COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 84 $9K <0.01% -2,172 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 85 $8.73K <0.01% +17 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 88 $8.51K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 78 $8.01K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 78 $8.01K <0.01% -242 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 81 $7.84K 0.01% +40 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 75 $7.71K <0.01% -3 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 75 $7.71K <0.01% -10 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 72 $7.4K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $7.09K <0.01% -26 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 69 $7.09K 0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 65 $7K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 65 $6.68K <0.01% new 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 61 $6.27K <0.01% -111 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 60 $6.16K <0.01% -290 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 60 $6.16K 0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 59 $6.06K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 58 $5.96K <0.01% -5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 54 $5.55K <0.01% -218 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 30 $5.42K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 52 $5.34K <0.01% -67 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 52 $5.34K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 52 $5.34K 0.01% +15 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 52 $5.3K <0.01% +15 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 50 $5.14K <0.01% -6 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 50 $5.14K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 49 $5K <0.01% +16 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 47 $4.83K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 41 $4.21K <0.01% -594 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 38 $3.9K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 37 $3.8K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 35 $3.6K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 34 $3.49K <0.01% -92 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 32 $3.29K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $3.29K 0.19% -10 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 31 $3.23K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 25 $2.57K <0.01% +18 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 25 $2.57K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 23 $2.36K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 23 $2.36K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 23 $2.36K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 23 $2.36K <0.01% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 22 $2.26K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 21 $2.16K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 20 $2.06K <0.01% -143,184 13F-HR/A Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18 $1.85K <0.01% -14 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 13 $1.34K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 12 $1.23K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.03K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.03K <0.01% -3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 10 $1.03K <0.01% 0 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.03K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 10 $1.03K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 10 $1.03K <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 205 $1K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 10 $1K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 7 $1K <0.01% -78 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $1K <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9 $925 <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 9 $925 <0.01% -35 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9 $925 <0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 9 $924 <0.01% -13,347 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 8 $822 <0.01% +5 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 8 $822 <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 8 $822 <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 8 $822 <0.01% -500 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7 $720 <0.01% -3,860 13F-HR Timeline MOTCO More: the full row for MOTCO 6 $616 <0.01% -8 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 5 $514 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $411 <0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 2 $205 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $205 <0.01% -22,821 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2 $164 <0.01% -12,966 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 150 $154 0.01% -30 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1 $121 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -5,427 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $159K -1,315 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.