Roxbury Financial LLC More: the full row for Roxbury Financial LLC 183 $60K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 182 $59.5K 0.03% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 182 $59.5K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 181 $59K 0.01% -230 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 175 $57.2K <0.01% -10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 173 $56.6K <0.01% -1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 169 $55.3K 0.01% +23 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 156 $55.2K 0.01% +75 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 160 $52K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 189 $51.6K 0.02% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 153 $50K 0.01% +36 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 151 $49.4K 0.02% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 144 $47.1K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 144 $47K <0.01% +15 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 143 $46.8K 0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 138 $45.1K 0.04% -1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 137 $44.8K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 136 $44.7K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 135 $44.2K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 128 $41.9K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 127 $41.5K <0.01% -32 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 126 $41.2K 0.01% -140 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 125 $40.9K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 124 $40.6K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 120 $39.2K 0.04% +102 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 117 $38.3K 0.02% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 115 $37.6K 0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 114 $37.3K 0.01% +32 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 114 $36.6K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 110 $36K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 108 $35.3K <0.01% -1 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 105 $34.3K 0.03% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 104 $34K 0.02% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 102 $33.4K 0.03% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 102 $33.4K 0.02% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $33K 0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $32.7K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 100 $32.7K 0.01% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $32.7K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 100 $32.7K 0.03% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 100 $32.7K 0.03% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 99 $32.4K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 98 $32.1K 0.01% +2 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 95 $31.7K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 95 $31.1K 0.01% -150 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 91 $29.7K 0.02% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 90 $29.4K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 88 $28.8K 0.01% +62 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 88 $28.8K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 84 $27.5K 0.01% +47 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 83 $27.1K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 83 $27.1K <0.01% -4 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 83 $27.1K 0.03% +15 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 82 $26.8K 0.02% +41 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 81 $26.6K 0.01% -17 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 81 $26.5K 0.01% +2 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 75 $24.5K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 74 $24.2K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 74 $24.2K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 73 $23.9K 0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 73 $23.9K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 72 $23.5K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 70 $22.9K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 69 $22.6K <0.01% -19 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 69 $22.6K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 68 $22.4K <0.01% +2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 68 $22.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $22K <0.01% +8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 66 $21.6K 0.01% +38 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 65 $21.3K <0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 63 $21K 0.01% -54 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 63 $20.6K <0.01% +15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 63 $20.6K <0.01% +6 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 62 $20.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 62 $20.3K 0.01% +9 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 61 $19.9K 0.02% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 61 $19.8K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 61 $19K 0.01% 0 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 57 $18.7K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 57 $18.6K <0.01% new 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 56 $18.4K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 50 $18K 0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 55 $17.9K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 51 $16.7K <0.01% new 13F-HR/A Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 51 $16.7K 0.02% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $16.4K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $16.4K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 48 $15.7K 0.01% +2 13F-HR/A Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 46 $15K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 45 $15K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 45 $14.7K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 45 $14.7K <0.01% +17 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 43 $14.1K 0.01% +34 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 43 $14.1K 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 42 $13.7K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $13.7K <0.01% +9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 40 $13.1K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 40 $13.1K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 39 $13K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 39 $12.8K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 39 $12.8K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 39 $12.8K <0.01% +7 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 38 $12.4K <0.01% +30 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 38 $12.4K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 37 $12.1K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 35 $11.4K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 33 $10.8K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 33 $10.8K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 32 $10.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 31 $10.1K <0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 31 $10.1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 31 $10K <0.01% +4 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 30 $9.81K <0.01% +10 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 30 $9.81K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 30 $9.81K 0.01% -9 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 28 $9.16K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 27 $8.89K <0.01% -1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $8.5K <0.01% +8 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26 $8.5K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 25 $8.18K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25 $8.18K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 25 $8.18K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $8.18K <0.01% +3 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 23 $7.55K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 23 $7.52K <0.01% -47 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 22 $7.2K 0.01% +7 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 21 $6.87K <0.01% -3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $6.54K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 20 $6.54K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 20 $6.54K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 20 $6.54K <0.01% +7 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $6.21K <0.01% +1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $6.21K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $6K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 18 $5.89K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18 $5.89K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 17 $5.56K <0.01% +5 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 16 $5.23K <0.01% +5 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 16 $5.23K <0.01% +15 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 14 $4.95K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $4.93K <0.01% +6 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $4.91K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 14 $4.58K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 14 $4.58K <0.01% +1 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 14 $4.58K <0.01% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 13 $4.25K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 13 $4.25K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12 $3.98K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 12 $3.92K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 11 $3.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $3.32K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 10 $3.3K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10 $3.27K <0.01% 0 13F-HR/A Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 10 $3.27K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 10 $3.27K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $3.27K <0.01% +2 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10 $3.27K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $3.27K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $3K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8 $2.62K <0.01% 0 13F-HR Timeline Cohalo Advisory LLC More: the full row for Cohalo Advisory LLC 8 $2.62K 0.19% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 8 $2.62K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 7 $2.38K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $2.29K <0.01% +2 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7 $2K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 6 $1.96K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $1.96K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6 $1.96K <0.01% -7 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.64K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5 $1.64K <0.01% 0 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 5 $1.64K <0.01% -1,546 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 4 $1.45K 0.05% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $1.31K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4 $1.31K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $1.31K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.31K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 4 $1.31K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4 $1.2K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 3 $1K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $982 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $982 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $982 <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 3 $982 <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $981 <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3 $981 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3 $981 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2 $755 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $655 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $655 <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2 $654 <0.01% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2 $654 <0.01% -7,399 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $654 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2 $654 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $654 <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 1 $327 <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1 $17 <0.01% -61 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 490,605 $491K +489,105 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.