Key Financial Inc More: the full row for Key Financial Inc 111 $22.3K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 109 $22K 0.01% -2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 106 $21.4K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 104 $21K 0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 102 $20.6K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 100 $20.2K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $19.1K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 94 $18.9K 0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 91 $18.3K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 91 $18.3K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 90 $18.1K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 90 $18.1K 0.01% +19 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 90 $18.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 93 $18K 0.01% -6 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 89 $17.9K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 88 $17.7K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 88 $17.7K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 85 $17.1K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 83 $16.7K 0.01% +47 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 82 $16.5K <0.01% +69 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 80 $16.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 82 $16K <0.01% +17 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 78 $15.7K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 76 $15.3K 0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 75 $15.1K <0.01% +30 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 74 $14.9K <0.01% +3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 72 $14.5K <0.01% -4 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 72 $14.5K 0.01% -4,372 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 71 $14.3K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 70 $14K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 70 $14K 0.01% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 65 $13.1K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 6,239 $12.6K 0.22% +1,639 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 62 $12.5K 0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 61 $12.3K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 61 $12.3K <0.01% +57 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 61 $12.3K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 60 $12.1K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 56 $11.3K <0.01% -20 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 55 $11.1K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 55 $11.1K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 54 $10.9K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 54 $10.9K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 53 $10.7K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $9.88K <0.01% +15 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $9.67K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 47 $9.47K 0.01% -76 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 46 $9.27K <0.01% -2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 45 $9.07K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 45 $9.07K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 45 $9K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 43 $9K <0.01% -7 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 43 $8.68K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 43 $8.67K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 42 $8.46K <0.01% -39 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 42 $8.46K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $8.46K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41 $8.28K <0.01% +20 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 41 $8.26K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $8.06K <0.01% -5 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 40 $8.06K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 39 $7.86K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 39 $7.86K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 39 $7.85K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 38 $7.66K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 38 $7.66K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 42 $7.48K <0.01% -8 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 36 $7.26K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $7.08K <0.01% -7 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 35 $7K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 33 $6.65K <0.01% -854 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 33 $6.65K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $6.59K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 32 $6.45K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 30 $6.05K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 30 $6.05K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 29 $5.84K <0.01% +22 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 29 $5.84K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 29 $5.84K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 28 $5.64K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 27 $5.46K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 26 $5.24K <0.01% -777 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $5.04K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25 $5.04K <0.01% -93 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 24 $4.84K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 24 $4.45K <0.01% -1 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21 $4.23K <0.01% +3 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $4.23K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 20 $4.03K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $4.03K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 20 $4.03K <0.01% -23 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 20 $3.95K <0.01% -14 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $3.89K 0.14% +10 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 19 $3.83K <0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 18 $3.63K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $3.63K <0.01% -25 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 18 $3.63K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 17 $3.45K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $3.43K <0.01% -1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 16 $3.22K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 16 $3.22K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 15 $3.02K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14 $2.82K <0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 13 $2.62K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 12 $2.46K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 12 $2.43K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $2.42K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $2.42K <0.01% +2 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 12 $2.42K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 11 $2.22K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11 $2.22K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 11 $2.22K <0.01% -82 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $2.22K <0.01% +6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $2.02K <0.01% -2 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 10 $2.02K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10 $2.02K <0.01% 0 13F-HR Timeline Group TOBAM More: the full row for TOBAM 12 $2K <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 10 $2K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 9 $1.81K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 8 $1.61K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7 $1.41K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 6 $1.21K <0.01% new 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 6 $1.21K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6 $1.21K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.21K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $1.01K <0.01% -4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $1.01K <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $1.01K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.01K <0.01% -3 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5 $1K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4 $806 <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. 3 $605 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $404 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2 $403 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $402 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1 $189 <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 392 $239 -56 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.