TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 50 $2.62K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50 $2.62K <0.01% -14,358 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $2.62K <0.01% +40 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $2.62K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $2.51K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46 $2.41K <0.01% +24 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 45 $2.32K <0.01% -100,516 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 43 $2.25K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 41 $2.15K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 30 $2K <0.01% -25 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 29 $2K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 30 $1.57K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 30 $1.57K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 25 $1.31K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12 $628 <0.01% +3 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $523 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 10 $523 <0.01% +2 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 9 $471 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $431 <0.01% -1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $315 <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 5 $262 <0.01% 0 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $262 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $262 <0.01% -5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4 $210 <0.01% -466 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $210 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $210 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $209 <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $158 <0.01% -1 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3 $157 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $157 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2 $105 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $105 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $105 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $53 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $53 <0.01% -21 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $52 <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1 $52 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $52 <0.01% -2,695 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1 $1 <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 0 $0 0% -1,212 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.