NFSG Corp More: the full row for NFSG Corp 133 $27.6K <0.01% -77 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 132 $27.4K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 123 $26.6K <0.01% -69 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 125 $26K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 125 $26K <0.01% -500 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 125 $26K <0.01% 0 13F-HR Timeline Uniplan Investment Counsel, Inc. More: the full row for Uniplan Investment Counsel, Inc. 122 $25.5K <0.01% new 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 122 $25.4K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $25.2K <0.01% +7 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 120 $24.9K 0.01% +5 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 131 $23.6K <0.01% -20 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 110 $22.9K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 106 $22K <0.01% -44 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 107 $22K <0.01% +20 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $21K 0.01% -26 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 101 $21K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 100 $20.8K <0.01% -3,475 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 98 $20.4K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 97 $20.2K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 97 $20.2K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 94 $19.5K <0.01% -23 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 94 $19.5K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 91 $18.9K <0.01% -6 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 90 $18.7K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 100 $18.6K <0.01% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 89 $18.5K <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 87 $18.5K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 86 $17.9K <0.01% +32 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 85 $17.7K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 85 $17.7K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 67 $13.9K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 65 $13.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 65 $13.5K <0.01% +27 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 64 $13.3K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 62 $12.9K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 61 $12.7K 0.01% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 58 $12.5K <0.01% -30 13F-HR Timeline Aviso Financial Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $2.08K <0.01% +4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $1.87K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9 $1.87K <0.01% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8 $1.66K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $1.66K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8 $1.66K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $1.66K <0.01% +5 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7 $1.46K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 6 $1.25K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 6 $1.25K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 6 $1.25K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $1.04K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $1.04K <0.01% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.04K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $1.04K <0.01% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5 $1.04K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $1.04K <0.01% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5 $1.04K <0.01% -50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5 $1.04K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $1.04K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6 $1K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3 $1K <0.01% 0 13F-HR/A Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 5 $973 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $831 <0.01% -72 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4 $831 <0.01% -36 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $831 <0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $624 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 3 $624 <0.01% -6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $624 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $624 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $623 <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3 $623 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 3 $623 <0.01% 13F-HR/A Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3 $623 <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2 $416 <0.01% -12 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 2 $416 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $416 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $416 <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $416 <0.01% -35 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2 $361 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1 $208 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $208 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $208 <0.01% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $208 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $208 <0.01% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $197 <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 125 $26M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.