VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 888 $71.1K 0.07% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 882 $70.7K 0.01% +397 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 879 $70.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 870 $69.7K 0.06% +5 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 865 $69.3K 0.04% +14 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 854 $68.4K 0.01% +138 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 839 $67.2K 0.03% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 833 $66.7K 0.01% 0 13F-HR Timeline Group Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 825 $66.1K 0.06% +7 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 820 $65.7K 0.02% +28 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 817 $65.5K 0.01% +1 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 815 $65.3K 0.02% -12,411 13F-HR Timeline TOBAM More: the full row for TOBAM 817 $65K 0.03% -2,689 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 804 $64.4K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 800 $64.1K 0.03% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 798 $63.9K 0.04% -71 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 780 $62.9K 0.05% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 783 $62.7K <0.01% 0 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 774 $62K 0.04% +191 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 770 $61.7K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 767 $61K <0.01% +81 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 759 $60.8K 0.04% +1 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 733 $58.7K 0.05% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 728 $58.3K 0.05% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 711 $57K 0.02% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 702 $56.2K 0.06% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 697 $55.9K 0.01% +625 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 695 $55.7K 0.01% +451 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 690 $55.3K 0.04% +250 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 669 $54.2K 0.02% +350 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 663 $54K 0.04% +9 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 643 $51.5K 0.03% -153 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 635 $50.9K 0.03% +258 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 627 $50.3K <0.01% -275 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 620 $49.7K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 612 $49K 0.02% +50 13F-HR/A Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 600 $48.1K 0.03% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 603 $48K <0.01% -11,632 13F-HR/A Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 599 $48K 0.02% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 598 $47.9K <0.01% +148 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 588 $47.1K 0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 581 $46.5K 0.03% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 580 $46.5K 0.03% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 577 $46.2K 0.02% +100 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 576 $46.1K 0.01% -22 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 570 $45.7K 0.04% +12 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 553 $44.3K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 537 $43K 0.01% +85 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 434 $43K <0.01% -265,964 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 533 $42.7K <0.01% -10,876 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 532 $42.6K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 521 $42.5K 0.01% +21 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 521 $41.7K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 519 $41.5K 0.01% -57 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 505 $40.5K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 505 $40.4K 0.03% -498 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 500 $40.1K 0.04% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 500 $40.1K 0.02% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 500 $40.1K 0.01% -528 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 500 $40.1K 0.03% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 499 $39.9K 0.01% +298 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 482 $38.6K 0.02% +171 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 481 $38.5K 0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 470 $37.7K 0.03% +1 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 466 $37.3K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 465 $37.3K 0.02% -21 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 457 $36.6K 0.01% +46 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 470 $36.5K 0.01% -20 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $36.1K 0.04% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 436 $34.9K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 432 $34.7K 0.02% +2 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 428 $34.3K 0.03% +227 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 426 $34.1K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 422 $33.8K 0.01% -105 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 404 $32.4K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 400 $32K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 398 $31.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 396 $31.7K 0.01% +116 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 387 $31K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 379 $30.4K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 357 $28.6K 0.01% +62 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 352 $28.2K <0.01% -25 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 350 $28K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 340 $27.2K <0.01% 0 13F-HR/A Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 336 $26.9K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 320 $25.6K 0.04% +243 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 320 $25.6K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 318 $25.5K 0.01% -511 13F-HR/A Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 316 $25.3K 0.01% 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 308 $24.7K 0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 302 $24.2K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 302 $24.2K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 301 $24.1K <0.01% -95 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 300 $24K 0.02% +284 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $24K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 293 $23.5K 0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 293 $23.5K 0.01% -549 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 285 $22.8K <0.01% -45 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 280 $22.5K 0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 258 $20.7K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 248 $20.2K 0.01% +17 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 261 $20K 0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 255 $20K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 241 $19K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 225 $18.4K <0.01% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 232 $18.1K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 207 $16.6K 0.05% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 200 $16K 0.03% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 199 $15.9K 0.02% 0 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 197 $15.8K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 193 $15.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 191 $15.3K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 190 $15.2K 0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 189 $15.1K 0.01% 0 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 181 $14.5K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 187 $14K <0.01% -104 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 172 $13.8K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 168 $13.5K 0.01% +31 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 160 $12.8K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 160 $12.8K 0.01% -124 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 175 $12.6K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 152 $12.2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 150 $12K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $12K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 149 $11.9K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 145 $11.7K <0.01% -263 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 144 $11.5K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 136 $10.9K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 136 $10.9K 0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 135 $10.8K 0.01% +1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 134 $10.7K 0.01% +20 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 10,656 $10.7K 0.02% +10,523 13F-HR/A Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 133 $10.6K <0.01% -100,836 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 132 $10.6K <0.01% +28 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 130 $10.4K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 122 $9.78K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 118 $9.45K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 113 $9.05K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 112 $8.97K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 109 $8.71K 0.01% -24 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 108 $8.65K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $8.61K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 107 $8.57K 0.02% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 105 $8.41K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 101 $8.09K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $8.01K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $8.01K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100 $8.01K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 93 $7.45K <0.01% -30 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 93 $7.45K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 91 $7.28K <0.01% +1 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 90 $7.19K <0.01% -45 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 89 $7.13K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 82 $6.57K <0.01% +49 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 78 $6.25K <0.01% +47 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 75 $5.99K <0.01% -1,720 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 74 $5.93K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 72 $5.77K <0.01% -25 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 72 $5.77K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 71 $5.69K <0.01% -24 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 68 $5.43K <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 66 $5.29K <0.01% -127 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 62 $4.97K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 6,165 $4.94K 0.19% -35 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 60 $4.81K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 60 $4.81K 0.23% -1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 58 $4.65K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 55 $4.41K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 55 $4.41K <0.01% new 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 73 $4.12K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $4.01K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 45 $3.6K <0.01% +26 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 44 $3.52K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 43 $3.44K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 60 $2.95K 0.03% -88 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 36 $2.88K <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 36 $2.88K <0.01% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 33 $2.63K <0.01% new 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 2,496 $2.5K <0.01% +2,468 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $2.4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 27 $2.2K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 27 $2.16K <0.01% -13 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 26 $2.08K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 26 $2.08K <0.01% -360 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 24 $1.92K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $1.2K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6 $481 <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 5 $400 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3 $257 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2 $183 <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 0 $1 <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. Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.