Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 412 $60.2K 0.03% -69 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 409 $59.7K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 405 $59.1K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 380 $55.5K 0.02% +105 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 378 $55.2K 0.04% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 362 $52.9K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 356 $51.3K 0.03% +354 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 350 $51.1K <0.01% -6,535 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 350 $51.1K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 323 $47.2K 0.02% +1 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 322 $47K 0.02% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 321 $46K 0.02% +65 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 313 $45.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 313 $45.7K 0.03% -31 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 309 $45K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 306 $44.7K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 295 $44.7K 0.02% -19 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 296 $43.2K 0.02% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 287 $41.9K 0.02% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 282 $41K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 274 $40K 0.01% -42 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 272 $39.7K 0.02% -200 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 264 $38.5K 0.02% -210 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 257 $37.5K 0.01% -305 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 251 $36.7K 0.01% +50 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 251 $36.7K 0.03% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 250 $36.5K <0.01% +78 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 250 $36.5K 0.02% -55 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 243 $35.5K 0.01% +73 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 225 $32.9K 0.02% +49 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 225 $32.9K <0.01% -1,162 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Breakwater Investment Management More: the full row for Breakwater Investment Management 220 $32.1K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 213 $31.1K 0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 211 $30.8K 0.01% 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 210 $30.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 209 $30.5K 0.02% +165 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 201 $29.4K 0.02% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 200 $29.2K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 200 $29.2K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $29.2K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 200 $29.2K 0.03% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 195 $28.5K 0.02% -718 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 193 $28.2K 0.03% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 186 $27.2K <0.01% +39 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 186 $27.2K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 182 $26.6K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 177 $25.8K 0.01% +89 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 175 $25.5K 0.02% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 173 $25.3K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 173 $25.3K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 170 $24.8K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 170 $24.8K 0.02% -445 13F-HR/A Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 164 $24K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 162 $23.7K 0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 156 $22.8K 0.02% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 154 $22.6K 0.02% 0 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 236 $21.9K <0.01% -428 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 150 $21.9K <0.01% -4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 148 $21.6K 0.02% -590 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 148 $21.5K 0.01% -7 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 145 $21K <0.01% -13 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 142 $20.7K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 142 $20.7K 0.02% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 137 $20K 0.01% +10 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 131 $19.1K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 131 $19.1K 0.01% +8 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 131 $19K 0.01% +45 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 129 $18.9K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 125 $18K <0.01% -249 13F-HR/A Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 122 $17.8K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 122 $17.8K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 120 $17.5K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 117 $17K 0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 116 $16.9K <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $16.9K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 115 $16.8K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 110 $16.1K 0.01% -183 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 107 $15.6K 0.01% +88 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 107 $15.6K 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 107 $15.6K 0.01% +8 13F-HR Timeline Group CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 105 $15.4K 0.02% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 104 $15K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 100 $14.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 100 $14.6K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $14.6K 0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 95 $13.9K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 94 $13.7K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 154 $13K 0.14% -243 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 86 $12.6K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 85 $12K <0.01% +4 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 81 $11.8K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 81 $11.8K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 79 $11.5K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 78 $11.4K 0.01% 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 77 $11.2K <0.01% -783 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 77 $11.2K 0.01% +35 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 77 $11.2K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 75 $11K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 75 $11K 0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 73 $10.7K <0.01% -8 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 72 $10.6K <0.01% +8 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 72 $10.5K 0.01% +15 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 69 $10.1K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 67 $9.78K 0.01% -14 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 54 $8.02K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 54 $7.88K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 53 $7.69K 0.01% -7 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 52 $7.54K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 46 $6.72K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $6.57K <0.01% +21 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 44 $6.42K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 44 $6.42K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 42 $6.13K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 42 $6.09K 0.01% 0 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 40 $5.84K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,725 $5.44K 0.21% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 36 $5.26K <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 35 $5K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 32 $4.67K <0.01% -100 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 30 $4.38K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 30 $4.38K <0.01% -4 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 28 $4.09K 0.2% -11 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 27 $3.94K <0.01% +23 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 24 $3.5K <0.01% -22 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 24 $3.5K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 22 $3.21K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $2.63K <0.01% +9 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 17 $2.48K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $1.73K <0.01% -208 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 11 $1.61K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 10 $1.46K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 8 $1.17K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7 $1.02K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 7 $1.02K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1K <0.01% -11,776 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 9 $895 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $584 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3 $438 <0.01% 0 13F-HR/A Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1 $147 <0.01% new 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.