HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 40 $21.7K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 40 $21.7K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 38 $20.6K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 37 $20.1K <0.01% -28 13F-HR Timeline Group HWG Holdings LP More: the full row for HWG Holdings LP 37 $20.1K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 36 $19.5K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 35 $19K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 34 $18.4K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34 $18.4K 0.02% -15 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 33 $17.9K 0.01% -67 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 32 $17.4K 0.02% +15 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 30 $16.4K <0.01% new 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 30 $16.3K 0.02% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 29 $15.5K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 27 $14.8K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 27 $14.6K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 27 $14.4K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 26 $14.1K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $14K <0.01% -17 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 25 $13.6K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 25 $13.6K <0.01% -15 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 24 $13K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23 $12.5K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 23 $12.5K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 21 $11.4K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 21 $11.4K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 20 $11K <0.01% -6 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 20 $10.8K <0.01% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 19 $10.3K <0.01% -226 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 19 $10.3K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 18 $9.76K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $8.71K 0.06% -13 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 16 $8.34K 0.01% -1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 15 $8.14K <0.01% -17 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 15 $8.14K <0.01% -13 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 14 $7.68K <0.01% 0 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 14 $7.59K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13 $7.05K 0.01% -6 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 12 $6.62K <0.01% +1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $5.76K <0.01% -134 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $5.65K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 10 $5.42K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10 $5.42K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 10 $5.42K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 8 $4.34K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 7 $3.96K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $3.8K <0.01% -2 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6 $3.35K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 6 $3.25K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6 $3K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3 $1.63K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2 $1.08K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $1.08K <0.01% +1 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 1 $544 <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1 $542 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $216 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $182 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -10,878 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 65,160 $65.2K +3,357 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.