Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 188 $37.8K 0.01% +6 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 186 $37.4K <0.01% +1 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 184 $37.2K <0.01% -43 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 182 $36.7K 0.02% +43 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 179 $36K 0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 170 $34.2K 0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 166 $33.4K 0.02% +126 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 164 $33K 0.01% +3 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 156 $31.4K 0.01% +152 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 150 $30.2K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 150 $30.2K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 150 $30.2K 0.01% +2 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $30.2K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 149 $29.8K 0.01% -13 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 136 $28.4K <0.01% -1 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 138 $27.8K <0.01% +43 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 138 $27.8K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 139 $27K 0.01% 0 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 133 $26.9K 0.04% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 132 $26.6K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 130 $26.3K <0.01% -23 13F-HR Timeline MOTCO More: the full row for MOTCO 129 $26.2K <0.01% +12 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 130 $26.2K 0.01% +35 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 124 $25K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 123 $24.8K <0.01% +89 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 123 $24.7K 0.01% +1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 121 $24.4K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 120 $24.2K <0.01% +1 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 118 $23.8K 0.02% +74 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 114 $22.9K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 108 $21.8K <0.01% +40 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 108 $21.7K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 104 $21K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 104 $20.9K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 103 $20.7K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $20.1K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 100 $20.1K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 100 $20.1K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 100 $20.1K 0.02% -20 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 97 $19.5K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 97 $19.5K 0.01% +88 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 96 $19.3K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 95 $19.2K <0.01% +7 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 95 $19.2K 0.01% -220 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $19.1K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 93 $18.7K <0.01% -1,172 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 90 $18.1K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 84 $16.8K 0.01% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 80 $16.5K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 80 $16.1K 0.01% -25 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 79 $15.9K 0.05% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 78 $15.7K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 76 $15.3K <0.01% -34 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $15.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 75 $15.1K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 75 $15.1K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 73 $14.7K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 72 $14K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 69 $14K <0.01% +15 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 68 $14K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 69 $13.9K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 68 $13.7K <0.01% +10 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 68 $13.7K <0.01% -15 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 68 $13.7K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 65 $13.1K 0.02% +23 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 63 $12.7K <0.01% -30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 60 $12K <0.01% +50 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 57 $11.5K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 57 $11.5K <0.01% 0 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 56 $11.4K <0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 54 $10.9K <0.01% +25 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 51 $10.3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 48 $9.66K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 46 $9.26K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 45 $9.06K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 45 $9.06K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 45 $9.06K <0.01% -33 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $9.01K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 44 $8.86K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 40 $8.09K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $7.99K <0.01% +4 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 39 $7.87K 0.01% +9 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 39 $7.85K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 $7.85K <0.01% +5 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 38 $7.83K 0.01% -1 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 36 $7.25K <0.01% +6 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 36 $7.25K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $7.05K <0.01% -2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 31 $6.24K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $6.24K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 31 $6.24K <0.01% +1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 31 $6.24K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 31 $6.24K 0.01% +10 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 30 $6.04K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 30 $6.04K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 29 $5.8K <0.01% +20 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 28 $5.64K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $5.24K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 26 $5.23K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 26 $5.23K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $5.23K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 25 $5.03K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 25 $5.03K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 25 $5.03K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 25 $5.02K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $4.83K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 24 $4.83K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 23 $4.63K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 23 $4.45K <0.01% +7 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 18 $3.62K <0.01% -13 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 16 $3.25K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 16 $3.22K <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $3.03K <0.01% +8 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $3.02K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15 $3.02K <0.01% -74 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $3.02K <0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 15 $3K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 14 $2.82K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 14 $2.82K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 14 $2.82K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13 $2.62K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 13 $2.62K <0.01% +7 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $2.49K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12 $2.42K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11 $2.21K <0.01% -5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11 $2.21K <0.01% -14 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 10 $2.01K <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $1.81K <0.01% +5 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 8 $1.61K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8 $1.61K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $1.61K <0.01% +7 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $1.41K <0.01% +5 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 7 $1.41K <0.01% -13 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 663 $1.33K 0.05% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $1.21K <0.01% -2 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $1.21K <0.01% -147 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $1.21K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5 $1.02K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.01K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $1.01K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $806 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4 $805 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $805 <0.01% -1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 4 $779 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $546 <0.01% new 13F-HR/A Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $499 <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2 $403 <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2 $403 <0.01% -275 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $401 <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1 $202 <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1 $201 <0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1 $201 <0.01% 0 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. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 20,131 $20.1K +20,031 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 243 $141 -131 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.