Traub Capital Management LLC More: the full row for Traub Capital Management LLC 100 $8.91K 0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 98 $8.69K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 85 $7.57K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 84 $7.47K <0.01% +1 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 78 $6.95K <0.01% -50 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 77 $6.89K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 75 $6.66K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 73 $6.5K <0.01% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 76 $6K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 61 $5.41K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 61 $5.41K <0.01% +47 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 60 $5.34K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 59 $5.25K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 56 $5.04K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 57 $5K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 54 $4.85K <0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 51 $4.58K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $4.45K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.45K <0.01% +3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 44 $3.92K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 37 $3.31K <0.01% -81 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 37 $3.29K <0.01% -16 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 34 $3.06K <0.01% 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 34 $3.03K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 37 $3K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 37 $3K <0.01% +18 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 32 $2.85K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 28 $2.49K <0.01% 0 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 25 $2.23K <0.01% -11,999 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 22 $1.96K <0.01% -172 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $1.78K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $1.78K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 20 $1.76K <0.01% +1 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $1.6K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 18 $1.6K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 15 $1.37K <0.01% -141 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,336 $1.34K <0.01% +1,321 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 13 $1.16K <0.01% -1,150 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 12 $1.07K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 20 $1K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 11 $980 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11 $965 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7 $633 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $624 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 7 $624 <0.01% -7 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 6 $535 <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 6 $534 <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $534 <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5 $477 <0.01% -2 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 5 $409 <0.01% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $405 <0.01% +1 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 1 $90 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1 $63 <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1 $48 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 0 $15 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1 $1 <0.01% 0 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. 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. Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,717,725 $113K +5,653,040 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.