Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 422 $19K 0.01% -376 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 419 $18.8K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 363 $16.3K <0.01% +84 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 347 $15.6K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 500 $14.2K 0.01% +184 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 304 $13.7K <0.01% -14 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 301 $13.5K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 290 $13K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 283 $12.7K <0.01% +31 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 281 $12.7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 271 $12.2K <0.01% +21 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 260 $11.7K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 248 $11.2K <0.01% -98 13F-HR Timeline Security National Bank More: the full row for Security National Bank 236 $10.6K <0.01% +61 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 225 $10.1K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 219 $9.85K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 219 $9.85K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 217 $9.76K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 214 $9.62K <0.01% +42 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 220 $9K <0.01% +27 13F-HR Timeline City State Bank More: the full row for City State Bank 200 $8.99K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 217 $8.99K <0.01% +23 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 198 $8.9K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 191 $8.59K 0.01% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 183 $8.23K <0.01% +80 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 181 $8.14K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 180 $8.1K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 180 $8.1K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 174 $7.83K <0.01% +86 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 160 $7.2K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 160 $7.2K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 156 $7.01K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150 $6.75K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 148 $6.66K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 140 $6.3K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 137 $6.16K <0.01% +15 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 136 $6.12K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 160 $6.08K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 135 $6K <0.01% -17 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 128 $5.76K <0.01% +15 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 126 $5.67K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 126 $5.67K <0.01% +29 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 123 $5.53K <0.01% 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 122 $5.49K <0.01% -12,508 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 120 $5.4K <0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 119 $5.35K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 119 $5.35K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 110 $4.95K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 110 $4.95K <0.01% -67 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 110 $4.95K <0.01% +78 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 93 $4.18K <0.01% -54 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 85 $4.15K <0.01% -5 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 92 $4.14K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 91 $4.09K <0.01% +41 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 100 $4K <0.01% +16 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 88 $3.96K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 88 $3.96K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 86 $3.87K <0.01% -444 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 83 $3.73K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 81 $3.64K <0.01% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 80 $3.6K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 80 $3.6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 74 $3.33K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 72 $3.24K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 71 $3.19K <0.01% -1,313 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 69 $3.1K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 68 $3.06K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 64 $2.88K <0.01% +48 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 64 $2.88K <0.01% 0 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 63 $2.83K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 62 $2.79K <0.01% +20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 58 $2.6K <0.01% -145 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $2.59K <0.01% +51 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 56 $2.52K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 64 $2.51K <0.01% -1,281 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 54 $2.43K <0.01% +22 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 52 $2.36K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 51 $2.29K <0.01% +27 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $2.25K <0.01% -5 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 61 $2K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 43 $1.93K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 41 $1.84K <0.01% -71 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 40 $1.8K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 36 $1.62K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 36 $1.62K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $1.49K <0.01% +21 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 32 $1.44K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 31 $1.39K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $1.35K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $1.26K <0.01% -54 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 27 $1.21K <0.01% -115 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21 $945 <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $900 <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 20 $899 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 19 $855 <0.01% -37 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $854 <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $720 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $720 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14 $630 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $585 <0.01% -32 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12 $540 <0.01% -74 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $539 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $495 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 10 $450 <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10 $440 <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 9 $405 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9 $404 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $360 <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8 $360 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7 $315 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $181 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5 $0 0% new 13F-HR 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% -32,253 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 259 $35 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.