Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 68 $17.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 68 $17.1K 0.01% -155 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 68 $17.1K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 68 $17.1K <0.01% +2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 67 $16.8K <0.01% -5 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $15.8K <0.01% +1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 61 $15.3K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $15.3K <0.01% +13 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 60 $15.1K 0.01% 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 60 $15.1K <0.01% 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 57 $14.3K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 56 $14.1K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 56 $14.1K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 55 $13.8K <0.01% 13F-HR Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 54 $13.6K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $12.8K <0.01% +5 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $12.6K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 50 $12.6K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 50 $12.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 48 $12K <0.01% +2 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 48 $12K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 43 $10.8K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 42 $10.5K <0.01% -28 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 42 $10.5K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 40 $10K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 40 $10K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38 $9.54K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 38 $9.54K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 38 $9.54K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 36 $9.04K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 36 $9.04K <0.01% +25 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $9.04K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 35 $8.79K <0.01% +5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 35 $8.79K <0.01% +5 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 32 $8.03K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 41 $8.01K 0.05% -5 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 31 $7.78K <0.01% -20 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 29 $7.28K <0.01% -1 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 28 $7.03K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 28 $7.03K 0.01% 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 31 $7K <0.01% +2 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 27 $6.78K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 27 $6.78K 0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 24 $6.02K <0.01% +19 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 24 $6.02K <0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22 $5.52K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22 $5.52K <0.01% +6 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $5.52K <0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21 $5.27K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 21 $5.27K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 20 $5.02K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 20 $5.02K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 21 $5K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19 $4.77K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 18 $4.52K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 17 $4.27K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 17 $4.27K <0.01% -3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 16 $4.02K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15 $3.77K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 14 $3.51K <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $3.26K <0.01% +6 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 13 $3.26K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 11 $3.02K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 12 $3.01K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 10 $2.52K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $2.51K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 10 $2.51K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $2.51K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $2.43K <0.01% +1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 9 $2.29K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $2.26K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $2.26K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 8 $2.01K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $2.01K <0.01% +2 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8 $2.01K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 8 $2.01K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 11 $2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.78K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7 $1.76K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.76K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 6 $1.51K <0.01% -4 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6 $1.51K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6 $1.51K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $1.51K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $1.37K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $1.25K <0.01% +3 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5 $1.25K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 5 $1.25K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5 $1.25K <0.01% -5 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5 $1.25K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5 $1.25K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $1.25K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $1K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 4 $1K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $1K <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $753 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $753 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $753 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $753 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $753 <0.01% +2 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $753 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $753 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $502 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $502 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $502 <0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $502 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2 $502 <0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1 $309 <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1 $251 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $251 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $251 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1 $250 <0.01% -14 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 0 $18 <0.01% 0 13F-HR Timeline Group Amount 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. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 75 $59 -9 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.