Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 488 $13.5K 0.01% -48 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 478 $13.2K <0.01% -80 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 474 $13.1K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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Allen Investments, LLC 385 $10.7K 0.01% -81 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 377 $10.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 375 $10.4K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 374 $10.4K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 374 $10.4K <0.01% -497 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 369 $10.2K 0.05% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 365 $10.1K <0.01% -44 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 388 $9.56K <0.01% +64 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 337 $9.35K 0.01% -78 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 300 $9.07K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 326 $9.03K <0.01% +63 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 322 $8.93K <0.01% +2 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 316 $8.75K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 315 $8.72K <0.01% +242 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 313 $8.67K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 310 $8.58K <0.01% -12 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 280 $7.75K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 275 $7.62K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 268 $7.42K <0.01% +83 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 250 $6.92K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 243 $6.73K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 238 $6.61K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 235 $6.51K 0.01% +2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 232 $6.47K <0.01% -23 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 232 $6.42K <0.01% 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 217 $6.01K <0.01% -177 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for Parkworth Wealth Management, Inc. 14 $388 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $332 <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $277 <0.01% new 13F-HR/A Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10 $277 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 10 $277 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $222 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $138 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3 $84 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $56 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -13,778 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. JDM Financial Group LLC More: the full row for JDM Financial Group LLC 0 $0 0% -500 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 0 $0 0% -210 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.