Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 90 $16.2K 0.01% +54 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $16K <0.01% 0 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 82 $14.9K <0.01% -281 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 82 $14.8K <0.01% -113 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 77 $13.9K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 74 $13.5K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 73 $13.1K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 71 $12.8K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 70 $12.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 69 $12.4K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 68 $12.2K <0.01% new 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 66 $11.9K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 62 $11.2K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 59 $10.6K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 55 $9.9K <0.01% -2 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 54 $9.72K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 54 $9.72K <0.01% +21 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 50 $9.01K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 50 $9K <0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 50 $9K 0.01% -40 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $8.83K <0.01% -271 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 49 $8.82K <0.01% -2,655 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 49 $8.82K <0.01% -109 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 49 $8.82K <0.01% +13 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 48 $8.64K <0.01% new 13F-HR Timeline Group Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 48 $8.64K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 45 $8.1K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 44 $7.92K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $7.38K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 41 $7.38K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 32 $7.37K <0.01% +21 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 40 $7.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40 $7.2K <0.01% +2 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 40 $7.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 39 $7.02K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 38 $6.84K <0.01% -3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 34 $6.13K <0.01% -5,350 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32 $5.8K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32 $5.76K <0.01% +6 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 30 $5.4K <0.01% -3 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29 $5.32K <0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 28 $5.04K <0.01% -28 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $5.04K <0.01% +7 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 27 $5.03K <0.01% +8 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 30 $5K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25 $4.5K <0.01% +4 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 23 $4.14K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 22 $4.02K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 22 $3.96K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 21 $3.78K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $3.6K <0.01% +4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 18 $3.24K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 18 $3K <0.01% -7 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $2.88K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $2.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15 $2.65K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 13 $2.34K <0.01% +3 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 12 $2.18K <0.01% -9 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 12 $2.16K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $2.16K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $2K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $2K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $1.98K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.83K <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $1.8K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $1.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9 $1.62K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 9 $1.62K <0.01% +2 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9 $1.62K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 8 $1.44K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8 $1.44K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7 $1.26K <0.01% new 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $1.26K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.26K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 7 $1.26K <0.01% -24 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 7 $1.26K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 6 $1.08K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6 $1.08K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6 $1.08K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.08K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 6 $1.08K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 4 $1K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $948 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $900 <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $900 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $900 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $900 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $900 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $720 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $720 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $720 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4 $720 <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $540 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $361 <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $360 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2 $360 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $360 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $360 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $180 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $180 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $180 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $180 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $180 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $180 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 0 $79 <0.01% new 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 $79 <0.01% 0 13F-HR Timeline 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 4,999 $2.84K -107 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.