Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 56 $36.6K 0.01% +6 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 55 $36K 0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 55 $35.9K 0.03% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 55 $35.9K 0.03% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 55 $35.9K 0.02% +16 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 54 $35.3K 0.03% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 54 $35.3K 0.02% -4,877 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 54 $35.3K 0.01% +22 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 54 $35.3K 0.01% 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 54 $35.3K 0.03% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 54 $35.3K 0.01% +3 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 54 $35K 0.03% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 53 $34.6K 0.02% +50 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 53 $34.6K 0.02% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 52 $34K 0.01% +14 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 52 $34K 0.02% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 52 $34K 0.01% +40 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 52 $34K 0.03% +28 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 51 $33.4K 0.02% 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 51 $33.3K 0.01% +11 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 49 $32K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 48 $31.1K 0.03% -3 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 47 $31K 0.01% +4 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 47 $30.7K 0.02% 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 46 $30.1K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $29.4K <0.01% 0 13F-HR Timeline Brandywine Financial Group More: the full row for Brandywine Financial Group 44 $28.8K 0.06% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 44 $28.8K 0.02% -8 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 42 $27.4K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 42 $27.4K 0.01% -2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 41 $26.8K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 41 $26.8K 0.01% +6 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 39 $25.5K 0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 39 $25.5K 0.02% 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 38 $24.8K 0.02% -7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $24.8K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 37 $24.2K <0.01% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 37 $24.2K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 37 $24.2K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $23.5K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 35 $22.9K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 35 $22.9K 0.01% +5 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 35 $22.9K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 31 $21.7K 0.01% +15 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 33 $21.6K 0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 33 $21.6K 0.02% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 32 $20.9K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 32 $20.9K 0.01% 0 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 31 $20.3K 0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 31 $20.3K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 31 $20.3K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 31 $20.3K 0.02% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 30 $19.6K <0.01% +5 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 30 $19.6K 0.01% +12 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 30 $19.6K 0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 30 $19.6K <0.01% -3 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 29 $19K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 29 $19K <0.01% +11 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 29 $19K <0.01% -1,183 13F-HR Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 28 $18.3K 0.01% +14 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $18K <0.01% +2 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 26 $17K 0.01% -7 13F-HR/A Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 26 $17K 0.02% +25 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 26 $17K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 26 $17K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 25 $16.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $16.3K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 24 $15.7K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 24 $15.7K 0.01% +22 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 24 $15.7K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 24 $15.7K <0.01% -47 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $15K <0.01% +4 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 23 $15K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $15K <0.01% -969 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 23 $15K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 22 $14.4K 0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 22 $14.4K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $14.4K 0.01% +1 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 22 $14.4K 0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 21 $13.7K 0.01% +2 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 20 $13.1K 0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $13.1K <0.01% -92 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 20 $13.1K <0.01% +17 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 20 $13.1K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 20 $13.1K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 19 $12.5K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 19 $12.4K 0.01% -22 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 19 $12.4K <0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 19 $12.4K 0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 17 $11.1K 0.02% 0 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 17 $11.1K 0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $10.5K <0.01% -19 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 16 $10.5K <0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 16 $10.5K 0.01% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 15 $9.82K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 15 $9.8K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 15 $9.8K <0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 15 $9.8K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $9.15K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 13 $8.66K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $8.5K <0.01% +7 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 13 $8.5K 0.01% +6 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 13 $8.5K 0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 12 $7.85K <0.01% -14 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 12 $7.84K <0.01% 0 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 12 $7.84K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 12 $7.84K <0.01% +11 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 11 $7.34K <0.01% +8 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $7.19K <0.01% +3 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 11 $7.19K 0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 11 $7.19K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 10 $6.54K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $6.54K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 10 $6.54K 0.19% +2 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 10 $6.54K 0.01% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 10 $6.54K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 9 $6.1K <0.01% +1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $5.89K <0.01% +1 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9 $5.88K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 9 $5.88K <0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 9 $5.88K <0.01% -5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 9 $5.88K <0.01% new 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 9 $5.88K <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8 $5.24K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 8 $5.23K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 8 $5.23K <0.01% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 8 $5.23K <0.01% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 7 $4.58K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $4.58K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7 $4.58K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7 $4.58K <0.01% 0 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 7 $4.57K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 6 $3.92K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $3.92K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $3.27K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $3.27K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $2.57K <0.01% -3 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 $1.96K <0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 3 $1.96K <0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $1.96K <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 $1.96K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3 $1.96K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 3 $1.96K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $1.96K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3 $1.96K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 3 $1.96K <0.01% 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2 $1.31K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 2 $1.31K <0.01% 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 2 $1.31K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2 $1.31K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $1.31K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2 $1.31K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2 $1.31K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 25 $1.12K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 2 $1K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1 $655 <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1 $654 <0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1 $654 <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $654 <0.01% -20 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1 $654 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $654 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $654 0.01% new 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1 $654 <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1 $654 <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1 $645 <0.01% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 7,189 $7.19K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,609 $13.5K new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,002 $8.58K -20,296 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 275 $421 -124 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.