Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 214 $28.9K 0.02% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 211 $28.5K 0.01% 13F-HR/A Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 184 $27.2K 0.02% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 200 $27K <0.01% -265 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 200 $27K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 197 $26.6K <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 195 $26.4K 0.01% +4 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 193 $26.1K <0.01% -5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 196 $26K <0.01% -29 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 192 $26K 0.02% 0 13F-HR Timeline Semmax Financial Advisors Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 110 $15K 0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 104 $14.8K <0.01% +14 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 106 $14.4K 0.01% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 104 $14.1K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 103 $13.9K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 103 $13.9K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 102 $13.8K <0.01% -64 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 102 $13.8K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 100 $13.5K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $13.5K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 90 $13.4K <0.01% -1,855 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $13.2K 0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 97 $13.1K <0.01% -101 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 91 $12.4K 0.01% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 91 $12.3K 0.01% -29 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 91 $12.3K <0.01% +10 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 90 $12.2K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 87 $11.8K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. 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Lawrence, LLC 75 $10K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 73 $9.87K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 73 $9.86K 0.01% -1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 60 $9K <0.01% -6,143 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 66 $8.92K <0.01% -206 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 66 $8.92K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 66 $8.92K <0.01% -37 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 65 $8.79K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 64 $8.65K 0.01% 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 62 $8.34K <0.01% +1 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 61 $8.25K 0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 60 $8.11K <0.01% -4 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 59 $7.98K <0.01% -2,390 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 59 $7.98K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 57 $7.71K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 57 $7.65K 0.01% +1 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 53 $7.17K <0.01% -5 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 58 $7K <0.01% -4 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 50 $6.76K 0.01% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 50 $6.76K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 50 $6.76K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 50 $6.7K <0.01% -60 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 47 $6.45K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 44 $5.95K <0.01% -80 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 43 $5.76K <0.01% -175 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $5.68K <0.01% -3 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 41 $5.54K 0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 38 $5.14K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 37 $5K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 38 $5K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 36 $4.89K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 36 $4.87K <0.01% -28 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 36 $4.87K <0.01% 0 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 35 $4.73K <0.01% +10 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 35 $4.73K <0.01% +15 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 35 $4.73K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $4.62K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 34 $4.6K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 33 $4.5K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 32 $4.43K <0.01% -4 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 30 $4.05K <0.01% 0 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 29 $3.92K <0.01% 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 29 $3.91K <0.01% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 28 $3.79K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $3.38K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 24 $3.24K <0.01% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 23 $3.11K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 23 $3.11K 0.13% +9 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 20 $2.7K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 20 $2.7K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 18 $2.38K <0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 17 $2.33K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 17 $2.3K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 17 $2.23K <0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $2.16K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15 $2.03K <0.01% -106 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15 $2.03K <0.01% -3 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 15 $2.03K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 21 $2K <0.01% 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 14 $1.89K <0.01% +12 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.89K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $1.64K <0.01% -13 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 12 $1.62K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 10 $1.41K <0.01% -1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 10 $1.35K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 10 $1.27K <0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9 $1.22K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 9 $1.22K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 8 $1.08K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.08K <0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $1K <0.01% 0 13F-HR/A Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $811 <0.01% +1 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6 $811 <0.01% -208 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5 $676 <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 5 $676 <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 5 $676 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $406 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3 $406 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $369 0.03% -2,677 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 2 $306 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $271 <0.01% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 2 $270 <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 134 $181 0.01% 0 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $135 <0.01% -1,832 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1 $135 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1 $135 <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1 $42 <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -6,280 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 2,839 $384M -17 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.