Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $3.57K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 19 $3.52K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 21 $3.5K <0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 20 $3.33K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $3.33K <0.01% -9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $3.33K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 20 $3.33K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 20 $3.33K <0.01% 0 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 19 $3.17K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 19 $3.17K <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 19 $3.17K <0.01% -15 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19 $3.17K <0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 18 $3.02K 0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 17 $2.9K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 17 $2.83K <0.01% +12 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 17 $2.83K 0.07% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $2.67K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $2.67K <0.01% 0 13F-HR/A Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 15 $2.5K <0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14 $2.33K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 13 $2.29K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $2.17K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $2.17K <0.01% +6 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 13 $2.17K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 12 $2K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 12 $2K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12 $2K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 12 $2K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 10 $1.68K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.67K <0.01% -3 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 10 $1.67K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10 $1.67K <0.01% -277 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 9 $1.5K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $1.5K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 9 $1.5K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 9 $1.5K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $1.33K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 8 $1.33K <0.01% -9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7 $1.17K <0.01% -22 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7 $1.17K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 6 $1K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $833 <0.01% -338 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $689 <0.01% -2 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $667 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $667 <0.01% -2 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4 $667 <0.01% -342 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $667 <0.01% -1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $667 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $500 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $334 <0.01% -13 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 2 $333 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $333 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $275 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $251 <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1 $167 <0.01% -31 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $167 <0.01% -2,400 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $167 <0.01% 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $167 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $104 <0.01% -76 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $58 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 310 $173 +1 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.