RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 611 $118K 0.07% +21 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 610 $118K 0.04% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 595 $115K 0.05% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 590 $114K 0.01% +37 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 590 $114K 0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 588 $113K 0.07% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 583 $112K 0.1% +49 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 651 $112K 0.02% +104 13F-HR Timeline Vermillion Wealth Management, Inc. 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Private Wealth Management, LLC 558 $108K 0.06% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 513 $106K 0.04% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 549 $106K 0.08% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 543 $105K 0.02% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 537 $104K 0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 535 $103K 0.02% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 534 $103K 0.03% -1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 512 $98.8K 0.03% +150 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 511 $98.6K 0.06% +37 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 501 $96.6K 0.1% +1 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 501 $96.6K 0.09% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 496 $95.7K 0.02% +76 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 487 $93.9K 0.03% +11 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 474 $91.4K 0.04% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 471 $91K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 469 $90.5K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 459 $88.6K 0.05% +133 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 436 $84.1K 0.01% -98 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 412 $79.5K 0.05% 0 13F-HR Timeline Raleigh Capital Management Inc. 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More: the full row for Ameliora Wealth Management Ltd. 346 $66.7K 0.02% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 330 $63.7K 0.05% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 325 $62.6K 0.02% +1 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 324 $62.5K 0.06% -11 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 320 $61.7K 0.03% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 303 $58.4K 0.02% +131 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 296 $57.1K 0.02% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 291 $56.1K 0.03% +1 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 283 $54.6K 0.19% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 276 $53.2K <0.01% -838 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 275 $53.1K 0.03% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. 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More: the full row for VALLEY WEALTH MANAGERS, INC. 179 $34.5K <0.01% 0 13F-HR Timeline Group Horrell Capital Management, Inc. 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More: the full row for Harbor Asset Planning, Inc. 156 $30.1K 0.03% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 155 $29.8K 0.02% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 153 $29.5K 0.01% +95 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 173 $29.5K <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 148 $29K 0.01% -147 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 150 $28.9K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 149 $28.8K 0.02% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 149 $28.7K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 123 $23.7K <0.01% -70 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 122 $23.5K <0.01% -9,013 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 121 $23.3K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 120 $23K <0.01% +116 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 118 $22.7K 0.01% -8 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 114 $22K <0.01% -2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 113 $21.8K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 110 $21.2K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 109 $21K 0.01% +23 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 106 $20.4K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 105 $20.3K 0.01% +14 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 105 $20K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 102 $20K <0.01% -4 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 86 $16.6K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 85 $16.4K 0.01% +77 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 83 $16K 0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 83 $16K 0.07% -29 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 81 $15.6K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 81 $15.6K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 81 $15.6K 0.01% +50 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 79 $15.2K 0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 75 $14.7K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 76 $14.7K 0.11% new 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for Ravenstone Capital Management Inc. 53 $10.2K 0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 50 $9.64K 0.01% +29 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 49 $9.45K 0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 47 $9.07K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 46 $8.87K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 46 $8.87K <0.01% +6 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 44 $8.49K <0.01% +37 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 44 $8.49K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41 $7.91K <0.01% +36 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 33 $6.38K <0.01% +16 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 32 $6.17K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 30 $5.79K <0.01% -137 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 29 $5.59K 0.01% +14 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 29 $5.59K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 25 $4.82K <0.01% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 25 $4.82K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 24 $4.63K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 841 $4.37K 0.07% +160 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 22 $4.24K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 22 $4.24K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 20 $3.86K <0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 18 $3.47K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. QVR LLC More: the full row for QVR LLC 18 $3.47K <0.01% -7,794 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 17 $3.28K <0.01% -86 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $3.28K <0.01% -13 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 17 $3K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. 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