Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 109 $51.1K 0.01% new 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 111 $50.3K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 111 $50.3K 0.05% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 110 $49.9K 0.04% 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 100 $45.3K 0.01% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 100 $45.3K 0.04% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 100 $45.3K 0.03% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 100 $45.3K 0.03% 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 100 $45K 0.04% 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 97 $44K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 95 $43.1K 0.04% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 92 $41.7K 0.03% -20 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 92 $41.7K 0.04% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 88 $39.9K 0.02% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 87 $39.4K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 87 $39.4K 0.02% +22 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 89 $39.2K 0.04% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 84 $38.1K 0.02% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 77 $34.9K 0.03% 0 13F-HR/A Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 76 $34.4K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 74 $33.5K 0.06% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 70 $31.7K 0.03% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 64 $28.9K 0.02% +5 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 56 $27K 0.02% -50 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59 $26.7K 0.01% -68 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 58 $26.3K 0.04% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 55 $24.9K 0.13% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 50 $22.7K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 50 $22K 0.02% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 46 $21K <0.01% -1 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 46 $20.9K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 43 $19.5K 0.85% -2 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 42 $19K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 38 $17.2K 0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 36 $16.3K 0.01% 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 35 $15.9K 0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 30 $13.6K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $12.2K 0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 25 $11.3K 0.01% -7 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 22 $9.97K 0.01% 13F-HR/A Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 20 $9K <0.01% new 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 18 $8.16K 0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 17 $7.71K <0.01% +3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10 $4.94K 0.45% -11,005 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 10 $4.53K <0.01% 0 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 10 $4.53K <0.01% 0 13F-HR/A Timeline Group CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 10 $4.53K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 4 $1.81K <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $1.81K 0.04% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $1.53K <0.01% 13F-HR Timeline Group Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 630,146 $1.39K 0.2% +628,756 13F-HR Timeline DRH Investments, Inc. More: the full row for DRH Investments, Inc. 3 $1.36K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $1.36K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1 $453 <0.01% 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 18,702 $18.7K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,823 $4.91B +231 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Members Trust Co More: the full row for Members Trust Co 2,591 $1.17B +214 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 39 $8.7M -19,116 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.