Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 306 $47K 0.9% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 302 $46.4K 0.03% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 300 $46.1K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 295 $45.3K 0.02% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 285 $43.8K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 285 $43K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 284 $43K 0.04% -482 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 274 $42K 0.02% 0 13F-HR Timeline Ruedi Wealth Management, Inc. 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Inc. More: the full row for Riggs Asset Managment Co. Inc. 101 $15.6K <0.01% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 101 $15.5K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $15.4K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $15.4K 0.01% -25 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 100 $15.4K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $15.4K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $15.4K 0.01% 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $15.4K 0.01% 13F-HR Timeline Grayhawk Investment Strategies Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 89 $14K 0.01% +72 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 91 $14K 0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 85 $13.6K 0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 86 $13.2K <0.01% +43 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 80 $12.3K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 76 $11.7K 0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 75 $11.5K 0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 74 $11.3K 0.01% -15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for SJS Investment Consulting Inc. 65 $9.99K <0.01% -8 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 50 $9.96K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 64 $9.83K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 61 $9.37K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 57 $9K <0.01% -9 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 56 $8.6K 0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 55 $8.51K <0.01% -5,025 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 54 $8.29K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 52 $8K <0.01% 0 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 50 $7.69K <0.01% +1 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 50 $7.68K <0.01% -17 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 47 $7.21K 0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 46 $7.07K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 46 $7.02K <0.01% -23 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 44 $6.76K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 32 $4.92K <0.01% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 30 $4.61K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 30 $4.61K <0.01% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 28 $4.3K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 28 $4.3K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 27 $4.15K 0.18% -5 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $3.99K <0.01% -73 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 25 $3.84K <0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 25 $3.84K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 24 $3.69K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 23 $3.5K <0.01% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 22 $3.38K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $3.07K 0.07% 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20 $3.06K 0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $2.92K <0.01% 13F-HR/A Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,680 $2.58K 0.09% 0 13F-HR/A Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 15 $2.31K 0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $2.3K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 13 $1.92K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 13 $1.84K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 12 $1.84K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.54K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 10 $1.54K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9 $1.43K 0.13% -12,117 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 9 $1.38K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 7 $1.07K <0.01% -7 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 7 $1.07K <0.01% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 6 $922 <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $461 <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2 $240 <0.01% 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1 $154 <0.01% -5 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 25 $39 <0.01% +5 13F-HR/A Timeline Members Trust Co More: the full row for Members Trust Co 2,058 $316M +6 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.