ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 75 $88.2K 0.03% +10 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 75 $88.1K 0.06% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 75 $88.1K 0.03% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 74 $87.2K 0.33% 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 73 $86K 0.04% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 73 $85.8K 0.07% -10 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 73 $85.8K 0.01% +5 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 72 $84.6K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 69 $82K 0.05% -68 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 68 $79.9K 0.02% +6 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 68 $79.9K 0.01% +7 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 68 $79.9K 0.09% -186 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 68 $79.9K 0.04% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 65 $76.4K <0.01% +3 13F-HR Timeline VAQUERO PRIVATE WEALTH, LTD More: the full row for VAQUERO PRIVATE WEALTH, LTD 65 $76.4K 0.02% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 63 $74.1K 0.05% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 63 $74K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 62 $73K 0.01% -5 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Gleason Group, Inc. 29 $34.1K <0.01% +26 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 29 $33.8K 0.03% +2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 28 $33K 0.01% -1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 28 $32.9K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $32K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 27 $31.7K 0.03% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 27 $31.7K 0.02% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $30.5K 0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $29.4K 0.02% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $29.4K 0.01% +2 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 25 $29.4K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 25 $29.4K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 24 $28.2K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 24 $28.2K 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 $28K <0.01% +3 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 23 $27.1K 0.01% +8 13F-HR Timeline Evolution Advisers, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 144,680 $614K +89,056 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.