Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 221 $50.5K 0.02% +171 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 219 $50K 0.03% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 215 $49.4K 0.02% -92 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 215 $49.1K 0.02% +37 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 210 $48K 0.03% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 208 $47.5K <0.01% 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 208 $47.5K 0.01% +47 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 205 $46.8K 0.01% -633 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 200 $45.7K 0.02% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $45.7K 0.02% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 200 $45.7K 0.03% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 200 $45.7K 0.03% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 200 $45.6K 0.03% 0 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 199 $45.4K 0.04% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 192 $43.9K 0.03% +98 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 191 $43.6K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 183 $41.9K 0.01% +7 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 182 $41.5K 0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 169 $38.6K 0.04% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 166 $37.8K 0.01% +1 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 165 $37.7K 0.02% -33 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 163 $37.4K 0.02% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 160 $36.6K 0.01% new 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 159 $36.4K 0.03% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 158 $36.2K 0.03% -217 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 168 $36K 0.64% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 156 $35.7K 0.02% -106 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 156 $35.6K 0.01% +152 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 150 $34.3K 0.02% +1 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 150 $34.3K 0.03% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 147 $33.6K 0.02% -50 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 143 $32.7K 0.01% +59 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 141 $32.2K 0.01% new 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 140 $32K 0.02% -4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 138 $31.5K <0.01% +85 13F-HR Timeline Quarry LP More: the full row for Quarry LP 136 $31.1K 0.01% -42 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 136 $31.1K 0.01% +73 13F-HR Timeline Group IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 135 $31K 0.03% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 127 $29K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 127 $29K 0.01% -671 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Imprint Wealth LLC More: the full row for Imprint Wealth LLC 125 $28.6K 0.13% +45 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 122 $27.9K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 118 $27K 0.02% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 114 $26K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 114 $26K 0.01% +14 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 113 $25.9K 0.04% -65 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 111 $25.3K 0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 110 $24.6K 0.02% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 113 $24.5K 0.01% -97 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 106 $24.2K 0.01% -9 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 102 $23.2K 0.03% +1 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 100 $22.8K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $22.8K <0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 100 $22.8K 0.02% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 100 $22.8K 0.01% +12 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 100 $22.8K 0.02% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $22.8K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 94 $21.5K 0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 94 $21.5K 0.02% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 93 $21.3K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 93 $21.2K <0.01% +1 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 88 $20.1K 0.02% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 85 $19.4K 0.01% 0 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 85 $19.3K 0.01% +29 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 82 $18.7K 0.01% 0 13F-HR/A Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 81 $18.7K <0.01% +10 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 77 $17.6K 0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 75 $17.1K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 69 $15.8K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 64 $14.6K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 61 $13.8K 0.01% +1 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 59 $13.5K <0.01% +57 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 58 $13.2K 0.01% 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 54 $12.3K 0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 52 $11.9K <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 52 $11.9K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 51 $11.7K 0.01% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 50 $11.3K <0.01% +1 13F-HR/A Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 50 $11.3K <0.01% +33 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 48 $11K <0.01% +16 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 43 $9.82K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 42 $9.6K 0.28% +9 13F-HR Timeline Cygnus Capital Advisors, LLC More: the full row for Cygnus Capital Advisors, LLC 40 $9K 0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 36 $8.23K <0.01% +1 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $8.22K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 35 $8.02K <0.01% +1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 32 $7.31K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 31 $7.08K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 30 $7K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21 $4.88K 0.01% -24 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 20 $4.57K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 17 $3.88K 0.07% +2 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 14 $3.2K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 12 $2.74K <0.01% -16 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 11 $2.51K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 8 $1.83K <0.01% 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 7 $1.6K <0.01% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 6 $1.37K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 6 $1.37K <0.01% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 5 $1.14K <0.01% new 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4 $914 <0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3 $685 <0.01% new 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2 $457 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 441,721 $22.9K +428,008 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 68,090 $68.1K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.