CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $2.31K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 25 $2.31K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $2.22K <0.01% +8 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 24 $2.22K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 23 $2.13K <0.01% -32 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $2.13K <0.01% -11 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $2.04K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21 $1.94K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20 $1.85K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 20 $1.85K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 19 $1.77K <0.01% -6 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 19 $1.76K <0.01% +15 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19 $1.76K <0.01% +3 13F-HR Timeline Security National Bank More: the full row for Security National Bank 18 $1.67K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $1.59K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 17 $1.59K <0.01% -78 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 16 $1.48K <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 15 $1.39K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 15 $1.39K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $1.39K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 15 $1.39K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $1.36K <0.01% +6 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 12 $1.11K <0.01% +12 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 12 $1.11K <0.01% -110 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $1.02K <0.01% -2,932 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 11 $1.02K <0.01% +8 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 19 $1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $1K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $925 <0.01% +1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $925 <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 10 $925 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $740 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $556 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6 $555 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 6 $555 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $463 <0.01% -10 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $370 <0.01% -16 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 3 $283 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $278 <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3 $278 <0.01% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2 $185 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $185 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $185 <0.01% -7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $0 0% -33 13F-HR/A Timeline Value 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 438 $128 -57 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.