CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 284 $63K <0.01% +60 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 280 $62K 0.02% +1 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 273 $60.6K 0.03% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 265 $58.8K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 264 $58.6K 0.02% +11 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 256 $56.8K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 253 $56.1K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 250 $55.5K 0.12% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 250 $55K <0.01% +55 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 244 $54.1K 0.02% -51 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 241 $53.5K 0.04% -614 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 236 $52.4K <0.01% +231 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 217 $52.3K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 233 $51.8K 0.03% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 229 $50.8K 0.01% -64 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 224 $49.7K 0.02% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 223 $49.5K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 200 $49.4K 0.03% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 220 $48.8K 0.02% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 216 $47.9K 0.01% -15 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 211 $46.8K 0.02% -3 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 210 $46.7K 0.02% -121 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 210 $46.6K 0.9% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 206 $46K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 207 $45.9K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 205 $45.5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 204 $45.4K 0.03% +22 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 203 $45K 0.01% -35 13F-HR Timeline TOBAM More: the full row for TOBAM 204 $45K 0.02% -250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 202 $44.8K 0.92% -73 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 200 $44.4K 0.03% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 200 $44.4K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 198 $43.9K 0.03% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 197 $43.7K 0.01% +14 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 196 $43.6K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 196 $43.5K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 195 $43.3K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 193 $42.8K 0.05% +97 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 189 $42K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 188 $42K 0.02% -4 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 186 $41.3K 0.01% -3,397 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 178 $39.5K 0.03% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 172 $38.2K 0.02% -13 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 170 $37.7K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 167 $37.1K 0.01% -34 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 166 $36.8K 0.02% -43 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 155 $34.4K 0.02% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 150 $33.3K 0.02% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 150 $33.3K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 147 $32.6K 0.01% -2,130 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 145 $32.2K 0.01% -3 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 144 $31.9K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 136 $30.2K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 135 $30K 0.02% +76 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 133 $29.5K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 133 $29.5K 0.03% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 131 $29.1K 0.01% +113 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 125 $27.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 125 $27.7K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 124 $27.6K 0.02% -16 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 124 $27.5K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 123 $27.3K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 122 $27.1K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 122 $27.1K 0.02% +14 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 120 $26.6K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 120 $26.6K 0.03% -54 13F-HR/A Timeline Field & Main Bank More: the full row for Field & Main Bank 119 $26.4K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 117 $26K 0.01% -14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 112 $24.9K 0.01% -8 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 112 $24.8K 0.02% -55 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 109 $24.2K 0.01% +99 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 108 $24.2K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 106 $23.5K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 104 $23K 0.01% +69 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $22.2K 0.02% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 100 $22.2K 0.02% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 102 $22K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 97 $21.5K 0.01% -16 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 94 $20.9K 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. 90 $20K <0.01% -15 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 90 $20K 0.01% -10 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 89 $19.8K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 88 $19.5K <0.01% +17 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 88 $19.5K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 87 $19.3K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 85 $18.9K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 83 $18K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 80 $17.8K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 80 $17.8K 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 80 $17.8K 0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 79 $17.5K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 78 $17.4K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 75 $16.8K 0.01% +36 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 75 $16.6K <0.01% -5 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 73 $16.3K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 73 $16K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 71 $15.8K 0.01% -5 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 70 $15.5K 0.01% -150 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 67 $14.9K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 66 $14.6K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 65 $14.3K <0.01% +37 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 62 $13.8K <0.01% +38 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 62 $13.8K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 61 $13.6K 0.01% -7 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $13.3K <0.01% -5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 59 $13K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 58 $12.9K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 57 $12.6K 0.01% +17 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 56 $12.4K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 55 $12.2K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 53 $11.6K 0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 50 $11.1K 0.01% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50 $11K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 50 $10.9K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 49 $10.9K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 48 $10.7K 0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 47 $10.4K <0.01% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 45 $10.3K <0.01% -1,476 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 45 $9.98K 0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 43 $9.54K <0.01% +33 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 42 $9.32K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 40 $8.88K <0.01% new 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 40 $8.88K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 39 $8.65K 0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 37 $8.21K 0.01% +23 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 37 $8.21K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 36 $7.99K <0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 36 $7.99K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 35 $7.77K <0.01% -339 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 35 $7.76K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 35 $7.76K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 34 $7.54K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 34 $7.54K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 33 $7.32K <0.01% -18 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 32 $7.1K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $6.93K <0.01% -20 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 31 $6.88K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 29 $6.44K <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 29 $6.43K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 29 $6.43K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 29 $6.4K <0.01% -2 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 28 $6K <0.01% +2 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 27 $5.99K 0.02% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 26 $5.81K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 24 $5.33K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 24 $5.33K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 22 $4.88K <0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 22 $4.88K 0.01% 0 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 18 $3.99K <0.01% +2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18 $3.99K <0.01% -150 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $3.33K <0.01% +9 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 13 $2.94K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 13 $2.88K 0.14% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $2.66K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 12 $2.66K <0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 10 $2.23K <0.01% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $2.22K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 9 $2K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7 $1.55K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6 $1.33K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 5 $1.15K <0.01% -30 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 4 $1K <0.01% 0 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4 $915 <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 4 $888 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4 $888 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $887 <0.01% +3 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $666 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $223 <0.01% -2 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $222 <0.01% -1 13F-HR/A Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1 $222 <0.01% 13F-HR Timeline 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.