Pingora Partners LLC More: the full row for Pingora Partners LLC 31 $19.1K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 31 $19.1K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $18.4K 0.01% +6 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 30 $18.4K 0.01% -11 13F-HR Timeline Quarry LP More: the full row for Quarry LP 29 $17.8K <0.01% -977 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 29 $17.8K <0.01% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $16.3K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $16K 0.01% +24 13F-HR Timeline Pandora Wealth, Inc. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 16 $9.84K 0.01% +13 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 16 $9.84K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 15 $9.24K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15 $9.22K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 15 $9.22K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 15 $9.22K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 15 $9.22K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 14 $8.64K <0.01% -16 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 14 $8.61K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 12 $7.54K <0.01% +9 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12 $7.38K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 12 $7.38K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 11 $6.76K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 11 $6.76K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 10 $6.16K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 10 $6.15K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $6.15K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $6.15K <0.01% -680 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 10 $6.15K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10 $6.15K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9 $5.54K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 8 $5.13K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $5.04K 0.18% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8 $4.93K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $4.92K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8 $4.92K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $4.92K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 7 $4.31K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $4.3K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7 $4.3K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7 $4.3K <0.01% 0 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7 $4.3K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 7 $4.1K <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 6 $3.69K <0.01% 0 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 5 $3.08K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $3.08K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $3.08K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $2.93K 0.01% -442 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 4 $2.46K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 3 $2K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 3 $1.85K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $1.84K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $1.84K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3 $1.84K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3 $1.84K <0.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3 $1.84K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3 $1.84K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $1.84K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3 $1.84K <0.01% -2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $1.82K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2 $1.23K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 2 $1.23K <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. 2 $1.23K <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2 $1.23K <0.01% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2 $1.23K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2 $1.23K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1 $616 <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1 $615 <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1 $615 <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1 $615 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $615 <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $615 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 1 $606 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $606 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 17 $105 <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 347 $615 +277 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.