Merited Wealth, LLC More: the full row for Merited Wealth, LLC 19 $2.1K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $1.99K <0.01% -7 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $1.99K <0.01% +6 13F-HR Timeline MOTCO More: the full row for MOTCO 16 $1.77K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 16 $1.77K <0.01% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 15 $1.66K <0.01% -30 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 15 $1.66K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 15 $1.66K <0.01% +10 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15 $1.66K <0.01% -7 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $1.66K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 14 $1.55K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $1.54K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $1.54K <0.01% +1 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 14 $1.54K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $1.32K <0.01% +7 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $1.32K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.21K <0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 10 $1.1K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% +5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $883 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $883 <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $883 <0.01% 13F-HR/A Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $849 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $773 <0.01% +3 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $663 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6 $662 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $662 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $552 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $445 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $442 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4 $441 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $441 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $331 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $331 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 2 $221 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2 $221 <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2 $221 <0.01% 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $220 <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2 $200 <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1 $111 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $110 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1 $110 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.