Operose Advisors LLC More: the full row for Operose Advisors LLC 150 $28.8K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 149 $28.7K 0.01% -100 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 148 $28.5K 0.11% +24 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 145 $27.9K 0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 14,453 $27.8K 0.49% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 140 $26.9K 0.01% +81 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 140 $26.9K 0.01% 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 140 $26.9K 0.01% 0 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 136 $26.2K 0.02% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 135 $26K <0.01% -31 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 135 $26K 0.02% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 131 $25.2K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 126 $24.4K <0.01% -111 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 126 $24.2K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 125 $24.1K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 122 $23.6K 0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 122 $23.5K 0.02% -78 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 122 $23.5K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 120 $23.1K <0.01% -282 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 120 $23.1K 0.02% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 120 $23.1K 0.01% 0 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 118 $22.7K <0.01% 0 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 118 $22.7K 0.01% +4 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 118 $22.7K 0.02% +2 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 111 $21.3K 0.01% -14 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 110 $21.2K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 110 $21.2K 0.01% 0 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 109 $21K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 106 $20.3K <0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 105 $20.2K <0.01% +9 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 105 $20.1K <0.01% +1 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 101 $19.4K 0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 101 $19.4K <0.01% -38 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 100 $19.2K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $19.2K <0.01% -1,088 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 100 $19.2K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $19.2K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 100 $19.2K 0.02% -131 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 97 $18.6K <0.01% +1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $18.3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 94 $18.1K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 94 $18.1K 0.01% +9 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 93 $17.9K <0.01% -80 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 91 $17.5K 0.01% -2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 91 $17K <0.01% +9 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 88 $16.9K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 85 $16.3K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 82 $15.8K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 68 $15.7K 0.01% +1 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 80 $15.4K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 80 $15.4K 0.01% -139 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 79 $15.2K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 78 $15K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 78 $15K <0.01% -348 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 75 $14.5K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $14.4K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 75 $14.4K <0.01% -63 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 74 $14.3K 0.01% +1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 73 $14K <0.01% +2 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 73 $14K 0.01% -48 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 73 $14K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 73 $14K <0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 72 $13.9K <0.01% +70 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 72 $13.8K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 70 $13.5K 0.01% -26 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 70 $13.5K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 69 $13.3K 0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 68 $13.1K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 68 $13K <0.01% -11 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 67 $12.9K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 66 $12.7K <0.01% -90 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 63 $12.1K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 60 $11.5K <0.01% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 56 $10.8K <0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 53 $10.2K <0.01% 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 52 $10K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 51 $9.81K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 50 $9.62K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $9.62K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 47 $9.04K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 47 $9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $8.85K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 46 $8.85K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 46 $8.85K <0.01% +5 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 45 $8.65K <0.01% -100 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 45 $8.65K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 45 $8.65K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 44 $8.54K <0.01% -1,003 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 44 $8.46K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $8.46K <0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 41 $7.89K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 41 $7.79K <0.01% -3 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $7.76K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 40 $7.69K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 40 $7.69K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $7.55K <0.01% -23 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 39 $7.5K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 39 $7.5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 39 $7.5K <0.01% +20 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 37 $7.12K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 36 $6.98K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 36 $6.92K <0.01% -12 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 35 $6.73K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 34 $6.54K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 32 $6.15K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 32 $6.15K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 31 $5.91K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $5.19K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 30 $5K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 26 $5K <0.01% -39 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $4.89K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 25 $4.81K 0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $4.81K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $4.81K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 25 $4.81K <0.01% +8 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 24 $4.62K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $4.42K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 23 $4.39K <0.01% -9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 22 $4.23K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 21 $4.04K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $3.86K <0.01% -28 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 20 $3.85K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $3.85K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 18 $3.46K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 18 $3.46K <0.01% new 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 18 $3.46K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $3.27K <0.01% -4 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $3.26K <0.01% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $3.08K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 16 $2.96K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 15 $2.88K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 15 $2.88K <0.01% -35 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 15 $2.65K <0.01% -257 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 13 $2.51K <0.01% -1 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $2.5K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 12 $2.31K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11 $2.13K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11 $2.12K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 9 $2K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $1.92K <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $1.74K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.73K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.54K <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. 6 $1.15K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 5 $962 <0.01% -10 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5 $962 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 4 $770 <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3 $577 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $577 <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $385 <0.01% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $385 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2 $385 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $193 <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1 $192 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $192 <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1 $181 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $22 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.