Element Wealth, LLC More: the full row for Element Wealth, LLC 225 $36.4K 0.02% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 224 $36.2K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 222 $36K 0.02% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 219 $35.5K 0.03% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 219 $35.4K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 218 $35.3K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 217 $35.1K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 210 $34K 0.01% 0 13F-HR/A Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 208 $33.7K 0.02% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for Raleigh Capital Management Inc. 81 $13.1K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 78 $12.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 73 $11.8K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $11.5K <0.01% 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 69 $11.2K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 68 $11K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 67 $10.8K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 66 $10.7K <0.01% +33 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 62 $10K <0.01% +27 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 61 $9.87K <0.01% -3 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 58 $9.38K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 58 $9.35K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 56 $9.06K <0.01% 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 50 $8.09K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 49 $7.93K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 49 $7.93K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 47 $7.66K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 46 $7.44K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 37 $5.99K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 37 $5.97K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 36 $5.82K <0.01% 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 35 $5.66K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 35 $5.66K <0.01% -8 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 35 $5.66K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 33 $5.34K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 33 $5K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 32 $5K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 30 $4.85K <0.01% +10 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 28 $4.54K <0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 28 $4.53K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 27 $4.4K <0.01% -3 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 24 $3.88K <0.01% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21 $3.4K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 19 $3.07K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 19 $3.02K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 18 $2.91K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 17 $2.75K <0.01% -79 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 16 $2.64K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 16 $2.59K <0.01% 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 13 $2.1K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 13 $2.1K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 15 $2K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 12 $1.94K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 12 $1.94K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 11 $1.78K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 11 $1.78K <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 10 $1.66K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 9 $1.46K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9 $1.46K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 8 $1.29K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $1.29K <0.01% 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6 $971 <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4 $666 <0.01% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $648 <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $648 <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3 $484 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2 $324 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $324 <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2 $324 <0.01% 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 1 $138 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $81 <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 5,132 $830M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.