SBI Securities Co., Ltd. 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More: the full row for GHP Investment Advisors, Inc. 48 $5.79K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $5.79K <0.01% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 46 $5.55K <0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 43 $5.19K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 40 $4.83K <0.01% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 37 $4.59K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 38 $4.58K <0.01% +33 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 37 $4.46K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 40 $4.34K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. 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Walkup & Associates, Inc. 30 $3.62K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 29 $3.5K <0.01% +7 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 27 $3.35K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 27 $3.26K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 25 $3.02K <0.01% -9 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 24 $2.9K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 23 $2.77K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 23 $2.77K <0.01% 0 13F-HR/A Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 23 $2.77K <0.01% +1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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LLC 17 $2K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $1.93K <0.01% +7 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 15 $1.81K <0.01% +5 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $1.69K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 14 $1.69K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $1.69K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $1.63K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13 $1.57K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12 $1.45K <0.01% +8 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.45K <0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.21K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $1.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $1.21K <0.01% -10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $1.09K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 9 $1.09K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $966 <0.01% -3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $966 <0.01% +5 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $965 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 7 $845 <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7 $844 <0.01% 0 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 7 $844 <0.01% -3 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6 $724 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6 $724 <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5 $603 <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $483 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $483 <0.01% -121 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3 $362 <0.01% -132 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 3 $362 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $362 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 2 $242 <0.01% new 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $125 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $121 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $121 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $121 <0.01% -7 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $121 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $120 <0.01% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,768 $455M +804 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.