First Pacific Financial More: the full row for First Pacific Financial 286 $45.5K 0.01% -71 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 286 $45.5K 0.02% +8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 285 $45K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 280 $44.5K 0.03% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 276 $44K 0.03% +107 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 270 $43K 0.01% +150 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 268 $42K 0.01% +66 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 261 $41.4K 0.02% +45 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 260 $41.3K 0.01% -20 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 258 $41K <0.01% +101 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 246 $39K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 239 $38.1K 0.02% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 236 $37.6K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 236 $37.6K 0.08% +25 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 230 $36.6K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 221 $35.2K 0.01% -8 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 220 $35K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 220 $35K 0.01% -88 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 213 $33.9K 0.01% +212 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 212 $33.8K 0.02% -71 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 210 $33.5K <0.01% +46 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 204 $32.6K 0.02% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $31.9K 0.01% new 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 200 $31.9K 0.01% -249 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $31.9K 0.02% -14 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $31.9K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 200 $31.9K 0.03% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 200 $31.9K 0.02% +165 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 199 $31.7K 0.01% -174 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 196 $31.2K 0.02% -1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 193 $30.7K 0.02% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 188 $29.9K 0.05% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 179 $28.5K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 170 $27.1K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 166 $26.6K <0.01% -200 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 161 $25.6K 0.01% -8 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 150 $23.9K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 150 $23.9K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 150 $23.9K 0.02% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 150 $23.9K 0.02% -36 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 150 $23.9K 0.01% -19 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 149 $23.6K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 145 $23K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 144 $22.9K <0.01% -3 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 140 $22.3K 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 140 $22.3K 0.01% -107 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 139 $22.1K 0.01% -422 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 131 $20.9K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 130 $20.7K <0.01% +40 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 130 $20.7K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 126 $20.1K 0.02% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $19.9K 0.01% -45 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 123 $19.6K 0.01% +50 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 115 $18.3K <0.01% -5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 110 $17.5K 0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 108 $17.2K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 105 $16.7K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 102 $16.4K 0.02% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $15.9K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $15.9K 0.01% new 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 98 $15.6K 0.04% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 97 $15.4K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 97 $15.4K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 92 $14.7K <0.01% 0 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 89 $14.1K 0.01% -841 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 90 $14K <0.01% +18 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 87 $13.9K 0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 86 $13.7K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 85 $13.5K <0.01% -15 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 80 $12.7K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 78 $12.5K <0.01% -503 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 75 $11.9K <0.01% +60 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 73 $11.6K 0.01% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 72 $11.5K 0.01% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 70 $11.1K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 70 $11.1K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 68 $10.8K 0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 67 $10.7K 0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 66 $10.5K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 64 $10.2K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 61 $9.71K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 60 $9.27K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 56 $8.92K 0.01% +3 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 55 $8.69K <0.01% +1 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 53 $8.53K 0.01% -1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 52 $8.25K <0.01% -6 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 50 $8.06K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 50 $7.96K 0.01% +2 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 48 $7.64K 0.01% -14 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 47 $7.47K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 45 $7.09K <0.01% +1 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 42 $6.69K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 42 $6.69K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 42 $6.69K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 41 $6.53K <0.01% -12 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 43 $6.34K <0.01% -48 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 39 $6.21K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 39 $6.21K <0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 36 $5.81K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 31 $4.94K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 30 $4.85K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 30 $4.78K <0.01% +18 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 28 $4.46K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $4.23K <0.01% -16 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 26 $4.14K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 26 $4.14K <0.01% +5 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 25 $3.98K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $3.98K <0.01% -75 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 25 $3.98K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 24 $3.82K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 23 $3.66K <0.01% +9 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 22 $3.5K 0.07% -8 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $3.34K 0.16% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20 $3.21K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 17 $2.71K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $2.39K <0.01% +9 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 16 $2.31K 0.03% +2 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 13 $1.99K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $1.91K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,155 $1.84K 0.07% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.59K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9 $1.43K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 8 $1.29K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $1.27K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 7 $1.11K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $1.11K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 6 $961 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5 $796 <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 3 $478 <0.01% 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $318 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2 $251 <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2 $0 0% -198 13F-HR Timeline Value filed as zero, left out of ratios. 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.