PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 73 $2.68K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 70 $2.56K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 68 $2.48K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 67 $2.45K <0.01% -123 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $2.37K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 65 $2.37K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64 $2.34K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 63 $2.3K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 56 $2.04K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 53 $1.94K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 46 $1.68K <0.01% 0 13F-HR/A Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 45 $1.64K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 40 $1.46K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 40 $1.45K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 35 $1.28K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 33 $1.21K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 32 $1.17K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31 $1.13K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 28 $1.02K <0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 20 $723 <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 18 $657 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $548 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11 $402 <0.01% -1,085 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 10 $365 <0.01% -4 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 8 $294 <0.01% -2,108 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $292 <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 7 $256 <0.01% -87 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 7 $256 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $219 <0.01% new 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 6 $219 <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 5 $183 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $183 <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $37 <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $8 <0.01% -36 13F-HR Timeline Amount filed as zero, left out of ratios. Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 760 $28M 0 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.