Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 25 $6.4K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 25 $6.4K <0.01% +9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 24 $6.14K <0.01% -20 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 24 $6.14K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 27 $6K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 27 $6K <0.01% +6 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 23 $5.88K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $5.63K <0.01% +3 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 21 $5.59K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $5.37K <0.01% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 21 $5.37K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 21 $5.37K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20 $5.18K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 20 $5.12K <0.01% -9 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 20 $5.12K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 18 $5.06K <0.01% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 19 $5.03K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 20 $5K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 19 $4.86K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 19 $4.86K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 18 $4.61K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 18 $4.61K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $4.09K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 15 $3.84K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 14 $3.58K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 14 $3.58K <0.01% -1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 14 $3.58K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 13 $3.46K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13 $3.33K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 13 $3.33K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $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. 12 $3.07K <0.01% -10 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 12 $3.07K <0.01% -12 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 12 $3.07K <0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $3K <0.01% -1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11 $2.81K <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 11 $2.81K <0.01% +3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 11 $2.81K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $2.81K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $2.81K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10 $2.62K <0.01% +9 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10 $2.56K <0.01% -4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 10 $2.56K <0.01% -2 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $2.56K <0.01% -9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $2.56K <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $2.56K <0.01% +5 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9 $2.3K <0.01% +6 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 9 $2.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $2.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $2.1K <0.01% -12 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9 $2K <0.01% +2 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7 $1.81K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 7 $1.66K <0.01% -36 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 6 $1.55K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6 $1.53K <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $1.32K <0.01% +2 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 5 $1.28K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $1.28K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.28K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 5 $1.28K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $1.28K <0.01% -1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5 $1.28K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $1.28K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 4 $1.04K <0.01% 0 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $1.02K <0.01% -6 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $1.02K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4 $1.02K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4 $1.02K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $1.02K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 4 $1.02K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $768 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $768 <0.01% -67 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $768 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3 $768 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3 $768 <0.01% new 13F-HR/A Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $512 <0.01% +1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $512 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $512 <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $512 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $512 <0.01% -1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $512 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $256 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $256 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $256 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $256 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $256 <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1 $256 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $256 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $256 <0.01% -9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $113 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 0 $98 <0.01% -664 13F-HR Timeline Group Amount filed as zero, left out of ratios. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 0 $8 <0.01% -16 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 26,295 $10.2K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.