Arax Advisory Partners More: the full row for Arax Advisory Partners 3,688 $145K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,638 $143K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,522 $139K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,492 $137K 0.08% -148 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,284 $129K <0.01% +989 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,071 $121K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,828 $111K <0.01% -36 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2,592 $102K 0.03% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,590 $102K 0.04% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,572 $101K 0.01% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,449 $96.2K 0.03% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,301 $90.6K 0.02% -1,410 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,177 $85.7K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,145 $84.4K 0.01% +110 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,050 $81.2K 0.07% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,060 $81.1K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,952 $76.8K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,804 $71K <0.01% +183 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,454 $57.2K 0.04% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,444 $56.9K 0.02% +838 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,172 $46.1K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,166 $45.9K 0.03% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,155 $45.5K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,103 $43.4K 0.01% +581 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,100 $43.3K <0.01% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,048 $41.3K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,012 $39.8K <0.01% +300 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 833 $32.8K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 727 $28.6K <0.01% +557 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 662 $26.1K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 623 $24.5K <0.01% 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 470 $18.5K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 433 $17K <0.01% -21 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 425 $16.7K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 382 $15K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 346 $13.6K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 340 $13.4K <0.01% +7 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 339 $13K <0.01% -236 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 262 $10.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 230 $9.05K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 224 $8.82K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 208 $8.19K <0.01% +11 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 156 $6.14K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 109 $4.29K <0.01% 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 100 $3.94K <0.01% -2,759 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 78 $3.07K <0.01% +2 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 11,233 $442M -405 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.