Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 155 $12.8K <0.01% +92 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 150 $12.3K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 150 $12.3K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 146 $12K <0.01% -22 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $11.9K <0.01% +67 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $11.9K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 143 $11.8K <0.01% -86 13F-HR/A Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 142 $11.7K <0.01% -2 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 141 $11.6K <0.01% +38 13F-HR Timeline Longview Financial Advisors, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 30 $2K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 24 $1.98K <0.01% -7 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 24 $1.98K <0.01% -399 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 23 $1.89K <0.01% new 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $1.89K <0.01% +16 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 20 $1.65K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $1.65K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 20 $1.65K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 20 $1.65K <0.01% +11 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 18 $1.48K <0.01% -147 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $1.4K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $1.3K <0.01% +12 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 15 $1.24K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. 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Allen Investments, LLC 13 $1.07K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 13 $1.07K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 12 $988 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 12 $988 <0.01% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11 $906 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $823 <0.01% -72 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $823 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $741 <0.01% -5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $741 <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $729 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 7 $577 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $576 <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 7 $524 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6 $494 <0.01% -27 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $494 <0.01% -4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $494 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $494 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $494 <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 6 $494 <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6 $494 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6 $494 <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5 $412 <0.01% -211 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 5 $412 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5 $412 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $412 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $412 <0.01% -1 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $412 <0.01% new 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $330 <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 4 $329 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $329 <0.01% -7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $299 <0.01% -7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2 $250 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $247 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $247 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $247 <0.01% -1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $247 <0.01% -9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $165 <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2 $165 <0.01% -56 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $83 <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1 $82 <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 0 $1 <0.01% -3 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $0 0% +2 13F-HR/A Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.