CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 325 $41.4K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 320 $40.8K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 314 $40K <0.01% +166 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 310 $39.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 306 $39K 0.02% -302 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 308 $39K <0.01% +1 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 300 $38.2K <0.01% 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 299 $38.1K 0.01% -250 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 288 $36.7K 0.02% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 287 $36.6K 0.04% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 288 $36.2K <0.01% -440 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 283 $36.1K <0.01% +31 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 275 $35.1K <0.01% -1 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 272 $34.7K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 245 $31.2K <0.01% -5 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 243 $31K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 232 $29.6K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 230 $29.3K 0.02% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 228 $29.1K <0.01% +148 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 215 $27.4K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 208 $26.5K <0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 206 $26.2K 0.01% +1 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $26K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $25.5K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 200 $25.5K <0.01% -199 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 199 $25.4K <0.01% -146 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 198 $25.2K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 194 $24.7K <0.01% -1,462 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 190 $24.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 186 $23.7K <0.01% +53 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 185 $23.6K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 180 $23K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 171 $21.8K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 164 $20.9K 0.01% -17 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 161 $20.6K <0.01% +8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 159 $20.3K <0.01% -17 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 159 $20K <0.01% -4,705 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 148 $18.9K <0.01% +26 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 147 $18.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 147 $18.7K <0.01% +44 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 144 $18.4K <0.01% new 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 135 $17.2K 0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 130 $16.6K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 122 $15.6K <0.01% +110 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 119 $15.2K <0.01% +27 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 119 $15.2K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 125 $15K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 113 $14.4K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109 $13.9K <0.01% 0 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 109 $13.9K <0.01% -51,453 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 107 $13.6K 0.01% +54 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 106 $13.5K <0.01% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 101 $12.9K <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 100 $12.7K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 95 $12.1K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 91 $12K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 89 $11.3K 0.01% -197 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 89 $11.3K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 86 $11K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 85 $10.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 82 $10.5K <0.01% +6 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 10,060 $10.3K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 81 $10.3K <0.01% -7 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 80 $10.2K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 79 $10.1K <0.01% +15 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 76 $9.69K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 75 $9.54K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 75 $9.51K <0.01% -14 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 72 $9.18K 0.01% +10 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 72 $9.18K <0.01% new 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 70 $8.92K <0.01% +27 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 70 $8.92K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 68 $8.73K 0.01% -4,332 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 67 $8.54K <0.01% +10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 63 $8.12K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 62 $7.9K <0.01% -14 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 60 $7.65K <0.01% -8 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 60 $7.65K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 59 $7.52K <0.01% +27 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 57 $7.31K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 56 $7.14K <0.01% +11 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 55 $7.01K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $6.4K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 49 $6.32K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $6.25K <0.01% -2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 48 $6.12K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $6.11K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 47 $6.02K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 50 $6K 0.01% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 45 $6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 47 $5.99K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $5.87K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 46 $5.86K <0.01% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 45 $5.74K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 44 $5.61K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 44 $5.61K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 43 $5.48K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 42 $5.35K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 41 $5.23K <0.01% +11 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 41 $5.23K <0.01% 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 45 $5.15K <0.01% +40 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 42 $5K <0.01% -15 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 39 $4.97K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36 $4.6K <0.01% -28 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 35 $4.5K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 35 $4.46K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $4.33K <0.01% +10 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 33 $4.24K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 33 $4.22K <0.01% +32 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 33 $4.21K <0.01% new 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 32 $4.08K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 32 $4.08K <0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 31 $3.95K 0.02% -83 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 30 $3.85K <0.01% -9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 30 $3.83K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30 $3.82K <0.01% +19 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25 $3.2K <0.01% +6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 25 $3.19K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 25 $3.19K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $3.19K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 24 $3.08K <0.01% +20 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 23 $2.93K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $2.81K <0.01% +6 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 27 $2.79K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21 $2.68K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20 $2.55K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 20 $2.55K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $2.55K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $2.18K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $2.04K <0.01% +1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 16 $2.04K <0.01% +8 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 15 $1.91K <0.01% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 15 $1.91K <0.01% 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 15 $1.91K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $1.66K <0.01% -36 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12 $1.53K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $1.4K <0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 11 $1.4K <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $1.27K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $1.27K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10 $1.27K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.15K <0.01% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $1.15K <0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 9 $1.11K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 8 $1.02K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $1.02K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $765 <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $765 <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4 $510 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $383 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $382 <0.01% -129 13F-HR/A Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $382 <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 3 $382 <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2 $255 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $255 <0.01% -1 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2 $255 <0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $255 <0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $200 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $127 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $127 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1 $127 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $4 <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 495 $198 -8 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.