Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 25 $8.76K <0.01% +16 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 23 $8.21K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 23 $8.06K <0.01% +1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 23 $8.06K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23 $8.05K <0.01% -5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 24 $8K <0.01% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $7.36K <0.01% +2 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 21 $7.36K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20 $7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 20 $7K <0.01% -48 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18 $6.23K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15 $5.25K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 15 $5.25K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 13 $4.55K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $4.55K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $4.55K <0.01% -4 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12 $4.2K <0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $4.2K <0.01% +9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11 $3.85K <0.01% -11 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 11 $3.85K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 10 $3.5K 0.02% -141 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9 $3.33K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9 $3.15K <0.01% new 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 9 $3.15K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $3K <0.01% +8 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8 $2.8K <0.01% -3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8 $2.8K <0.01% -2 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 7 $2.45K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $2.45K <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $2.39K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 6 $2.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $2.1K <0.01% +4 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 7 $2K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.75K <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $1.75K <0.01% +3 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 4 $1.4K <0.01% 0 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 3 $1.06K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3 $1.05K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3 $1.05K <0.01% -25 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 3 $1.05K <0.01% 0 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $1.05K <0.01% new 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $1.05K <0.01% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 3 $1.05K <0.01% +1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $1.05K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3 $1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $701 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2 $700 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $700 <0.01% -1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $360 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $351 <0.01% -2 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $351 <0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1 $351 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $351 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $351 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $351 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $351 <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1 $350 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $350 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $350 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $350 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1 $350 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $329 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $254 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 0 $133 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 34 $36 -7 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.