AXS Investments LLC More: the full row for AXS Investments LLC 273 $20.6K 0.01% new 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 266 $20.1K 0.01% -447 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 255 $19.2K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 252 $19K <0.01% -31 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 223 $18.6K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 240 $18.1K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 238 $18K 0.01% +45 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 229 $17.3K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 205 $15.5K <0.01% -9 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 200 $15.1K 1.52% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $15.1K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $15.1K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 189 $14.3K <0.01% +18 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 177 $14.2K 0.01% +75 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 188 $14.2K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 186 $14K 0.01% 0 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 175 $13.2K 0.01% -125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 175 $13.2K <0.01% -312 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 179 $13K 0.01% new 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 172 $13K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 166 $12.5K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 166 $12.5K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 163 $12.3K 0.01% -108 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 161 $12.1K 0.01% -302 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 160 $12.1K <0.01% 0 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 165 $12K <0.01% 0 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 158 $11.9K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 154 $11.6K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 152 $11.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 150 $11.3K <0.01% -9 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $11.3K <0.01% -386 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 144 $10.9K <0.01% -107 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 140 $10.6K <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 125 $10.6K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 137 $10.3K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 136 $10.3K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 136 $10.3K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 135 $10.2K <0.01% +7 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 126 $9.51K <0.01% +13 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 124 $9.36K <0.01% -114 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 120 $9.06K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 114 $8.61K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 113 $8.53K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 107 $8.08K 0.01% -152 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 103 $7.78K <0.01% -1 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 102 $7.7K 0.04% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 101 $7.62K <0.01% -208 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 101 $7.62K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $7.55K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 100 $7.55K 0.01% -9 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 95 $7.17K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 95 $7.14K 0.26% +47 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 90 $6.79K 0.02% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 88 $6.64K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 88 $6.64K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 88 $6.64K <0.01% -25 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 85 $6.42K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 84 $6.34K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 81 $6.11K <0.01% +30 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 80 $6.04K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 80 $6K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 76 $5.74K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 74 $5.59K <0.01% -42 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 71 $5.36K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 70 $5.26K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 67 $5.06K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 61 $4.61K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 60 $4.56K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 56 $4.23K <0.01% -4,359 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 54 $4.09K 0.01% +1 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 50 $3.77K <0.01% -574 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 45 $3.4K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 38 $3.17K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $3.02K <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 39 $2.94K <0.01% +22 13F-HR Timeline Group Luminist Capital LLC More: the full row for Luminist Capital LLC 35 $2.73K <0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 32 $2.42K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 28 $2.09K <0.01% -337 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 27 $2.05K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 22 $1.66K <0.01% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 20 $1.51K <0.01% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 15 $1.13K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 14 $1.06K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 17 $1K <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13 $981 <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 13 $981 <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 13 $981 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $866 <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 11 $830 <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 11 $819 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10 $792 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $680 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 8 $672 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8 $629 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 8 $604 <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 5 $389 <0.01% -78 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 5 $378 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 5 $377 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $302 0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2 $151 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1 $76 <0.01% -848 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.