N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,041 $85.1K 0.01% new 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 1,035 $84.6K 0.07% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,023 $83.6K 0.05% -52 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,022 $83.5K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,011 $82.6K <0.01% -138 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,000 $81.7K 0.05% -1,075 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 952 $77.8K 0.02% new 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 950 $77.6K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 950 $77.6K 0.06% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 929 $75.9K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 890 $72.7K 0.05% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 886 $72.4K 0.04% -63 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 882 $72.1K <0.01% -90 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 883 $71K <0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 861 $70.5K 0.02% -760 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 861 $70.4K <0.01% -1 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 843 $68.9K 0.05% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 832 $68K 0.04% -13,980 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 799 $65.3K 0.03% -350 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 797 $65.1K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 856 $64.7K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 768 $63.3K 0.01% -60 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 758 $62K 0.03% +173 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 743 $60.7K 0.01% +370 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 739 $60.4K 0.01% +74 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 730 $59.7K 0.01% +372 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 720 $58.8K 0.03% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 719 $58.8K 0.04% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 710 $58K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 708 $57.9K <0.01% -123 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 706 $57.7K 0.03% +414 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 661 $54K 0.04% -601 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 653 $53.4K 0.02% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 637 $52.1K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 660 $52K 0.04% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 635 $51.9K 0.01% -215 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 625 $51.1K 0.18% +199 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 685 $50K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 691 $49.1K 0.02% +205 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 600 $49K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 590 $48.2K 0.05% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 544 $44.4K 0.04% +3 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 536 $43.8K 0.01% -878 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 530 $43.3K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 530 $43.3K 0.02% -150 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 508 $43.1K 0.02% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 530 $43K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 516 $42.2K 0.01% +2 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 515 $42.1K 0.03% +98 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 511 $41.8K <0.01% -6 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $40.9K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $40.9K 0.02% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 485 $39.7K 0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 478 $39K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 475 $38.8K 0.04% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 457 $37.3K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 456 $37.3K 0.03% +18 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 454 $37.1K 0.03% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 450 $36.8K 0.03% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 447 $36.5K 0.01% +138 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 435 $35.6K 0.03% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 419 $34.2K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 409 $33.4K <0.01% -198 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 412 $33.1K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 395 $32.3K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 386 $31.5K 0.01% -1,026 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 362 $29.6K 0.02% +298 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 323 $26.4K 0.01% -26,970 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 315 $25.7K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 300 $24.6K <0.01% -141 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 300 $24.5K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 299 $24.4K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 276 $22.6K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 263 $21.5K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 263 $21.5K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 252 $20.6K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 242 $19.8K 0.01% -4,702 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 237 $19K <0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 230 $18.8K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 228 $18.6K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 226 $18.5K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 216 $17.7K <0.01% -20 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 205 $16.8K 0.02% -6,650 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 190 $16.4K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 200 $16.3K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 188 $15.4K <0.01% -334 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 178 $15K <0.01% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 182 $14.9K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 174 $14.2K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 173 $14.1K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 172 $14.1K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 171 $14K <0.01% new 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 170 $13.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 165 $13.5K 0.01% -9 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 174 $13.2K 0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 150 $12.3K <0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 149 $12.2K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 147 $12K 0.01% +17 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 155 $12K 0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 140 $11.4K <0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 140 $11.4K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 138 $11.3K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 135 $11K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 129 $10.6K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 127 $10.4K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 126 $10.3K <0.01% -744 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 117 $9.56K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 113 $9.2K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 109 $9K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $8.17K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 100 $8.17K <0.01% -41 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 100 $8.17K <0.01% -736,868 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 100 $8.17K 0.01% 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 99 $8.09K 0.01% 0 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 103 $8K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 97 $7.93K 0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 95 $7.76K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 91 $7.44K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 91 $7.44K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 89 $7.27K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 89 $7.24K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 87 $7.13K <0.01% +34 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 84 $6.87K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 77 $6.29K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 75 $6.13K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 73 $5.97K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 72 $5.88K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 71 $5.8K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 70 $5.72K 0.01% -569 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 62 $5.07K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 43 $3.56K <0.01% -1 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 43 $3.51K <0.01% -3 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 42 $3.43K <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 31 $2.53K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 29 $2.28K <0.01% -6,047 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 17 $1.4K <0.01% -160 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $490 <0.01% new 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 5 $409 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4 $327 <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 2 $166 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -2,260 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $51.5K -678 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.