HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 41 $4.58K <0.01% +20 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 39 $4.36K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 38 $4.25K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 37 $4.13K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 35 $3.91K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 35 $3.91K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 32 $3.59K <0.01% -12 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 32 $3.58K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 32 $3.58K <0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 32 $3.58K <0.01% +30 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 28 $3.13K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 28 $3.13K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 27 $3.02K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 26 $2.89K <0.01% +9 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 25 $2.79K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25 $2.79K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $2.77K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24 $2.68K <0.01% -27 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 24 $2.68K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 23 $2.57K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 22 $2.46K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $2.23K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 20 $2.23K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 18 $2K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $1.68K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 14 $1.56K <0.01% +8 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $1.56K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $1.34K <0.01% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11 $1.23K <0.01% 0 13F-HR Timeline Group Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $1.23K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 11 $1.23K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10 $1.12K <0.01% -27 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 10 $1.12K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 9 $1.01K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 8 $892 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 7 $783 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 7 $782 0.02% -4 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 6 $671 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6 $671 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $559 <0.01% +1 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5 $559 <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4 $465 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $447 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4 $447 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $447 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $447 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $447 0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $447 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 4 $447 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $336 <0.01% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3 $335 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $112 <0.01% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1 $64 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 7 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 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 7,003 $783M -13,363 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.