VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 320 $21.8K 0.02% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 315 $21.5K 0.01% +70 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 310 $21.2K 0.01% -50 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 310 $21K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 300 $20.5K <0.01% 0 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 300 $20.5K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300 $20.5K 0.01% 0 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 308 $20.4K 0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 294 $20.1K 0.02% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 292 $19.9K 0.01% +49 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 290 $19.8K 0.01% new 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 288 $19.7K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 280 $19.1K 0.1% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 274 $18.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 271 $18.5K <0.01% +70 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 256 $18.1K 0.01% 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 263 $18K 0.02% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 261 $17.8K 0.01% 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 255 $17.4K 0.01% new 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 245 $17K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 247 $16.9K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 244 $16.7K <0.01% +34 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 234 $16K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 225 $15.4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 220 $15K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 227 $15K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 218 $14.9K 0.01% +45 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 213 $14.6K <0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 213 $14.5K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 200 $14K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 204 $13.9K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 203 $13.9K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 201 $13.7K <0.01% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 198 $13.5K 0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 186 $12.7K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 168 $11.5K <0.01% -1 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 168 $11.4K <0.01% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 165 $11.3K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 163 $11.1K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 159 $10.9K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 149 $10.2K 0.01% +1 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 148 $10.1K <0.01% 0 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 145 $9.9K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 145 $9.46K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 134 $9.15K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 133 $9.08K <0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 129 $8.81K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 125 $8.53K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 125 $8.53K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 118 $8.05K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 110 $8K <0.01% 0 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 116 $7.92K <0.01% new 13F-HR/A Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 111 $7.58K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 110 $7.51K 0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 101 $6.89K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $6.83K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $6.83K <0.01% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 100 $6.83K <0.01% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $6.83K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 98 $6.69K <0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 97 $6.62K <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 95 $6.5K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $6.5K <0.01% -67 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 93 $6.35K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 90 $6.14K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 90 $6.14K <0.01% new 13F-HR/A Timeline OSSIAM More: the full row for OSSIAM 89 $6.08K <0.01% -7 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 86 $5.87K <0.01% -23 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 86 $5.87K <0.01% +12 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 87 $5.49K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 76 $5.19K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 75 $5.12K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 86 $5K <0.01% -7 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 67 $4.57K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 66 $4.51K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 63 $4.3K <0.01% +27 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 62 $4.25K <0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 60 $4.1K <0.01% +20 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 59 $4.03K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 56 $3.83K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 54 $3.72K <0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 53 $3.62K <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 52 $3.58K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 51 $3.48K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 50 $3.41K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $3.41K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4,875 $3.33K 0.12% 0 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 48 $3.29K <0.01% -12 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 46 $3.14K <0.01% -46 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 44 $3.01K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 50 $3K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 50 $3K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 47 $3K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 42 $2.87K <0.01% -68 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 42 $2.87K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 41 $2.8K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 40 $2.73K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 40 $2.73K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 40 $2.71K <0.01% +7 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 34 $2.32K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 33 $2.25K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 32 $2.19K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $2.12K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 39 $2K <0.01% -445 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 28 $1.91K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 26 $1.77K <0.01% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 25 $1.72K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $1.71K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 25 $1.71K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $1.71K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $1.71K <0.01% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 24 $1.64K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $1.36K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 18 $1.23K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 17 $1.16K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16 $1.06K <0.01% -49 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 15 $1.02K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 15 $1.02K <0.01% 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 25 $1K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 13 $887 <0.01% 13F-HR/A Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $783 <0.01% 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 10 $683 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $683 <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 8 $546 <0.01% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 7 $478 <0.01% new 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 6 $410 <0.01% -67 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6 $409 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $137 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $104 0.01% -1,420 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. JDM Financial Group LLC More: the full row for JDM Financial Group LLC 0 $0 0% -13 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 6,316 $431M -29 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.