Graney & King, LLC More: the full row for Graney & King, LLC 50 $7.72K 0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 48 $7.41K <0.01% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 47 $7.26K <0.01% -4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 46 $7.1K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 45 $6.95K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 44 $6.79K <0.01% +3 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 43 $6.64K 0.01% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 42 $6.49K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 42 $6.49K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 42 $6.49K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 40 $6.18K <0.01% +40 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 40 $6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aviso Financial Inc. More: the full row for Aviso Financial Inc. 38 $5.87K <0.01% -7,150 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 33 $5.1K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 33 $5.09K <0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 32 $4.94K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 32 $4.94K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 30 $4.63K <0.01% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 29 $4.48K <0.01% +7 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 28 $4.32K <0.01% +6 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. 28 $4.32K <0.01% 0 13F-HR/A Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 23 $4.17K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 27 $4.17K <0.01% +2 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 26 $4.01K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 26 $4.01K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 29 $4K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 25 $3.86K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 25 $3.86K <0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 25 $3.86K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $3.86K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 23 $3.69K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 23 $3.56K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22 $3.4K <0.01% new 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 20 $3.09K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 20 $3.09K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 20 $3.09K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 20 $3.09K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 22 $3K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 20 $3K <0.01% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $2.93K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 19 $2.93K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $2.93K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $2.93K <0.01% 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 18 $2.78K <0.01% -75 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15 $2.72K <0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 17 $2.62K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 17 $2.62K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 16 $2.47K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 15 $2.32K <0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 15 $2.32K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 14 $2.16K <0.01% 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $2.01K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 10 $2K <0.01% -48 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 12 $1.85K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $1.85K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 12 $1.85K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11 $1.7K <0.01% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 10 $1.54K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.54K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $1.54K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 10 $1.54K <0.01% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 8 $1.24K <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 8 $1.24K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 8 $1.24K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8 $1.24K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 8 $1.24K <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 7 $1.08K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 7 $1.08K <0.01% -29 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 7 $1.08K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $1.08K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $1K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6 $926 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6 $926 <0.01% -8 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $926 0.04% +3 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $773 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $772 <0.01% +3 13F-HR Timeline Group OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 5 $772 <0.01% -7 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $738 <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $618 <0.01% -2 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $618 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $539 0.05% -2,188 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3 $464 <0.01% -12 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2 $350 <0.01% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $309 <0.01% 0 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1 $185 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $185 <0.01% 0 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $162 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1 $154 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $154 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $154 <0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 0 $0 0% -14 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.