Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 75 $51.5K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 75 $51.2K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 72 $49.2K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $48.5K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 71 $48.2K 0.01% -34 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 70 $47.8K <0.01% +20 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 68 $46.4K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 67 $45.8K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 67 $45.8K 0.01% +5 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65 $44.4K <0.01% +4 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 65 $44.4K 0.03% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 63 $43K 0.01% +1 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 62 $42.3K <0.01% +1 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 62 $42.3K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 60 $41K 0.02% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 60 $41K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 60 $41K 0.08% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 59 $40.3K 0.03% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 57 $38.9K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 56 $38.2K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 56 $38.2K 0.01% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 55 $38K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. 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Advisory Services LLC 25 $17.1K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 25 $17.1K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 24 $16.4K 0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23 $15.7K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 20 $13.7K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $13K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $13K <0.01% +4 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 19 $13K 0.01% +3 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 19 $13K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 18 $12.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 18 $12.3K 0.01% -18 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 17 $11.8K <0.01% -2 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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Allen Investments, LLC 9 $6.15K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8 $5.46K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $5.46K <0.01% +1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $5.46K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 8 $5.46K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $4.78K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $4.1K <0.01% -3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 1 $683 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $683 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1 $675 <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1 $655 <0.01% 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $300 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 0 $17 <0.01% 0 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 75 $158 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.