Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 286 $80.6K 0.04% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 284 $80.2K 0.04% +2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 284 $80.1K 0.06% +231 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 281 $79.3K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 278 $78.5K 0.03% -30 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 278 $78.4K 0.05% +1 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 274 $77.3K 0.05% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 267 $75.3K <0.01% -59 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 264 $74.6K 0.02% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 264 $74.6K <0.01% +2 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 264 $74.5K 0.01% -35 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 264 $74.5K 0.04% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 262 $73.9K 0.03% +30 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 261 $73.7K 0.04% +238 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. 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More: the full row for Physician Wealth Advisors, Inc. 122 $34.4K <0.01% -5 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 122 $34K 0.02% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 120 $33.8K 0.01% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 119 $33.6K 0.01% -1 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 117 $33K <0.01% 0 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 113 $32.8K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 116 $32.7K 0.02% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $28.2K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 100 $28.2K 0.02% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 100 $28.2K 0.04% new 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $28.2K 0.02% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $28.2K 0.02% 0 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 $27.1K 0.01% 0 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 9,193 $25.9K 1.03% -665 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 91 $25.7K 0.01% -3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 91 $25K 0.01% +1 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 85 $24K 0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 85 $24K 0.02% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 84 $23.7K 0.02% -26 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $23.4K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $23.1K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 71 $22.7K 0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 79 $22.3K <0.01% +30 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 79 $22.3K 0.01% +3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 78 $22K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 74 $20.9K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 70 $19.8K 0.01% 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 65 $18.5K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 65 $18.4K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 65 $18.3K <0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 60 $16.9K 0.01% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 60 $16.8K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 58 $16.4K 0.01% -16,136 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 56 $15.8K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 52 $14.7K 0.01% -68 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 51 $14.5K <0.01% 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $14.1K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 50 $14.1K <0.01% -56 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 50 $14K 0.01% +5 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 49 $13.8K 0.01% -413 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 47 $13.3K <0.01% -105 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 45 $12.7K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 42 $12.1K <0.01% -3 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 42 $11.9K 0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 40 $11.3K <0.01% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 40 $11.3K 0.02% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $11.3K <0.01% +9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 39 $11K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 39 $11K <0.01% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 37 $10.4K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 36 $10K <0.01% -77 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 34 $9.6K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 33 $9.31K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 32 $9.03K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 27 $8.84K 0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 31 $8.75K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 30 $8.47K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 28 $7.99K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 28 $7.9K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 28 $7.9K <0.01% +13 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $7.05K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 25 $7.05K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 25 $7.05K <0.01% -55 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 25 $7.05K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 24 $6.77K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 23 $6.49K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 22 $6.21K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 21 $6.01K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 21 $5.93K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 21 $5.93K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $5.64K <0.01% -25 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 20 $5.64K <0.01% -33 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 18 $5.42K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 19 $5.36K <0.01% new 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 19 $5.25K <0.01% +1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $5.08K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 17 $4.8K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $4.51K <0.01% -7 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 16 $4.51K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 16 $4.51K <0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $4.37K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 15 $4.23K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 14 $3.95K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 13 $3.67K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $3.28K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $3.1K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 11 $3.1K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 11 $3.1K <0.01% -33 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 11 $3.1K <0.01% -2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 12 $3K <0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $2.82K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $2.64K 0.1% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $2.29K <0.01% -12 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 8 $2.26K <0.01% -9 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 10 $2K <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 7 $1.98K <0.01% +3 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 7 $1.98K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $1.69K <0.01% -800 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $1.32K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 4 $1.13K <0.01% -37 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $1.13K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $847 <0.01% +1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $847 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $597 <0.01% new 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 466 $398 +65 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.