USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 945 $107K 0.02% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 940 $106K <0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 901 $102K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 826 $93.5K <0.01% -44 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 809 $92K 0.01% -69 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 787 $89.1K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 753 $85K 0.05% +149 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 720 $82.2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 697 $78.9K <0.01% -30 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 665 $75.3K 0.03% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 656 $74.3K <0.01% +257 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 650 $73.6K 0.01% +100 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 648 $73.4K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 635 $71.9K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 613 $69.4K 0.01% +5 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 601 $68K 0.01% 0 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 600 $67.9K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 585 $66.2K <0.01% +100 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 571 $64.6K 0.03% +15 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 562 $63.6K <0.01% +148 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 512 $58K 0.02% -68 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 511 $57.9K 0.01% +22 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 508 $57.5K 0.02% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 503 $56.9K <0.01% 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 500 $56.6K <0.01% -113 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 460 $52.1K 0.03% -5 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 458 $51.8K <0.01% +9 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 444 $50.3K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. 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More: the full row for North Star Investment Management Corp. 300 $34K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 299 $33.9K 0.01% +169 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 295 $33.4K 0.01% +149 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 284 $32.2K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 280 $31.7K <0.01% +13 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 263 $29.8K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 261 $29.5K <0.01% +8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 255 $28.9K 0.01% -1 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 249 $28.2K <0.01% +50 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 231 $26.2K <0.01% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 230 $26K <0.01% -6 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 232 $25.8K <0.01% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 227 $25.7K <0.01% new 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. 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More: the full row for Kemnay Advisory Services Inc. 71 $8.04K <0.01% +3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 71 $8.04K <0.01% +14 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 69 $7.81K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 64 $7.25K <0.01% -1 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 60 $6.79K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 59 $6.68K <0.01% +19 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 57 $6.45K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 53 $6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 51 $5.77K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 49 $5.55K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 48 $5.43K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 47 $5.42K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 47 $5.32K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $5.09K <0.01% +10 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 39 $4.42K <0.01% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 39 $4.42K <0.01% +11 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $4.3K <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 37 $4.19K <0.01% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 32 $3.62K <0.01% -5 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 31 $3.51K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 30 $3.4K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 29 $3.28K <0.01% +5 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 27 $3.06K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 26 $2.94K <0.01% +12 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 25 $2.89K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $2.83K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 25 $2.83K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 23 $2.6K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 23 $2.6K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $2.38K <0.01% -51 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 18 $2.04K <0.01% new 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 18 $2.04K <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 18 $2K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $1.93K <0.01% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 17 $1.93K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 17 $1.93K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 15 $1.71K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $1.7K <0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 15 $1.7K <0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 14 $1.58K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13 $1.47K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $1.47K <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $1.47K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13 $1.47K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $1.47K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12 $1.36K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 10 $1.14K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.13K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $1.02K <0.01% -2 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $1K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $679 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 6 $679 <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $571 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $567 <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $566 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $566 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $566 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $453 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4 $453 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $453 <0.01% -413 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $453 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $453 0.01% +1 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $453 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $340 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2 $227 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $227 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1 $114 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $114 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $113 <0.01% new 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 1 $113 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $95 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR 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 109 $41 +1 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.