Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 1,975 $26.3K 0.45% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,865 $24.8K <0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,456 $19.4K <0.01% -629 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,384 $18.4K <0.01% +420 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,145 $15.2K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,100 $14.6K <0.01% +600 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,097 $14.6K <0.01% +123 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 962 $12.8K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,120 $12K 0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 900 $12K <0.01% +500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 875 $11.6K <0.01% +42 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 753 $10K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 740 $9.84K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 734 $9.76K <0.01% -1,266 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 661 $8.79K <0.01% -6,831 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 655 $8.71K <0.01% -221 13F-HR/A Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 620 $8.25K <0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 583 $8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 600 $7.98K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 518 $6.89K <0.01% -15 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 516 $6.86K <0.01% +423 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 500 $6.65K <0.01% -3,900 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 500 $6.65K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 489 $6.5K <0.01% +6 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 474 $6.31K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 418 $5.56K <0.01% -1,483 13F-HR Timeline Group Financial Avengers, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 381 $5.07K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 380 $5.05K <0.01% new 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 375 $4.99K <0.01% -375 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 358 $4.76K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 320 $4.26K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. 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More: the full row for BARRETT & COMPANY, INC. 250 $3.33K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 235 $3.13K <0.01% -1,317 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 300 $3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 223 $2.97K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 201 $2.67K <0.01% +24 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 200 $2.66K <0.01% +55 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 200 $2.66K <0.01% +181 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 200 $2.66K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $2.66K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 200 $2.66K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $2.66K <0.01% -200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 199 $2.65K <0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 188 $2.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 186 $2.47K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 180 $2.39K <0.01% +163 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 178 $2.37K <0.01% +25 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 170 $2.26K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 99 $1.32K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 97 $1.29K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 95 $1.26K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 90 $1.2K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 74 $1.09K 0.04% +12 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 80 $1.06K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 76 $1.01K <0.01% +66 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 63 $838 <0.01% +23 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 62 $825 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 60 $798 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $733 <0.01% -10 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 55 $732 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 54 $718 <0.01% +8 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 50 $665 <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50 $665 <0.01% -300 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 50 $665 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 49 $652 <0.01% -26 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 48 $638 <0.01% -12 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 46 $612 <0.01% -67 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 44 $585 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42 $559 <0.01% -32 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $546 <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 40 $532 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38 $505 <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 35 $466 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 35 $466 <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 32 $426 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 30 $399 <0.01% 0 13F-HR/A Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 29 $386 <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 28 $372 <0.01% -50 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 25 $333 <0.01% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $306 <0.01% +20 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $266 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13 $173 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12 $160 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $133 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $133 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $133 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9 $120 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $117 <0.01% -1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7 $93 <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 5 $67 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $67 <0.01% -684 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3 $40 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $40 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $27 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $26 <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $13 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 29 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.