Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 49 $5K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 49 $5K <0.01% -2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 48 $4.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 47 $4.79K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 46 $4.69K <0.01% 0 13F-HR/A Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45 $4.59K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 44 $4.49K <0.01% +6 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 44 $4.49K <0.01% 0 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 44 $4.49K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 43 $4.39K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 41 $4.18K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 40 $4.08K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 40 $4.08K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 45 $4K <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $3.98K <0.01% +32 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $3.88K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 38 $3.88K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 36 $3.67K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 35 $3.57K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 33 $3.37K <0.01% 0 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 31 $3.16K <0.01% -5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $3.16K <0.01% -6 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 29 $2.96K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 28 $2.88K <0.01% +11 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 27 $2.75K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 25 $2.55K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 24 $2.45K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23 $2.35K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $2.05K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $2.04K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19 $1.94K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 19 $1.94K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 19 $1.94K <0.01% -251 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 17 $1.73K <0.01% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 15 $1.56K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 15 $1.53K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 15 $1.53K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $1.43K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 14 $1.43K <0.01% -15 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $1.33K <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 11 $1.12K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $1.02K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 10 $1.02K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $816 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $714 <0.01% -20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $612 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $612 <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 5 $511 <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5 $510 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $510 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $490 <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 3 $306 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $236 0.02% -2,312 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $204 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2 $204 <0.01% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 2 $204 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $102 <0.01% new 13F-HR Timeline 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. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 294 $82 +162 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.