Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 94 $82.6K 0.03% -10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 94 $82.2K 0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 90 $79.1K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 90 $79.1K 0.06% +21 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 90 $79K 0.05% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 90 $78.9K 0.04% +1 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 89 $78.2K 0.01% 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 88 $77.4K 0.07% -200 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 88 $77.4K 0.07% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 88 $77.1K 0.05% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 85 $74.8K 0.02% +29 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 80 $70.6K <0.01% -3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 80 $70.3K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 80 $70.3K 0.03% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 75 $66K 0.01% +42 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 75 $65.9K 0.03% -1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 74 $65K 0.01% -816 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 73 $64.2K 0.01% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 73 $64.2K 0.02% 0 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 72 $63.3K 0.03% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 71 $62.4K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 69 $60.6K 0.03% +6 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 68 $59.8K 0.03% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 66 $58.3K 0.02% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 65 $57.1K 0.03% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 65 $57.1K 0.03% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 65 $57.1K 0.02% +3 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 65 $57.1K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 63 $55.4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 62 $54.5K 0.08% +13 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 62 $54K 0.01% +1 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 61 $53.6K 0.02% -20 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 60 $52.7K 0.06% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 60 $52.7K 0.02% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 59 $51.9K 0.01% +7 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 57 $50.1K 0.04% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 53 $47K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 53 $46.6K 0.02% +4 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 52 $45.4K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 51 $44.8K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $44.3K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 50 $44.1K 0.01% +7 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $44K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 50 $44K 0.03% 0 13F-HR Timeline Cresta Advisors, Ltd. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 40 $35.2K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $35.2K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 39 $34.3K 0.03% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 59 $33.8K 0.2% +18 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 38 $33.7K 0.01% -2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 38 $33.4K 0.03% 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 37 $31.3K <0.01% new 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 34 $29.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 33 $29K <0.01% -11 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 33 $28.6K <0.01% -56 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 32 $28.3K 0.02% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 32 $28.1K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 31 $27.4K <0.01% +23 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $26.4K 0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 29 $25.6K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 29 $25.5K 0.01% +4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 28 $24.8K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 28 $24.8K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 28 $24.6K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for Itau Unibanco Holding S.A. 25 $22K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 25 $22K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 25 $22K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25 $22K 0.01% -84 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 25 $22K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $22K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25 $22K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $22K 0.01% +9 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 25 $21.6K 0.02% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 24 $21.1K 0.01% 0 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 24 $21.1K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $21.1K 0.01% +2 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 24 $21K <0.01% -44 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 24 $21K <0.01% -709 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23 $20.2K 0.01% -31 13F-HR Timeline Phillip James Consulting Co. 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More: the full row for IMA Advisory Services, Inc. 20 $17.6K <0.01% +17 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 20 $17.6K 0.02% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 19 $17.2K 0.02% 0 13F-HR/A Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 19 $16.7K 0.02% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 17 $14.9K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 17 $14.9K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $14.1K <0.01% -11 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 109 $13.4K 0.01% -120 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 15 $13.2K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 15 $13.2K <0.01% -10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 15 $13.2K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 15 $13K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14 $12.3K 0.01% 0 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 14 $12K 0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 13 $11.5K 0.01% +10 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 13 $11.4K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $11.4K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 12 $11K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12 $10.5K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 12 $10.5K 0.31% +4 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 12 $10.5K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12 $10.5K 0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 11 $9.67K <0.01% new 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 11 $9.67K 0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $9.67K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 10 $9.01K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10 $8.79K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $8.79K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 10 $8.79K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9 $8.06K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9 $7.91K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 9 $7.91K 0.04% -9 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $7.91K <0.01% 0 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 9 $7.91K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $7.17K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8 $7.17K <0.01% -150 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8 $7.06K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 8 $7K 0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 7 $6.15K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 7 $6.15K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $6.15K <0.01% +2 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 6 $5.57K <0.01% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6 $5.35K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 6 $5.29K <0.01% 13F-HR/A Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 6 $5.27K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $5.2K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5 $4.57K <0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5 $4.39K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 5 $4.39K <0.01% +3 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4 $3.88K <0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4 $3.52K <0.01% 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $3.52K <0.01% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 4 $3.52K <0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 4 $3K <0.01% -2,510 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 4 $3K <0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $2.64K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $2.64K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 3 $2.64K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 3 $2.64K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2 $2.08K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2 $1.76K <0.01% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 2 $1.76K <0.01% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $879 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $879 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $879 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 25,000 $25K 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 3,525 $4.01K -497 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 3,516 $3.52K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.