Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 543 $60.3K 0.01% -259 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 543 $60.3K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 514 $60K <0.01% +68 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 547 $60K 0.02% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 528 $58.6K 0.03% +10 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 515 $57.2K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 502 $55.7K 0.01% +144 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 500 $55.5K 0.04% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 492 $54.6K 0.01% +335 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 491 $54.5K 0.02% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 482 $54.3K <0.01% +282 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 483 $53.6K 0.01% -101 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 481 $53.4K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 474 $52.6K 0.01% +1 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 461 $51.2K <0.01% -2 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 457 $50.8K 0.02% +13 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 447 $49.6K 0.01% new 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 445 $49.4K 0.13% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 444 $49.3K 0.03% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 404 $47.9K 0.02% +2 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 428 $47.5K 0.01% +43 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 424 $47.1K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 420 $46.6K 0.02% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 418 $46.4K 0.01% -7,662 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 417 $46.3K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. 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More Investments Ltd 332 $37.4K <0.01% new 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 336 $37.3K 0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 335 $37.2K 0.04% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 328 $36.5K 0.01% +73 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 327 $36.3K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 319 $35.4K 0.02% +118 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 312 $34.6K <0.01% -39 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 307 $34.1K 0.01% +81 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 306 $34K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 300 $33.3K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $33.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 300 $33.3K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 300 $33.3K 0.01% -115 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 299 $33.2K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 299 $33.2K 0.02% +3 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 296 $32.9K <0.01% +77 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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More: the full row for Strategic Wealth Partners, Ltd. 264 $29.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 256 $28.4K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 250 $27.8K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 247 $27.4K 0.02% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 246 $27.3K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 244 $27.1K 0.01% +31 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 102 $11.5K <0.01% -1 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 103 $11.4K 0.01% +1 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $11.1K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $11.1K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 100 $11.1K <0.01% -35 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 102 $11K <0.01% -1,266 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 93 $11K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 96 $10.7K <0.01% +12 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 94 $10.4K <0.01% +1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 93 $10.3K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 90 $9.99K <0.01% -5 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 87 $9.62K 0.01% +1 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 84 $9.32K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 78 $8.66K <0.01% +35 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 77 $8.55K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 75 $8.32K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 74 $8.21K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 74 $8.19K 0.01% +1 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 73 $8.12K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 73 $8.1K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 68 $7.55K 0.01% -486 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 68 $7.55K <0.01% +13 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 66 $7.33K 0.01% +6 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 60 $6.66K <0.01% -30,116 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 59 $6.6K 0.01% -37 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 56 $6K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 54 $5.99K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 53 $5.88K <0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 52 $5.77K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $5.55K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 50 $5.55K <0.01% +31 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 50 $5.55K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 49 $5.43K <0.01% +22 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 47 $5.22K 0.01% -418 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 47 $5.22K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 46 $5.11K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 45 $5K <0.01% -530 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 40 $4.44K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 38 $4.22K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 37 $4.11K <0.01% -16 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 36 $4K <0.01% +4 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $3.55K <0.01% -1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 31 $3.44K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 29 $3.25K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 29 $3.25K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 29 $3.22K <0.01% -418 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 25 $2.77K <0.01% 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 24 $2.7K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 24 $2.61K 0.09% +3 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $2.33K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19 $2.11K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 13 $1.43K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12 $1.33K <0.01% -67 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11 $1.22K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 11 $1.22K <0.01% +1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10 $1.11K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $1.11K <0.01% +2 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 10 $1.11K <0.01% 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 10 $1.11K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 8 $889 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 8 $888 <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $777 <0.01% +3 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 665 $738 0.03% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4 $444 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $444 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2 $248 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1 $137 <0.01% -11 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $111 <0.01% 0 13F-HR Timeline