Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 239 $101K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 234 $98.9K 0.01% -1,383 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 234 $98.7K 0.07% -25 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 230 $97.1K 0.06% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 225 $94.9K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40,242 $94.3K 0.01% -43 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 218 $92K 0.02% -5 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 216 $91.1K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 210 $87.3K <0.01% +193 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 206 $87.1K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 205 $87K 0.05% +5 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 200 $84.4K 0.07% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 200 $84.4K 0.05% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $84.4K 0.06% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $84.4K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 200 $84.4K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 196 $82.7K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 191 $81K <0.01% -7 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 191 $80.5K 0.03% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 189 $79.8K <0.01% -134 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 186 $78.5K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 186 $78K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 184 $77.6K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 183 $77.2K <0.01% 0 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 182 $76.8K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 182 $76.8K 0.01% -18 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 179 $75.5K 0.02% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 173 $73K 0.02% +91 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 173 $73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 172 $72.6K 0.01% +1 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 167 $70.5K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 166 $70K 0.05% -18 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 158 $66.7K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 157 $66.2K 0.02% -3 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 156 $65.8K 0.01% -9 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 150 $63.3K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 145 $61.2K 0.04% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 140 $59.1K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 139 $58.6K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 137 $58K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 135 $57K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 135 $56.9K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 134 $56.5K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 131 $55.3K <0.01% -10 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 125 $53K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 125 $52.7K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 124 $52.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 124 $52.3K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 123 $51.9K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 122 $51.5K 0.01% -70 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 120 $50.6K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 120 $50.6K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 115 $48.5K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 113 $47.7K 0.01% +58 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 112 $47.6K 0.01% +100 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 110 $46.4K 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 107 $45.1K 0.02% -521 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 106 $45K <0.01% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 102 $43.1K <0.01% +26 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 102 $43K <0.01% -1 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 102 $42.3K 0.06% 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $42.2K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $42.2K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 100 $42.2K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 99 $41.8K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 95 $40.1K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 92 $38.8K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 92 $38.8K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $38K 0.03% new 13F-HR Timeline Amount filed as zero, left out of ratios. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 90 $37.9K 0.01% +12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 81 $34.2K 0.01% +7 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 80 $33.8K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 80 $33.8K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 77 $32.5K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 75 $31.6K 0.01% +43 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 74 $31.2K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 71 $30K <0.01% -44 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 74 $28.8K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 68 $28.7K <0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $28.7K 0.01% +22 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 65 $27.4K 0.01% +35 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 60 $25.3K 0.01% 0 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 60 $25.3K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 60 $25.3K <0.01% +4 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 58 $24.5K <0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 57 $24.1K <0.01% -24 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 57 $24.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 56 $23.6K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 54 $22.9K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 51 $21.5K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $21.1K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 51 $21K <0.01% -5 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 48 $20.3K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 48 $20.3K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 48 $20.3K 0.02% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 47 $19.8K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 46 $19.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 43 $18.1K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 42 $18K <0.01% -4 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $17.3K <0.01% -1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 41 $17.3K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 39 $16.5K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 38 $16K 0.01% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 38 $16K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 36 $15.2K 0.02% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 35 $14.8K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 35 $14.8K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 34 $14.3K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 34 $14.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 32 $13.5K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 32 $13.5K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 31 $13.1K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33 $13K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 30 $12.7K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 30 $12.7K 0.02% -4 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 30 $12.7K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 28 $11.9K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 28 $11.8K <0.01% -960 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 28 $11.8K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 28 $11.7K <0.01% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 27 $11.4K <0.01% -4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 26 $11K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 26 $11K <0.01% -40 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $10.5K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 25 $10.5K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25 $10.5K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 25 $10.5K <0.01% +4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 25 $10.5K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 24 $10.1K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 24 $10.1K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 24 $10K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 22 $9.28K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $9.28K <0.01% +3 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 21 $8.86K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 20 $8.44K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20 $8K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,885 $7.95K 0.32% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 18 $7.59K <0.01% +6 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 18 $7.59K <0.01% +11 13F-HR Timeline Group Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18 $7.59K <0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 17 $7.17K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $6.75K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 16 $6.75K <0.01% -499 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 15 $6.52K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 15 $6.33K <0.01% new 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 15 $6K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 14 $5.95K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 14 $5.91K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 14 $5.91K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $5.91K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 13 $5.49K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 13 $5.49K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 13 $5.49K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 13 $5.37K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12 $5.06K <0.01% +4 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 12 $5.06K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12 $5.06K <0.01% +3 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $4.64K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 11 $4.64K <0.01% -4,801 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10 $4.22K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 10 $4.22K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $4.22K <0.01% +2 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 10 $4.22K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 10 $4.22K <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 978 $3.82K <0.01% +820 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 9 $3.8K <0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 9 $3.8K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 9 $3.8K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8 $3.4K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8 $3.38K <0.01% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 8 $3.38K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $3.38K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $3K <0.01% +1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $2.95K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $2.95K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7 $2.95K <0.01% -9 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $2.88K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $2.53K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $2.11K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $2.11K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5 $2.11K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 5 $2.11K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5 $2.11K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $1.78K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $1.69K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $1.27K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $1.24K <0.01% +1 13F-HR/A Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $851 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2 $844 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $844 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $844 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2 $844 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 2 $844 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $422 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $422 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $421 <0.01% -40 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $22 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.