Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $37.4K 0.02% +7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 31 $35.1K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 30 $34K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 30 $34K 0.03% 0 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 30 $33.6K 0.02% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 28 $33K 0.02% +7 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 29 $32.9K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $31.7K 0.01% -1 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 27 $30.6K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 27 $30.6K <0.01% +10 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27 $30.6K 0.02% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 27 $30.6K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 26 $29.5K 0.01% +10 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 26 $29K <0.01% -7 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 24 $27.2K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $27.2K 0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 24 $27K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 23 $26.1K <0.01% +5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 23 $26K <0.01% +3 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $24.9K <0.01% +1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 22 $24.9K 0.01% +7 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 22 $24.9K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $23.8K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 21 $23.8K <0.01% new 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20 $23.1K 0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 20 $22.7K 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. 20 $22.7K 0.01% +11 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 20 $22.7K 0.01% +12 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 19 $21.5K <0.01% -1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 19 $21.5K <0.01% -9,907 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 19 $21.5K 0.01% +6 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 18 $20.4K <0.01% +11 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 18 $20.4K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $20.4K 0.02% +8 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 18 $20K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 17 $18.9K <0.01% +13 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $18.1K <0.01% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 17 $17.9K <0.01% +16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17 $17.6K <0.01% -1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 15 $17K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15 $17K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 15 $17K <0.01% 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $17K <0.01% +6 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 15 $17K <0.01% +4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $17K <0.01% +8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $17K 0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14 $15.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $15.9K <0.01% -8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 14 $15.9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 14 $15.9K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 14 $15.9K <0.01% +4 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 14 $15.9K <0.01% +7 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 14 $15.9K <0.01% -98 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 14 $15.9K <0.01% -49 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $15.9K 0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 13 $14.7K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 13 $14.7K <0.01% 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12 $13.6K <0.01% +2 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12 $13.6K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 12 $13.6K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 11 $12.6K <0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 11 $12.5K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 11 $12.5K 0.01% 0 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 11 $12K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 10 $11.3K <0.01% +1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $11.3K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10 $11.3K <0.01% +2 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10 $11.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $10.2K <0.01% +1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 9 $10.2K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 9 $10.2K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 9 $10.2K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 9 $10.2K 0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9 $10.2K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $9.77K <0.01% -9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $9.36K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $9.06K <0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $9.06K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $7.96K <0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $7.93K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 7 $7.93K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7 $7.93K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $7.93K <0.01% +4 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6 $6.8K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6 $6.8K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6 $6.8K <0.01% -2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 6 $6.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5 $5.67K <0.01% -5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5 $5.66K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 5 $5.66K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 5 $5.66K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4 $5.01K <0.01% -1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4 $4.54K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4 $4.53K <0.01% -6 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 4 $4.53K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4 $4.53K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4 $4.53K <0.01% -7 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 4 $4.53K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4 $4.53K <0.01% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $4.53K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4 $4.53K <0.01% +3 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $4.53K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 4 $4.52K <0.01% -6 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $4.45K <0.01% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 3 $3.4K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $3.4K <0.01% -1 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $3.4K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3 $3.4K <0.01% -5 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3 $3.4K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $3.4K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 3 $3.21K <0.01% 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $3K <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2 $2.27K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $2.27K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2 $2.27K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2 $2.27K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $2.27K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $2.27K <0.01% 0 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2 $2.27K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 2 $2.27K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2 $2.27K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 3 $2.19K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 1 $1.14K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1 $1.14K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1 $1.13K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $1.13K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $1.13K <0.01% -44 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1 $1.13K 0.03% -1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1 $1.13K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $1.13K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1 $1.13K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1 $1.13K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1 $1.13K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 1 $1.13K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1 $1.13K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 1 $1.13K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $1.13K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1 $1K <0.01% new 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $1K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $933 <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $760 <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 0 $51 <0.01% -2 13F-HR Timeline Amount filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -5,700 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,203 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.