Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 84 $11.9K 0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 83 $11.8K <0.01% +40 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 83 $11.8K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 79 $11.2K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 76 $10.8K <0.01% +51 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73 $10.4K <0.01% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 73 $10.4K <0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 73 $10.4K <0.01% +13 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 72 $10.2K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 71 $10.1K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 69 $9.81K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 69 $9.81K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 67 $9.53K <0.01% -31 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 65 $9.24K <0.01% +41 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 65 $9.24K <0.01% +35 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 65 $9.24K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 64 $9.2K <0.01% -1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 58 $9.15K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 64 $9.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 63 $8.96K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 63 $8.96K +1 Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 63 $8.92K <0.01% -113 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 62 $8.82K <0.01% -30 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 59 $8.39K <0.01% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 55 $7.82K <0.01% +10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 54 $7.68K <0.01% -130 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 53 $7.54K <0.01% +47 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 53 $7.54K <0.01% +26 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 52 $7.39K <0.01% -53 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 48 $7.28K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $7.11K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 49 $6.97K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $6.12K <0.01% +10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 43 $6.11K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $5.97K <0.01% -9 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 40 $5.69K <0.01% +24 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 40 $5.69K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40 $5.69K <0.01% -145 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 39 $5.55K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 39 $5.55K <0.01% -6 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 39 $5.55K <0.01% -119 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 37 $5.26K <0.01% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 37 $5.26K <0.01% +9 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 34 $4.84K <0.01% -45 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 34 $4.83K <0.01% -48 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 34 $4.83K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 30 $4.27K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 30 $4.27K <0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 29 $4.12K <0.01% +26 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 29 $4.12K <0.01% -444 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28 $3.98K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 27 $3.84K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 25 $3.56K <0.01% -1,260 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 25 $3.56K <0.01% -20 13F-HR/A Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 24 $3.41K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 24 $3.41K <0.01% -41 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 24 $3.41K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 24 $3.41K <0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 23 $3.17K <0.01% -258 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 22 $3.13K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 22 $3.13K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 26 $3K <0.01% +13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $2.85K <0.01% -9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $2.85K <0.01% -8 13F-HR Timeline Trust Co More: the full row for Trust Co 20 $2.84K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 19 $2.7K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $2.56K <0.01% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17 $2.42K <0.01% -11 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $2.33K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $2.28K <0.01% +7 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16 $2.27K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16 $2.27K <0.01% +8 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 16 $2.27K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 16 $2.27K <0.01% -39 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $2.27K <0.01% +7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15 $2.13K <0.01% -68 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 15 $2.13K <0.01% +11 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11 $2K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 14 $1.99K <0.01% +7 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 14 $1.99K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 14 $1.99K <0.01% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 14 $1.99K <0.01% -37 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 14 $1.87K <0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $1.85K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13 $1.85K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12 $1.71K <0.01% -1 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 12 $1.71K <0.01% -5 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 12 $1.71K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 12 $1.71K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 12 $1.7K <0.01% -17 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 11 $1.68K <0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 11 $1.56K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 11 $1.56K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $1.56K <0.01% +5 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 10 $1.42K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 10 $1.42K <0.01% +2 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 9 $1.28K <0.01% -3 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 9 $1.28K <0.01% -39 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $1.28K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $1.28K <0.01% +4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $1.14K <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $1.14K <0.01% -8 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4 $1K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 4 $1K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 7 $996 <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 7 $995 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7 $995 <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 7 $995 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $995 <0.01% +4 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 7 $995 <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6 $854 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $853 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6 $853 <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6 $853 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 6 $853 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5 $712 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5 $712 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $712 <0.01% +4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $711 0.02% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5 $711 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5 $711 <0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 5 $711 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $710 <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 4 $569 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $569 <0.01% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $569 <0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $569 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $569 <0.01% -13 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $569 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $569 <0.01% +3 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4 $569 <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 4 $569 <0.01% 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3 $427 <0.01% new 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 3 $427 <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3 $427 <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 3 $427 <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 3 $427 <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3 $427 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3 $427 <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $427 <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 3 $420 <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3 $420 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $284 <0.01% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $284 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2 $284 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 2 $284 <0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2 $284 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2 $284 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2 $284 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2 $284 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $280 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $143 <0.01% -31 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1 $142 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $142 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 1 $142 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $142 <0.01% -6 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1 $142 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $142 <0.01% -17 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1 $142 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $142 <0.01% 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 1 $142 <0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. TSFG, LLC More: the full row for TSFG, LLC 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2 $0 0% new 13F-HR Timeline Value 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. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,520 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,743 $248M -792 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.