DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 382 $190K 0.04% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 376 $189K 0.08% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 371 $187K 0.13% -2,200 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 370 $186K 0.13% -5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 367 $181K 0.13% +20 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 347 $174K <0.01% +5 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 351 $174K 0.03% -296 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 340 $171K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 327 $164K 0.11% +54 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 314 $158K 0.1% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 313 $157K 0.06% -497 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 311 $156K 0.07% -870 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 301 $151K 0.07% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 300 $151K 0.14% -15 13F-HR Timeline Ramirez Asset Management, Inc. 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More: the full row for IMG Wealth Management, Inc. 213 $107K 0.07% -10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 208 $105K 0.04% +52 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 205 $103K 0.06% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 200 $101K 0.07% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 198 $99.5K 0.05% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 194 $97.5K 0.03% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 194 $97.5K 0.04% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 191 $96K 0.05% -2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 191 $96K 0.03% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 190 $95.5K 0.08% +20 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 185 $93K 0.03% -100 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 184 $92.5K 0.04% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 180 $90.5K 0.03% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 180 $90.5K 0.02% +43 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 174 $87.5K 0.25% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 170 $85.5K 0.04% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 170 $85.5K 0.43% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 159 $79K <0.01% +51 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 155 $77.7K 0.07% -20 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 152 $76.6K 0.05% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 151 $75.9K 0.02% 0 13F-HR Timeline Group Standard Family Office LLC More: the full row for Standard Family Office LLC 148 $74.4K 0.08% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 138 $69.4K 0.01% +4 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 138 $69.3K 0.03% +64 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 136 $68.4K 0.03% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 133 $66.9K 0.02% +14 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 132 $66.4K 0.06% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 129 $64.9K 0.04% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 124 $62.3K 0.04% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 122 $61.3K 0.03% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 121 $60.8K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 119 $59.8K 0.03% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 117 $58.8K 0.02% -100 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 115 $57.8K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 115 $57.8K 0.02% +17 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 111 $55.8K 0.05% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 109 $54.8K 0.03% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 108 $54.3K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 107 $53.8K 0.04% -268 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 107 $53.8K 0.03% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 106 $53.3K 0.04% 0 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 100 $50.3K 0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 100 $50.3K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 100 $50.3K 0.03% -159 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 100 $50K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 95 $47.8K 0.02% +43 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 91 $45.7K 0.01% -50 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 84 $42K <0.01% -5 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 85 $41.8K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 82 $41.2K 0.02% -180 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 77 $38.7K 0.03% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 77 $38.7K 0.03% -37,327 13F-HR/A Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 76 $38.2K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 84 $38.1K 0.02% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 61 $30.7K <0.01% -105 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 60 $30.2K 0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 58 $29.2K <0.01% -104 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 57 $28.7K 0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 56 $28.2K 0.02% +1 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. 53 $26.6K <0.01% new 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 53 $26.6K 0.02% +5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 50 $25.1K 0.05% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 42 $21.1K <0.01% +2 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 39 $19.6K 0.01% -400 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 38 $19.1K 0.01% new 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 38 $19.1K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 37 $18.4K 0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 36 $18.1K 0.01% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 30 $15.1K 0.01% +8 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 30 $15K 0.54% -1 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 28 $14.1K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 26 $13.1K 0.01% -3 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 25 $12.6K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $11.6K <0.01% -3 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 18 $9.05K <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. 17 $8.55K 0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 9 $4.53K <0.01% -1 13F-HR Timeline TOBAM More: the full row for TOBAM 7 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4 $2.01K <0.01% new 13F-HR Timeline DRH Investments, Inc. More: the full row for DRH Investments, Inc. 2 $1K <0.01% -1 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $503 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1 $489 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 0 $47 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios. Peterson Wealth Services More: the full row for Peterson Wealth Services 25 $8.78M -17,395 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Systrade AG More: the full row for Systrade AG 1 $754K 0 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.