Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,822 $92.2K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,791 $90.7K 0.02% -11 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,691 $85.6K 0.04% +12 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,637 $82.9K 0.05% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,520 $77K 0.03% +1,044 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,433 $72.6K 0.01% +531 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,416 $71.7K 0.02% +6 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,344 $68K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,300 $65.8K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,296 $65.6K <0.01% -629,468 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,217 $61.6K 0.03% +843 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,197 $60.6K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,080 $54.4K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,039 $52.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,005 $50.9K 0.01% -1,077 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,000 $50.6K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,000 $50.6K 0.02% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,000 $50.6K 0.05% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 996 $50.4K <0.01% -141 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 979 $49.6K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 966 $48.9K 0.04% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 939 $47.5K 0.02% 0 13F-HR/A Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 87,849 $44.5K 1.72% +45,770 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 837 $42.3K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 828 $41.9K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 800 $41K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 796 $40.3K 0.01% -475 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 778 $39.4K 0.02% -880 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 775 $39.2K 0.02% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 763 $38.6K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 753 $38.1K 0.02% +9 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 750 $38K <0.01% +1 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 722 $36.4K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 706 $35.7K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 681 $34.5K 0.02% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 635 $32.1K 0.02% +240 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 593 $30K 0.01% +39 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 541 $27.4K <0.01% -117 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 533 $27K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 506 $25.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 498 $25.2K <0.01% -1,332 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 485 $24.6K 0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 466 $23.5K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 451 $22.8K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 419 $21.2K 0.01% -3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 411 $20.8K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 372 $18K <0.01% +23 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 327 $16.5K 0.01% new 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 296 $15K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 280 $14.2K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 263 $13.3K <0.01% -250 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 251 $12.7K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 250 $12.7K <0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 239 $12.1K 0.01% +3 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 232 $11.7K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 216 $10.9K <0.01% -2,000 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $10.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 197 $10K <0.01% -177 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 188 $9.52K <0.01% 13F-HR Timeline Group Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 179 $9.06K <0.01% +66 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 133 $6.73K <0.01% +133 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 130 $6.58K 0.01% -81 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 119 $6.03K <0.01% -162 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 104 $5.26K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 100 $5.06K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 93 $4.71K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $4.28K 0.03% -84 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 83 $4.2K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 69 $3.51K <0.01% -336 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 63 $3.19K <0.01% -108 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 63 $3.19K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 61 $3.09K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 59 $2.99K <0.01% +34 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 43 $2.18K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 38 $1.91K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 37 $1.87K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 35 $1.81K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 32 $1.62K <0.01% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $1.27K <0.01% -255 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $1.21K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18 $911 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16 $810 <0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 13 $658 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 11 $557 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $152 <0.01% -151 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $66 <0.01% -5 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -11,210 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.