01% -3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 43 $2.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 37 $1.8K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 37 $1.8K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 35 $1.69K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 34 $1.66K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 34 $1.66K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 34 $1.66K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 30 $1.46K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 28 $1.36K <0.01% +13 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 26 $1.27K <0.01% new 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $1.22K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 25 $1.22K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 25 $1.22K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 25 $1.21K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 22 $1.07K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20 $967 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19 $931 <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 19 $926 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18 $881 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 17 $828 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16 $780 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15 $752 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 15 $731 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 13 $634 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12 $585 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $539 <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 11 $536 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $488 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $488 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10 $487 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $487 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $484 <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 9 $439 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $390 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6 $299 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6 $292 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $212 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 4 $195 <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 264 $40 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.