Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,956 $84.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,930 $83.5K 0.04% +206 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 1,913 $82.8K 0.04% +11 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,902 $82.3K 0.02% -15 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,891 $81.8K 0.05% -300 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,855 $80.3K 0.02% +2 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,827 $79K 0.02% +56 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,817 $78.6K 0.04% +8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,816 $78.6K 0.05% +16 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,812 $78.4K 0.01% -355 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,797 $77.8K 0.08% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,742 $75K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,732 $74.9K 0.04% +55 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,726 $74.7K 0.04% +13 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,700 $74K 0.01% -33 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,706 $73.8K 0.05% +852 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 1,683 $72K 0.03% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,605 $69.5K 0.06% -229 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,593 $68.9K 0.01% -1,810 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,582 $68.5K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,570 $67.9K 0.01% -243 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,525 $66K 0.04% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1,741 $65.6K 0.73% +1,178 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,516 $65.6K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,466 $63.4K 0.02% +939 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,459 $63.1K 0.02% -2,284 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,415 $61.2K 0.01% +765 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,414 $61.2K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,420 $61K 0.01% +229 13F-HR/A Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,383 $59.9K 0.03% +9 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,356 $58.7K 0.04% +300 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,325 $57.3K 0.01% -370 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,301 $56.3K 0.04% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,288 $55.7K 0.05% +43 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 1,276 $55.2K 0.04% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,275 $55.2K 0.04% +675 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,253 $54.2K 0.04% +9 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 1,226 $53.1K 0.04% -64 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,221 $52.8K 0.03% -875 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,220 $52.8K 0.03% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,217 $52.7K 0.03% +225 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,197 $51.8K 0.01% +56 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,185 $51.3K 0.04% +2 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,201 $51K 0.02% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,142 $49.4K 0.01% -956 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 707 $49K <0.01% -244,879 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,114 $48.2K 0.01% +11 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,106 $47.8K <0.01% +523 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,095 $47.7K 0.01% +736 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,106 $47.7K 0.01% +277 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,077 $46.6K 0.02% +4 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,040 $45K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,028 $44.4K 0.03% -131 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 1,014 $43.9K 0.02% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,013 $43.8K 0.02% +62 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 983 $42.5K 0.01% +1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 979 $42.4K 0.01% +12 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 977 $42.3K 0.03% -36 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 977 $42.3K <0.01% +236 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 970 $42K 0.01% +939 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $41.4K 0.02% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 951 $41.2K 0.02% 0 13F-HR Timeline IRONWOOD WEALTH MANAGEMENT, INC. More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 936 $40.3K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 924 $40K 0.02% -809 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 909 $39.3K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 894 $38.7K 0.01% +122 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 883 $38.2K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 882 $38.2K 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 881 $38.1K 0.01% +472 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 876 $37.9K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 874 $37.8K 0.02% -108 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 862 $37.3K 0.02% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 861 $37.3K 0.03% -55 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 846 $36.6K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 846 $36.6K 0.02% -42 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 832 $36.2K <0.01% 0 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 825 $36K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 820 $35.5K 0.03% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 799 $34.6K 0.01% -1,116 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 783 $33.9K 0.03% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 782 $33.8K <0.01% +269 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 777 $33.6K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 777 $33.6K 0.03% -23,092 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 776 $33.6K <0.01% +48 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 775 $33.5K 0.03% -2,681 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 765 $33.1K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 765 $33.1K 0.01% 0 13F-HR/A Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 761 $32.9K <0.01% -46,880 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 753 $32.6K 0.01% -10,668 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 725 $31.4K 0.02% +500 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 725 $31.4K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 712 $30.8K 0.01% -2,645 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 711 $30.8K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 709 $30.7K 0.03% 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 706 $30.5K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 738 $30.2K <0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 697 $30.1K 0.08% +53 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 690 $29.8K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 686 $29.7K 0.01% +42 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 686 $29.7K 0.01% +168 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 682 $29.5K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 682 $29.4K 0.02% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 672 $29.1K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 645 $27.9K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 645 $27.9K 0.02% -268 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 640 $27.7K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 631 $27.3K 0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 623 $27K <0.01% +175 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 619 $27K <0.01% +168 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 613 $26.6K 0.02% -1,356 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 611 $26.4K 0.01% -22 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 591 $25.6K 0.01% +500 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 589 $25.5K 0.02% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 575 $24.9K 0.01% -101 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 565 $24.4K 0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 553 $23.9K <0.01% +27 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 542 $23.5K <0.01% +515 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 542 $23.3K 0.01% +209 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 518 $22.4K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 515 $22.3K 0.01% +363 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 510 $22.1K 0.01% +188 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 509 $22K 0.01% +47 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 507 $21.9K 0.02% +8 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 500 $21.6K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 498 $21.5K 0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 496 $21.5K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 492 $21.3K 0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 520 $20.8K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 470 $20K <0.01% +7 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 46,070 $19.9K 0.78% +10,675 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 460 $19.9K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 459 $19.9K <0.01% -125 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 437 $18.9K 0.01% +6 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 435 $18.8K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 420 $18.2K 0.01% -380 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 418 $18.1K <0.01% -46 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 418 $18K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 408 $17.7K <0.01% -44 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 400 $17.3K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 370 $16K <0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 361 $15.6K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 357 $15.4K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 324 $14K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 320 $13.9K 0.01% +5 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 320 $13.8K <0.01% -1,653 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 300 $13K 0.01% -243 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 299 $12.9K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 287 $12.4K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 269 $11.6K <0.01% +24 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 264 $11.4K <0.01% +4 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 262 $11.3K <0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 261 $11.3K 0.01% -553 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 258 $11.2K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 252 $10.9K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 252 $10.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 247 $10.7K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 237 $10.3K 0.01% +75 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 223 $9.65K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 205 $8.87K 0.01% +40 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 200 $8.65K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 198 $8.57K 0.01% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 192 $8.31K 0.01% new 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 190 $8.22K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 186 $8.05K <0.01% +121 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 163 $7.08K <0.01% -302 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 161 $6.97K 0.11% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 159 $6.88K <0.01% +158 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 150 $6.49K <0.01% new 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 144 $6.23K 0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 143 $6.19K <0.01% +49 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 141 $6.11K <0.01% +24 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 157 $6K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 147 $6K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 134 $5.8K <0.01% +6 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 130 $5.63K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 127 $5.48K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 125 $5.42K <0.01% +49 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 116 $5.03K <0.01% +30 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 114 $4.93K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 113 $4.89K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 100 $4.33K <0.01% -144 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 98 $4.24K 0.21% -48 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 103 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 88 $3.81K <0.01% +7 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 81 $3.5K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 77 $3.33K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 83 $3K <0.01% -27 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 65 $2.81K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 60 $2.6K <0.01% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 57 $2.47K <0.01% -14,181 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 46 $1.99K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 40 $1.73K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 27 $1.17K <0.01% -456 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 26 $1.13K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $874 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 5 $216 <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4 $173 <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2 $87 <0.01% 0 13F-HR/A Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 0 $5 <0.01% 0 13F-HR Timeline Amount 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.