Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 287 $48.8K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 283 $48.1K 0.01% 13F-HR Timeline NBH Bank More: the full row for NBH Bank 278 $47.3K 0.02% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 266 $45.2K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 265 $45.1K <0.01% +18 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 260 $44.2K 0.01% 0 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 260 $44.2K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 252 $42.9K <0.01% +40 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 252 $42.9K 0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 245 $41.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 239 $40.6K 0.01% +117 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 236 $40.2K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 233 $39.6K 0.01% +12 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 232 $39.5K 0.02% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 228 $38.8K 0.01% +199 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 225 $38.3K 0.02% +25 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 220 $37.4K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 216 $36.8K <0.01% -133 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 216 $36.7K <0.01% -23 13F-HR Timeline Trust Co More: the full row for Trust Co 212 $36.1K <0.01% -4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 208 $35.4K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for Evolution Advisers, Inc. 180 $30K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 172 $29.3K <0.01% -2 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 168 $28.6K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 166 $28.2K <0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 164 $27.9K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 162 $27.6K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 160 $27.2K <0.01% 0 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 157 $27K <0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 133 $22.6K 0.01% +6 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 132 $22.5K 0.02% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 110 $22.2K <0.01% -7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 129 $22K <0.01% +96 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 128 $21.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 125 $21.3K <0.01% +13 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 124 $21.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 121 $20.6K <0.01% +22 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 117 $19K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 110 $18.7K <0.01% -17 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 109 $18.5K 0.01% +16 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 107 $18.2K 0.01% +62 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 107 $18.2K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 104 $18.1K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 105 $17.8K <0.01% +5 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 104 $17.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 103 $17.5K <0.01% +2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $17K <0.01% +4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 101 $17K <0.01% -9 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 94 $16K 0.01% -5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 94 $16K 0.01% +5 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 93 $15.8K <0.01% +26 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 92 $15.6K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 91 $15.4K <0.01% -166 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 89 $15.1K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 80 $14.5K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 84 $14.2K <0.01% -8 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 80 $13.6K <0.01% -52 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 77 $13.1K 0.02% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 76 $12.9K <0.01% +19 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 75 $12.8K <0.01% -8 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 75 $12.8K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 74 $12.6K <0.01% +4 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 74 $12.5K 0.05% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 73 $12.4K <0.01% +5 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 68 $12K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 70 $11.9K <0.01% +16 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 70 $11.9K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 70 $11.9K 0.01% +11 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 69 $11.7K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 68 $11.6K -1,491 Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 66 $11.2K 0.01% +28 13F-HR/A Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 65 $11.1K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 65 $11.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 64 $10.9K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 60 $10.2K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 60 $10.2K <0.01% +44 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 59 $10K 0.01% -1 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 57 $9.7K 0.01% +25 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 54 $9.23K <0.01% -29 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 48 $8.16K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 48 $8.16K <0.01% +18 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 47 $7.99K <0.01% +13 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $7.82K <0.01% +38 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 46 $7.82K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 31 $7.65K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 44 $7.56K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 44 $7.48K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 42 $7.14K <0.01% +35 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 42 $7.14K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 34 $6.92K <0.01% -9 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 40 $6.8K <0.01% -52 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 40 $6.73K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 32 $6.57K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $6.46K <0.01% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 36 $6.12K <0.01% -62 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 35 $5.95K <0.01% +31 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 33 $5.61K <0.01% -3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 32 $5.44K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 31 $5.27K <0.01% +15 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 30 $5.1K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 30 $5.1K <0.01% -15 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $5K <0.01% 0 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 29 $4.93K <0.01% +18 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 29 $4.93K <0.01% +15 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 28 $4.81K <0.01% -31 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 28 $4.76K <0.01% -107 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 28 $4.76K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 28 $4.76K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 27 $4.61K <0.01% +1 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27 $4.59K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 26 $4.47K <0.01% -315 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $4.42K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 26 $4.42K <0.01% -36 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 24 $4.33K <0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 25 $4.25K <0.01% +5 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 24 $4.08K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $4.08K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 24 $4.08K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 23 $3.92K <0.01% -69 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 23 $3.91K <0.01% +16 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 21 $3.58K <0.01% -75 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 20 $3.4K <0.01% -20 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 19 $3.23K <0.01% -17 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19 $3.23K <0.01% +15 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $3.23K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 18 $3.06K <0.01% -80 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 17 $2.89K <0.01% +5 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 17 $2.89K <0.01% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 16 $2.72K <0.01% +8 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 16 $2.72K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 16 $2.72K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $2.55K <0.01% -130 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.38K <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.38K <0.01% -125 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 13 $2.21K <0.01% -2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 13 $2.21K <0.01% -155 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 13 $2.21K 0.01% -6 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 12 $2.04K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $2.04K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 12 $2.04K <0.01% -4 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 12 $2.04K <0.01% 0 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 12 $2K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 11 $1.87K <0.01% -75 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 11 $1.87K <0.01% -145 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 10 $1.71K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9 $1.53K <0.01% -2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $1.39K <0.01% +4 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $1.36K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $1.36K <0.01% +2 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 8 $1.36K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 8 $1.36K <0.01% 0 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8 $1.36K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 8 $1.36K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $1K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4 $1K <0.01% new 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5 $850 <0.01% -52 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4 $682 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $681 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $681 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4 $680 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $511 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $511 <0.01% -2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $511 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $340 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $310 <0.01% -2 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $279 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $171 <0.01% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $2 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline 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 4,368 $743M -1,698 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.