Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 167 $49K 0.02% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 166 $48.7K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 162 $47.5K 0.02% -4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 156 $45.8K 0.01% 0 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 153 $44.9K 0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 15,027 $44.1K 1.75% -657 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 150 $44K 0.02% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 148 $43.3K 0.01% +1 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 147 $43.1K 0.02% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 150 $42.8K 0.03% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 143 $42K 0.03% +128 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 141 $41.2K 0.01% +51 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 140 $41.2K 0.01% -103 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 139 $41K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 140 $40.9K 0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 125 $39.3K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 132 $38.7K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 131 $38.4K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 130 $38.3K 0.03% -14 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 152 $38.2K 0.01% +141 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 129 $37.9K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 129 $37.6K 0.01% +15 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 126 $37.2K <0.01% -10 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 125 $36.7K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 125 $36.7K <0.01% -14 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 122 $35.8K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 120 $35.2K <0.01% +12 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 120 $35.2K 0.01% +3 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 120 $35.2K 0.02% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 117 $34.4K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 116 $34K 0.01% -13 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 113 $33.2K 0.01% -22 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 113 $33.2K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 112 $32.9K 0.06% -16 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 108 $31.6K <0.01% new 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 107 $31.5K 0.01% +14 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 107 $31.4K 0.01% -85 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 105 $30.8K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 103 $30.2K 0.02% +7 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $29.4K 0.01% -148 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 100 $29.4K 0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 100 $29K 0.02% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 97 $28.5K 0.02% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 95 $27.9K 0.01% +15 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 95 $27.9K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 94 $27.7K 0.02% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 88 $25.8K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 87 $25.5K 0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 86 $25.4K 0.03% +4 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 86 $25.2K 0.08% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 86 $25.2K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 85 $25.1K <0.01% -112 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 84 $24.7K 0.02% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 81 $23.8K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 80 $23.5K <0.01% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 78 $23K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 78 $22.9K 0.01% +5 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 76 $22.3K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 75 $22K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 74 $21K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 71 $20.8K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 69 $20.3K 0.01% +4 13F-HR Timeline Security National Bank More: the full row for Security National Bank 68 $20K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 64 $18.8K 0.01% +30 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 64 $18.8K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 63 $18.5K <0.01% -6 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 61 $17.9K 0.02% +37 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 60 $17.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 60 $17.6K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 59 $17.3K 0.01% -31 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 59 $17.3K 0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 56 $16.7K <0.01% +55 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 55 $16.1K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $16K <0.01% -141 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 54 $15.8K 0.01% +50 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 52 $15.3K 0.01% +2 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 52 $15.3K <0.01% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 52 $15.3K 0.03% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 50 $14.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 49 $14.4K 0.06% -47 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 45 $13.2K <0.01% -62 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 44 $12.9K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $12.6K 0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 43 $12.6K 0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 42 $12.3K <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 41 $12K <0.01% -256 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 41 $12K <0.01% -5 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 40 $11.8K <0.01% -2 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 39 $11.4K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 44 $11.2K <0.01% -10 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 38 $11.2K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 36 $10.7K 0.38% +28 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 35 $10.3K <0.01% -14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 34 $9.98K <0.01% +7 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 33 $9.69K 0.01% +11 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 32 $9.33K <0.01% +10 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 30 $8.8K <0.01% +5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 30 $8.8K <0.01% -871 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 28 $8.22K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 28 $8.22K <0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 26 $7.63K 0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25 $7.34K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 25 $7.34K 0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 25 $7.34K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 23 $6.75K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 20 $5.87K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 19 $5.58K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 18 $5.39K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 18 $5.28K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 18 $5.28K <0.01% new 13F-HR/A Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 18 $5.28K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 18 $5.28K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $4.72K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 15 $4.4K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 14 $4.11K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 14 $4.11K <0.01% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 14 $4.09K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 13 $3.85K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13 $3.82K <0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 12 $3.46K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $2.94K <0.01% +2 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 9 $2.64K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $2.64K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $2.64K <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $2.06K <0.01% -2 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $2.06K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $2.06K <0.01% -2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 7 $2.06K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $2.05K <0.01% -2 13F-HR Timeline TOBAM More: the full row for TOBAM 8 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7 $1.96K <0.01% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6 $1.76K <0.01% +2 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $1.2K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4 $1.17K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $1.17K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $1.17K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $805 <0.01% 0 13F-HR/A Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $294 <0.01% -211 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $294 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $294 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 0 $0 0% -22 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.