Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 540 $41.1K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 533 $40K 0.03% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 512 $39.2K <0.01% -398 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 514 $39.1K 0.02% +76 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 504 $38.3K 0.01% +27 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 500 $38K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 493 $37.8K 0.02% +93 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 493 $37.5K 0.03% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 483 $36.7K 0.03% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 477 $36.3K 0.02% -32,730 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 476 $36.2K 0.01% +53 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 476 $36.2K 0.17% -65 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 465 $35.3K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 464 $35.3K 0.1% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 459 $34.9K 0.01% +164 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 434 $33.2K 0.04% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 435 $33.1K 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. 423 $32.2K 0.01% +220 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 409 $31.1K 0.03% 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 410 $31.1K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 400 $30.4K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 600 $29.8K <0.01% -7,802 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 390 $29.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 386 $29.4K 0.01% +73 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 382 $29.1K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 378 $28K 0.01% 0 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 368 $28K <0.01% -6 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 347 $27.7K 0.02% -52 13F-HR/A Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 356 $27.3K 0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 356 $27.1K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 366 $27K <0.01% 0 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 350 $26.8K 0.01% +112 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 350 $26.6K 0.02% -350 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 332 $25.2K <0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 330 $25.1K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 323 $24.7K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 319 $24.4K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 315 $24K 0.01% -61 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 312 $23.7K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 310 $23.6K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $22.8K 0.01% -67 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 300 $22.8K 0.01% -2 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 296 $22.5K <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 295 $22.5K 0.01% -68 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 295 $22.4K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 280 $21.3K 0.02% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 275 $20.9K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 272 $20.7K 0.01% +3 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 260 $19.8K 0.02% 13F-HR/A Timeline 10Elms LLP More: the full row for 10Elms LLP 240 $18.3K 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 229 $17.5K 0.02% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 221 $16.8K 0.01% +28 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 220 $16.7K 0.02% +133 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 218 $16.7K 0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 216 $16.4K <0.01% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 213 $16.2K 0.01% +155 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 212 $16.1K 0.01% +44 13F-HR Timeline Group WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 210 $16K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 205 $15.6K 0.01% +4 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 202 $15.4K 0.01% -33 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $15.2K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 202 $15.2K 0.53% -29 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 196 $14.9K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 195 $14.8K 0.01% +24 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 188 $14K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 180 $13.7K <0.01% -64 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 178 $13.5K 0.02% -417 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 176 $13.4K <0.01% new 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 165 $12.5K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 165 $12.5K <0.01% -2,510 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 164 $12.5K <0.01% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 164 $12.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 160 $12.2K 0.09% -131 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 920 $12.1K 0.2% +76 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 157 $11.9K 0.01% -178 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 148 $11.3K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 147 $11.2K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 133 $10.5K <0.01% +58 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 137 $10.4K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 130 $9.89K 0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 127 $9.66K <0.01% -19 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 128 $9.65K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 126 $9.56K 0.01% -73 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 122 $9.28K 0.01% +109 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 105 $7.99K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 101 $7.68K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 97 $7.38K 0.07% -14 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 85 $6.46K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 80 $6.08K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 79 $6.01K <0.01% -8 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 73 $5.55K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 71 $5.38K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 49 $3.87K <0.01% +14 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 50 $3.78K <0.01% +48 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 44 $3.35K <0.01% 0 13F-HR/A Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 42 $3.19K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 40 $3.04K <0.01% -4,342 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 38 $2.85K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 37 $2.81K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $2.28K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 30 $2.28K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 29 $2.21K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 20 $2K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 19 $1.45K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 18 $1.37K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13 $1K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 10 $761 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 8 $608 0.01% -10 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 5 $380 <0.01% -53,841 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 5 $354 <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 4 $304 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4 $304 <0.01% -96 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3 $229 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.