Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30 $18.1K 0.01% +13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 30 $17.9K 0.01% -1 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 29 $17.5K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29 $17.5K 0.01% +12 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $16.1K 0.01% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 26 $15.8K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $15.7K <0.01% +16 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 26 $15.7K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 26 $15.7K <0.01% -15 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 26 $15.7K 0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 26 $15.5K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 26 $15.4K <0.01% -29 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 25 $15.1K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $15.1K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 25 $15.1K 0.01% +1 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 23 $14.1K 0.01% -4 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 23 $13.8K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 23 $13.7K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 22 $13.5K 0.01% +3 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 21 $12.7K 0.01% new 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 21 $12.7K 0.04% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 21 $12.7K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $12.1K <0.01% -1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $12.1K <0.01% +4 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 20 $12.1K 0.01% -9,653 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 19 $11.5K <0.01% -15 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 19 $11.5K 0.01% 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 22 $11K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 18 $10.9K <0.01% +12 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 18 $10.9K 0.01% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 17 $10.3K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 17 $10.3K <0.01% +15 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 17 $10.3K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 16 $9.69K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 16 $9.67K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 15 $9.07K 0.01% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 15 $9.07K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 15 $9.07K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 14 $8.44K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13 $7.86K 0.02% -1,864 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 13 $7.86K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $7.86K <0.01% new 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $7.25K <0.01% +4 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 12 $7.07K <0.01% +5 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11 $6.65K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $6.65K <0.01% +2 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10 $6.09K <0.01% +6 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10 $6.04K <0.01% -2,431 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 10 $6.04K 0.78% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 10 $6.04K 0.02% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $6.04K <0.01% 0 13F-HR/A Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 10 $6.04K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $6.04K 0.01% +1 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $5.44K <0.01% -6 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 9 $5.44K 0.02% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 9 $5.44K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $4.83K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 8 $4.83K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7 $4.23K 0.01% +2 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 6 $3.88K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 5 $3.25K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 5 $3.02K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5 $3.02K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $3.02K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $3.02K <0.01% 0 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 5 $3K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $2.42K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 4 $2.42K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $2.42K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 3 $1.81K <0.01% +1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3 $1.81K <0.01% +2 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 2 $1.26K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 2 $1.25K <0.01% -58 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $1.21K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 2 $1K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $605 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $605 <0.01% -1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $605 <0.01% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -312 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 879,387 $879K +877,932 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 1,162 $1.92K +232 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 1,664 (0.28%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 1,664 (0.28%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR