SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 356 $15K <0.01% +178 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 339 $14.2K <0.01% +171 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 320 $13.4K <0.01% +162 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 314 $13.2K 0.01% +117 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 306 $12.9K <0.01% +153 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 292 $12.3K <0.01% +146 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 286 $12K <0.01% +143 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 300 $12K <0.01% +203 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 284 $11.9K <0.01% +142 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 258 $10.8K <0.01% +129 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 251 $10.8K 0.01% +212 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 255 $10.7K 0.01% +128 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 246 $10.3K <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 246 $10.3K <0.01% +123 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 248 $10K <0.01% +159 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 232 $9.74K 0.01% +116 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 225 $9.45K 0.01% +46 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 127 $9.11K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 214 $8.99K <0.01% +107 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 212 $8.9K <0.01% +106 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 198 $8.34K <0.01% +99 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 196 $8.22K <0.01% +98 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 180 $7.56K <0.01% +90 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 188 $7K <0.01% +94 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 166 $6.97K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 158 $6.64K <0.01% +79 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 158 $6.64K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 148 $6.22K <0.01% +74 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 148 $6.22K <0.01% +74 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 136 $5.72K <0.01% +68 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 134 $5.63K <0.01% +87 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 134 $5.63K <0.01% +66 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 134 $5.63K <0.01% +67 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 132 $5.54K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 124 $5.21K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 124 $5.21K <0.01% +62 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 118 $4.96K <0.01% +59 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 101 $4.24K <0.01% +50 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 100 $4.2K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 100 $4.2K <0.01% +60 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 98 $4.13K <0.01% +52 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 96 $4.03K <0.01% +58 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $4K <0.01% -14 13F-HR Timeline TOBAM More: the full row for TOBAM 88 $4K <0.01% -406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 94 $3.95K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 93 $3.89K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 92 $3.86K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 92 $3.86K <0.01% +46 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 81 $3.41K <0.01% +41 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 76 $3.19K <0.01% +66 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 68 $2.86K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 62 $2.6K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 62 $2.6K <0.01% +31 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 61 $2.56K <0.01% +38 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $2.52K <0.01% +30 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 59 $2.48K <0.01% +44 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 56 $2.35K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 50 $2.1K <0.01% +3 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $2.02K <0.01% +36 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 42 $2K <0.01% +21 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47 $1.97K <0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 46 $1.93K <0.01% +23 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 44 $1.83K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 42 $1.76K <0.01% +27 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 40 $1.68K <0.01% +20 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $1.51K <0.01% +18 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 36 $1.51K <0.01% +24 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32 $1.34K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $1.34K <0.01% +26 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $1.09K <0.01% +21 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $1.05K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $798 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18 $756 <0.01% +9 13F-HR Timeline MOTCO More: the full row for MOTCO 14 $646 <0.01% +7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $601 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 14 $588 <0.01% +7 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 14 $588 <0.01% +7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $420 <0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10 $413 <0.01% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $291 <0.01% +3 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $168 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4 $168 <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.