PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,580 $110K 0.07% +100 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 1,574 $109K 0.04% +11 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,243 $107K 0.06% +19 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,500 $104K 0.05% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,490 $103K 0.05% +1,374 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,497 $103K 0.02% +188 13F-HR/A Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,480 $103K 0.02% -76 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,472 $102K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,463 $102K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,449 $100K 0.05% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,436 $99.6K 0.05% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,435 $99.6K 0.05% +959 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,421 $98.6K 0.03% +140 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,416 $98.2K 0.06% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 1,398 $97K 0.02% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,385 $96.1K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,400 $95.4K 0.08% +115 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1,364 $94.6K 0.03% -95 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,357 $94.1K 0.02% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,355 $94K 0.08% 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,350 $93.7K 0.05% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,346 $93.4K 0.02% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,333 $92.5K 0.02% -500 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,330 $92.2K 0.02% +129 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,321 $91.7K 0.02% +8 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,300 $90.2K 0.04% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,270 $88.1K 0.04% 0 13F-HR/A Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,267 $87.9K 0.08% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,267 $87.9K 0.01% +427 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,260 $87.4K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,246 $86.5K 0.04% +72 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,233 $83.3K 0.02% -370 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 1,179 $81K 0.04% +1,000 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,167 $81K 0.06% +138 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,158 $80.3K <0.01% +174 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,146 $79.5K 0.03% -366 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,134 $78.4K 0.02% +41 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,120 $77.7K 0.04% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,108 $76.9K 0.02% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,100 $76.3K 0.03% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,090 $75.6K 0.09% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 1,080 $74.9K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,036 $71.9K 0.07% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,022 $70.9K 0.03% +228 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,007 $69.9K 1.44% -39 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,000 $69.4K 0.01% -119 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,000 $69.4K 0.02% +300 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 992 $68.8K 0.02% +37 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 989 $68.6K 0.02% -93 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 986 $68.4K 0.01% -80 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 975 $67.6K 0.05% +189 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 965 $67K 0.05% +344 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 963 $66.8K 0.02% +650 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 943 $65.4K 0.03% -79 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 940 $65.2K <0.01% -2,807 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 938 $65K 0.04% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 931 $64.6K 0.07% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 917 $63.6K 0.02% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 889 $61.7K 0.03% -36 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 888 $61.6K 0.03% +47 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 882 $61.2K 0.07% -69 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 879 $61K 0.02% -1,800 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 866 $60.1K 0.04% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 863 $59.9K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 860 $59.7K 0.02% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 857 $59.5K 0.02% +160 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 833 $57.8K 0.04% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 821 $57K <0.01% +229 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 784 $54.4K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 774 $53.7K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 750 $52K 0.04% -1,250 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 746 $51.7K 0.02% +2 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 739 $51.3K 0.04% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 737 $51.1K 0.03% +25 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 710 $49.3K 0.02% +1 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 704 $48.8K 0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 700 $48.6K 0.1% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 693 $48.1K 0.04% +97 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 692 $48K 0.01% +245 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 669 $46.4K 0.03% +69 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 669 $46.4K 0.03% -16,198 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 661 $45.9K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 634 $44K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 633 $43.9K 0.02% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 622 $43.2K 0.01% -270 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 604 $41.9K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 598 $41.5K 0.03% +90 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 589 $40.9K 0.02% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 574 $39.8K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 555 $38.5K 0.02% +68 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 534 $38.3K 0.02% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 548 $38K 0.02% +4 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 716 $36.2K 0.4% +449 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 520 $36.1K 0.01% +69 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 519 $36K <0.01% +2 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 505 $35K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 500 $34.7K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $34.7K 0.02% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 500 $34.7K 0.03% -1,193 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 498 $34.6K 0.01% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 500 $34.5K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 482 $33.5K 0.03% -2 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 459 $31.8K 0.02% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 440 $30K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 410 $28.4K 0.02% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 408 $28.3K 0.01% -107 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 406 $28.2K 0.02% -206 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 405 $28.1K 0.03% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 409 $28K 0.01% +193 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 401 $27.8K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 400 $27.8K 0.01% -178 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 400 $27.8K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 400 $27.8K 0.01% 0 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 396 $27.5K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 394 $27.3K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 371 $25.7K 0.01% -15 13F-HR/A Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 366 $25.4K 0.01% +301 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 366 $25.4K 0.01% +308 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 350 $24.3K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 348 $24.1K <0.01% +200 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 345 $23.9K 0.02% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 331 $23K 0.01% +81 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 326 $22.6K <0.01% -3,542 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 325 $22.5K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 314 $21.8K 0.03% +203 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 299 $20.7K 0.06% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 295 $20.5K 0.02% +35 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 294 $20.4K 0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 28,660 $19.9K 0.78% +430 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 274 $19K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 263 $18.2K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 260 $18K 0.02% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 252 $17.5K <0.01% +161 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 245 $17K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 236 $16.4K 0.01% +67 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 235 $16.3K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 220 $15.3K 0.02% -9 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 217 $15.1K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 208 $14.4K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 208 $14.4K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 204 $14.2K <0.01% 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 201 $13.9K <0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 200 $13.9K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $13.9K 0.01% 0 13F-HR/A Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 185 $13.3K <0.01% -39 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 186 $12.9K 0.01% -5 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 183 $12.7K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 176 $12.2K <0.01% +69 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 170 $11.8K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 170 $11.8K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 162 $11.2K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 161 $11.2K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 161 $11.2K <0.01% -421 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 159 $11K 0.01% +1 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 157 $10.9K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 138 $9.57K <0.01% +45 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 11,200 $9.02K 0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 129 $8.95K <0.01% +77 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 125 $8.67K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 122 $8.46K <0.01% -20 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 116 $8.02K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 113 $7.84K <0.01% -334 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 112 $7.77K <0.01% -66 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 110 $7.63K <0.01% -1,055 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 105 $7.29K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 104 $7.1K <0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 100 $6.94K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 100 $6.94K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $6.94K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 97 $6.73K <0.01% +27 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 96 $6.66K <0.01% 13F-HR Timeline Group Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 91 $6.32K 0.12% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 75 $5.2K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 71 $4.93K 0.24% -4 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 63 $4.37K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 60 $4.16K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 60 $4.16K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 59 $4.09K <0.01% -3 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 57 $3.96K 0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 42 $2.91K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 35 $2.46K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 29 $2.01K <0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 26 $1.8K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 23 $1.6K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 21 $1.44K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 9 $624 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.