Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 185 $24.6K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 180 $24K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 167 $22.2K 0.01% +24 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 166 $22.1K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 163 $21.7K <0.01% +16 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 154 $20.5K 0.01% 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 148 $19.7K 0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 145 $19.3K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 140 $18.6K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 134 $17.8K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 133 $17.7K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 130 $17.3K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 129 $17.2K 0.01% +30 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 125 $16K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 119 $15.8K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 113 $15K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 112 $14.9K <0.01% +82 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109 $14.5K <0.01% -7 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 103 $13.7K <0.01% -13 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $13.3K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 100 $13.3K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 99 $13.1K <0.01% -947 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 93 $12.4K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 92 $12.2K 0.01% +66 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 91 $12K <0.01% -41 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 89 $11.8K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 85 $11.3K <0.01% -81 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 83 $11.1K <0.01% +1 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 82 $10.9K 0.01% +47 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $10.8K <0.01% +74 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 73 $9.71K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $9.31K 0.01% +23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 75 $9K <0.01% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 66 $8.78K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 63 $8.34K <0.01% +45 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 62 $8.25K 0.01% -15 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 58 $7.72K <0.01% +49 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 58 $7.72K <0.01% -122 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 57 $7.62K 0.01% +48 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 57 $7.59K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 55 $7.32K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 53 $7K <0.01% +44 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 51 $6.79K <0.01% 0 13F-HR/A Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $6.66K <0.01% +25 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 48 $6.39K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 48 $6.38K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 48 $6.38K <0.01% +38 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 48 $6.36K <0.01% -15 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $6.25K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 47 $6.23K <0.01% +4 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $6.12K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 44 $5.85K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 43 $5.72K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 38 $5.06K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $4.79K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 35 $4.66K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 35 $4.66K <0.01% -9,459 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 34 $4.52K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 35 $4K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25 $3.33K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 25 $3.33K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 25 $3.33K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 24 $3.19K <0.01% +9 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $3.06K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $3.06K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21 $2.79K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 21 $2.79K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 20 $2.66K <0.01% -9 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $2.54K <0.01% -55 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $2.27K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.26K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 17 $2.26K <0.01% -483 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16 $2.13K <0.01% +7 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 16 $2K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $2K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 15 $2K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $2K <0.01% -4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.86K <0.01% +4 13F-HR Timeline QVR LLC More: the full row for QVR LLC 13 $1.73K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $1.6K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11 $1.46K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $1.46K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $1.33K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 10 $1.33K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 9 $1.2K <0.01% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $1.2K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9 $1.16K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8 $1.06K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $1.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% 0 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 7 $931 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7 $891 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $799 <0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $665 <0.01% +2 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $400 <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 3 $399 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $141 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 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 625 $249 -337 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.