West Wealth Group, LLC More: the full row for West Wealth Group, LLC 10,368 $97.5K 0.03% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 10,313 $96.9K 0.01% new 13F-HR Timeline PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 10,219 $96.1K 0.08% -105,029 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,161 $95.5K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,145 $95.4K <0.01% -500 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 10,100 $94.9K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,100 $94.9K <0.01% new 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 10,044 $94.4K 0.02% -330 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 10,000 $94K <0.01% 0 13F-HR Timeline Anthracite Investment Company, Inc. More: the full row for Anthracite Investment Company, Inc. 10,000 $94K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,397 $78.9K <0.01% -285 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,852 $73.8K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 7,700 $72.4K <0.01% +920 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,723 $63.2K <0.01% +1,182 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,397 $60.1K <0.01% +2,231 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,990 $56.3K <0.01% +4,971 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,330 $50.1K <0.01% +4,917 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 5,100 $47.9K 0.03% +1,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 5,000 $47K <0.01% -12 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 5,000 $47K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,925 $46.3K <0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 4,934 $46K 0.04% -9,501 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,781 $44.9K <0.01% +164 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 4,724 $44.4K <0.01% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,663 $43.8K <0.01% -417 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,600 $43.2K 0.03% +2,600 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,235 $40K <0.01% -8,052 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,114 $38.7K 0.05% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 4,000 $37.6K 0.01% +2,700 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,625 $37.6K <0.01% +251 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,519 $33.1K <0.01% -292 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,500 $32.9K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3,178 $29.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,166 $29.8K <0.01% +90 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,000 $28.2K <0.01% -2,012 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,800 $27.3K <0.01% -1,500 13F-HR Timeline Group STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 2,715 $25.5K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,640 $24.8K 0.01% 0 13F-HR/A Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 2,619 $24.6K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,561 $24K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,512 $23.6K <0.01% +1,512 13F-HR Timeline MOTCO More: the full row for MOTCO 2,500 $23.5K <0.01% -3,000 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 2,360 $22K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,294 $21.6K <0.01% +538 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,300 $21.4K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 2,114 $19.9K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,023 $19K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,000 $18.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,990 $18.7K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 10,191 $18.6K 0.01% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,829 $17.2K <0.01% 0 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,821 $17.1K <0.01% -9,979 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,800 $16.9K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,760 $16.5K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,700 $16K <0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,604 $15.1K 0.01% +902 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,585 $14.9K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,450 $13.6K <0.01% -1,434 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,435 $13.5K <0.01% +283 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,429 $13.4K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,404 $13.2K 0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,375 $12.9K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,335 $12.5K +335 Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,300 $12.4K 0.01% new 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,295 $12.2K <0.01% +10 13F-HR Timeline Spartan Fund Management Inc. More: the full row for Spartan Fund Management Inc. 1,225 $11.5K 0.04% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,114 $10.5K <0.01% -887 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,097 $10.3K <0.01% -1,600 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,084 $10.2K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,068 $10K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,029 $9.67K <0.01% +856 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,015 $9.54K <0.01% +6 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,008 $9.47K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,000 $9.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,000 $9.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $9.4K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 983 $9.24K <0.01% 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 965 $8.97K <0.01% +189 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 950 $8.93K <0.01% +450 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 910 $8.55K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 900 $8.55K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 914 $8.5K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 902 $8.48K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 885 $8.32K <0.01% -342 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 861 $8.09K <0.01% -581 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 850 $7.99K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 848 $7.97K 0.02% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 754 $7.09K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 750 $7K <0.01% -616 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 664 $6.24K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 650 $6.11K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 657 $6K <0.01% +562 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 600 $5.64K <0.01% -1,000 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 590 $5.55K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 584 $5.49K <0.01% -409 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 500 $4.7K <0.01% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 490 $4.61K <0.01% +115 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 488 $4.59K <0.01% -67 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 463 $4.35K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 450 $4.23K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 418 $4.06K <0.01% -13 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 400 $4K <0.01% 0 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 400 $4K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 405 $3.81K <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $3.76K <0.01% -3,100 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 368 $3.46K <0.01% +14 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 360 $3.38K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 354 $3.33K <0.01% -54 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 350 $3.29K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 340 $3.2K <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 335 $3.15K <0.01% 0 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 366 $3K <0.01% +26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 318 $2.99K <0.01% -38 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 317 $2.98K <0.01% +160 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 315 $2.96K <0.01% -24 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 290 $2.73K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 275 $2.58K <0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 254 $2.39K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 250 $2.35K <0.01% -11 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 237 $2.23K <0.01% +228 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 228 $2.14K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 200 $1.94K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $1.88K <0.01% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 200 $1.88K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 185 $1.74K <0.01% 0 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 150 $1.43K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 132 $1.24K <0.01% +97 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 125 $1.16K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 119 $1.12K <0.01% -63 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 116 $1.09K <0.01% +45 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 115 $1.08K <0.01% +32 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 109 $1.02K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 104 $978 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 100 $940 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $940 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 100 $940 <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 97 $912 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 87 $818 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 85 $799 <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 62 $592 0.05% -58,056 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 60 $564 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 51 $479 <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 44 $414 <0.01% +29 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 43 $405 <0.01% +18 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 40 $376 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $338 <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 33 $310 <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 24 $306 <0.01% -1,145 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 30 $282 <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 26 $244 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 26 $244 <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 25 $235 <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 17 $160 <0.01% +14 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $141 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11 $99 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $34 <0.01% +4 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 3 $28 <0.01% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2 $19 <0.01% -25 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 11,500 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 73 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 50 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 45 $0 0% -1,942 13F-HR Timeline Value filed as zero, left out of ratios.