Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 12 $3.49K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12 $3.49K <0.01% +7 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 12 $3.49K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 13 $3K <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10 $2.91K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 10 $2.91K <0.01% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10 $2.9K <0.01% new 13F-HR Timeline Group Trust Co More: the full row for Trust Co 9 $2.62K <0.01% +7 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 9 $2.62K <0.01% new 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 8 $2.24K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 7 $2.1K <0.01% -3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $2.04K <0.01% -4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $2.03K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10 $2K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 6 $1.74K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6 $1.61K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 5 $1.47K <0.01% 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5 $1.45K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $1.45K <0.01% -19 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 5 $1.45K <0.01% +2 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 5 $1.45K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $1.26K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 4 $1.16K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $1.16K <0.01% +1 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4 $1.16K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4 $1.16K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 4 $1.16K 0.03% -37 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4 $1.16K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 3 $1K <0.01% new 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 2 $1K <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 3 $897 <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3 $872 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3 $872 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $872 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $872 <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3 $872 <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3 $872 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $585 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2 $582 <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2 $582 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2 $582 <0.01% -10 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $581 <0.01% -2,266 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2 $581 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $581 <0.01% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 2 $581 <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2 $570 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $291 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 0 $141 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $73 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -2,600 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.