TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 90 $34.8K <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 89 $34.5K 0.01% -416 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 87 $33.6K <0.01% new 13F-HR Timeline Group Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 78 $30.2K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $29K <0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 75 $29K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 75 $29K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 74 $28.6K 0.01% +17 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $28.6K 0.02% +28 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 72 $27.8K 0.01% +9 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 72 $27.7K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 71 $27.5K 0.01% +56 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 64 $26.5K <0.01% -149 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 66 $25.4K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 65 $25.1K <0.01% -24 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 64 $24.8K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 63 $24.6K <0.01% -9 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 61 $23.6K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 60 $23.2K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 59 $22.9K <0.01% +13 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 58 $22.5K <0.01% +10 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 58 $22.4K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 57 $22.2K 0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 56 $21.7K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 56 $21.7K <0.01% +35 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 55 $21.3K <0.01% +1 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 55 $21.3K 0.01% -14 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 54 $20.9K 0.01% +15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 53 $20.5K <0.01% +4 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 53 $20.5K 0.01% +4 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 52 $20.1K <0.01% -4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 52 $20K <0.01% +33 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 52 $20K <0.01% -7 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 50 $19.3K <0.01% +1 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 50 $19.3K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 50 $19.3K <0.01% +14 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 49 $18.9K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 49 $18.9K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 49 $18.9K 0.01% +12 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 48 $18.6K 0.01% +2 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 48 $18.3K 0.02% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 47 $18.2K <0.01% -7 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 47 $18.2K 0.01% +4 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 45 $17.4K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 41 $15.9K 0.01% -481 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 40 $15.5K 0.01% -51 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 40 $15.5K 0.01% -1,933 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 40 $15.5K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 39 $15.1K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 39 $15.1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 38 $14.7K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 37 $14.3K <0.01% +26 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 36 $13.9K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 34 $13.3K <0.01% +11 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 34 $13.1K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 33 $12.8K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 33 $12.8K <0.01% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 33 $12.8K <0.01% +27 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 33 $12.8K 0.01% +7 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 32 $12.4K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 31 $12K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 31 $12K <0.01% -37 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $12K <0.01% +10 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 31 $12K <0.01% -39 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 30 $11.6K <0.01% -393 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 30 $11.6K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 28 $10.8K <0.01% +22 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $10.4K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 26 $10.1K <0.01% -14 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 26 $10.1K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 25 $9.67K 0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 25 $9.67K <0.01% -2,059 13F-HR Timeline MOTCO More: the full row for MOTCO 25 $9.67K <0.01% +2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 25 $9.67K <0.01% -6 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 23 $8.89K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 23 $8.89K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 22 $8.51K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 22 $8.51K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 21 $8.12K <0.01% +14 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 21 $7.93K 0.01% +1 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 20 $7.74K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Itau Unibanco Holding S.A. 8 $3.09K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 8 $3.09K <0.01% +5 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8 $3.09K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 8 $3.09K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8 $3.09K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 8 $3.09K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7 $2.71K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7 $2.71K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for TFC Financial Management, Inc. 2 $776 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2 $773 <0.01% 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2 $773 <0.01% -30 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2 $773 <0.01% +1 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2 $757 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $414 <0.01% -1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $403 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $387 <0.01% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1 $387 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1 $387 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1 $387 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $338 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $305 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $151 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Copia Wealth Management More: the full row for Copia Wealth Management 0 $25 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 300,065 $324K +200,004 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 58 $9.96M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.