Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 819 $120K 0.01% -51 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 811 $119K 0.07% 0 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 810 $119K 0.11% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 808 $118K 0.06% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 804 $118K 0.03% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 778 $114K 0.03% +32 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 750 $110K 0.01% +2 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 749 $110K 0.04% +674 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 746 $109K 0.06% +83 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 739 $108K 0.04% +200 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 739 $108K 0.05% -2,261 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 728 $107K 0.09% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 727 $107K 0.06% +81 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 723 $106K 0.08% 0 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Sherman Asset Management, Inc. 661 $96.9K 0.08% -647 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 653 $93K 0.08% -55 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 631 $92.5K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 608 $89.2K 0.04% -884 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 600 $88K 0.01% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 600 $88K 0.05% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 596 $87.5K 0.03% -1,197 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 592 $86.8K 0.07% -1 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 566 $82.9K 0.01% 0 13F-HR Timeline Planning Strategies Inc. 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Copia Wealth Management More: the full row for Copia Wealth Management 427 $62.6K 0.04% 0 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 426 $62.4K 0.06% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 420 $61.6K 0.05% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 418 $61.3K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 419 $61K 0.03% +216 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 412 $60.4K 0.02% -3 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 407 $59.7K 0.03% -1,893 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 407 $59.7K 0.03% 0 13F-HR Timeline Aventus Investment Advisors, Inc. 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Walkup & Associates, Inc. 352 $51.6K 0.02% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 350 $51.4K 0.02% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 348 $51K 0.02% -150 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 330 $48.4K 0.26% +2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 329 $48.2K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 317 $48K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 327 $48K <0.01% -150 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 326 $47.8K 0.04% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 321 $47K 0.03% +42 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for Reyes Financial Architecture, Inc. 306 $44.8K 0.03% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 307 $44.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 294 $43K <0.01% -90 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 294 $42.5K 0.03% +66 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 278 $40.8K 0.03% -207 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 276 $40.5K 0.01% +6 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 266 $39K <0.01% +29 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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More: the full row for REYL & Cie S.A. 231 $33.5K 0.04% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 221 $32.4K <0.01% -271,460 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 217 $31.8K 0.02% +9 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 216 $31.7K 0.02% -4 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 210 $30.8K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 209 $30.6K 0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 206 $30.2K 0.04% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 206 $30K <0.01% +22 13F-HR Timeline O'Domhnaill Enterprises, Inc. 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More: the full row for LOUISBOURG INVESTMENTS INC. 137 $20.1K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 135 $19.8K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 131 $19.2K 0.01% -19 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 128 $19K 0.03% +1 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 123 $18.3K <0.01% +7 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 123 $18K 0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 120 $17.6K 0.01% +51 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 118 $17.4K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for Decker Retirement Planning Inc. 43 $6.31K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 42 $6.2K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 37 $5.45K <0.01% -9 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 36 $5.28K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 30 $4.4K <0.01% +3 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 28 $4.09K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 25 $3.7K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 15 $2.21K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 15 $2.2K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $1.91K <0.01% -794 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 13 $1.91K <0.01% -210 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 12 $1.76K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 9 $1.34K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 8 $1.17K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 8 $1.17K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $880 0.01% +2 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $734 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4 $649 <0.01% new 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1 $147 <0.01% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 33,326 $16.2K +152 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.