LRI Investments, LLC More: the full row for LRI Investments, LLC 75 $7.09K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 53 $5.01K <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. 53 $5K <0.01% +48 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52 $4.91K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 51 $4.82K <0.01% -19 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $4.72K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 50 $4.72K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 50 $4.72K <0.01% +35 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 50 $4.72K <0.01% 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 50 $4.72K <0.01% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 49 $4.63K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 48 $4.54K <0.01% +43 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 46 $4.35K <0.01% +11 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 45 $4.25K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 43 $4.06K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 43 $4.06K <0.01% -1,000 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 40 $3.78K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 39 $3.77K <0.01% +6 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 38 $3.59K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 38 $3.59K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $3.31K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 35 $3.31K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 32 $3.02K <0.01% -1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 31 $2.93K <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 30 $2.83K <0.01% -30 13F-HR/A Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 27 $2.55K 0.11% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $2.46K <0.01% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 25 $2.36K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 25 $2.36K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 25 $2.36K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 23 $2.17K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 22 $2.08K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 30 $2K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 21 $1.98K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 20 $1.89K <0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 20 $1.89K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 17 $1.62K <0.01% +3 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 14 $1.51K <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 14 $1.51K <0.01% new 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 15 $1.42K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 15 $1.42K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 14 $1.32K <0.01% -12 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $1.26K <0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 13 $1.23K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13 $1.23K <0.01% 13F-HR/A Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 12 $1.13K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 12 $1.13K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 11 $1.04K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15 $1K <0.01% 0 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 15 $1K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $945 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $850 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $756 <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $661 <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 5 $473 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $473 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5 $473 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $472 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $412 0.04% -4,610 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $403 <0.01% -5,149 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $378 <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4 $378 <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4 $378 <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $284 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2 $189 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $94 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -12,090 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 2,707 $256M -268 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.