Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 575 $43K 0.01% -12,067 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 567 $43K <0.01% +564 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 533 $40.6K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 518 $39.5K 0.02% +394 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 443 $33.8K 0.01% +80 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 439 $33K <0.01% -1,633 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 394 $32.8K <0.01% -131 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 430 $32K 0.03% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 401 $30.6K 0.03% +5 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 390 $29.7K <0.01% +140 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 350 $26.7K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 337 $25.7K 0.01% -166 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 337 $25.7K <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 322 $24.5K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 315 $24K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 305 $23.2K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 300 $22.9K 0.01% 0 13F-HR Timeline Group CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 275 $21K 0.02% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 265 $20.2K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 247 $18.8K 0.02% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 240 $18.3K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 231 $17.6K <0.01% +33 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 226 $17.3K 0.02% 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 208 $16K <0.01% -11 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 202 $15K <0.01% +64 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 180 $13.7K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 165 $12.6K 0.01% +35 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 159 $12.1K <0.01% -200 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 150 $11.4K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 147 $11.2K <0.01% +27 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 145 $11.1K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 125 $9.53K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 116 $8.81K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 115 $8.75K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 108 $8.23K <0.01% new 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 107 $8.23K <0.01% -130 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 105 $8K <0.01% +100 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 103 $7.85K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 100 $7.62K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 84 $6.4K <0.01% -9 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 82 $6.25K <0.01% +16 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 81 $6.17K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 81 $6.17K 0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 68 $5.18K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 58 $4.41K <0.01% +57 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 57 $4.34K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 56 $4.27K <0.01% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 46 $3.54K <0.01% 0 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 45 $3.43K <0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 35 $2.67K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 33 $2.52K <0.01% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 33 $2.52K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 30 $2.28K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 22 $2K <0.01% new 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 24 $1.83K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22 $1.68K <0.01% -768 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 22 $1.68K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $1.52K <0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 20 $1.52K <0.01% 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 18 $1.35K <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 17 $1.32K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $1.22K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16 $1.22K <0.01% -86 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 15 $1.14K <0.01% -5 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 15 $1.14K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $1.14K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $763 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $762 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $762 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 10 $762 <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 6 $457 <0.01% -29 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $381 <0.01% -5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $381 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 3 $229 <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1 $76 <0.01% -17 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 8,559 $404 +2,864 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.