Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 378 $115K 0.03% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 376 $114K 0.05% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 376 $114K <0.01% -36 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 369 $112K 0.08% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 366 $111K 0.04% +36 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 361 $110K 0.05% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 351 $107K 0.04% -148 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 350 $106K 0.02% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 350 $106K 0.04% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 350 $106K 0.03% 0 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 350 $106K 0.05% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 346 $105K 0.05% +118 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 339 $103K 0.03% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 337 $102K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 335 $102K 0.08% -45 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 331 $101K 0.02% -44 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 314 $95K 0.01% +14 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 311 $94.5K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 310 $94.2K 0.09% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 308 $93.6K 0.07% +1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 306 $93K 0.1% -45 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 297 $90.3K 0.04% -40 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 292 $88.7K 0.01% +100 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 292 $88.7K 0.06% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 292 $87.8K 0.08% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 287 $87.2K 0.24% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 278 $84.5K 0.01% -17 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 276 $83.8K 0.01% -21 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 275 $83.6K 0.05% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 270 $82.1K 0.02% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 267 $81.1K 0.05% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 264 $80.2K 0.05% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 257 $78.1K 0.02% -27 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 250 $76K 0.05% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 250 $75.7K 0.24% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 249 $75.7K 0.03% -18 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 249 $75.7K 0.07% -616 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 245 $74.5K 0.05% -5 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 234 $71.1K 0.05% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 227 $69K 0.05% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 224 $68.1K 0.04% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 222 $67K 0.02% +38 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 208 $63.2K 0.04% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $60.8K 0.02% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 200 $60.8K <0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 200 $60.8K 0.06% 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 199 $60.6K 0.03% +29 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 199 $60.5K 0.02% -34 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 198 $60.2K 0.19% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 192 $58.3K 0.02% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 186 $56.8K 0.08% 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 187 $56.7K 0.04% -5 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 180 $54.7K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 173 $52.6K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 168 $51.1K 0.04% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 166 $50K 0.03% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 165 $50K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 162 $49.1K 0.03% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 161 $49K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 159 $48.3K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 154 $46.8K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 153 $46.5K 0.02% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 153 $46.4K <0.01% +1 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 139 $45.9K 0.03% -12 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 150 $45.6K 0.02% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 150 $45.6K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 150 $45.6K 0.03% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 148 $45K 0.01% +6 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 147 $44.7K 0.02% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 145 $44.1K 0.03% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 150 $43.5K 0.02% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 143 $43.5K 0.06% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 140 $42.6K 0.06% +33 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 140 $42.6K 0.01% -91 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 131 $39.8K 0.02% +46 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 131 $39.8K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 128 $38.9K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 125 $38K 0.02% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 125 $38K 0.01% -25 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 125 $38K 0.02% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 125 $38K <0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 122 $37.1K 0.02% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 125 $37K <0.01% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 122 $37K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 120 $36.5K 0.03% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 117 $35.6K 0.01% +103 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 116 $35.3K 0.02% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 116 $35.3K 0.02% -4 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 114 $34.6K 0.03% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 111 $33.7K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 107 $32.5K 0.01% -88 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 106 $32.2K 0.02% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 104 $31.6K 0.01% -21 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 101 $30.7K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 101 $30.7K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 96 $29.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 94 $28.6K 0.01% +2 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 92 $28K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 92 $27.9K 0.01% +12 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 88 $26.8K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 86 $26.1K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 84 $25.5K 0.01% +52 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 80 $24.2K 0.02% -11 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 77 $23.5K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 74 $22.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 72 $21.9K 0.09% -2,632 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 71 $21.5K 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. 70 $21.3K 0.02% -72 13F-HR Timeline Collier Financial More: the full row for Collier Financial 70 $21.3K 0.02% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 70 $21.2K 0.01% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 68 $20.7K 0.01% +4 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 65 $19.8K 0.01% +41 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 60 $18.2K 0.02% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 58 $17.8K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 57 $17.3K 0.01% +13 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 59 $17K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 57 $17K <0.01% -3 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 56 $17K <0.01% -4 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 54 $16.5K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 54 $16.5K 0.01% -5 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 54 $16.4K 0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 53 $16.1K 0.08% 0 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 51 $15.5K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 50 $15.2K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 50 $15.2K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 47 $14.4K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 47 $14.3K <0.01% -61 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 42 $12.8K 0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 41 $12.5K 0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 40 $12.2K <0.01% +29 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 39 $11.9K 0.03% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 35 $10.6K 0.01% -50 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 33 $10K 0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 33 $10K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 33 $10K 0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 30 $9.12K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 29 $8.81K <0.01% +5 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 26 $7.9K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 25 $7.6K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 24 $7.3K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 23 $6.99K 0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 22 $6.6K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 21 $6.49K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 20 $6.08K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 18 $5.47K <0.01% +10 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 18 $5.47K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 18 $5.33K <0.01% +1 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 17 $5.17K <0.01% -165 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16 $4.86K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 15 $4.65K 0.17% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 15 $4.56K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14 $4.4K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $4.25K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12 $4K <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $3.95K <0.01% -1 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 13 $3.95K <0.01% -15 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 13 $3.95K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 10 $3.04K <0.01% 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 959 $2.91K 0.12% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 8 $2.47K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $1.8K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5 $1.52K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $912 <0.01% new 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3 $912 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $896 <0.01% +1 13F-HR/A Timeline Group ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $608 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 1 $319 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $304 <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 0 $33 <0.01% -17 13F-HR Timeline Amount filed as zero, left out of ratios.