Clark Wealth Partners More: the full row for Clark Wealth Partners 675 $38.9K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 665 $38.4K 0.03% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 664 $38.3K 0.01% new 13F-HR/A Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 642 $37K 0.02% -387 13F-HR/A Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 635 $36.6K 0.03% -7,606 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 631 $36.4K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 630 $36.3K <0.01% -135 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 630 $36.3K 0.01% +278 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 625 $36K 0.03% 13F-HR/A Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 625 $36K 0.01% +7 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 600 $34.6K 0.1% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 600 $34.6K 0.02% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 573 $33K 0.03% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 570 $32.9K 0.02% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 538 $31.6K 0.03% +8 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 547 $31.5K 0.03% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 539 $31.1K 0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 538 $31K 0.01% -97 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 510 $29.4K <0.01% +197 13F-HR Timeline Miller Capital Partners, Inc. 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Walkup & Associates, Inc. 447 $25.8K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 435 $25.1K <0.01% +30 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 429 $24.7K 0.02% -64 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 422 $24.3K 0.01% -5 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 413 $23.8K 0.02% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 412 $23.8K 0.01% +6 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 411 $23.7K <0.01% -300 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 411 $23.7K 0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 400 $23.1K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 396 $22.8K 0.01% +5 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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More: the full row for Godfrey Financial Associates, Inc. 276 $15.9K 0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 273 $15.7K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 267 $15.4K 0.01% +239 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 264 $15.2K <0.01% +106 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 258 $15.2K 0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 261 $15K <0.01% -519 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 274 $15K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 14,415 $14.4K 0.01% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 250 $14.4K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 248 $14.3K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 244 $14.1K 0.02% +4 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 251 $14K 0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 240 $13.8K <0.01% -7,885 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 237 $13.7K <0.01% 13F-HR Timeline Group IFS Advisors, LLC More: the full row for IFS Advisors, LLC 227 $13.1K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 220 $12.7K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 209 $12.3K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 210 $12.1K 0.36% +173 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 210 $12.1K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 208 $12K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 204 $11.8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $11.5K 0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $11.5K 0.18% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 184 $11K <0.01% -37 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 185 $10.7K 0.01% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 180 $10.4K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 176 $10.1K 0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 171 $9.86K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 171 $9.86K <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 170 $9.8K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 160 $9.23K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 159 $9.17K <0.01% +126 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 156 $8.99K <0.01% -48 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 154 $8.88K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 148 $8.69K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 140 $8.07K 0.01% -217 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 139 $8.02K <0.01% -82 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 139 $8.02K <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 141 $8K <0.01% -3 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 137 $7.9K <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 128 $7.38K <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 125 $7.21K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 124 $7.15K <0.01% -17 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 124 $7.15K <0.01% -22 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 120 $6.92K 0.01% 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 112 $6.46K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 102 $5.99K <0.01% +26 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 100 $5.87K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 101 $5.82K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 100 $5.77K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 100 $5.77K <0.01% -57 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $5.77K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $5.77K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 100 $5.77K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 100 $5.77K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $5.77K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 97 $5.59K <0.01% +51 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 85 $4.9K <0.01% +27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 82 $4.73K <0.01% +48 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 80 $4.62K <0.01% +37 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 78 $4.5K <0.01% -2 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 76 $4.38K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 75 $4.33K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 72 $4.15K <0.01% +3 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 70 $4.04K <0.01% +7 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 68 $3.99K <0.01% +56 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 66 $3.83K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 63 $3.65K <0.01% 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 62 $3.58K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $3.46K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 55 $3.17K <0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 54 $3.17K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 54 $3.11K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 54 $3.11K <0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 53 $3.06K <0.01% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 49 $2.81K <0.01% +1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $2.44K <0.01% -100 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 31 $2K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 33 $1.9K <0.01% 0 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 30 $1.73K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 28 $1.61K <0.01% +24 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 25 $1.55K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $1.44K <0.01% -1,003 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 22 $1.27K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 18 $1.24K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 19 $1.08K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 18 $1.04K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 17 $954 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $808 <0.01% -2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 11 $685 <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11 $634 <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10 $577 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 9 $519 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 8 $462 <0.01% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6 $326 <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 519,509 $324 0.03% +513,931 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $115 <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1 $58 <0.01% 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 0 $1 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios.