Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 476 $88.4K 0.03% +210 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 461 $85.6K 0.04% +212 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 462 $85K 0.02% +116 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 444 $82.4K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 434 $80.6K 0.03% +137 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 417 $77.3K 0.04% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 405 $76.9K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 410 $76.1K 0.06% -81 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 401 $74.4K 0.03% +33 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 400 $74K 0.04% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 397 $73.7K 0.02% -400 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 381 $70.7K 0.03% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 370 $68.7K 0.15% +45 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 368 $68.3K 0.03% +77 13F-HR/A Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 354 $67.2K 0.03% +29 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 359 $66.6K 0.04% +6 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 355 $66K 0.02% +29 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 337 $62.6K 0.02% +15 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 328 $60.9K 0.05% +24 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 324 $60.1K 0.07% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 317 $58.8K 0.03% +314 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 313 $58.2K 0.02% +9 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 313 $58.1K 0.06% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 301 $55.8K 0.03% -8 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 294 $54.6K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 280 $52K 0.01% -2,772 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 272 $50.5K 0.16% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 261 $48.5K 0.04% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 260 $48.3K 0.01% -42 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 258 $47.9K 0.03% +104 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 253 $47.1K 0.06% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 252 $46.8K 0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 250 $46.4K 0.04% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 247 $45.8K 0.03% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 245 $45.5K 0.01% +2 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 240 $44.5K 0.02% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 238 $44.2K 0.01% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 232 $43.1K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 230 $42.7K 0.04% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 222 $41.1K 0.01% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 216 $40.1K 0.03% -9 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 214 $39.7K 0.03% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 209 $39.6K 0.01% +173 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 210 $39K 0.03% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 204 $37.9K 0.01% +8 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 241 $37.3K 0.42% -463 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 200 $37.1K 0.02% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $37.1K 0.03% -300 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 200 $37.1K 0.03% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 199 $37K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 198 $36.8K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 196 $36.4K 0.01% 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 191 $35.5K 0.01% -25,000 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 188 $34.9K 0.01% -1,631 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 180 $33.4K 0.02% +2 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 177 $32.9K 0.02% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 178 $31.6K 0.02% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 169 $31.4K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 168 $31.2K 0.01% +12 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 168 $31.2K 0.02% 0 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 161 $29.9K 0.01% -62 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 151 $28K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 150 $27.8K 0.02% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 150 $27.8K 0.42% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 144 $26.8K 0.01% +17 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 140 $26K 0.03% 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 133 $24.7K 0.01% new 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 132 $24.6K 0.01% +1 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 126 $23.4K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 125 $23.2K 0.02% -1,469 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 124 $23.1K 0.02% +1 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 119 $22.1K 0.01% +69 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 111 $20.6K 0.01% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 108 $20K 0.02% +10 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 110 $20K <0.01% -50,900 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 106 $19K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 101 $18.7K 0.03% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 100 $18.6K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $18.6K 0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $18.6K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 95 $17.6K 0.01% +25 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 94 $17.4K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 94 $17.4K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 93 $17.2K 0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 9,183 $17K 0.67% +1,050 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 91 $16.9K <0.01% +1 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 91 $16.9K 0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 84 $15.6K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 82 $15.2K 0.01% +68 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 81 $15K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 81 $15K 0.01% +20 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 79 $14.7K <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 77 $14.3K <0.01% +8 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 75 $13.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 75 $13.9K 0.01% -8 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 69 $12.8K <0.01% +36 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 65 $12.1K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 64 $11.8K 0.01% +53 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 60 $11.1K 0.01% +1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 58 $10.8K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 58 $10.8K 0.01% 0 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 55 $10.2K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 52 $9.65K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 50 $9.28K <0.01% -61 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 50 $9.28K 0.01% +25 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 49 $9.1K <0.01% -4 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 49 $9.1K <0.01% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 49 $9.05K <0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 45 $8.35K 0.01% 0 13F-HR/A Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 44 $8.17K <0.01% 0 13F-HR/A Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $6.68K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 35 $6.5K <0.01% +20 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 34 $6.42K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 33 $6.12K 0.3% +3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 32 $6.08K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 30 $6K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 32 $5.89K <0.01% -25 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 31 $5.75K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 30 $5.65K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $5.57K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 28 $5.2K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21 $4K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 20 $3.71K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15 $2.78K <0.01% -26 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 15 $2.78K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 15 $2.78K 0.06% -5 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 6 $1.11K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $1.11K <0.01% -338 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5 $929 <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4 $743 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.