Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 48 $13.7K <0.01% -16 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 47 $13.5K 0.01% -85 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 46 $13.2K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 46 $13.2K <0.01% -1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 46 $13.2K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 46 $13.2K <0.01% -1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 45 $12.9K 0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 44 $12.6K 0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 43 $12.4K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $12.2K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 42 $12.1K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 42 $12.1K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 38 $11.7K 0.02% 0 13F-HR/A Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 40 $11.5K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $11.5K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 40 $11.5K 0.01% -4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 38 $10.9K <0.01% +25 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 38 $10.9K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 38 $10.9K <0.01% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 38 $10.9K +5 Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 37 $10.6K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 37 $10.5K <0.01% +3 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 35 $10.1K <0.01% 0 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 35 $10.1K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 35 $10K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 34 $10K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 34 $9.77K <0.01% +12 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 34 $9.77K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $9.77K <0.01% +19 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 33 $9.48K <0.01% +7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 32 $9.19K <0.01% +16 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32 $9.19K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 30 $8.62K 0.04% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 29 $8.33K <0.01% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 29 $8.33K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 28 $8K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 26 $7.49K 0.01% +17 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 26 $7.47K <0.01% -2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 25 $7.18K <0.01% +6 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 24 $6.89K <0.01% +13 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 24 $6.89K <0.01% -10 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 23 $6.61K 0.04% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 22 $6.32K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $6.32K <0.01% +8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 21 $6.03K <0.01% +5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $6K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20 $5.75K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 19 $5.46K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $5.46K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 19 $5.46K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 18 $5.17K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 18 $5.17K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 18 $5.17K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18 $5.17K <0.01% -16 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 17 $4.88K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 17 $4.88K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 17 $4.88K <0.01% -13 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 16 $4.6K <0.01% +14 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 15 $4.31K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $4.31K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 14 $4.02K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $4.02K <0.01% +3 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $4.02K <0.01% 13F-HR/A Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 14 $4.02K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 14 $4.02K <0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13 $3.73K <0.01% +4 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $3.73K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13 $3.73K <0.01% -4 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 13 $3.73K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $3.73K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 11 $3.16K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 11 $3.16K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $3.16K <0.01% +4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $3.16K <0.01% +1 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 11 $3.16K <0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12 $3K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 10 $2.87K <0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 10 $2.87K <0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10 $2.87K <0.01% +5 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 9 $2.61K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8 $2.3K <0.01% -3 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7 $2.01K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7 $2.01K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7 $2.01K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $2.01K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $2.01K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 7 $2.01K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7 $2.01K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 7 $2.01K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 6 $1.72K <0.01% -23 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6 $1.72K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.72K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 6 $1.72K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6 $1.72K <0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.49K <0.01% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 5 $1.44K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.44K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.44K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5 $1.44K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $1.44K <0.01% +3 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5 $1.44K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 5 $1.44K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $1.44K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 5 $1.43K <0.01% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4 $1.15K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4 $1.15K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4 $1.15K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $1.01K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $862 <0.01% -1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3 $862 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $862 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $862 <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 228 $795 0.02% -565 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $589 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $575 <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1 $288 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $287 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6,088 $6.09K 0 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 1,436 $1.44K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.