Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 125 $62.5K 0.06% -100 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 124 $62.2K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 124 $62K 0.04% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 120 $60K 0.01% +32 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 119 $59.5K 0.01% -19 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 118 $59K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 118 $59K 0.02% +18 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 118 $59K 0.05% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 117 $58.5K 0.01% -131 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 114 $57K 0.01% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 111 $54.8K <0.01% -2,021 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 108 $54K 0.01% -29 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 108 $54K 0.02% +1 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 105 $52.5K 0.02% +30 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 105 $52.4K 0.03% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 101 $51.6K 0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 100 $50K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 100 $50K 0.05% -100 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 98 $49K 0.04% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 96 $48.1K 0.02% +58 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 95 $47.5K 0.02% +2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 90 $45K 0.02% +44 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 87 $43.5K 0.04% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 87 $43.5K 0.01% 0 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 85 $42.5K 0.02% -26 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 82 $41K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 82 $41K 0.03% -66 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 81 $40.6K 0.03% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 80 $40K 0.02% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 78 $39K 0.02% +45 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 77 $38.5K 0.01% -39 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 77 $38.5K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 76 $38.1K 0.01% +2 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 76 $38K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 75 $37.5K 0.02% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $37.5K 0.03% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 74 $37K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 72 $36K <0.01% -836 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 72 $36K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 72 $36K 0.01% -10 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 72 $36K 0.01% +8 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 70 $35K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 70 $35K 0.02% -33 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 70 $34.8K <0.01% -23 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 68 $34K 0.01% +11 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 68 $33.8K 0.02% +24 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 67 $33.5K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 66 $33K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 66 $33K 0.02% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 66 $32.9K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 65 $32.5K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 62 $31K <0.01% +33 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $30K 0.01% -394 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 60 $30K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 59 $29.7K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 59 $29K 0.01% -4 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 57 $28.5K 0.01% +9 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 57 $28.4K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 55 $27.5K 0.02% +4 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 54 $27K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 53 $26.5K 0.01% -213 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 54 $26K 0.02% -5 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 50 $25.8K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 51 $25.5K 0.01% +45 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 51 $25.5K 0.01% +30 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 50 $25K 0.01% 0 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 50 $25K 0.01% -20 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 50 $25K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $24.5K 0.01% +35 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 48 $24K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 47 $23K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 46 $23K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 46 $22.9K 0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 45 $22.5K 0.02% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 44 $22K 0.01% -65 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 44 $22K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 44 $22K 0.11% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 43 $21.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 42 $21K <0.01% +32 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 39 $19.5K 0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 39 $19.5K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 39 $19.3K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 38 $19K 0.01% -19 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 38 $19K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 37 $18.6K <0.01% +24 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 37 $18.5K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 37 $18.5K 0.01% -2,510 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 35 $17.5K 0.01% -37 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 33 $16.5K 0.01% new 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 33 $16.5K 0.03% 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 31 $15.6K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 31 $15.5K 0.01% -17,666 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 30 $15K 0.01% -30 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $14K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 28 $14K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 27 $13.6K 0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 25 $12.5K 0.01% 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 26 $12K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 25 $12K <0.01% +17 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 24 $12K <0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 23 $11.5K 0.01% +8 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 23 $11.5K 0.02% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 22 $11K <0.01% 0 13F-HR Timeline Group BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 22 $11K 0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 21 $10.5K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $10.1K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 19 $9.49K <0.01% -7 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 18 $8.99K <0.01% -3 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 18 $8.99K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 17 $8.81K 0.31% -23 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 17 $8.49K <0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 15 $7.55K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 15 $7.52K 0.01% -2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 15 $7.5K <0.01% -305 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 14 $7K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 13 $6.5K <0.01% -86 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 11 $5.52K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 11 $5.29K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $5K 0.01% -76 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 10 $5K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 10 $5K <0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 10 $5K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10 $5K <0.01% -54 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 9 $4.5K <0.01% -18 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 9 $4.5K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 8 $4.02K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $4K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 8 $4K <0.01% +1 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 8 $4K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 8 $4K <0.01% -10,276 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 8 $4K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 8 $4K <0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 7 $3.5K <0.01% new 13F-HR/A Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 7 $3K <0.01% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 6 $3K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $2.78K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 5 $2.5K <0.01% -17 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4 $2K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4 $2K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 4 $2K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $2K <0.01% -75 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3 $1.51K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $1.5K <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $1.5K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3 $1.5K <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $1.36K <0.01% -11,332 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 2 $1.01K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 2 $999 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 2 $999 <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2 $999 <0.01% -38 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2 $997 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $888 <0.01% -1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1 $500 <0.01% -16 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1 $500 <0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,841 $3.69K -252 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 2,588 (0.36%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 2,588 (0.36%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR