Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 408 $27.7K 0.01% -701 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 401 $27.2K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 400 $27.2K 0.02% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 400 $27.1K 0.02% -55 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 398 $26.9K 0.01% -180 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 392 $26.6K 0.02% -10 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 372 $25.2K 0.01% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 362 $24.6K 0.01% +3 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 360 $24.4K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 359 $24.4K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 354 $24K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 349 $23.7K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 348 $23.6K <0.01% +23 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 347 $23.6K 0.01% +34 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 346 $23.5K <0.01% +12 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 345 $23.4K 0.01% -17,448 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 344 $23.3K 0.02% -711 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 342 $23.2K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 335 $22.7K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 333 $22.6K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 328 $22.3K 0.01% -206 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 327 $22.2K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 323 $21.9K 0.01% -300 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 321 $21.8K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 316 $21.4K 0.01% +263 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 308 $21K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 307 $20.8K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 291 $20.4K 0.01% +61 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $20.4K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 300 $20.4K <0.01% 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $20.4K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 297 $20.2K 0.02% 0 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 280 $19K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 269 $18.3K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 269 $18.3K 0.02% -38 13F-HR/A Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 266 $18K <0.01% +146 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 255 $17.3K <0.01% +25 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 245 $16.6K 0.02% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 244 $16.6K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 240 $16.3K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 240 $16.3K 0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 238 $16.1K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 228 $15.5K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 225 $15.3K 0.01% -63 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 69 $15K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 217 $14.7K 0.01% +17 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 207 $14K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 205 $13.9K <0.01% +92 13F-HR Timeline Group Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 205 $13.9K 0.01% 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 205 $13.9K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 204 $13.8K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 204 $13.8K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 203 $13.8K <0.01% -212 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 200 $13.6K <0.01% -269 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 200 $13.6K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $13.6K 0.01% -300 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 200 $13.6K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 200 $13.6K 0.01% 0 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 192 $13K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 189 $12.8K <0.01% -188 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 177 $12K <0.01% -30 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 169 $11.5K 0.01% -371 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 169 $11.5K 0.01% -1 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 168 $11.4K 0.04% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 167 $11.3K 0.01% new 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 166 $11.3K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 165 $11.2K <0.01% +105 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 165 $11.2K 0.01% +1 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 161 $11K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 159 $10.8K 0.01% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 157 $10.7K <0.01% +75 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 157 $10.7K <0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 154 $10.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 150 $10.2K <0.01% -17 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 157 $10K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 147 $9.96K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 146 $9.91K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 145 $9.84K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 143 $9.7K 0.01% -1,529 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 142 $9.7K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 140 $9.5K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 139 $9.43K <0.01% +61 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 138 $9.36K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 134 $9.09K <0.01% -46 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 127 $8.62K <0.01% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 122 $8.34K <0.01% new 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 121 $8.23K 0.01% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 120 $8.18K 0.01% -106 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 114 $7.74K 0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 124 $7.41K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 108 $7.33K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 107 $7.28K <0.01% +1 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 106 $7.19K <0.01% 0 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 105 $7.12K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 104 $7.06K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 103 $7.02K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 114 $7K <0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 103 $6.99K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 100 $6.79K <0.01% +50 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $6.79K 0.01% -50 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $6.79K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 100 $6.79K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 99 $6.72K <0.01% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 97 $6.56K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 96 $6.51K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 95 $6.45K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 94 $6.38K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 91 $6.17K <0.01% +8 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 91 $6.17K <0.01% -2,992 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $6.11K <0.01% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 90 $6.11K 0.01% -13 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 87 $5.9K <0.01% -32 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 83 $5.63K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 82 $5.56K <0.01% -425 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $5.43K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 80 $5.43K <0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 203 $5K <0.01% -342 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 75 $5K <0.01% +59 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 73 $4.95K <0.01% new 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 70 $4.75K <0.01% +60 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 69 $4.68K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 69 $4.68K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 69 $4.68K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 67 $4.55K <0.01% -1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 62 $4.21K 0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 60 $4.07K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 59 $4K <0.01% +22 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 59 $4K <0.01% 0 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $3.94K <0.01% -576 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 58 $3.94K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55 $3.73K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $3.39K <0.01% -83 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 48 $3.29K 0.19% +16 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 48 $3.26K <0.01% +32 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 48 $3.25K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 42 $2.75K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 38 $2.58K <0.01% +21 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 34 $2.25K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 30 $2.04K <0.01% new 13F-HR/A Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 30 $2.04K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 25 $1.7K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 25 $1.7K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 25 $1.7K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $1.63K <0.01% -3 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $1.3K <0.01% -913 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 0 $1.2K <0.01% -20 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,360 $923 0.04% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $883 <0.01% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 13 $882 <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 12 $814 <0.01% -3,979 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 11 $746 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 11 $746 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $679 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 10 $679 <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10 $679 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 8 $543 <0.01% -17 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4 $272 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $266 <0.01% -4,121 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -907 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.