ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 300 $55.4K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 295 $54.5K 0.02% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 293 $54.1K 0.03% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 292 $54K 0.01% -13 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 297 $54K 0.03% -33 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 287 $53.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 287 $53K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 286 $52.9K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 279 $51.6K 0.03% -37 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 276 $51K 0.05% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 272 $50.4K 0.01% -262 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 272 $50.3K <0.01% new 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 271 $50.1K 0.04% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 271 $50.1K 0.04% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 274 $50K 0.01% -27 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 264 $48.8K 0.01% +18 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 260 $48.1K 0.01% -107 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 253 $46.8K 0.03% 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 249 $46K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 248 $45.8K 0.02% +120 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 246 $45.5K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 241 $44.5K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 240 $44.4K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 236 $43.6K 0.02% -20 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 234 $43.2K 0.06% +34 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 231 $42.6K 0.01% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 220 $40.7K 0.15% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 220 $40.7K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 215 $39.7K 0.02% -285 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 208 $39.3K 0.35% -7 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 211 $39K 0.03% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 210 $38.8K 0.01% +138 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 209 $38.6K 0.03% -28 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 204 $37.8K 0.01% -1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 203 $37.5K <0.01% -4 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Nvest Wealth Strategies, Inc. 164 $30.3K 0.02% -50 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 152 $28.1K 0.01% +73 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 150 $27.7K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $27.7K 0.02% -250 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 166 $27.6K <0.01% +141 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. 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Evart, Inc. 70 $12.9K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $12.9K 0.06% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 68 $12.5K 0.01% +1 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 66 $12.2K <0.01% -10,684 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 66 $12.2K <0.01% new 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 65 $12.1K 0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 66 $12.1K <0.01% +13 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 63 $11.6K <0.01% new 13F-HR Timeline Aventus Investment Advisors, Inc. 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More: the full row for Gold Investment Management Ltd. 25 $4.62K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 24 $4.43K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 23 $4.25K 0.07% +1 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 23 $4.25K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 23 $4.18K <0.01% +11 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 22 $4.15K <0.01% -2 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 22 $4.12K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 21 $3.81K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 20 $3.7K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Three Bearings Fiduciary Advisors, Inc. 12 $2.22K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17 $2.19K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 15 $2K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.85K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 10 $1.85K <0.01% +1 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 9 $1.66K 0.02% -8 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 9 $1.66K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8 $1.48K <0.01% -96 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 7 $1.31K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 7 $1.29K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 7 $1.29K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 4 $740 <0.01% 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $370 <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 2 $369 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $369 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $187 <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1 $185 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 1,500 $277M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.