Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 124 $11.1K 0.02% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 119 $10.7K <0.01% +86 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 119 $10.6K <0.01% +94 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 117 $10.4K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $10.4K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 110 $9.82K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 109 $9.74K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 103 $9.18K <0.01% -1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 102 $9.11K <0.01% +11 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 101 $9.02K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $8.93K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 100 $8.93K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 100 $8.93K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 95 $8.48K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 95 $8.48K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 94 $8.4K <0.01% +45 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 90 $8.04K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 90 $8.04K <0.01% -162 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 100 $8K 0.01% -325 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 80 $7.15K 0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 79 $7.06K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 75 $7K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 78 $6.97K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 77 $6.88K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 75 $6.7K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 74 $6.61K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 73 $6.52K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $6.25K 0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 61 $5.45K <0.01% 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 60 $5.36K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 50 $5.31K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 58 $5.18K <0.01% +40 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 58 $5.18K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 57 $5.09K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 57 $5.09K <0.01% 0 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 58 $5K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 55 $4.91K <0.01% -41 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 53 $4.73K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 52 $4.67K <0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 55 $4.61K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 51 $4.56K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $4.47K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 50 $4.47K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 48 $4.29K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 45 $4.02K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 42 $3.75K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 42 $3.71K <0.01% +19 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 39 $3.48K 0.15% -2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38 $3.39K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 36 $3.22K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 36 $3.22K <0.01% +25 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 36 $3.22K <0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 36 $3.22K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 34 $3.04K <0.01% +6 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 34 $3.04K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 38 $3K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 32 $2.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $2.86K <0.01% -87 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 31 $2.77K 0.01% -13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 29 $2.59K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 26 $2.32K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $2.32K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $2.23K <0.01% +10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 25 $2.23K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 22 $1.96K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 20 $1.79K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 20 $1.79K <0.01% new 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 19 $1.7K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 16 $1.43K <0.01% 0 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 16 $1.43K <0.01% 0 13F-HR/A Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 15 $1.34K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 13 $1.16K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $1.07K 0.1% -11,750 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 22 $1K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 11 $983 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $893 <0.01% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 8 $715 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 6 $536 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $536 <0.01% +6 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 325 $290 0.01% new 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 0 $0 0% -45 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.