Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 479 $16.8K 0.01% 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 468 $16.4K <0.01% +43 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 449 $15.8K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 444 $15.6K 0.01% +270 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 444 $15.6K <0.01% -4,928 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 436 $15.3K <0.01% -208 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 418 $14.7K <0.01% +396 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 408 $14.3K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 403 $14.2K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 401 $14.1K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 400 $14.1K 0.01% +42 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 396 $13.9K 0.01% -133 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 384 $13.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 382 $13.4K <0.01% -83 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 289 $10.2K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 284 $9.98K 0.01% +123 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 273 $9.7K <0.01% +45 13F-HR Timeline CNB Bank More: the full row for CNB Bank 260 $9.14K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 263 $8.91K <0.01% -56 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 247 $8.68K <0.01% -98 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 245 $8.61K <0.01% +18 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 232 $8.15K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 228 $8.01K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 225 $7.92K <0.01% +2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 225 $7.91K <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 215 $7.55K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 210 $7.38K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 208 $7.31K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 207 $7.27K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $7.03K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $7.03K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 200 $7.03K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 192 $6.75K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 187 $6.57K <0.01% +6 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 185 $6.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 180 $6.33K <0.01% -10 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 176 $6.18K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 171 $6.01K <0.01% -19 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 164 $5.76K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 158 $5.55K <0.01% -6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 152 $5.34K <0.01% +131 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 150 $5.28K <0.01% new 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $5K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 136 $4.78K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 131 $4.61K <0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 130 $4.56K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 129 $4.53K <0.01% +48 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for NBT BANK, N.A. 76 $2.67K <0.01% new 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 75 $2.64K <0.01% -12 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 75 $2.64K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 71 $2.5K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 71 $2.46K <0.01% +60 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 70 $2.46K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 69 $2.42K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 65 $2.29K <0.01% -316 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 64 $2.25K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 63 $2.21K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58 $2.04K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 58 $2.04K <0.01% +9 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 53 $1.86K <0.01% -147 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 50 $1.76K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 49 $1.72K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48 $1.69K <0.01% +12 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 43 $1.51K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 41 $1.44K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 40 $1.41K <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 40 $1.41K <0.01% +5 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 40 $1.4K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 32 $1.12K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31 $1.09K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $1.02K <0.01% -349 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 29 $1.02K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 48 $1K <0.01% -27,411 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 42 $1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 17 $1K <0.01% -888 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 28 $984 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $881 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 25 $879 <0.01% -300 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 22 $774 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 21 $738 <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 20 $702 <0.01% -27 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 19 $668 <0.01% -68 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 18 $633 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $563 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $527 <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15 $527 <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 15 $527 <0.01% -10 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 15 $527 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 14 $492 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $492 <0.01% +12 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $387 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $351 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $255 <0.01% -152 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5 $176 <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 5 $176 <0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 3 $105 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $71 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.