DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 92 $21.3K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 92 $21.3K <0.01% +90 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 90 $20.8K 0.03% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 90 $20.8K 0.02% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 85 $19.7K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 85 $19.7K 0.01% +45 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 84 $19.4K <0.01% -5 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 82 $19K <0.01% +8 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 81 $18.8K 0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 80 $18.5K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 79 $18.3K 0.01% +7 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 74 $17.1K 0.01% +41 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 70 $16.2K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 70 $16.1K 0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 69 $16K <0.01% -25 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 68 $15.7K <0.01% -7 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 67 $15.5K <0.01% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 65 $15K <0.01% 0 13F-HR/A Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 64 $14.8K 0.01% -38 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 59 $13.6K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 58 $13.4K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 52 $12K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $11.3K <0.01% +6 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 49 $11.3K <0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 48 $11.1K 0.01% +31 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 51 $11K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 47 $11K <0.01% -7 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 47 $10.9K <0.01% +40 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 46 $10.8K 0.01% new 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 46 $10.7K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 44 $10.2K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 44 $10.2K <0.01% -3 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 43 $9.95K 0.05% -46 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 43 $9.95K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $9.72K <0.01% -19 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 42 $9.71K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $9.71K <0.01% +19 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 39 $9.02K 0.01% -31 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 38 $8.79K <0.01% +11 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 36 $8.33K 0.01% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 35 $8.1K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 34 $7.88K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 34 $7.87K <0.01% -502 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 34 $7.87K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 34 $7.87K 0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 33 $7.68K 0.01% -970 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32 $7.4K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 32 $7.4K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 31 $7.17K 0.01% 0 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $6.94K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $6.71K <0.01% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 28 $6.48K <0.01% -84 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 28 $6.48K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 28 $6.48K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 26 $6.01K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 26 $6K 0.11% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 24 $5.57K <0.01% +14 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 24 $5.55K <0.01% -557 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 23 $5.38K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $5.09K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 21 $4.86K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 20 $4.63K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 20 $4.63K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $4.39K 0.13% +5 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 19 $4.39K <0.01% 0 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 17 $3.93K <0.01% 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 16 $3.7K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 13 $3.01K <0.01% +3 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 13 $3K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 12 $2.78K <0.01% +1 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 12 $2.78K <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 11 $2.54K <0.01% 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 11 $2.54K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 11 $2.51K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10 $2.31K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 9 $2.08K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 8 $2K <0.01% 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 8 $1.85K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 21 $1.72K <0.01% -48 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $1.62K <0.01% -18 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 7 $1.62K <0.01% -53 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $1.39K <0.01% -27 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 6 $1.39K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 6 $1.39K <0.01% 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 5 $1.16K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $1.16K <0.01% +2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 4 $941 <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 4 $810 <0.01% -394 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3 $755 <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $679 <0.01% -143 13F-HR/A Timeline Group Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2 $465 <0.01% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 2 $463 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $463 <0.01% -24 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $463 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $463 <0.01% -1 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $237 <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1 $231 <0.01% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 31,460 $31.5K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,375 $121 +1,827 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.