Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 307 $49.2K 0.02% +168 13F-HR Timeline Group Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 307 $49.2K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $48.6K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 300 $48.1K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 295 $47.3K 0.07% -2,484 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 287 $46K 0.04% 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 282 $45.2K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 269 $43.1K 0.02% +18 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 266 $42.7K 0.03% +11 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 266 $42.7K 0.03% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 263 $42.2K 0.03% +207 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 262 $42.1K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 250 $40.1K 0.03% 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 250 $40.1K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 250 $40.1K 0.04% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 248 $39.8K <0.01% 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 245 $39.7K 0.02% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 246 $39.5K 0.01% -55 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 244 $39.1K 0.01% +1 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 242 $38.8K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 239 $38.3K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 239 $38.3K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 235 $37.7K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 225 $36.1K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 222 $35.6K <0.01% -448 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 220 $35.3K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 218 $35K 0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 200 $32.1K 0.01% 0 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 200 $32.1K 0.02% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 197 $31.7K 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 197 $31.6K 0.01% 0 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 196 $31.5K 0.02% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 192 $30.8K <0.01% +113 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 192 $30.8K 0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 190 $30.5K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 189 $30.3K 0.01% -8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 188 $30.2K 0.01% -5 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 183 $29.4K 0.03% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 182 $29.2K 0.01% +38 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 181 $29K 0.01% +14 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 182 $29K 0.01% -41 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 180 $28.9K 0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 180 $28.9K 0.03% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 176 $28.2K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 172 $27.6K 0.01% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 172 $27.6K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 168 $26.9K 0.01% +26 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 167 $26.9K 0.01% +1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 167 $26.7K 0.01% +7 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 163 $26.4K 0.03% 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 160 $25.7K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 159 $25.5K <0.01% +25 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 155 $24.9K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 152 $24.4K 0.01% -50 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 151 $24.2K 0.01% -53 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 148 $23.7K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 148 $23.7K 0.02% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 138 $22.1K 0.01% -2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 137 $22K 0.01% +50 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 135 $22K <0.01% -25 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 132 $21K <0.01% 0 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 125 $20.1K 0.01% new 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 124 $19.9K 0.02% 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 123 $19.7K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 122 $19.6K 0.01% +10 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 119 $19.1K 0.01% -15 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 119 $19.1K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 118 $18.9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 118 $18.9K <0.01% +9 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 116 $18.6K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 115 $18.4K <0.01% +75 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 153 $18.4K 0.11% -12 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 112 $18K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 106 $17K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 105 $16.8K 0.01% -10 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 105 $16.8K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 100 $16K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $16K 0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 100 $16K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 100 $16K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 100 $16K 0.01% +1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 100 $16K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 98 $15.7K 0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 95 $15.2K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 95 $15.2K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 92 $14.9K <0.01% +28 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 92 $14.7K 0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 80 $14.4K <0.01% +70 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 89 $14.3K 0.01% -26 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 88 $14.1K 0.01% -21 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 85 $13.6K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 84 $13.4K <0.01% +1 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 83 $13.3K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 82 $13.3K <0.01% -59 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 82 $13.2K 0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 82 $13.2K 0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 80 $12.8K 0.01% +56 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 77 $12.4K <0.01% +68 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 75 $12.1K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 75 $12K <0.01% 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 73 $11.8K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 73 $11.7K 0.01% +3 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 72 $11.5K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 71 $11.4K <0.01% -82 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 67 $10.7K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 66 $10.6K <0.01% +1 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 64 $10.3K 0.01% 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 62 $10.1K 0.01% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 61 $9.78K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 60 $9.62K 0.01% -3,167 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 55 $8.9K <0.01% +45 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 55 $8.82K <0.01% +21 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 53 $8.5K <0.01% new 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 52 $8.34K -29,148 Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 51 $8.19K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 51 $8.18K <0.01% -34 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 50 $8.13K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $8.02K 0.01% -26 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 49 $7.86K <0.01% -30 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 48 $7.73K 0.01% -368 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 47 $7.54K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 46 $7.38K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 46 $7.31K 0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 45 $7.22K <0.01% +21 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 46 $7K <0.01% -73 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 43 $6.94K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 43 $6.9K <0.01% +21 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 42 $6.74K 0.2% +8 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 40 $6.42K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 39 $6.26K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 39 $6.25K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 38 $6.1K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 38 $6.09K <0.01% 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $5.93K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30 $5.38K 0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 32 $5.38K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32 $5.13K <0.01% +5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 32 $5.13K 0.03% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 32 $5.13K 0.02% -72 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 30 $4.81K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 28 $4.54K <0.01% +14 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 25 $4.01K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 25 $4.01K <0.01% -100 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 24 $3.85K <0.01% 13F-HR/A Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 24 $3.8K <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 23 $3.69K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 23 $3.69K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 22 $3.53K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 19 $3.05K <0.01% -49 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 17 $2.75K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 17 $2.73K <0.01% -358 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 15 $2.41K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 14 $2.25K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 11 $1.83K <0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11 $1.76K <0.01% +5 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1.44K <0.01% -1,635 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $1.28K <0.01% -10 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 7 $1.12K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4 $642 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $642 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 4 $642 <0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3 $481 <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2 $321 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $160 <0.01% -1,384 13F-HR/A Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $160 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,331 $694 -1,953 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.