CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 186 $33.4K <0.01% +75 13F-HR/A Timeline TSFG, LLC More: the full row for TSFG, LLC 182 $33K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 180 $32.3K 0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 178 $32K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 178 $32K 0.02% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 177 $31.8K 0.01% -31 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 175 $31.4K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 80 $14.4K <0.01% 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 78 $14K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 91 $13.9K <0.01% +37 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 77 $13.8K <0.01% +3 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 75 $13.5K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 74 $13.3K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 74 $13.3K <0.01% +1 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 72 $12.9K 0.01% -47 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 71 $12.8K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 70 $12.6K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 70 $12.6K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 64 $11.5K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 63 $11.3K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 62 $11.1K <0.01% -2 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 62 $11.1K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 60 $10.8K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 59 $10.6K <0.01% +10 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 59 $10.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 58 $10.4K 0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 57 $10.2K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 57 $10.2K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 57 $10.2K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 54 $10K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 56 $9.97K <0.01% +1 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for Greykasell Wealth Strategies, Inc. 32 $5.75K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 32 $5.75K 0.01% +3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 31 $5.63K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 30 $5.39K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 29 $5.21K <0.01% 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 28 $5.03K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 25 $4.49K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 24 $4.31K <0.01% -87 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 22 $3.9K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 21 $3.79K <0.01% -57 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 20 $3.75K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 20 $3.59K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 19 $3.41K <0.01% -5 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 19 $3.41K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 18 $3.23K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $3.23K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 17 $3.06K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 17 $3.05K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 16 $2.88K 0.05% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 14 $2.68K 0.15% -13 13F-HR Timeline CNB Bank More: the full row for CNB Bank 13 $2.34K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 12 $2.16K <0.01% -49 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11 $1.98K <0.01% -6,526 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $1.98K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $1.8K <0.01% new 13F-HR/A Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 7 $1.27K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7 $1.26K <0.01% 0 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $1.26K <0.01% new 13F-HR/A Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.08K <0.01% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6 $1.08K <0.01% +2 13F-HR Timeline TOBAM More: the full row for TOBAM 7 $1K <0.01% -1,144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 4 $719 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $539 <0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 3 $539 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $223 <0.01% -141 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 1 $180 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1 $180 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -7,042 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.