Aspect Partners, LLC More: the full row for Aspect Partners, LLC 81 $4.61K <0.01% -39 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 81 $4.61K <0.01% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 81 $4.59K <0.01% 13F-HR/A Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 71 $4.47K <0.01% -162 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 74 $4.21K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 70 $4K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 70 $3.99K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 66 $3.76K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 66 $3.76K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 66 $3.76K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 65 $3.7K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 64 $3.65K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 63 $3.59K <0.01% -226 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 63 $3.59K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 59 $3.36K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 58 $3.3K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 53 $3.02K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 52 $2.95K 0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 50 $2.86K <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 50 $2.85K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 47 $2.68K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 47 $2.68K <0.01% +14 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 45 $2.59K <0.01% +14 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 45 $2.56K <0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 45 $2.55K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 44 $2.51K <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. 43 $2.45K <0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 42 $2.39K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 42 $2.39K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $2.39K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 41 $2.36K <0.01% +15 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 41 $2.33K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 41 $2.33K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 36 $2.05K <0.01% 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 37 $2K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 33 $1.88K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 33 $1.88K <0.01% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 33 $1.88K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 32 $1.82K <0.01% -22 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 29 $1.65K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 27 $1.54K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 25 $1.42K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $1.42K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $1.42K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 19 $1.08K <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 19 $1.08K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 18 $1.03K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 18 $1.02K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 35 $1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 11 $1K <0.01% -4 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 17 $953 <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 16 $903 <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 15 $854 <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $798 <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 14 $797 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 14 $797 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 14 $797 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $749 <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $570 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8 $456 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $456 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 8 $456 <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 7 $399 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $342 <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 5 $285 <0.01% -15 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 5 $285 <0.01% -1 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $284 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $284 <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3 $171 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $120 0.01% -1,996 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $114 <0.01% new 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 6 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 3,766 $215M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.