SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 410 $114K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 409 $114K 0.03% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 404 $113K 0.06% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 404 $112K 0.03% +16 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 400 $112K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 377 $112K 0.02% -19 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 399 $111K 0.02% -18 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 395 $110K 0.06% -7,450 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 387 $108K 0.04% -12 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 381 $106K 0.06% -685 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 380 $106K 0.1% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 379 $106K 0.05% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 365 $104K 0.03% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 370 $103K 0.03% +3 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 367 $102K 0.07% -51 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 360 $100K 0.01% +2 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 354 $98.8K 0.1% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 313 $97K 0.08% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 337 $94K 0.01% +2 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 326 $91K <0.01% -91 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 327 $91K 0.02% +24 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 322 $89.9K 0.01% +22 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 320 $89.3K 0.03% +99 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 319 $88.9K 0.04% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 305 $86.8K 0.01% -3 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 308 $86K 0.03% -30 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 300 $83.9K 0.05% +279 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $83.8K 0.03% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 300 $83.8K 1.72% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 299 $83.5K 0.01% +10 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 287 $80K 0.05% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 282 $78.8K 0.04% -19 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 281 $78.5K 0.03% -26 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 279 $77.9K 0.02% +2 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 277 $77.6K 0.06% -1 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 276 $77.1K 0.05% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 275 $76.8K 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 269 $75.2K 0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 264 $73.8K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 264 $73.7K 0.04% +242 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 264 $73.7K 0.04% +76 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 262 $73.2K <0.01% +2 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 257 $71.8K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 252 $70.4K 0.07% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 251 $70.2K 0.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 249 $69.5K 0.03% -249 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 246 $68.7K 0.03% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 243 $67.8K 0.03% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 243 $67.8K 0.02% +104 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 240 $67K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 238 $66.5K 0.06% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 238 $66.5K 0.05% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 228 $66.2K 0.04% -1,791 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 237 $66.2K 0.05% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 235 $65.6K 0.05% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 232 $64.9K 0.03% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 232 $64.8K 0.03% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 232 $64.7K 0.01% +15 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 215 $60K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 209 $58.4K 0.01% +120 13F-HR Timeline Trust Co More: the full row for Trust Co 205 $57.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 201 $56.1K 0.02% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 200 $55.8K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $55.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 199 $55.6K 0.01% +1 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 198 $55.3K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 200 $55K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 189 $52.8K 0.04% -199 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 186 $51.9K 0.03% +126 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 184 $51.5K 0.01% +123 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 184 $51.4K 0.02% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 180 $50.4K 0.02% +14 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 179 $50K 0.02% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 175 $48.9K 0.02% 0 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 175 $48.8K 0.94% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 166 $46.3K 0.02% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 165 $46.1K 0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 165 $46.1K 0.03% +22 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 163 $45K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 160 $44.7K 0.04% -60 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. 156 $43.6K <0.01% -2 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 152 $42.4K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 151 $42.2K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 150 $41.9K 0.03% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 149 $41.6K 0.01% +134 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 144 $40.2K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 142 $39.5K 0.06% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 136 $38K 0.02% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 135 $37.7K <0.01% -368 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 134 $37.4K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 134 $37.4K 0.01% -32 13F-HR/A Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 126 $36K <0.01% +1 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 127 $35.5K 0.01% +5 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 127 $35.5K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 126 $35.2K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 125 $34.9K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 120 $33.6K 0.02% -17 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 120 $33.5K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 120 $33.5K 0.02% -31 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 119 $33.3K 0.01% -25 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 117 $32.7K <0.01% -5 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 113 $32.6K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 116 $32.4K 0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 113 $32K 0.01% -71 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 113 $31.6K <0.01% 0 13F-HR/A Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 110 $30.7K 0.02% -13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 102 $30.5K 0.01% +2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 106 $29.6K 0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 103 $28.7K 0.01% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $27.9K 0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 100 $27.9K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 100 $27.9K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $27.9K 0.02% -685 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $27.9K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $27.9K 0.02% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 9,858 $27.5K 1.08% +1,335 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 96 $26.8K 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 96 $26.8K 0.01% -3 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 94 $26.2K 0.01% +21 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 90 $25K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 85 $23.7K 0.01% -36 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 85 $23.7K 0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 84 $23.5K <0.01% -11 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $23.2K 0.01% -11 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 83 $23.2K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $22.9K 0.01% +11 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 80 $22.3K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 70 $21.9K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 78 $21.8K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 76 $21.2K 0.01% +9 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 74 $20.7K 0.01% -297 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 65 $18.1K <0.01% +39 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 53 $15.7K 0.01% +28 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $15.6K 0.01% +5 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 53 $14.8K 0.01% -738 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $14K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 49 $13.7K <0.01% -43 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 45 $12.7K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 45 $12.6K <0.01% -1 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 45 $12.6K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 45 $12.5K 0.01% +21 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 44 $12.3K 0.01% -34 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 41 $11.4K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 40 $11.2K <0.01% -75 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 40 $11.2K 0.01% +14 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 40 $11.2K 0.02% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 39 $10.9K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 39 $10.9K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 37 $10.3K <0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 37 $10.3K <0.01% +17 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 36 $9.92K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 34 $9.49K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 33 $9.21K 0.01% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 32 $8.94K 0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 32 $8.94K 0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $8.66K <0.01% +25 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 30 $8.38K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 28 $7.84K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $7.54K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 25 $7.06K <0.01% -203 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $6.98K 0.01% -8 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 25 $6.98K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 25 $6.98K <0.01% +23 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 25 $6.98K 0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 23 $6.42K <0.01% +2 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 23 $6.42K <0.01% -109 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 22 $6.14K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 21 $5.9K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21 $5.86K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 21 $5.86K 0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 20 $5.58K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 18 $5.31K <0.01% -7 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 18 $5.15K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $5.03K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 17 $4.75K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 17 $4.75K <0.01% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 16 $4.47K <0.01% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 16 $4.47K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $4.29K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 15 $4.19K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $4.19K <0.01% +3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $4.19K <0.01% +7 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 14 $3.91K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 13 $3.63K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $3.63K <0.01% +8 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $3.23K <0.01% -7 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $3.2K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $3.07K <0.01% +1 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 11 $3.07K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $2.79K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $2.51K 0.12% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 8 $2.23K 0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 10 $2K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $1.18K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 4 $1.12K <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4 $1.12K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 3 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Peterson Wealth Services More: the full row for Peterson Wealth Services 3 $845 <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 3 $838 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $838 <0.01% new 13F-HR Timeline