Avalon Trust Co More: the full row for Avalon Trust Co 75 $2.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 75 $2.4K <0.01% +55 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 65 $2.08K <0.01% +53 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 60 $2K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 55 $1.76K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 55 $1.76K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 52 $1.67K <0.01% +2 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 50 $1.6K <0.01% -1,085 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 50 $1.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 40 $1.28K <0.01% -1,032 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 40 $1.28K <0.01% -97 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 37 $1.19K <0.01% +26 13F-HR Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 37 $1.19K 0.03% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 35 $1.12K <0.01% +18 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 34 $1.09K <0.01% -7 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $1.03K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31 $994 <0.01% -134 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 30 $962 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 30 $962 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 29 $929 <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 25 $802 <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 24 $769 <0.01% -200 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 23 $737 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 22 $705 <0.01% -435 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 20 $641 <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 19 $609 <0.01% 13F-HR/A Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 18 $576 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17 $545 <0.01% -2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 17 $545 <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $545 <0.01% -50 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16 $513 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 15 $481 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 15 $481 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $449 <0.01% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12 $403 <0.01% -14 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 12 $385 <0.01% new 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 12 $385 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11 $353 <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10 $348 <0.01% -33 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $321 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $321 <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9 $289 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $289 <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 9 $288 <0.01% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 8 $257 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $233 <0.01% +4 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7 $224 <0.01% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6 $192 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $161 <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $161 <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5 $161 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $161 <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $128 <0.01% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 4 $128 <0.01% 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3 $97 <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $96 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $65 <0.01% -76 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $65 <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2 $64 <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $33 <0.01% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1 $32 <0.01% -5 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 1 $32 <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $0 0% +5 13F-HR Timeline Value filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.