Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 80 $40.8K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 80 $40.8K 0.02% -15 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 80 $40.8K 0.02% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 80 $40.8K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 80 $40.5K 0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 79 $40.1K 0.01% +12 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 76 $38.7K <0.01% +2 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 73 $37.2K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for Kemnay Advisory Services Inc. 69 $35.2K <0.01% -11 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 67 $34.1K 0.02% +2 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 66 $33.6K 0.03% +3 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 62 $31.6K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 60 $30.6K <0.01% -51 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 60 $30.5K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 57 $29.5K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 58 $29.3K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 57 $29K 0.02% -14 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 57 $29K 0.01% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 56 $28.5K 0.01% +16 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 52 $26.5K 0.01% 0 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 52 $26.5K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 51 $26.1K 0.01% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 50 $25.5K <0.01% -31 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 50 $25.5K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 50 $25.5K 0.02% 0 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 50 $25.5K 0.02% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 49 $25K 0.02% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 48 $24.5K <0.01% -3,251 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 50 $24K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 47 $23.9K <0.01% +14 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 47 $23.9K 0.01% -25 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 46 $23.5K 0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. 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More: the full row for Planning Strategies Inc. 17 $8.66K 0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 16 $8.22K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 16 $8.15K <0.01% -22 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 16 $8.15K <0.01% +12 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $7.83K <0.01% -23 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 15 $7.64K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $7.64K <0.01% -2,257 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 15 $7.64K 0.01% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 15 $7.64K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 14 $7.13K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $6.62K <0.01% 0 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 13 $6.62K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 12 $6.04K <0.01% new 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $5.61K <0.01% +6 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11 $5.6K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 10 $5.09K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $5.09K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 10 $5.09K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $5.09K <0.01% -238 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10 $5K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10 $4.91K <0.01% +1 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 10 $4.88K <0.01% -2 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 9 $4.58K 0.02% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 9 $4.58K <0.01% -13 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 9 $4.58K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 9 $4.58K <0.01% -1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $4.08K <0.01% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $3.57K <0.01% +3 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 6 $3.29K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $3.06K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $3.06K 0.07% -25 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6 $3.06K <0.01% -1,086 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 6 $3.06K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 6 $3.06K 0.01% -25 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5 $2.55K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5 $2.55K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $2.55K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4 $2.09K <0.01% -6 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4 $2.04K <0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $2.04K <0.01% -194 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $2.04K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 5 $2K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $1.57K <0.01% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2 $1.24K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2 $1.06K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $1.02K <0.01% -1 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 2 $1.02K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $575 <0.01% new 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $510 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1 $510 <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $510 <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1 $509 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 0 $220 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Point Nemo Capital, LLC More: the full row for Point Nemo Capital, LLC 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 500 $255M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.