Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 208 $7.52K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 200 $7.23K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 196 $7.09K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 194 $7.01K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 164 $5.93K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 144 $5.85K <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 155 $5.61K <0.01% -155 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 155 $5.6K <0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 150 $5.42K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 140 $5.06K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 136 $4.92K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 117 $4.23K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 113 $4.09K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 101 $3.65K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 100 $3.62K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $3.62K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 99 $3.58K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 88 $3.26K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 77 $2.79K <0.01% +25 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 77 $2.78K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 75 $2.71K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 65 $2.35K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 50 $1.81K <0.01% +29 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45 $1.63K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 39 $1.42K <0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 39 $1.41K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 37 $1.34K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 36 $1.3K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35 $1.27K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 31 $1.12K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 31 $1.12K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 28 $1.01K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 28 $1.01K <0.01% 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 29 $1K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25 $1K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $904 <0.01% +9 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 23 $832 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 21 $766 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 17 $615 <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $579 <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $542 <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $507 <0.01% -50 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13 $470 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $409 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $398 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $365 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10 $362 <0.01% +4 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 8 $305 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 145 $50 <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $36 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.