SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 119 $34.7K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 119 $34.4K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 110 $31.9K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 108 $31.4K 0.02% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 108 $31.3K 0.01% +2 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 103 $29.9K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $29K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $29K 0.01% -9 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 100 $29K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 100 $29K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $29K 0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 97 $27.9K <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 96 $27.8K <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 93 $26.9K 0.01% +2 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 91 $26.3K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 90 $26.1K 0.01% +4 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 88 $25.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 87 $25.2K <0.01% +2 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 81 $23.5K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 80 $23.2K <0.01% 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 80 $23.2K 0.02% 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 79 $23.1K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 79 $22.9K 0.01% +20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 75 $21.8K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 73 $21.2K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 71 $20.6K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 70 $20.3K <0.01% +4 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 69 $20K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 67 $19.4K <0.01% -16 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 67 $19.4K 0.02% -29 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 67 $19.3K 0.02% -529 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 66 $19.2K 0.02% 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 65 $18.9K <0.01% -1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 65 $18.9K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 65 $18.9K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 64 $18.6K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 64 $18.6K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 62 $18K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $17.7K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 60 $17.4K 0.01% +16 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 60 $17.4K 0.02% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 60 $17.4K 0.01% +40 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 58 $16.8K 0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 58 $16.8K <0.01% +20 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 55 $15.9K 0.01% +1 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 54 $15.7K <0.01% -125 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 53 $15.4K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 53 $15.4K 0.01% +41 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 53 $15.4K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 53 $15.3K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 52 $15K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $14.5K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 50 $14.5K 0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 49 $14.2K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 52 $14.2K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 46 $13.3K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 46 $13.3K <0.01% -13 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 46 $13.3K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $13.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 45 $13.1K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 45 $13.1K <0.01% -55 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 43 $12.5K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 42 $12.2K <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 40 $12K 0.02% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 43 $12K <0.01% -8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 41 $11.9K <0.01% -941 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 41 $11.9K 0.01% 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 40 $11.6K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 39 $11.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $11K <0.01% +7 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 36 $10.4K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 36 $10.4K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $10.2K <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 35 $10.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 36 $10K <0.01% 0 13F-HR/A Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 32 $9.28K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 32 $9.28K <0.01% +13 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 31 $8.88K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 30 $8.7K <0.01% +18 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 29 $8.41K <0.01% -2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 29 $8.41K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 28 $8.12K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 28 $8.12K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 28 $8.12K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 25 $7.25K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 24 $6.96K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 24 $6.96K 0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 23 $6.67K 0.03% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 22 $6.38K 0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18 $6K <0.01% +9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 20 $5.8K <0.01% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 19 $5.51K <0.01% 0 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 18 $5.28K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 16 $4.66K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $4.64K <0.01% +3 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 15 $4.35K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 15 $4.35K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 15 $4.35K <0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 14 $4.06K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $4.06K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 13 $3.77K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $3.77K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 12 $3.48K <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $3.48K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 12 $3.48K -909 Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $3.19K 0.09% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 11 $3.19K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $2.9K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10 $2.9K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 10 $2.9K <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9 $2.61K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $2.61K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $2.61K <0.01% +3 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $2.33K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 8 $2.32K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $2.03K <0.01% +2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 7 $2.03K <0.01% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7 $2.03K <0.01% +1 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6 $2K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 6 $1.81K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6 $1.74K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $1.74K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $1.74K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4 $1.16K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4 $1.16K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $1.16K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 4 $1.16K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4 $1.16K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $836 <0.01% -822 13F-HR/A Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $581 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $580 <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 2 $580 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $580 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $571 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $291 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,312 $58 0.01% +1,112 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 0 $1 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.