Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 200 $18.8K <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 188 $17.6K <0.01% +13 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 173 $16.2K <0.01% +18 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 163 $15.6K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 166 $15.6K <0.01% -5 13F-HR Timeline City State Bank More: the full row for City State Bank 165 $15.5K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 154 $14.5K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 153 $14.4K 0.07% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 150 $14.1K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 150 $14.1K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 150 $14.1K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 143 $13.4K <0.01% -26 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 138 $13K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 133 $12.5K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 126 $11.8K <0.01% +45 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 125 $11.7K <0.01% new 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 125 $11.7K <0.01% -1,317 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 110 $11.2K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 118 $11.1K <0.01% -3 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 115 $10.8K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 109 $10.2K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 108 $10.1K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 107 $10K <0.01% +105 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 111 $10K <0.01% +90 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 101 $9.48K <0.01% +46 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $9.39K <0.01% +99 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $9.39K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 100 $9.39K <0.01% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 85 $7.98K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 80 $7.51K <0.01% -3,296 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 66 $6.2K <0.01% -128 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 66 $6.2K <0.01% +52 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 61 $5.73K <0.01% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 60 $5.63K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 60 $5.63K <0.01% +57 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 52 $4.88K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 51 $4.79K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $4.69K <0.01% +13 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 49 $4.6K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 48 $4.51K <0.01% +6 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 45 $4.22K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 40 $3.75K <0.01% -4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 38 $3.57K <0.01% +4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 36 $3.38K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 35 $3.29K <0.01% -430 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Pacific Financial More: the full row for First Pacific Financial 34 $3.19K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $3.1K <0.01% +8 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 32 $3K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $2.82K <0.01% -37 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $2.72K <0.01% -14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $2.54K <0.01% -4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 27 $2.53K <0.01% +1 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 25 $2.35K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 25 $2.35K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 27 $2.34K <0.01% +2 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 22 $2.06K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $1.92K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 20 $1.88K <0.01% -8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 20 $1.88K <0.01% +16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $1.78K <0.01% -86 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19 $1.78K <0.01% +2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $1.69K <0.01% -3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18 $1.69K <0.01% +14 13F-HR Timeline BAYBAN More: the full row for BAYBAN 18 $1.69K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $1.41K <0.01% +12 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 15 $1.41K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15 $1.41K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 13 $1.22K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 12 $1.13K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 12 $1.13K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.13K <0.01% +6 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $1.13K <0.01% +5 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 11 $1.03K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 11 $1.03K <0.01% -10 13F-HR/A Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $939 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $939 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10 $939 <0.01% -8 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $939 <0.01% -5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $751 <0.01% -36 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 7 $658 <0.01% -95 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 7 $658 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $658 <0.01% -7 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 7 $657 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $563 <0.01% +4 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $469 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4 $384 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 4 $375 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3 $282 <0.01% -1,066 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 3 $282 <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 3 $282 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $188 <0.01% -8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $175 <0.01% 0 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $94 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -6 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.