Costello Asset Management, INC More: the full row for Costello Asset Management, INC 299 $9.54K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 296 $9.46K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 296 $9.45K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 292 $9.32K 0.01% +112 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 272 $8.68K <0.01% +25 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 268 $8.55K <0.01% +3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 265 $8.46K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 263 $8.42K <0.01% -2,952 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 140 $4.47K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 138 $4.4K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 138 $4.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 138 $4.4K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 137 $4.37K <0.01% +22 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 132 $4.21K <0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 123 $3.92K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 121 $3.86K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 120 $3.83K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 119 $3.8K <0.01% -100 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 118 $3.75K <0.01% +78 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 116 $3.7K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 113 $3.61K <0.01% -15 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 113 $3.6K <0.01% +1 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $3.35K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 104 $3.32K <0.01% -20 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 102 $3.25K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 102 $3.25K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 101 $3.23K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 101 $3.22K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 101 $3.22K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $3.19K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $3.19K <0.01% -100 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 100 $3.19K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 100 $3.19K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 97 $3.12K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for SJS Investment Consulting Inc. 48 $1.53K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 45 $1.44K <0.01% +15 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $1.42K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 43 $1.36K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $1.34K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 40 $1.28K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 39 $1.24K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 38 $1.21K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $1.18K <0.01% +9 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 34 $1.08K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 33 $1.05K <0.01% -3,265 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 30 $1K <0.01% +20 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 31 $989 <0.01% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 29 $926 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 28 $893 <0.01% -12 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 28 $893 <0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 27 $862 <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 26 $830 <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 26 $830 <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 25 $809 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 25 $798 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 11 $342 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 11 $342 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $320 <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 10 $320 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $255 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $255 <0.01% +8 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7 $223 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $160 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $160 <0.01% -2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $128 <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3 $96 <0.01% -10 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 3 $96 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $64 <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2 $64 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2 $64 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $32 <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1 $6.49K -202 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.