J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 15 $9.35K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15 $9.35K <0.01% -5 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 15 $9.35K <0.01% -16 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 15 $9.35K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15 $9K <0.01% -10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $9K <0.01% -9 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14 $9K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 14 $8.73K <0.01% -11 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $8.73K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 14 $8.73K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14 $8.73K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14 $8.73K 0.01% +3 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 13 $8.11K <0.01% -7 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13 $8.11K <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $7.48K <0.01% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12 $7.48K <0.01% -12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $7.48K <0.01% +3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 11 $6.86K <0.01% +5 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 11 $6.86K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11 $6.86K <0.01% +1 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10 $6.24K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10 $6.24K <0.01% +2 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 10 $6.24K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 10 $6.24K <0.01% -1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10 $6.24K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 10 $6K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9 $5.65K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 10 $5.64K 0.01% -1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $4.99K <0.01% -3 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 8 $4.99K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8 $4.99K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8 $4.99K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7 $4.39K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7 $4.37K <0.01% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7 $4.37K <0.01% 0 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $4.37K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 7 $4.37K <0.01% -4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 7 $4.37K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 7 $4.37K <0.01% new 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 7 $4.37K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $4.37K <0.01% -9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $4.37K <0.01% +5 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 7 $4.37K <0.01% -7 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $3.86K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6 $3.74K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $3.74K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6 $3.74K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 6 $3.74K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5 $3.15K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5 $3.12K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5 $3.12K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $3.12K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 5 $3.12K <0.01% -81 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $3.12K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 5 $3.12K <0.01% -17 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5 $3.12K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $3.12K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $3.12K <0.01% -2 13F-HR Timeline NBH Bank More: the full row for NBH Bank 5 $3.12K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $2.73K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $2.52K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 4 $2.51K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4 $2.5K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 4 $2.5K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $2.5K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $2.5K <0.01% -1 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4 $2.49K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 4 $2.49K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 4 $2.49K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 3 $1.87K <0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $1.87K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3 $1.87K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3 $1.87K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3 $1.87K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2 $1.59K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2 $1.25K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $1.25K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2 $1.25K <0.01% -10 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2 $1.25K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $1.25K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 2 $1.25K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2 $1.25K 0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $1.25K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 2 $1.25K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $643 <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 1 $625 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $624 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1 $624 <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1 $624 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1 $624 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1 $624 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $624 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $624 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $624 <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $624 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $524 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $449 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Cordant, Inc. More: the full row for Cordant, Inc. 0 $100 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Copia Wealth Management More: the full row for Copia Wealth Management 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -3,010 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 1,564 $975M +114 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.