Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 76 $38.7K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 75 $38.2K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 73 $37.2K 0.01% -10 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 76 $36.7K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 72 $36.7K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 71 $36.2K <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 71 $36.2K <0.01% 0 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 71 $36.2K <0.01% +17 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 53 $36.2K 0.18% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 69 $35.1K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 68 $34.6K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 67 $34.2K 0.03% -15 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 64 $32.6K 0.01% +63 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 61 $31.1K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 61 $31K 0.01% +9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 60 $30.6K <0.01% -71 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 60 $30.6K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 59 $30.1K <0.01% +8 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 60 $30K 0.02% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 59 $29.9K <0.01% +36 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 56 $28.5K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 55 $28K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 54 $27.1K 0.03% +1 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 53 $27K 0.01% -89 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 52 $26.3K 0.01% -63 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 51 $26K <0.01% +5 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 51 $26K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 50 $25.5K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 30 $15.3K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 30 $15.3K 0.01% +1 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 30 $15.1K 0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 27 $14.2K <0.01% -2 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 27 $13.8K 0.01% -2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $13.8K <0.01% +6 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Vermillion Wealth Management, Inc. 23 $11.7K <0.01% -10 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 23 $11.7K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 22 $11.2K <0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 22 $11.2K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $11.2K <0.01% +8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $11K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 21 $10.7K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 20 $10.3K 0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 20 $10.2K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 20 $10.2K <0.01% 0 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 20 $10.2K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 19 $9.68K <0.01% new 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19 $9.68K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 19 $9.68K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 16 $9.63K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 18 $9.21K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 18 $9.17K <0.01% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 22 $9K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $8.66K 0.01% -31 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $8.66K <0.01% -10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 16 $8.15K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $8.15K <0.01% -4 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16 $8.15K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $8.15K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 16 $8K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 15 $7.83K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 15 $7.64K <0.01% +12 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 15 $7.64K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 15 $7.64K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $7.64K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $7.15K <0.01% -3 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $7.13K <0.01% -14 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 14 $7.13K <0.01% -12 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14 $7.13K <0.01% -122 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 14 $7.13K <0.01% -40 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 12 $6.65K <0.01% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $6.62K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 13 $6.62K <0.01% +11 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 12 $6.11K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12 $6.11K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $6.11K <0.01% +7 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 12 $6.11K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $5.6K <0.01% +4 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 11 $5.6K <0.01% -7 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $5.6K <0.01% +4 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 10 $5.47K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10 $5.17K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $5.09K <0.01% -1 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 10 $5.09K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 10 $5.09K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 10 $5.09K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 10 $5.09K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 10 $5.03K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10 $5K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 9 $4.62K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9 $4.58K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $4.58K <0.01% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 9 $4.58K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $4.58K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8 $4.07K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 8 $4.07K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7 $3.56K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7 $3.56K <0.01% -14 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 7 $3.56K <0.01% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 6 $3.12K <0.01% -20 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6 $3.06K <0.01% -4 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $3.06K <0.01% -7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 4 $2.73K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 5 $2.55K <0.01% -12 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 5 $2.55K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $2.55K <0.01% -20 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 5 $2.55K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 5 $2.55K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5 $2.55K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $2.55K <0.01% -5 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $2.55K <0.01% 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 5 $2.4K <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $2.05K <0.01% -2 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 4 $2.04K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $2.04K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 4 $2.04K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 4 $2.04K <0.01% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 3 $1.61K 0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $1.53K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $1.53K 0.04% -24 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3 $1.53K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 3 $1.53K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 3 $1.53K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2 $1.02K <0.01% -192 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2 $1.02K <0.01% -2 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $1.02K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 2 $1.02K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 2 $1.02K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $1K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $556 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $510 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $509 <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1 $509 <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $509 <0.01% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 500 $255M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.