Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,151 $130K 0.06% -101 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,134 $128K 0.07% +2 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,133 $128K 0.01% 0 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,128 $128K 0.04% +678 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,125 $127K 0.02% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 1,120 $127K 0.11% 13F-HR/A Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,112 $126K 0.05% +6 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,107 $125K 0.03% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,096 $124K 0.02% -26 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,094 $124K 0.06% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,080 $122K 0.08% 0 13F-HR/A Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,065 $120K 0.06% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,056 $119K 0.05% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,030 $117K 0.07% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,016 $115K 0.07% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,000 $113K 0.06% 0 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 1,000 $113K 0.13% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 999 $113K 0.04% +28 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 993 $112K <0.01% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 974 $110K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 962 $109K 0.01% +64 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 957 $108K 0.18% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 954 $108K 0.03% +585 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 954 $107K 0.02% +79 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 943 $106K 0.03% +6 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 929 $105K 0.04% -7,755 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 923 $104K 0.01% -185 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 917 $104K 0.03% -440 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 904 $102K 0.06% -150 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 903 $101K 0.02% +2 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 888 $100K 0.04% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 882 $99K 0.06% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 859 $97.2K 0.07% 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 847 $95.8K 0.04% +276 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 824 $93.2K 0.04% -113 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 861 $89.5K 0.06% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 783 $88.6K 0.04% -203 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 768 $86.9K 0.06% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 750 $84.8K 0.03% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 741 $83.8K 0.08% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 737 $83.4K 0.06% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 734 $83K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 726 $82.1K 0.08% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 716 $80.9K 0.04% -116 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 709 $80K 0.04% -215 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 694 $78.5K 0.05% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 692 $78.3K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 691 $78.2K 0.02% +75 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 688 $77.8K 0.03% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 682 $77.1K 0.01% -18 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 679 $76.9K 0.06% 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 675 $76.3K 0.03% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 655 $74.1K 0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 617 $69.8K 0.06% 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 614 $69.5K 0.01% +70 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 603 $68.2K 0.01% +47 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 587 $66.4K 0.01% +18 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 587 $66.4K 0.07% 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 584 $66.1K 0.04% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 580 $65.6K 0.04% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 570 $64.5K 0.02% +109 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 567 $64.2K 0.03% +2 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 565 $63.9K 0.06% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 538 $62.4K 0.05% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 545 $61.6K 0.03% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 536 $60.6K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 533 $60.3K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 507 $57.3K 0.02% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 509 $57K 0.03% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 500 $57K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 500 $57K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $56.6K 0.04% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 500 $56.6K 0.04% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 489 $55.3K 0.05% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 488 $55.2K 0.01% -1,506 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 485 $54.9K <0.01% -3,174 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 478 $54.1K 0.02% +1 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 473 $53.5K 0.06% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 469 $53K 0.02% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 461 $52.2K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 455 $51.5K 0.01% +250 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 450 $50.9K 0.04% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 446 $50.4K 0.01% +75 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 442 $50K 0.02% +47 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 432 $48.9K 0.03% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 429 $48.5K 0.04% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 425 $48.1K 0.03% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 417 $47.2K 0.04% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 402 $45.5K 0.01% -446 13F-HR/A Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 401 $45.3K 0.03% -4 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 400 $45.2K 0.02% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 395 $44.7K 0.01% +70 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 390 $44.1K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 383 $43.3K <0.01% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 383 $43.3K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 370 $41.9K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 369 $41.7K 0.02% +30 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 364 $41.1K 0.03% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 364 $41K 0.01% -2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 361 $40.8K 0.02% -48 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 342 $38.7K 0.03% -61 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 340 $38.5K 0.02% -23 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 339 $38.3K <0.01% -128 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 336 $38K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 334 $37.8K 0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 334 $37.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 328 $37.1K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 327 $37K 0.02% +1 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 325 $36.8K 0.1% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 312 $35.3K 0.02% +23 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 308 $34.8K 0.02% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 302 $34.2K 0.03% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 300 $33.9K 0.03% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 300 $33.9K 0.01% +68 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 298 $33.7K 0.03% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 286 $32.3K 0.01% -1 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 274 $32.1K 0.02% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 282 $31.9K 0.06% -1,021 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 280 $31.7K 0.01% -20 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 275 $31.2K 0.01% +159 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 277 $31K 0.02% -7,805 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 270 $30.6K 0.01% -19 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 269 $30.4K 0.02% +1 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 267 $30.2K 0.01% 0 13F-HR/A Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 259 $29.3K 0.03% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 259 $29.2K 0.03% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 252 $28.5K 0.01% 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 250 $28.3K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 250 $28.3K 0.02% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 248 $28.1K 0.01% -65 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 24,564 $27.8K 0.98% +215 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 239 $27K <0.01% +105 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 236 $26.7K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 234 $26.5K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 221 $25K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 220 $24.9K 0.02% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 218 $24.7K 0.01% +43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 212 $24K <0.01% -80 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 201 $22.7K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 200 $22.6K <0.01% +1 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $22.6K 0.02% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 200 $22.6K 0.01% +180 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 200 $22.6K 0.02% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 200 $22.6K 0.01% 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 200 $22.6K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 196 $22.2K 0.06% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 196 $22.1K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 192 $21.7K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 190 $21.5K <0.01% +5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 190 $21.5K 0.01% 0 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 189 $21.4K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 187 $21.2K 0.01% +49 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 168 $19K 0.01% -12 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 163 $18.4K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 160 $18.1K <0.01% new 13F-HR Timeline Group Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 160 $18.1K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 152 $17.2K 0.01% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 150 $17K 0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 148 $16.7K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 146 $16.5K <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 132 $14.9K 0.01% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 128 $14.5K 0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 123 $13.9K 0.01% +12 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 118 $13.3K 0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 117 $13.3K <0.01% +66 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 116 $13K 0.01% 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 115 $13K 0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 113 $12.8K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 112 $12.6K 0.01% +39 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 110 $12.4K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 106 $12K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 102 $11.4K 0.01% 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 100 $11.3K 0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $11.3K 0.01% 0 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 91 $10.3K 0.02% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 89 $10.1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 88 $9.95K 0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 84 $9.5K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 83 $9.39K <0.01% +5 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 80 $9.14K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 80 $9.05K <0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 75 $8.48K 0.01% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 65 $7.36K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 65 $7.35K <0.01% -3,265 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 61 $6.9K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 60 $6.79K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 58 $6.56K 0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 55 $6.22K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 50 $5.66K <0.01% -51 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 48 $5.43K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 47 $5.32K 0.12% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 45 $5.09K 0.22% -4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 44 $4.98K <0.01% 13F-HR Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 43 $4.86K <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 41 $4.64K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 40 $4.53K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 33 $4.33K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 38 $4.3K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 37 $4.18K <0.01% 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 36 $4.07K <0.01% 0 13F-HR Timeline