Persium Advisors, LLC More: the full row for Persium Advisors, LLC 366 $208K 0.16% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 365 $208K 0.05% +6 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 365 $208K 0.17% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 364 $207K 0.07% -8 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 364 $207K 0.04% -4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 364 $207K 0.04% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 364 $207K 0.07% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 364 $207K 0.11% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 363 $206K 0.03% +10 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 362 $206K 0.07% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 361 $206K 0.12% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 361 $205K 0.16% -30 13F-HR/A Timeline Lipe & Dalton More: the full row for Lipe & Dalton 361 $205K 0.1% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 360 $205K 0.01% new 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 360 $205K 0.15% -33 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 358 $204K 0.08% +6 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 667 $204K 0.12% +111 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 358 $203K 0.14% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 357 $203K 0.18% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 356 $203K 0.03% -56 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 356 $202K 0.07% +240 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 355 $202K 0.08% new 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 355 $202K 0.02% new 13F-HR Timeline Group PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 355 $202K 0.03% new 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 349 $202K 0.06% new 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 354 $201K 0.14% new 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 353 $201K 0.05% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 353 $201K 0.01% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 353 $200K 0.07% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 350 $199K 0.03% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 344 $196K 0.14% -64 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 342 $194K 0.04% +7 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 338 $192K 0.04% +14 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 337 $192K 0.61% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 333 $189K 0.01% +13 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 328 $187K 0.2% +19 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 327 $186K 0.01% +253 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 323 $184K 0.13% -28 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 321 $183K 0.06% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 320 $182K 0.13% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 318 $181K 0.09% -2,945 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 311 $177K 0.01% -28 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 302 $172K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $171K 0.02% 0 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 300 $170K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 296 $168K 0.12% +43 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 294 $167K 0.08% +13 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 293 $167K 0.03% +102 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 286 $163K 0.09% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 281 $160K 0.11% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 276 $157K 0.07% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 275 $156K 0.05% -229 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 273 $155K 0.06% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 270 $154K 0.08% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 270 $154K 0.03% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 269 $153K 0.05% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 268 $152K 0.05% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 263 $150K 0.01% +11 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 256 $146K 0.05% +47 13F-HR/A Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 250 $142K 0.03% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 247 $140K 0.1% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 238 $136K 0.06% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 237 $135K 0.02% +2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 233 $133K <0.01% +10 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 225 $128K 0.05% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 225 $128K 0.12% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 223 $127K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 214 $122K 0.06% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 211 $120K 0.05% -10 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 208 $118K 0.08% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 207 $118K 0.02% +142 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 205 $117K 0.05% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 204 $116K 0.08% -6 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 200 $114K 0.01% -28 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $114K 0.11% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 198 $112K 0.05% -14 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 196 $111K 0.08% 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 195 $111K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 190 $108K 0.01% +40 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 189 $108K 0.06% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 187 $106K 0.02% -3 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 186 $106K 0.02% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 185 $105K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 184 $105K 0.02% -3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 183 $104K 0.03% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 183 $104K 0.03% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 180 $102K 0.02% -60 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 178 $101K 0.04% +8 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 178 $101K 0.03% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 177 $101K 0.06% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 174 $99K 0.01% -646 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for LOUISBOURG INVESTMENTS INC. 124 $70.5K 0.02% +80 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 123 $70K 0.02% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 122 $69.4K 0.02% +41 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 119 $67.7K 0.02% -6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 117 $66.7K 0.03% +2 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 122 $65.8K 0.01% +14 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 111 $63.1K 0.03% +64 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 111 $63.1K 0.03% -4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 110 $62.6K 0.04% +67 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 110 $62.5K <0.01% +11 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 109 $62K 0.04% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 102 $58K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 101 $57.5K 0.03% -4 13F-HR Timeline Group Bear Mountain Capital, Inc. 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More: the full row for MARYLAND CAPITAL ADVISORS INC. 85 $48.3K 0.02% -23 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 82 $46.6K 0.01% -9 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 81 $46.1K 0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 82 $46K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 76 $43.2K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 75 $42.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 75 $42.7K 0.02% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $42.7K 0.03% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 74 $42.2K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 73 $41.5K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 72 $41K 0.03% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 70 $39.8K 0.02% -10 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 70 $39.8K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 69 $38.2K 0.01% +6 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 66 $37.5K 0.03% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 66 $37K 0.02% +2 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 65 $37K 0.19% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 60 $34.1K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 59 $33.8K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 59 $33.6K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 57 $32.4K 0.02% +19 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 56 $31.9K <0.01% +40 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 56 $31.9K 0.02% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 63 $31.1K 0.02% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 54 $30.7K 0.01% +18 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 53 $30.4K 0.03% +2 13F-HR/A Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 53 $30.1K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $28.4K 0.03% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 50 $28.4K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 48 $27.3K 0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 46 $26.2K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 46 $26.2K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 44 $25K 0.01% +9 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 44 $25K 0.05% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 43 $24.5K 0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 43 $24.5K 0.01% +12 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 39 $22.2K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 38 $21.9K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 38 $21.7K 0.01% +4 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 38 $21.6K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 38 $21.6K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 37 $21K 0.02% +9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $21K 0.01% +8 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 36 $20.5K 0.01% +25 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 35 $19.9K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 32 $18.2K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 31 $17.7K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $17.1K 0.01% -19 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 29 $16.5K 0.01% -50 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $15.9K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 27 $15.4K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 26 $14.8K <0.01% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 25 $14.2K 0.03% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 24 $13.7K 0.01% -10 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 24 $13.5K 0.01% +1 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 22 $13K <0.01% 0 13F-HR Timeline Group