MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 200 $40.9K 0.02% 0 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 198 $40.5K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 196 $40.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 195 $39.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 195 $39.9K 0.03% -24 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 190 $39K 0.01% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 186 $38K 0.06% -26 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 180 $36.1K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 176 $36K <0.01% -43 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 174 $35.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 161 $32.9K 0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 161 $32.9K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 160 $32.7K 0.01% -50 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 159 $32.5K 0.01% -2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 156 $31.9K <0.01% +142 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 156 $31.9K <0.01% -100 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 150 $30.7K 0.01% -216 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 150 $30.7K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 150 $30.7K 0.02% +100 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 143 $29.3K 0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 141 $28.9K <0.01% -92,392 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 140 $28K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 135 $27.6K 0.01% -189 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 135 $27.6K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 130 $26.6K 0.01% +128 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 129 $26.4K 0.02% +54 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 126 $25.8K <0.01% +39 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 124 $25.4K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 124 $25.4K 0.01% -66 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 120 $24.6K 0.01% -61 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 118 $24.1K 0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 118 $24K <0.01% -34 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 110 $22.5K 0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 108 $22.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 103 $21.1K 0.01% +31 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 124 $21K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 102 $20.9K <0.01% +32 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 102 $20.9K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 101 $20.7K 0.02% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 98 $20.1K 0.01% +4 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 96 $19K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 88 $18K 0.01% -20 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 84 $17.2K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 85 $17K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 80 $16.4K 0.01% -12 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 79 $16.2K <0.01% +19 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 79 $16.2K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 79 $16.2K 0.01% +3 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 78 $16K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 78 $16K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 78 $16K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 78 $16K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 76 $15.6K <0.01% +10 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 74 $15.1K <0.01% -2 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 73 $14.9K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 70 $14.3K 0.02% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 65 $13.3K <0.01% +28 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 65 $13.3K 0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 64 $13.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 64 $13.1K 0.01% +25 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 62 $12.7K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 62 $12.7K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 62 $12.7K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 60 $12.3K <0.01% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 60 $12.3K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 58 $11.9K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 56 $11.5K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 55 $11.3K 0.03% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 54 $11.1K <0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 54 $11.1K <0.01% 0 13F-HR/A Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 54 $11.1K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 54 $11.1K <0.01% +6 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 54 $11.1K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 54 $11.1K <0.01% +53 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 52 $10.6K <0.01% -40 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 52 $10.6K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 51 $10.4K <0.01% +10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50 $10.4K <0.01% -44 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 49 $10K <0.01% +13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 49 $10K 0.01% -144 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 42 $8.6K <0.01% +6 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $8.59K <0.01% +29 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 40 $8.19K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 40 $8.19K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 40 $8.19K 0.01% 0 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 38 $7.78K <0.01% -92 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 37 $7.57K 0.01% -118 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 37 $7.57K 0.01% -8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 37 $7.57K 0.01% -29 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 36 $7.42K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 36 $7.37K <0.01% -1 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 36 $7.37K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 34 $6.96K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 33 $6.75K 0.01% +13 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 32 $6.55K 0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 30 $6.14K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 26 $5.32K <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 26 $5.32K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 26 $5.32K <0.01% -10 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 25 $5.12K <0.01% +11 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 24 $4.91K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 22 $4.5K <0.01% -6 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 22 $4.5K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $4.5K <0.01% -5 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 20 $4.09K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 20 $4.09K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20 $4.06K <0.01% +17 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 18 $3.68K <0.01% -3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 18 $3.68K <0.01% -448 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 16 $3.27K <0.01% +6 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 14 $2.87K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 14 $2.87K 0.14% -4 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 14 $2.87K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.87K <0.01% -38 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 13 $2.66K <0.01% +9 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 10 $2.05K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 10 $2K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 8 $1.64K <0.01% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8 $1.64K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 6 $1.23K <0.01% 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 6 $1.23K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 6 $1.23K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 6 $1.23K <0.01% -22 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 6 $1.23K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $1.02K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $1K <0.01% +3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $988 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4 $819 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 4 $819 <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 4 $819 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 300 $614 0.02% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $614 <0.01% +2 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2 $409 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $409 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.