Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 35 $2.87K <0.01% +14 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 35 $2.87K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $2.87K <0.01% +12 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 31 $2.54K <0.01% -19 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 30 $2.46K <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 30 $2.46K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $2.46K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $2.38K <0.01% -46 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 25 $2.05K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $2K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $2K <0.01% -29 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 23 $1.89K <0.01% +11 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 23 $1.89K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 22 $1.8K <0.01% -19 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 20 $1.7K <0.01% -31 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20 $1.64K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 20 $1.64K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $1.64K <0.01% +11 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 20 $1.64K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 19 $1.56K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 19 $1.56K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 19 $1.56K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 19 $1.56K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 19 $1.56K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $1.39K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $1.39K <0.01% -5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 15 $1.23K <0.01% -1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 15 $1.23K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $1.15K <0.01% +2 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 13 $1.09K <0.01% -61 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 13 $1.07K <0.01% +7 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12 $984 <0.01% -9 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $984 <0.01% -38 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 11 $902 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $890 <0.01% +5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10 $820 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $820 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $820 <0.01% -14 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 10 $820 <0.01% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $738 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9 $738 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 8 $656 <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8 $656 <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7 $574 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $492 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $492 <0.01% -8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $410 <0.01% -7 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $410 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $410 <0.01% -4 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5 $410 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $329 <0.01% -201 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4 $328 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $328 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4 $328 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $164 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $164 <0.01% 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 2 $164 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2 $164 <0.01% -12 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1 $82 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. 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 14,260 $3.93K +747 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.