Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 88 $17.8K 0.01% +55 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $17.4K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 85 $17.2K 0.01% -11 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 84 $17K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 75 $17K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 80 $16.1K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 80 $16.1K 0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 74 $14.9K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 72 $14.5K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 71 $14.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 70 $14.1K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 67 $13.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 66 $13.3K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 65 $13K <0.01% +4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $12.6K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 62 $12.5K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 62 $12.5K <0.01% -29 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 61 $12.3K 0.02% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 60 $12.1K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 58 $12K <0.01% -45 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 54 $11.1K <0.01% new 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 54 $10.9K 0.01% 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 53 $10.7K <0.01% 0 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 52 $10.5K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 50 $10.2K <0.01% -2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $10.1K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $10.1K 0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $10.1K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 50 $10.1K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 50 $10.1K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 50 $10.1K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 49 $9.89K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 49 $9.89K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 48 $9.76K 0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 46 $9.28K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 45 $9.08K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 44 $8.83K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 40 $8.07K <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 $8K <0.01% new 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 40 $8K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 33 $6.66K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $6.46K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 30 $6.07K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 30 $6.05K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 30 $6.05K <0.01% 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 29 $5.85K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 27 $5.45K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 27 $5.45K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27 $5.43K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 26 $5.25K <0.01% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 26 $5.25K <0.01% -7 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $5.25K <0.01% 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 26 $5.25K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 25 $5.04K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24 $4.84K <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $4.07K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $4.04K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 20 $4.04K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $3.63K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18 $3.63K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $3.63K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17 $3.48K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 17 $3.43K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $3.43K 0.01% -147 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 16 $3.23K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 15 $3.15K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 15 $3.03K <0.01% +10 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 14 $2.83K <0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 14 $2.83K <0.01% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13 $2.62K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 12 $2.42K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $2.22K <0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 11 $2.22K <0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 10 $2.04K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $2.02K <0.01% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 10 $2.02K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 10 $2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $2K <0.01% 0 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9 $1.7K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 7 $1.41K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6 $1.29K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.21K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6 $1.21K <0.01% +4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 6 $1.11K <0.01% +1 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 5 $1.01K <0.01% 0 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 5 $1.01K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $1.01K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4 $1K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $903 0.08% -4,082 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2 $404 <0.01% new 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 8,794 $1.77B new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 4 $1.01M -5,122 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.