TD Capital Management LLC More: the full row for TD Capital Management LLC 40 $9.12K <0.01% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 39 $8.89K <0.01% -8 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 38 $8.69K <0.01% -7 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 37 $8.44K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 35 $7.98K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for LANARK FINANCIAL, INC. 29 $6.76K 0.62% -29,947 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 29 $6.67K 0.01% -200 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 28 $6.38K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 28 $6.38K 0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 28 $6.38K <0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 27 $6.16K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $5.96K <0.01% +6 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 26 $5.93K 0.01% 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 26 $5.93K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 26 $5.93K <0.01% -2,792 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 25 $5.7K <0.01% new 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 25 $5.7K <0.01% -23 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 25 $5.7K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 25 $5.7K <0.01% new 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 25 $5.66K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 24 $5.47K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 24 $5.47K <0.01% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 22 $5.02K <0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 22 $5K <0.01% -53 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 20 $5K <0.01% -582 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 21 $4.79K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 21 $4.79K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 21 $4.79K <0.01% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 20 $4.56K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 19 $4.4K 0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 18 $4.11K 0.18% +2 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 18 $4.11K <0.01% -9 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 16 $4K <0.01% new 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 17 $3.88K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $3.65K <0.01% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 12 $3K <0.01% new 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 13 $2.96K <0.01% -400 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 13 $2.91K <0.01% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 12 $2.74K <0.01% -50 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 10 $2.28K <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 845 $1.93K 0.07% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8 $1.82K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $1.6K <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4 $912 <0.01% -1 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3 $684 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 3 $684 <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3 $684 <0.01% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2 $456 <0.01% -8,683 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% new 13F-HR Timeline 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 920 $210M -54 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.