Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 156 $14.8K <0.01% +138 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 147 $14.7K <0.01% +7 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 145 $14.5K 0.01% +21 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 140 $14K <0.01% -63 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 139 $13.9K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 135 $13.5K 0.01% -228 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 135 $13.5K 0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 132 $13.2K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 130 $13K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 129 $12.9K <0.01% -330 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 129 $12.9K <0.01% -3,956 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 117 $11.7K 0.01% -22 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 114 $11.4K <0.01% +59 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 114 $11.4K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. 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Ltd. 96 $9.63K <0.01% -149 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 92 $9.23K <0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 92 $9.23K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 90 $9.03K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 87 $8.76K <0.01% +2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 87 $8.72K <0.01% +9 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 87 $8.72K 0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 78 $8.47K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 84 $8.42K <0.01% +19 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 82 $8.22K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 81 $8.12K <0.01% +44 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 76 $7.62K <0.01% +9 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Cape Investment Advisory, Inc. 66 $6.62K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 60 $6.01K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 61 $6K <0.01% +15 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 59 $5.92K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 59 $5.92K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 58 $5.82K <0.01% +8 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 58 $5.82K <0.01% +14 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 55 $5.52K <0.01% +41 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 53 $5.32K <0.01% +21 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 52 $5.21K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 50 $5.01K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $5.01K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $5.01K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 49 $4.91K <0.01% -384 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 46 $4.61K <0.01% +5 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 45 $4.51K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 44 $4.41K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 43 $4.31K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 43 $4.31K <0.01% +4 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 43 $4.31K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42 $4.31K <0.01% +26 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 42 $4.21K <0.01% -99 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 42 $4.21K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35 $4K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 39 $3.91K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 39 $3.91K <0.01% +3 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 38 $3.81K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 38 $3.81K <0.01% +28 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 38 $3.81K <0.01% +18 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 38 $3.81K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 33 $3.31K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 32 $3.21K <0.01% -5 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 31 $3.11K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $3.01K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 30 $3.01K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 29 $2.92K <0.01% -12 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 29 $2.91K <0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 29 $2.91K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 29 $2.91K <0.01% -306 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 28 $2.85K <0.01% -6 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 28 $2.81K <0.01% -40 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 28 $2.81K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 24 $2.72K <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 26 $2.61K <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 25 $2.51K <0.01% -196 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 25 $2.51K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $2.41K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 23 $2.34K <0.01% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 22 $2.23K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 22 $2.21K <0.01% +12 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 22 $2.21K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 22 $2.21K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $2.01K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 22 $2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $2K <0.01% +3 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 18 $1.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 17 $1.71K <0.01% new 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 17 $1.71K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $1.71K <0.01% -18 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 15 $1.63K <0.01% -67 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $1.6K 0.04% -1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 15 $1.5K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 15 $1.5K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13 $1.3K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 13 $1.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 13 $1.3K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $1.3K <0.01% new 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 13 $1.3K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 12 $1.2K <0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 12 $1.2K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 11 $1.1K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 15 $1.04K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10 $1K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 10 $1K <0.01% -4 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 10 $1K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 10 $1K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 17 $1K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 7 $702 <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 6 $602 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 6 $602 <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5 $502 <0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 5 $501 <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 5 $501 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $402 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $401 <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 4 $371 <0.01% -2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $316 <0.01% -112 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3 $301 <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $301 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $301 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $201 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $201 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 2 $201 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $169 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1 $100 <0.01% -119 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1 $80 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $71 <0.01% new 13F-HR Timeline Amount filed as zero, 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 509 $171 +4 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.