SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 209 $24.8K <0.01% +14 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 206 $24.4K <0.01% +71 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 202 $24K 0.02% 0 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 200 $23.7K 0.02% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 194 $23K 0.14% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 187 $22.2K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 184 $21.8K 0.01% -5 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 170 $20.2K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 167 $19.8K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 165 $19.6K <0.01% -4,123 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 165 $19.6K 0.01% +27 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 164 $19.5K 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. 157 $18.6K 0.01% +152 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 156 $18.5K <0.01% +30 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 153 $18.1K <0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 150 $17.8K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 148 $17.6K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 141 $16.7K 0.01% -122 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 140 $16.6K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 135 $16K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 134 $15.9K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 134 $15.9K 0.01% -1,098 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 132 $15.7K <0.01% -9 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 132 $15.7K <0.01% +19 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 129 $15.3K <0.01% +15 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 125 $14.8K <0.01% -100 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 117 $14.2K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 118 $14K 0.01% +10 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 118 $14K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 116 $13.8K 0.01% +98 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 116 $13.7K 0.02% -27 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 113 $13.4K 0.01% -923 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 110 $13.1K 0.01% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 110 $13.1K <0.01% -100 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 110 $13K <0.01% -52 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 103 $12.2K <0.01% +17 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 100 $12K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 100 $11.9K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 91 $10.8K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 90 $10.7K 0.01% -12 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 89 $10.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 87 $10.3K <0.01% +8 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 87 $10.3K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 84 $9.96K <0.01% +48 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 81 $9.61K <0.01% +5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 75 $8.9K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 74 $8.78K <0.01% +22 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 71 $8.42K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 70 $8.31K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 67 $7.95K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 58 $7.55K 0.01% +18 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 63 $7.47K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 62 $7.36K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 57 $6.76K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 56 $6.64K <0.01% -7 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 53 $6.29K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 51 $6.05K <0.01% new 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 51 $6.05K <0.01% 0 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 50 $5.93K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 50 $5.88K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 49 $5.81K <0.01% +5 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 49 $5.81K 0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 48 $5.69K <0.01% +2 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 47 $5.58K <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 47 $5.58K <0.01% +11 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 41 $5.43K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 43 $5.05K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 41 $4.86K <0.01% new 13F-HR/A Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 40 $4.75K 0.01% -66 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $4.63K <0.01% -8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 39 $4.63K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 39 $4.63K <0.01% new 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 37 $4.39K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 37 $4.39K <0.01% +19 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 37 $4.39K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 37 $4.39K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 36 $4.27K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 35 $4.15K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 32 $3.8K <0.01% +6 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 32 $3.8K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 30 $3.59K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 415 $3.5K 0.06% +10 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 29 $3.44K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 28 $3.32K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 25 $3.28K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 27 $3.2K <0.01% -112 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 25 $2.97K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 25 $2.94K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 24 $2.85K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 24 $2.85K <0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 21 $2.68K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $2.61K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 20 $2.37K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 19 $2.25K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $2.13K <0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 17 $2.02K -92,054 Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 15 $1.78K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 15 $1.78K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $1.54K <0.01% new 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 12 $1.42K <0.01% +1 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12 $1.42K <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 11 $1.3K <0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 10 $1.19K <0.01% -750 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 9 $1.07K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 9 $1.07K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $1K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 6 $712 <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5 $601 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $594 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5 $593 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 4 $475 <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 4 $475 <0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3 $356 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $238 <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2 $237 <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1 $170 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $119 <0.01% 0 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 440 $165 -63 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.