Imprint Wealth LLC More: the full row for Imprint Wealth LLC 521 $22.1K 0.09% -22 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 521 $22K 0.01% +278 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 520 $22K 0.01% -93 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 520 $21.2K 0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 496 $21K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 495 $21K <0.01% -53 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 486 $20.6K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 477 $20K 0.01% +59 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 472 $20K 0.01% +209 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 471 $19.9K 0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 471 $19.9K 0.02% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 460 $19.5K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 447 $18.9K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 431 $18K <0.01% +172 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 425 $18K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 410 $17.4K 0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 395 $16.7K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 400 $15.4K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 357 $15.1K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 341 $14.4K 0.01% +5 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 340 $14.4K 0.01% +2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 340 $14.4K 0.01% -489 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 320 $14.1K <0.01% -120 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 308 $13K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 306 $12.9K 0.01% +5 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 300 $12.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 300 $12.7K <0.01% -6,101 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 300 $12.7K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 291 $12.3K 0.01% -84 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 290 $12.3K 0.3% +35 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 287 $12.2K <0.01% -25 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 269 $11.4K <0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 263 $11.1K 0.01% -2 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 259 $11K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 252 $10.7K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 250 $10.6K 0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 247 $10.5K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 247 $10.5K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 244 $10.3K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Capital CS Group, LLC More: the full row for Capital CS Group, LLC 235 $9.95K 0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 226 $9.56K 0.01% -6 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 224 $9.48K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 216 $9.15K 0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 203 $8.59K 0.01% +25 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 200 $8.47K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 200 $8.47K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 198 $8.38K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 178 $7.54K <0.01% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 166 $7.03K <0.01% -55 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 165 $6.99K <0.01% -449 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 157 $6.65K <0.01% +77 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 153 $6.48K 0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 150 $6.35K <0.01% -150 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 150 $6.35K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 163 $6K <0.01% +6 13F-HR Timeline Quarry LP More: the full row for Quarry LP 141 $5.97K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 137 $5.8K <0.01% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 132 $5.59K 0.01% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 130 $5.51K <0.01% +1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 130 $5.5K <0.01% -70 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 128 $5.42K <0.01% 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 125 $5.29K 0.01% -1,382 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 114 $4.83K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 114 $4.83K <0.01% +57 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 103 $4.36K 0.02% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 100 $4.23K <0.01% +95 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 100 $4.23K <0.01% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 99 $4.19K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 95 $4.03K <0.01% +1 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 95 $4.02K <0.01% -40 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 103 $4K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 92 $3.9K <0.01% -12 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 82 $3.47K <0.01% +21 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 75 $3.22K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 72 $3.05K <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 69 $2.92K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 68 $2.88K <0.01% +38 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 63 $2.67K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 63 $2.65K <0.01% +43 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 60 $2.54K <0.01% -129 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 54 $2.29K <0.01% new 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 47 $1.99K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 47 $1.99K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 46 $1.95K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 45 $1.91K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 35 $1.48K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 34 $1.44K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 17 $737 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 16 $678 <0.01% -34 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 15 $635 <0.01% -2,776 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 12 $585 <0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 10 $424 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $424 <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 8 $339 <0.01% +3 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $296 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 5 $212 <0.01% -1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2 $85 <0.01% 0 13F-HR 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. Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 28,242 $1.2B +27 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.