Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 145 $26.6K 0.02% -111 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 142 $26.1K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 137 $25.2K <0.01% +15 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,355 $24.5K 0.97% -40 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 132 $24.3K 0.02% +4 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 132 $24.3K 0.08% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 128 $23.6K 0.02% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 127 $23.3K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 126 $23.1K 0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 118 $21.7K <0.01% +4 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 113 $20.7K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for Nova Wealth Management, Inc. 47 $8.61K 0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 45 $8.27K <0.01% -254 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 44 $8.08K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 42 $7.72K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 41 $7.53K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 40 $7.35K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 40 $7.35K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 40 $7.31K 0.01% -15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 31 $5.7K 0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 31 $5.7K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $5.7K <0.01% +1 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 25 $4.59K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 24 $4.41K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 22 $4.05K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 22 $4.04K <0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 21 $3.86K <0.01% -720 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20 $3.67K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 20 $3.61K <0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 19 $3.49K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 18 $3.31K <0.01% -31 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 17 $3.09K 0.11% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 15 $2.76K <0.01% new 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 15 $2.76K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 14 $2.57K <0.01% new 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 14 $2.57K <0.01% +4 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $2.39K <0.01% -3 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 12 $2.21K <0.01% -6 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $2.21K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $1.47K <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $1.29K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $1.29K <0.01% -2 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3 $1K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $919 <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5 $919 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 5 $919 <0.01% +2 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4 $735 <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4 $735 <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3 $551 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $551 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $437 <0.01% -97 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $412 <0.01% -5 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $229 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1 $184 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1 $184 <0.01% -241 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 243 $135 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.