West Branch Capital LLC More: the full row for West Branch Capital LLC 499 $167K 0.04% -567 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 483 $162K 0.16% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 470 $158K 0.03% -10 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 459 $157K 0.02% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 468 $157K 0.16% 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 467 $156K 0.05% 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 462 $155K 0.01% -7 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 460 $154K 0.11% 13F-HR Timeline PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 448 $150K 0.01% +5 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 436 $146K 0.04% -260 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 436 $146K 0.05% +418 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 421 $141K 0.13% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 412 $138K 0.1% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 408 $137K 0.04% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 405 $136K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 401 $134K 0.03% +241 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 400 $134K 0.04% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 400 $134K 0.04% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 395 $133K 0.06% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 384 $129K 0.09% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 383 $128K 0.05% +251 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 379 $127K 0.03% +28 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 376 $126K 0.04% +362 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 371 $124K 0.02% 0 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 365 $122K 0.03% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 362 $121K 0.02% -27 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 354 $119K 0.02% -15 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 348 $117K 0.01% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 348 $117K 0.03% +38 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 345 $116K 0.03% +125 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 340 $114K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 340 $114K 0.02% +336 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 338 $113K 0.03% +185 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 320 $107K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 319 $107K 0.01% +47 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 316 $106K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 314 $105K 0.06% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 311 $104K 0.11% +151 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 310 $104K 0.06% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 306 $102K 0.03% +1 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 305 $102K 0.06% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 306 $102K 0.14% +153 13F-HR/A Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 303 $102K 0.1% 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 299 $101K 0.03% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 298 $100K 0.08% -17 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 295 $99K 0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 293 $98.1K 0.02% 0 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 281 $94.2K 0.07% -35 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 280 $93.9K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 278 $93.2K 0.03% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 273 $91.5K 0.01% +106 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 268 $89.9K 0.03% -42 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 264 $88.5K 0.06% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 262 $87.8K 0.06% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 240 $80.5K 0.04% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 237 $79.5K 0.01% 0 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 235 $78.9K 0.06% 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 232 $77.8K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 224 $75.2K 0.02% -62 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 217 $72.8K 0.07% 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 213 $71.5K 0.03% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 204 $68.4K 0.02% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 199 $66.6K 0.03% +2 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 195 $65.4K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 187 $62.7K 0.03% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 187 $62.6K 0.04% -2 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 181 $60.8K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 181 $60.5K 0.05% 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 170 $57K 0.06% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 167 $55.9K 0.03% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 164 $54.9K 0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 163 $54.6K 0.02% +11 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 160 $53.6K 0.02% -164 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 141 $47.3K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 141 $47.3K 0.02% -109 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 131 $43.9K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 130 $43.7K 0.02% 13F-HR Timeline MOTCO More: the full row for MOTCO 126 $42.2K <0.01% -126 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 118 $39.4K 0.02% -8 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 116 $38.9K <0.01% -3,304 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 116 $38.9K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 116 $38K 0.01% +32 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 113 $37.9K 0.04% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 110 $36.9K <0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 107 $35.9K 0.02% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 106 $35.7K 0.02% 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 11,707 $34.9K 0.67% -23,211 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 100 $33.6K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $33.5K 0.02% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 97 $33.3K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 96 $32.5K 0.02% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 96 $32.2K 0.02% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 95 $31.9K 0.01% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 93 $31K 0.04% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 92 $30.8K 0.02% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 90 $30.2K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 89 $30K 0.02% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 89 $29.8K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 88 $29.5K 0.01% -5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 85 $28.5K 0.02% +10 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 80 $26.9K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 78 $26.2K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 77 $25.8K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 76 $25.5K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 75 $25.1K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 75 $25.1K 0.03% +4 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 72 $24.1K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 71 $23.9K <0.01% +12 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 68 $22.8K 0.01% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 66 $22K 0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 64 $21.5K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 64 $21.4K 0.01% +22 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 63 $21.2K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 61 $20.6K 0.02% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 52 $17.4K 0.02% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 47 $15.8K 0.46% +16 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 47 $15.8K 0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 44 $14.9K 0.01% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 43 $14.4K <0.01% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 42 $14.1K 0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 41 $13.7K <0.01% +1 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 41 $13.7K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 40 $13.4K 0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 38 $12.9K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 36 $12.1K 0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 36 $12.1K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 36 $12K 0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 34 $11.5K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 35 $11.5K 0.01% 0 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 34 $11.3K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 31 $10K <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 26 $8.88K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 25 $8.45K <0.01% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 25 $8.44K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 24 $8.19K <0.01% +23 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 23 $7.73K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 21 $7.04K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 20 $6.71K <0.01% 0 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 17 $5.7K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 16 $5.37K <0.01% -169 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16 $5.36K <0.01% -43 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 16 $5.36K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $5.36K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 13 $4.36K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 11 $3.8K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 11 $3.56K <0.01% -147 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 8 $2.7K <0.01% +2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 7 $2.36K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 550 $1.73K 0.17% -4,594 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5 $1.69K <0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 5 $1.68K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 5 $1.68K <0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 4 $1.34K <0.01% 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 4 $1.34K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2 $673 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1 $348 <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1 $335 <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1 $335 <0.01% new 13F-HR Timeline 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. Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 6,271,841 $6.27M 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 281,804 $386K +281,495 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 535 $535 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.