JP Wealth Management, Inc. More: the full row for JP Wealth Management, Inc. 361 $223K 0.17% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 359 $222K 0.09% -133 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 358 $221K 0.08% -5 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 358 $221K 0.06% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 358 $221K 0.06% new 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 357 $220K 0.09% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 355 $219K 0.68% 0 13F-HR Timeline Paul R. Ried Financial Group, LLC More: the full row for Paul R. Ried Financial Group, LLC 355 $219K 0.13% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 355 $219K 0.07% -181 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 353 $218K 0.19% -9 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 353 $218K 0.02% +2 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 352 $217K 0.01% new 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 352 $217K 0.14% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 350 $216K 0.05% -114 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 350 $216K 0.16% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 348 $215K 0.04% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 341 $215K 0.1% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 347 $215K 0.09% -135 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 347 $214K 0.05% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 345 $213K 0.15% -39 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 345 $213K 0.05% new 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 345 $213K 0.03% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 346 $213K 0.06% -122 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 344 $213K 0.16% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 344 $213K 0.13% new 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 342 $211K 0.11% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 340 $210K 0.19% new 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 340 $210K 0.07% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 340 $210K 0.03% new 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 333 $209K 0.49% -9,391 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 337 $208K 0.06% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 337 $208K 0.18% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 336 $208K 0.09% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 336 $208K 0.06% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 335 $207K 0.18% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 335 $207K 0.07% -20 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 335 $207K 0.04% new 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 334 $207K 0.14% new 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 334 $206K 0.23% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 333 $206K 0.05% new 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 332 $205K 0.08% new 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 332 $205K 0.07% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 332 $205K 0.1% +1 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 329 $203K 0.05% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 329 $203K 0.1% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 328 $203K 0.07% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 328 $202K 0.07% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 326 $202K 0.16% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 325 $201K 0.05% new 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 325 $201K 0.12% new 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 325 $201K 0.03% new 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 315 $200K 0.05% new 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 319 $197K 0.02% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 309 $191K 0.1% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 310 $191K 0.04% +39 13F-HR/A Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 305 $189K 0.09% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 302 $187K 0.16% +24 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 295 $183K 0.02% -131 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 291 $180K 0.12% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 289 $179K 0.1% -662 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 325 $177K 0.1% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 281 $174K 0.04% +54 13F-HR/A Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 280 $173K 3.29% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 275 $170K 0.03% -200 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 274 $169K 0.04% +5 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 265 $164K 0.14% +64 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 263 $163K 0.05% -26 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 253 $156K 0.15% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 246 $152K 0.1% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 0 $145K <0.01% -235 13F-HR Timeline Group Amount filed as zero, left out of ratios. Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 233 $144K 0.05% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 232 $143K 0.06% -3 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 230 $142K 0.03% +27 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 227 $140K 0.05% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 225 $139K 0.03% +3 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 222 $137K 0.12% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 221 $137K 0.08% +2 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 220 $136K 0.06% +30 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 217 $134K 0.04% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 216 $133K 0.16% -38 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 211 $130K 0.12% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 210 $130K 0.15% 0 13F-HR Timeline Tsai Capital Corp More: the full row for Tsai Capital Corp 209 $129K 0.09% -34 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 214 $125K 0.07% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 202 $125K 0.06% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 202 $125K 0.07% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 200 $124K <0.01% new 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 195 $120K 0.03% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 193 $119K 0.09% +9 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 192 $119K 0.06% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 192 $119K 0.07% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 187 $116K 0.06% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 187 $116K 0.06% -29 13F-HR Timeline Group Robbins Farley More: the full row for Robbins Farley 183 $113K 0.05% +32 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 183 $113K 0.02% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 181 $112K 0.09% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 180 $111K 0.07% -209 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 180 $111K <0.01% -250 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 179 $110K 0.05% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 178 $110K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 177 $109K 0.06% +105 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 173 $107K 0.03% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 169 $105K <0.01% -3,525 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 169 $104K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 169 $104K <0.01% +2 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 166 $103K 0.07% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 166 $103K 0.03% +16 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 163 $101K 0.04% -115 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 162 $100K 0.08% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 154 $94.9K 0.05% +10 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 152 $93.9K 0.09% 0 13F-HR/A Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 166 $93K 0.01% -2,894 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 150 $92.7K 0.07% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 150 $92.7K 0.07% -573 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 145 $89.6K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 142 $87.7K <0.01% -10,728 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 140 $86.6K 0.04% +128 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 139 $85.9K 0.01% +116 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 134 $82.8K 0.04% +114 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 132 $81.6K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 130 $80.3K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 128 $79.1K 0.01% -32 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 120 $74.2K 0.02% -2 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 120 $74.1K 0.02% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 119 $73.5K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 118 $72.9K 0.06% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 117 $72.3K 0.05% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 116 $71.7K 0.07% 0 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 113 $69.8K 0.01% +91 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 111 $68.5K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 110 $68K 0.06% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 105 $64.9K 0.05% -46 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 100 $61.8K 0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 100 $61.8K 0.04% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 100 $61.7K 0.03% -26 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 94 $58.1K 0.02% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 92 $57K <0.01% +77 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 92 $56.6K 0.03% +1 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 85 $52.5K 0.02% +35 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 85 $52.5K 0.03% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 85 $52.5K 0.05% 0 13F-HR/A Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 85 $52.3K 0.05% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 83 $51.3K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 82 $50.7K 0.01% -53 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 81 $50K 0.04% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 81 $50K 0.04% -4 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 80 $49.4K 0.06% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 78 $48.2K 0.03% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 74 $46.3K 0.03% -8 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 70 $43.2K 0.03% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 68 $42.2K 0.03% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 68 $42K 0.02% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 64 $39.8K 0.03% new 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 64 $39.4K 0.04% +3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 63 $39.1K 0.02% -45 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 52 $38.8K 0.01% +14 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 62 $38.3K 0.05% 0 13F-HR/A Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 60 $37.1K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 60 $37.1K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 58 $35.8K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 54 $34K 0.02% +40 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 55 $34K 0.01% -60 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 55 $34K 1.66% -4 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 55 $34K 0.01% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 53 $32.7K <0.01% -7,403 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 52 $32.1K 0.03% 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 50 $30.9K 0.02% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 45 $27.8K 0.02% new 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 41 $25.3K 0.01% +28 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 40 $24.7K 0.01% 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 39 $24.1K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 38 $23.5K 0.02% new 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 36 $22.2K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 34 $21.3K 0.02% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 31 $19.2K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 31 $18.9K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 30 $18.5K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 24 $15.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 23 $14.2K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 20 $12.4K 0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 20 $12.4K 0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $11.4K <0.01% new 13F-HR Timeline Capitol Family Office, Inc. More: the full row for Capitol Family Office, Inc. 17 $10.5K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 11 $6.8K 0.01% -6 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 10 $6.18K <0.01% +2 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 7 $4.33K <0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5 $3.09K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 3 $1.85K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 3 $1.85K <0.01% 0 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 2 $1.24K <0.01% -15,000 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 1 $618 <0.01% new 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 1 $618 <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1 $618 <0.01% -198 13F-HR Timeline ARK Investment Management LLC in group ARK Investment Management LLC More: the full row for ARK Investment Management LLC 1 $556 <0.01% -1 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $32 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. UCLA Foundation More: the full row for UCLA Foundation 0 $0 -167,361 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 9,858,304 $1.42M +9,855,981 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 24,517 $39.7K -15,789 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.