MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 100 $8.69K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $8.69K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 97 $8K <0.01% -31 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $8K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 92 $8K <0.01% +25 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 87 $7.56K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 83 $7.21K <0.01% +4 13F-HR/A Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 83 $7.21K <0.01% +4 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 79 $6.87K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 75 $6.52K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 75 $6.52K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 71 $6.17K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 69 $6K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 68 $5.91K <0.01% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 62 $5.39K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 61 $5.3K <0.01% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 61 $5.28K <0.01% -42 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 60 $5.21K <0.01% +3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 59 $5.13K <0.01% +2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Nova Wealth Management, Inc. 42 $3.65K <0.01% new 13F-HR/A Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 42 $3.65K <0.01% +21 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 46 $3.54K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 40 $3.48K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 39 $3.39K <0.01% 0 13F-HR/A Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 39 $3.39K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 38 $3.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 38 $3.3K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 37 $3.22K <0.01% -373 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 40 $3.12K <0.01% +10 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 43 $3.02K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 33 $2.87K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 30 $2.61K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 30 $2.61K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 30 $2.61K <0.01% +20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 30 $2.61K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 30 $2.61K <0.01% -7 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 29 $2.6K 0.15% -19 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 28 $2.43K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 25 $2.17K <0.01% -62 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $2.17K <0.01% +15 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 25 $2.17K <0.01% new 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 23 $2.05K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 23 $2.03K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 20 $1.74K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 19 $1.65K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 15 $1.3K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 15 $1.3K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 15 $1.3K <0.01% -17,159 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $1.3K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 14 $1.22K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 13 $1.13K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 10 $870 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $869 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 9 $782 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $695 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $609 <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 7 $608 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6 $525 <0.01% -441 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6 $522 <0.01% +2 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6 $521 <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 4 $348 <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3 $261 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3 $253 <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2 $174 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $87 <0.01% 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $87 <0.01% -75 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $87 <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $6 <0.01% -100 13F-HR Timeline Group Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4 $3 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,413 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $33.7K -399 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.