City State Bank More: the full row for City State Bank 100 $2.49K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 94 $2.34K <0.01% -9 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 91 $2.26K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 90 $2.24K <0.01% +3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 90 $2.24K <0.01% -16 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 75 $1.87K <0.01% -27 13F-HR/A Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 74 $1.85K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 74 $1.84K <0.01% +16 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 69 $1.72K <0.01% +62 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 65 $1.62K <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 63 $1.57K <0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 58 $1.44K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 52 $1.29K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 51 $1.27K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 49 $1.22K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 49 $1.22K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 48 $1.2K <0.01% -88 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $1.15K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 43 $1.07K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 43 $1.07K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 43 $1.04K <0.01% -106 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 41 $1.02K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 34 $1K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 23 $1K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 38 $946 <0.01% +10 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 34 $846 <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 34 $846 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 33 $822 <0.01% +5 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 33 $821 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 32 $797 <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 32 $796 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $747 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 30 $747 <0.01% -67 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 29 $722 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 29 $722 <0.01% -20 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 29 $722 <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 29 $722 <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $697 <0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 24 $597 <0.01% -11 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 23 $572 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 22 $548 <0.01% +17 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 22 $548 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 22 $548 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 21 $523 <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 21 $523 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 20 $498 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $470 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 16 $403 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 13 $324 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11 $274 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10 $249 <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10 $249 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $249 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $224 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $200 <0.01% -66 13F-HR Timeline BAYBAN More: the full row for BAYBAN 8 $199 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 6 $149 <0.01% -1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6 $149 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5 $125 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $75 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $50 <0.01% -12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $16 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 30 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 9,272 $231M +600 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.