Navalign, LLC More: the full row for Navalign, LLC 577 $31.1K 0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 575 $31K 0.03% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 568 $30.6K <0.01% -180 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 565 $30.4K 0.02% -235 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 551 $29.7K 0.03% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 551 $29.7K 0.01% -27 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 550 $29.6K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 545 $29.3K <0.01% -1,830 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 541 $29.1K <0.01% +352 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 536 $28.9K 0.02% +3 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 527 $28.4K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 523 $28.2K 0.01% +54 13F-HR Timeline Kemnay Advisory Services Inc. 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More: the full row for Physician Wealth Advisors, Inc. 326 $17.5K <0.01% -388 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $17.5K <0.01% -196 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 323 $17.4K <0.01% -643 13F-HR Timeline Group Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 321 $17.3K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 316 $17K <0.01% -83 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 312 $16.8K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 311 $16.7K <0.01% -11 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 302 $16.3K <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 301 $16.2K <0.01% -159 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $16.1K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. 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More: the full row for WELLINGTON-ALTUS USA INC. 280 $15.1K 0.01% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 270 $15K <0.01% -4,300 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 278 $15K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 278 $15K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 274 $14.7K <0.01% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 269 $14.5K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 269 $14.5K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 259 $13.9K <0.01% 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 258 $13.9K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 250 $13.5K <0.01% -53 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 249 $13.4K 0.01% -1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 245 $13.2K <0.01% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 219 $13K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 240 $12.9K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 238 $12.8K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 237 $12.8K <0.01% new 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 234 $12.6K 0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 233 $12.5K 0.01% -13 13F-HR/A Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 233 $12.5K <0.01% -35 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 233 $12.5K <0.01% -66 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 229 $12.4K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 228 $12.3K <0.01% +220 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 225 $12.1K <0.01% -1 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 218 $11.8K 0.01% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 212 $11.4K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 207 $11.1K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 200 $11K 0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 200 $10.8K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 200 $10.8K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 200 $10.8K 0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 200 $10.8K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 200 $10.8K 0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 198 $10.7K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 191 $10.3K 0.01% -350 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 189 $10.2K <0.01% -38 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 192 $10K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 184 $9.9K <0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 183 $9.85K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 179 $9.64K <0.01% +12 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 176 $9.47K <0.01% -165 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 152 $9.36K 0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 169 $9.1K 0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 169 $9.09K 0.01% +2 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 168 $9.04K 0.03% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 167 $8.99K <0.01% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 166 $8.94K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 165 $8.88K 0.04% -25 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 157 $8.45K 0.01% +10 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 156 $8.4K <0.01% +6 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 154 $8.37K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 157 $8K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 145 $7.81K <0.01% -484 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 142 $7.64K <0.01% +78 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 141 $7.59K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 137 $7.35K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 134 $7.21K <0.01% -775 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 127 $6.84K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 124 $6.67K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 124 $6.67K <0.01% +1 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 124 $6.67K <0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 122 $6.63K <0.01% -6,450 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 113 $6.08K <0.01% -92 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 112 $6.03K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 111 $5.99K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 110 $5.92K 0.01% -1,515 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 109 $5.91K <0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 107 $5.76K 0.01% 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 107 $5.76K <0.01% -72,754 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 106 $5.72K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 106 $5.69K <0.01% +1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 105 $5.65K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 102 $5.49K <0.01% -335 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $5.38K <0.01% -100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 100 $5.38K <0.01% +10 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 100 $5.38K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 97 $5.22K <0.01% 13F-HR/A Timeline MASECO LLP More: the full row for MASECO LLP 94 $5.08K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 111 $5K <0.01% 0 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 101 $5K <0.01% -18 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $4.84K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 90 $4.84K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 89 $4.79K <0.01% -55 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 87 $4.73K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 85 $4.66K <0.01% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $4.31K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 76 $4.09K <0.01% +26 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 76 $4.09K <0.01% 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 74 $4.02K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 74 $3.98K <0.01% -62 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 73 $3.93K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 73 $3.93K <0.01% -255 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 72 $3.91K <0.01% +19 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 69 $3.71K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 69 $3.71K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 69 $3.71K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 67 $3.61K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 67 $3.61K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 64 $3.46K <0.01% -98 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 64 $3.45K <0.01% -112 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 64 $3.44K <0.01% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 62 $3.34K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 61 $3.28K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 60 $3.23K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 59 $3.18K <0.01% -161 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 59 $3.18K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 57 $3.07K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 54 $2.91K <0.01% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 53 $2.85K <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 52 $2.8K <0.01% -35 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 48 $2.58K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 44 $2.37K <0.01% -23 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $2.31K <0.01% +14 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,261 $2.26K <0.01% 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Financial Management Professionals, Inc. 28 $1.52K <0.01% -67 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 27 $1.45K <0.01% -77 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 25 $1.35K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 25 $1.35K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 23 $1.24K <0.01% +5 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 23 $1.24K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 23 $1.24K <0.01% +3 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 18 $992 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $870 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 16 $862 <0.01% -9 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 15 $807 <0.01% -15 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 12 $646 <0.01% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 11 $593 <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 11 $592 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 10 $558 <0.01% 13F-HR Timeline