WPG Advisers, LLC More: the full row for WPG Advisers, LLC 266 $57.9K 0.05% -41 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 259 $56.4K 0.03% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 254 $55.3K 0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 249 $54.2K 0.03% -24 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 247 $53.7K 0.07% +47 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 244 $53.1K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 242 $52.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 238 $52.2K 0.02% +68 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 239 $52K 0.04% +200 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 251 $51.6K 0.03% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 235 $51.1K 0.02% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 234 $50.9K 0.01% -9 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 231 $50.3K 0.05% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 212 $46.1K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 211 $45.9K 0.04% +11 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 210 $45.7K 0.03% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 210 $45.7K 0.04% +135 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 207 $45K 0.03% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 205 $44.6K 0.01% -11 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 205 $44.6K 0.05% 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 205 $44.5K <0.01% +6 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 200 $43.5K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 200 $43.5K 0.03% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 200 $43.5K 0.04% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 190 $41.3K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 190 $41.3K 0.02% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 184 $40K 0.21% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 184 $40K <0.01% +16 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 183 $39.8K 0.01% +3 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 182 $39.6K <0.01% +2 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 182 $39.6K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 182 $39.6K 0.01% +120 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 180 $39.2K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 150 $32.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 145 $31.7K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $31.1K 0.01% -5 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 144 $31K 0.03% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 140 $30.5K 0.02% -25 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 140 $30.5K 0.01% -70 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 140 $30.5K 0.02% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 135 $29.4K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 133 $28.9K 0.01% +34 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 133 $28.9K 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 131 $28.5K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 128 $27.9K 0.03% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 135 $27.7K 0.03% -39 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 125 $27.2K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 125 $27.2K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for IMA Advisory Services, Inc. 90 $19.6K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 92 $19.6K <0.01% +71 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 88 $19.1K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 104 $19.1K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 87 $18.9K 0.01% +18 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 85 $18.5K 0.01% -550 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 85 $18.5K <0.01% +23 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 99 $18.2K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 82 $17.8K 0.02% 0 13F-HR Timeline Ruedi Wealth Management, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 78 $17K <0.01% +9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 74 $16.1K <0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 78 $16K <0.01% +2 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $15.9K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 73 $15.8K 0.01% +1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 71 $15.4K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 70 $15.2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 68 $14.8K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 66 $14.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 66 $14.4K <0.01% -21 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 66 $14.4K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 65 $14.3K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 65 $14.2K <0.01% -344 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 63 $13.7K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 66 $13.1K 0.01% -2 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 60 $13.1K 0.01% -100 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 40 $13.1K 0.01% -20 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 59 $12.8K 0.01% +1 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 55 $12K 0.01% +1 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for BARRETT & COMPANY, INC. 39 $8.49K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 39 $8.49K <0.01% -3 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 37 $8.09K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 37 $8.05K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 37 $8.05K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 36 $7.83K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 36 $7.83K 0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 36 $7.83K 0.01% +26 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 35 $7.62K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 32 $6.96K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 31 $6.68K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 29 $6.31K <0.01% -7 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 32 $6K <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 30 $6K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $5.88K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $5.44K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 24 $5.4K 0.01% -6 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for TFC Financial Management, Inc. 23 $5K <0.01% -151 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 23 $5K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 23 $5K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 22 $4.75K <0.01% +9 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 22 $4.74K <0.01% +7 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 21 $4.57K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 20 $4.35K <0.01% new 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 20 $4.35K 0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $4.35K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 19 $4.34K <0.01% +12 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $4.15K <0.01% +7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 19 $4.13K <0.01% -7 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18 $3.92K <0.01% -4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 18 $3.92K <0.01% -10 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 18 $3.9K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $3.76K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 16 $3.5K <0.01% -32 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $3.48K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $3.48K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $3.26K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15 $3.26K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $3.06K <0.01% -5 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 14 $3K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $2.83K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 13 $2.83K 0.05% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $2.81K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12 $2.61K <0.01% -80 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.96K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 9 $1.96K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 9 $1.96K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 9 $1.96K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $1.74K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9 $1.65K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 7 $1.52K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7 $1.52K <0.01% 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 6 $1.31K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $1.09K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 5 $1.09K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4 $871 <0.01% -1 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 4 $870 <0.01% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3 $653 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $653 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $436 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2 $436 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2 $435 <0.01% new 13F-HR/A Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2 $435 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $435 <0.01% -816 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $218 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $24 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -7,526 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.