ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 46 $2.85K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 42 $2.6K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 41 $2.54K <0.01% 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $2.46K <0.01% -57 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 36 $2.23K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $2.17K <0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 35 $2.17K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 33 $2.04K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 48 $2K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 32 $1.98K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 30 $1.86K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28 $1.74K <0.01% +5 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 28 $1.74K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27 $1.67K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 25 $1.55K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $1.5K <0.01% +24 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 24 $1.49K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 23 $1.43K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 22 $1.36K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 22 $1.36K <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 21 $1.3K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 20 $1.25K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 17 $1.05K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $1K <0.01% +8 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10 $1K <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 16 $991 <0.01% -106 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 15 $930 <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $790 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $714 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $681 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $620 <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $620 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $620 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10 $620 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 8 $496 <0.01% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6 $372 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4 $248 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $186 <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3 $186 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $186 <0.01% new 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 2 $126 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $90 0.01% -1,452 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $31 <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.