Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 369 $46.4K 0.02% -16 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 352 $44.9K 0.02% +42 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 355 $44.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 351 $44.2K <0.01% +114 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 333 $41.9K 0.01% 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 329 $41.4K <0.01% -679 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 328 $41.3K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 318 $41K 0.01% -148 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 315 $40K 0.01% -9 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 307 $38.6K 0.03% +1 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 302 $38.1K 0.02% -14,408 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 301 $37.9K 0.03% -105 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 300 $37.7K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $37.7K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 295 $37.1K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 288 $36.3K <0.01% -219 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 284 $35.7K <0.01% -174 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 272 $34.2K 0.01% -12 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 270 $34K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 270 $34K <0.01% +20 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 270 $34K <0.01% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 268 $33.7K 0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 264 $33.2K 0.01% -84 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 259 $32.6K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 257 $32.4K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 255 $32.1K 0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 238 $29.9K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 225 $28K 0.01% -8 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 222 $27.9K 0.01% -122 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 215 $27.1K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 215 $27.1K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 219 $27K <0.01% -7 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 218 $27K <0.01% -107 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 210 $26.4K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 209 $26.3K 0.01% -5,859 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 207 $26K <0.01% -30 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 204 $25.9K 0.03% -5 13F-HR/A Timeline MOTCO More: the full row for MOTCO 205 $25.8K <0.01% -61,100 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 206 $25.7K <0.01% -59 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 203 $25.5K 0.01% 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 201 $25.3K 0.02% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 201 $25.3K <0.01% -68 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 200 $25.2K 0.07% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 200 $25.2K 0.01% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 197 $24.8K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 185 $23.3K 0.08% -45 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 185 $23K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 182 $22.9K 0.02% -272 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 158 $22.3K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 168 $21.1K <0.01% new 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 163 $20.5K <0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 161 $20.3K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 155 $19.5K <0.01% -265 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 155 $19.5K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 150 $18.9K <0.01% +100 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 150 $18.9K <0.01% +20 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 148 $18.6K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 148 $18.6K <0.01% -28 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 147 $18.5K <0.01% -6 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 145 $18.2K <0.01% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 145 $18.2K 0.01% -271 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 143 $18K <0.01% -130 13F-HR Timeline Trust Co More: the full row for Trust Co 142 $17.9K <0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 139 $17.5K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 138 $17.4K 0.01% 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 130 $16.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 130 $16.4K <0.01% -613 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 130 $16.4K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 127 $16K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 126 $15.9K 0.01% -1,010 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 129 $15.8K <0.01% +119 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 125 $15.7K <0.01% -69 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 125 $15.7K 0.01% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 123 $15.5K 0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 122 $15.3K 0.01% -9 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 120 $15.1K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 119 $15K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 115 $14.5K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 115 $14.5K 0.01% +46 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 113 $14.2K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 112 $14.1K <0.01% -202 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 112 $14.1K <0.01% -442 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 112 $14.1K <0.01% 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 109 $14.1K <0.01% +1 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 112 $14K 0.01% 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 107 $13.5K <0.01% +12 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 105 $13.2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 105 $13.2K <0.01% -37 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 104 $13.1K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 100 $12.6K <0.01% -4 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 99 $12.4K <0.01% -1,046 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 98 $12.4K <0.01% +1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 98 $12.3K 0.01% +1 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 96 $12.1K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $12.1K <0.01% +22 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 96 $12.1K <0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 95 $12K 0.01% -1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 89 $11.2K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 88 $11.1K 0.01% -15 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 88 $11.1K <0.01% +75 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 86 $10.8K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 85 $10.7K 0.31% +76 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 83 $10.4K <0.01% -273 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 81 $10.2K 0.01% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 79 $9.94K <0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 79 $9.94K 0.01% 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 77 $9.69K <0.01% -46,530 13F-HR Timeline Turning Point Benefit Group, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 58 $7.3K <0.01% -57 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 57 $7.17K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 56 $7.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 61 $7K <0.01% -37 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 61 $7K <0.01% -36 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 54 $6.79K <0.01% -57 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 54 $6.79K <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 53 $6.67K <0.01% -14,555 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $6.54K <0.01% -335 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for IMG Wealth Management, Inc. 37 $4.66K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 37 $4.63K <0.01% -21,337 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 35 $4.43K <0.01% +12 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35 $4.4K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 35 $4.4K <0.01% -5 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 35 $4.4K <0.01% 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 34 $4.28K <0.01% +23 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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More: the full row for NBT BANK, N.A. 30 $3.77K <0.01% 0 13F-HR Timeline Group Imprint Wealth LLC More: the full row for Imprint Wealth LLC 29 $3.65K 0.02% -71 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 29 $3.65K <0.01% -140 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 29 $3.62K <0.01% -30 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 27 $3.4K <0.01% +5 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 27 $3.4K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 26 $3.23K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $3.15K <0.01% -48 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 25 $3.15K <0.01% -4 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 25 $3.15K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 25 $3.15K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 25 $3.15K <0.01% -2 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 25 $3.15K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 24 $3.02K <0.01% +5 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 24 $3.02K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 24 $3.02K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 22 $2.77K <0.01% -32 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 22 $2.77K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 22 $2.77K <0.01% -22 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 22 $2.77K <0.01% +11 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 22 $2.77K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 21 $2.67K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 19 $2.39K <0.01% -41 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 19 $2.39K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 18 $2.27K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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