POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 210 $37.3K 0.03% -111 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 200 $35.5K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 200 $35.5K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 200 $35.5K 0.03% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 200 $35.5K 0.03% 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 200 $35.5K 0.02% new 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 198 $35.2K 0.03% -150 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 199 $34.9K 0.03% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 194 $34.2K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 178 $31.6K 0.02% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 177 $31.5K 0.02% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 177 $31.4K 0.02% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 168 $29.9K 0.02% +40 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 168 $29.9K 0.02% 13F-HR/A Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 166 $29.5K 0.01% +110 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 162 $28.8K 0.03% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 162 $28.8K 0.01% +45 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 150 $26.7K 0.01% -70 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 147 $26.1K 0.01% +25 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 139 $24.7K 0.02% 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 133 $23.6K <0.01% +51 13F-HR/A Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 131 $23.3K 0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 131 $23.2K 0.02% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 130 $23.1K 0.01% +1 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 118 $21.7K 0.02% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 122 $21.7K 0.02% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 121 $21.5K 0.02% 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 110 $20K <0.01% -4,900 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 109 $19.3K 0.01% +1 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 106 $18K <0.01% -2 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 100 $17.8K 0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 100 $17.8K 0.02% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $17.8K 0.02% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 98 $17.5K 0.03% +1 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 98 $17.4K 0.02% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 95 $16.9K 0.01% +25 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 94 $16.7K 0.02% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 92 $16.4K 0.01% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 90 $15.9K <0.01% +1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 8,683 $15.4K 0.55% -220 13F-HR/A Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 85 $15.1K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 84 $14.9K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 83 $14.7K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 79 $14K 0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 76 $13.5K <0.01% -5 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 75 $13.3K 0.01% -4 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 75 $13.3K 0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 70 $12.5K <0.01% +16 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 70 $12.4K 0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 68 $12K 0.01% -9 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 67 $11.9K 0.01% -145 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 65 $11.6K <0.01% 0 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 65 $11.5K 0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 59 $10.5K 0.01% 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 52 $9.24K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 50 $8.88K 0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 50 $8.88K <0.01% -2 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 49 $8.71K <0.01% 0 13F-HR/A Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 48 $8.52K <0.01% -129 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 47 $8.35K <0.01% 0 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 44 $7.82K 0.01% -800 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 43 $7.64K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 43 $7.64K 0.33% +8 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 43 $7.64K 0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 41 $7.29K 0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 41 $7.28K 0.02% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 40 $7.11K <0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 34 $6.47K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 36 $6.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $6.23K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 35 $6.22K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 33 $6.04K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 33 $5.86K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 32 $5.69K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 30 $5.33K <0.01% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 30 $5.25K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22 $4K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21 $3.67K 0.01% 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 20 $3.55K <0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 20 $3.55K <0.01% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 19 $3.38K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $3.36K 0.31% -19,009 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 14 $2.35K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 11 $1.96K 0.05% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $1.78K <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 965 $1.72K 0.1% +1 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 8 $1.52K <0.01% -69 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8 $1.52K <0.01% -69 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 7 $1.24K <0.01% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 6 $1.07K <0.01% 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 6 $1K <0.01% 0 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3 $611 <0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3 $534 <0.01% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 7,321 $1.3B -18 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.