Sachetta, LLC More: the full row for Sachetta, LLC 102 $22.5K 0.01% -1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $22.1K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $22.1K 0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 98 $21.6K <0.01% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 95 $21K 0.01% +45 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 84 $21K 0.01% -9 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 94 $20.8K 0.01% -46 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 91 $20.1K 0.01% -3 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 91 $20.1K 0.01% -13 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 90 $19.9K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 90 $19.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 90 $19.9K <0.01% +6 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 90 $19.9K <0.01% 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 90 $19.9K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 90 $19.8K <0.01% +25 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 89 $19.8K <0.01% -1,950 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 89 $19.7K <0.01% +34 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 85 $18.9K 0.01% -68 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 78 $17.2K <0.01% -9 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 76 $16.7K <0.01% -24 13F-HR Timeline Ravenstone Capital Management Inc. 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Hasenberg, Inc 65 $14.4K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 72 $14K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 62 $13.7K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 57 $12.6K <0.01% +19 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 52 $11.5K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 51 $11.3K 0.04% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 50 $11K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 50 $11K <0.01% new 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 49 $10.8K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 47 $10.4K 0.01% new 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 44 $9.72K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44 $9.72K <0.01% -250 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 44 $9.72K 0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 42 $9.28K <0.01% -1 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 42 $9.28K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 42 $9.28K 0.16% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $8.83K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 39 $8.61K <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $8.39K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 38 $8.39K <0.01% +20 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 37 $8.17K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $7.73K 0.01% +20 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35 $7.73K <0.01% 0 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 35 $7.73K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 34 $7.51K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 34 $7.51K <0.01% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $7.26K <0.01% +26 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 32 $7.1K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 32 $7.07K <0.01% -3 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 30 $6.62K <0.01% -13 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 30 $6.62K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 30 $6.62K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 29 $6.4K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 29 $6.4K <0.01% new 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $6.18K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 28 $6.18K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 27 $5.96K <0.01% +4 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 27 $5.96K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 26 $5.74K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 25 $5.52K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. 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Inc. 23 $5.08K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23 $5.08K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 23 $5.08K <0.01% -5 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 23 $5.08K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 23 $4.97K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $4.64K <0.01% +4 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 21 $4.64K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 21 $4.64K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 20 $4.26K <0.01% +6 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $3.53K <0.01% +11 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $3.53K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $3.37K <0.01% +1 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 13 $2.87K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13 $2.87K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12 $2.65K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $2.43K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $2.21K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10 $2.21K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 9 $1.99K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $1.84K 0.1% -4 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $1.81K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 8 $1.77K <0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 8 $1.77K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 8 $1.77K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7 $1.55K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $1.55K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $1.32K <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 6 $1.32K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $1.32K <0.01% -1 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 6 $1.32K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $1.14K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $1.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5 $1.1K <0.01% +3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 5 $1.1K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 5 $1.1K <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $926 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $884 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 400 $883 0.03% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 3 $662 <0.01% new 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 3 $662 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $442 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $221 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -4,162 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $85.5K -415 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.