JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45 $34.5K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 44 $33.7K 0.03% +15 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 43 $32.9K <0.01% +5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 42 $32.2K 0.01% +28 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 42 $32.2K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 42 $32.2K <0.01% -23 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 39 $31.8K <0.01% -6 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 38 $30K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 39 $29.9K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 38 $29.1K <0.01% -35 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 37 $28.3K 0.01% +5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 35 $27K <0.01% -13 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 35 $27K <0.01% -5 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 35 $26.8K 0.03% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 34 $26.1K <0.01% -5 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 34 $26K 0.01% +9 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 34 $26K <0.01% -5 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 33 $25.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 33 $25.3K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 33 $25.3K 0.01% +2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 33 $25.3K <0.01% +2 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 32 $24.5K <0.01% -469 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 29 $23.9K 0.03% -1 13F-HR/A Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 30 $23K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 30 $23K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 28 $21.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $21.5K 0.01% -2 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 28 $21.2K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 27 $21K <0.01% +7 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $19.9K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 25 $19.2K 0.01% -10 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 22 $19K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 23 $18K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 23 $18K <0.01% 0 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 23 $17.6K <0.01% -1,426 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 23 $17.6K 0.01% -2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 23 $17.6K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22 $16.9K <0.01% -8 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 22 $16.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22 $16.9K <0.01% -2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 21 $16.3K <0.01% +2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 21 $16.1K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21 $16.1K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21 $16.1K 0.02% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 21 $16.1K 0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 20 $15.3K <0.01% +6 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 20 $15.3K <0.01% +8 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 20 $15.3K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 20 $15.3K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19 $14.6K <0.01% -102 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 19 $14.6K <0.01% +15 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 19 $14.6K <0.01% +9 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 18 $13.8K 0.01% +8 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 18 $13.8K 0.01% +13 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 18 $13.7K 0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17 $13K <0.01% +3 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 17 $13K <0.01% 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $13K <0.01% +4 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 15 $11.5K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $11.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $11K <0.01% -3 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 14 $10.7K <0.01% 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 14 $10.7K <0.01% +11 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13 $9.96K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 13 $9.96K 0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 13 $9.96K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 13 $9.96K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 13 $9.96K 0.01% -87 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 13 $9.95K <0.01% new 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 13 $9.77K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $9.19K <0.01% -3 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 12 $9.19K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 11 $8.86K <0.01% +8 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 11 $8.45K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 11 $8.43K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11 $8.43K <0.01% +4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 11 $8.43K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 11 $8.43K <0.01% -21 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 11 $8.36K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $8.14K <0.01% +5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $7.87K <0.01% -57 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $7.67K <0.01% -24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10 $7.66K <0.01% -7 13F-HR Timeline Group Oakum Bay Capital LLC More: the full row for Oakum Bay Capital LLC 10 $7.66K <0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 10 $7.66K <0.01% -6 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 10 $7.66K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10 $7.66K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $7.66K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 10 $7.66K <0.01% -3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $6.9K <0.01% -18 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $6.89K <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9 $6.89K <0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 9 $6.89K <0.01% +5 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8 $6.13K <0.01% -17 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 8 $6.13K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $6K <0.01% -2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $5.36K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 7 $5.36K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 7 $5.36K <0.01% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 7 $5.36K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $5.36K <0.01% +4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $5.36K <0.01% -1 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 7 $5.36K <0.01% 13F-HR Timeline Planning Project LLC More: the full row for Planning Project LLC 6 $4.85K <0.01% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6 $4.6K <0.01% -20 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 5 $3.83K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5 $3.83K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 5 $3.83K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5 $3.83K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $3.83K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5 $3.83K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $3.83K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5 $3.83K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $3.83K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $3.83K <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $3.83K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5 $3.83K <0.01% -25 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $3.83K <0.01% 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5 $3.83K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 4 $3.31K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 4 $3.25K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4 $3.06K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $3.06K <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $3.06K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 4 $3.06K 0.01% -6 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 4 $3.06K <0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 4 $3.06K <0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 4 $3.06K <0.01% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 4 $3.06K <0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4 $3K <0.01% -189 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3 $2.3K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $2.3K <0.01% -14 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3 $2.3K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3 $2.3K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $2.3K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 3 $2.3K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3 $2.12K <0.01% -2 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 32 $1.72K <0.01% -211 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $1.6K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $1.56K <0.01% +1 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2 $1.54K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $1.53K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 2 $1.53K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2 $1.53K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1 $810 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $767 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $767 <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $767 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1 $767 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1 $767 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $767 <0.01% -7 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $766 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $766 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $766 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1 $766 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $766 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1 $766 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $766 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1 $766 <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1 $766 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $406 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -15 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 31,897 $32.2K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.