TD Capital Management LLC More: the full row for TD Capital Management LLC 180 $87.4K 0.01% -54 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 176 $85.7K 0.04% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 80 $85.2K 0.06% -95 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 174 $84.7K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 173 $84.4K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 170 $82.9K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 168 $81.8K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 166 $80.8K 0.01% +75 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 164 $79.8K 0.04% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 161 $78.4K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 162 $77.7K 0.01% +142 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 156 $75.9K 0.06% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 156 $75.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 152 $74K 0.02% +18 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 150 $73.1K 0.02% -1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 150 $73K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 150 $73K <0.01% -158 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 147 $71.5K 0.03% +17 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 146 $71.1K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 145 $70.6K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Steigerwald, Gordon & Koch Inc. 128 $62.3K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 127 $61.8K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 125 $60.8K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 123 $59.9K 0.01% new 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 122 $59.4K 3.22% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 121 $58.9K 0.04% -854 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,534 $57.8K <0.01% -4 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 115 $56K 0.02% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 115 $56K 0.02% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 114 $55.5K 0.28% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 114 $55.5K 0.03% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 112 $54.6K 0.03% -25 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 111 $54K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 110 $53.6K <0.01% +13 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 110 $53.5K 0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 110 $53.3K 0.01% +1 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 107 $52.1K 0.01% 0 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 106 $52K 0.1% -4 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 105 $51.1K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 104 $50.6K 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 101 $49.2K 0.01% -7 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 100 $48.7K <0.01% -153 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 100 $48.7K <0.01% +62 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 100 $48.7K 0.02% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 99 $48.2K <0.01% -2 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $48.1K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 98 $47.7K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 97 $47.2K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 96 $46.7K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 95 $46.7K 0.07% 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 95 $46.3K 0.01% +11 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 90 $43.8K <0.01% +18 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 90 $43.8K 0.01% -5 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 90 $43.8K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 89 $43.3K 0.01% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 87 $42.3K 0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 87 $42.3K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 89 $42K 0.01% -53 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 83 $40.4K 0.01% +75 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 80 $38.9K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 80 $38.9K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 76 $37K 0.01% +48 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 75 $36.5K 0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 74 $36K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 74 $35.8K <0.01% +25 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 73 $35.5K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 71 $34.6K 0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 71 $34.5K <0.01% +70 13F-HR Timeline Group Pingora Partners LLC More: the full row for Pingora Partners LLC 70 $34.1K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 70 $34K <0.01% 0 13F-HR/A Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 68 $33.1K 0.02% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 68 $33K <0.01% -16 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 65 $31.6K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 64 $31.1K 0.01% -159 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 64 $31.1K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 61 $29.8K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $29.7K 0.01% +6 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 61 $29.5K 0.02% -5 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 60 $29.2K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 60 $29.2K 0.02% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 59 $28.7K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 59 $28.7K 0.02% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 57 $27.9K 0.02% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 56 $27.3K 0.01% +13 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $27K 0.01% +2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 52 $25.7K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 52 $25.3K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 51 $24.8K 0.01% +3 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 50 $24.3K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 49 $23.8K 0.01% +13 13F-HR Timeline Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 48 $23.4K 0.02% -369 13F-HR/A Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 46 $22K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 44 $21.4K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 43 $21.1K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 44 $21K 0.01% +10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 43 $21K 0.01% +12 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 43 $20.9K 0.01% +18 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 43 $20.9K <0.01% +26 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 43 $20.9K 0.04% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 42 $20.7K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 42 $20.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 39 $19K <0.01% +33 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 38 $18.3K <0.01% 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 37 $18K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 36 $17.7K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 36 $17.5K <0.01% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 36 $17.5K 0.05% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3 $17.5K <0.01% -19 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 35 $17K 0.01% +27 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 35 $17K <0.01% -1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 32 $15.6K 0.01% +31 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 32 $15.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $15.1K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $15.1K <0.01% +8 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 30 $14.6K 0.01% 0 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 30 $14.6K 0.01% -3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $14.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $14.6K <0.01% +1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 30 $14.6K 0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 30 $14.5K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 30 $14.4K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 29 $14.1K 0.06% -36 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $13.8K <0.01% -5 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 27 $13.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 27 $13.1K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 27 $13.1K <0.01% +16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26 $12.7K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12 $5.84K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 12 $5.84K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 12 $5.84K <0.01% -9 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 11 $5.35K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 11 $5.35K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11 $5.3K <0.01% +6 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10 $5K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $4.87K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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More: the full row for Stuart Chaussee & Associates, Inc. 10 $4.87K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 10 $4.87K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 9 $4.38K <0.01% +3 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 8 $4.06K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8 $3.94K <0.01% -27 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8 $3.89K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 8 $3.89K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 8 $3.89K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $3.41K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 7 $3.41K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7 $3.41K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7 $3.41K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5 $3K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $2.96K 0.11% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 6 $2.94K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 6 $2.92K <0.01% -5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $2.43K <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 5 $2.43K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $2.43K <0.01% +1 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5 $2.43K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $1.99K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4 $1.95K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 4 $1.95K <0.01% 0 13F-HR Timeline