DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $8.53K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 20 $8.53K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 19 $8.1K <0.01% -22 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 19 $8.1K <0.01% -19 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 19 $8.1K <0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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More: the full row for AMERIFLEX GROUP, INC. 15 $6.4K <0.01% -45 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 15 $6.4K <0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 13 $5.54K <0.01% -6,269 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 13 $5.54K 0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 13 $5.34K <0.01% 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 12 $5.22K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 12 $5.12K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 12 $5.12K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $5.12K <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $5.12K <0.01% +3 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 12 $5.12K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $5.12K <0.01% -25 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 11 $4.69K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $4.69K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10 $4.26K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10 $4.26K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 10 $4.26K <0.01% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $4.26K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 10 $4K <0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 9 $3.98K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9 $3.84K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $3.41K <0.01% -4 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 8 $3.41K <0.01% new 13F-HR Timeline Group Horizons Wealth Management More: the full row for Horizons Wealth Management 7 $2.98K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 7 $2.98K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 7 $2.98K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 7 $2.98K <0.01% -40 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 6 $2.56K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5 $2.13K <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 5 $2.13K <0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4 $1.71K <0.01% -35 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 4 $1.71K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4 $1.71K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $1.71K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 4 $1.71K <0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 3 $1.31K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3 $1.28K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3 $1.28K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $1.28K <0.01% -1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2 $853 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2 $853 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $853 0.02% +1 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2 $853 <0.01% 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $426 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $426 <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1 $426 <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1 $426 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 0 $34 <0.01% -28 13F-HR Timeline Amount filed as zero, left out of ratios. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $0 0% -30 13F-HR Timeline Value filed as zero, left out of ratios. FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 33,410 $40.5K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.