Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 25 $8.61K 0.01% -3 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 25 $8.61K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $7.93K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $7.79K <0.01% +7 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 22 $7.61K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 22 $7.58K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $7.58K 0.01% -64 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 22 $7.57K <0.01% +3 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 21 $7.23K <0.01% +14 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 20 $7.2K <0.01% -5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $6.89K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $6.54K <0.01% -2 13F-HR Timeline BAYBAN More: the full row for BAYBAN 19 $6.54K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 18 $6.2K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 17 $5.86K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 17 $5.85K <0.01% -1,040 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $5.85K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 17 $5.85K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 17 $5.85K <0.01% -2 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17 $5.85K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 17 $5.85K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 16 $5.51K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $5.51K <0.01% +8 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $5.17K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 15 $5K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14 $4.82K <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $4.82K <0.01% +9 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $4.82K <0.01% +11 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 14 $4.82K <0.01% +2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 14 $4.82K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $4.48K <0.01% +7 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $4.48K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 13 $4.48K <0.01% +1 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 13 $4.48K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12 $4.3K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 12 $4.13K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $4.13K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $4.13K <0.01% -1 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 13 $4K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11 $3.79K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11 $3.79K <0.01% 0 13F-HR/A Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 10 $3.5K <0.01% new 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $3.44K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $3.44K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10 $3.44K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 10 $3.44K <0.01% -10 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 10 $3.44K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 9 $3.11K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 9 $3.1K <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 9 $3.1K <0.01% -82 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 8 $2.83K 0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $2.75K <0.01% -29 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 8 $2.75K <0.01% -8 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8 $2.75K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $2.75K 0.07% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $2.41K <0.01% +5 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $2.41K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $2.41K <0.01% -3 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 6 $2.19K <0.01% -6 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6 $2.07K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 6 $2.07K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 6 $2.07K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $1.72K <0.01% +4 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $1.72K <0.01% -4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.72K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 5 $1.72K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5 $1.72K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 5 $1.72K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 5 $1.72K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4 $1.4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $1.39K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $1.38K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 4 $1.38K <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $1.3K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $1.03K <0.01% -3 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 3 $1.03K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $1.03K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 3 $1.03K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $1.03K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3 $1.03K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5 $1K <0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4 $1K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3 $1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2 $1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $690 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $441 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $359 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $345 <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $345 <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1 $344 <0.01% -4 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $344 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 12 $14 +4 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.