Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 74,792 $45.5M 3.78% +33,791 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 63,094 $38.4M 0.7% +755 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 47,830 $29.1M 5.28% -225 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 37,155 $22.6M 9.25% +454 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 33,981 $20.7M 0.82% +907 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 29,464 $17.9M 0.03% +3,455 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 28,408 $17.3M 0.21% -759 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 27,315 $16.6M 1.2% -553 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 24,392 $14.9M 0.43% -410 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 23,006 $14M 2.38% -350 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 21,419 $13M 8.44% +309 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 20,872 $12.7M 3.56% +1,462 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,047 $9.77M 0.07% +776 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 10,903 $6.64M 2.07% -39 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 10,144 $6.42M 1.21% -733 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 10,339 $6.3M 2.48% -658 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 8,745 $5.33M 3.72% -231 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,972 $5.3M 0.14% +109 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 8,600 $5.24M 1.39% +25 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 8,482 $5.17M 2.57% +948 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,810 $4.76M 1.14% +470 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7,155 $4.36M 1.56% -1,512 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 6,871 $4.18M 0.63% +1,700 13F-HR Timeline CLG LLC More: the full row for CLG LLC 6,299 $3.84M 0.8% +2,156 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,831 $3.55M 0.1% +775 13F-HR Timeline First Heartland Consultants, Inc. 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More: the full row for Cape Investment Advisory, Inc. 608 $370K 0.1% +123 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 573 $349K 0.06% 0 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 548 $333K 0.11% +45 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 545 $332K 0.18% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 558 $330K 0.03% -217 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 515 $325K 0.09% -203 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 533 $325K 0.09% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 520 $317K 0.11% +18 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 515 $311K 0.04% +147 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 483 $306K 0.06% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 482 $294K 0.01% 0 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 478 $292K 0.46% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 463 $282K 0.07% -56 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 450 $274K 0.19% 0 13F-HR Timeline Hippocratic Financial Advisors, LLC More: the full row for Hippocratic Financial Advisors, LLC 449 $273K 0.11% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 438 $267K 0.09% -59 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 433 $264K 0.07% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 425 $259K 0.04% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 425 $259K 0.08% +100 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 385 $253K 0.09% 0 13F-HR Timeline Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 400 $244K 0.13% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 400 $244K 0.09% 0 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 372 $236K 0.22% -53 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 368 $224K 0.01% 0 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 365 $222K 0.13% -23 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 357 $217K 0.1% 0 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 349 $213K 0.04% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 342 $208K 0.09% +8 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 337 $205K 0.11% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 300 $183K 0.04% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 203 $124K 0.07% -7 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 197 $120K <0.01% +25 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 142 $86.5K 0.05% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 122 $74.4K 0.02% +14 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 108 $65.5K <0.01% +107 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 90 $54.8K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 88 $54K <0.01% -15 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 85 $51.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $48.1K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 78 $47.5K <0.01% +47 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 73 $44.5K 0.03% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 58 $35.5K 0.02% +15 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 53 $32.3K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 48 $29.2K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $27.8K 0.01% -58 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 45 $27.4K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 36 $21.9K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 33 $20.1K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 26 $15.8K 0.01% +8 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 25 $15.3K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 23 $14K <0.01% 0 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 7 $4.38K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 6 $3.69K <0.01% +1 13F-HR Timeline Trust Co More: the full row for Trust Co 2 $1.22K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 174,650 $211K +174,590 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.