Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 167 $24.7K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 160 $23.6K 0.01% -4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 156 $23K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 134 $19.8K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 133 $19.7K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 131 $19.4K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 119 $17.6K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 119 $17.6K 0.01% +54 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 118 $17.5K <0.01% +38 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 118 $17.5K 0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 116 $17.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 114 $16.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 112 $16.6K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 109 $16.1K <0.01% +1 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 89 $14.9K 0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $14.8K 0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 100 $14.8K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 95 $14.1K <0.01% +32 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 93 $13.8K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 89 $13.2K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 89 $13.2K 0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 88 $13K <0.01% -6 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 87 $12.9K 0.01% +21 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 77 $11.4K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 73 $10.8K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 72 $10.7K <0.01% +3 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 70 $10K 0.01% -115 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 61 $9.02K <0.01% -3 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 51 $7.54K <0.01% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 49 $7.25K <0.01% -4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 48 $7.1K <0.01% -3 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 47 $6.95K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 47 $6.95K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 46 $6.8K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 42 $6.21K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 39 $5.77K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 37 $5.47K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 36 $5.33K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 35 $5.18K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 34 $5.03K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 35 $5K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 33 $4.88K <0.01% -7 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 33 $4.88K <0.01% -33 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 32 $4.73K <0.01% new 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 31 $4.58K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $4.44K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 29 $4.29K <0.01% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 29 $4.29K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 29 $4.29K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27 $3.99K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 27 $3.99K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 25 $3.7K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 25 $3.7K <0.01% 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18 $2.66K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $2.66K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $2.52K <0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 17 $2.52K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 17 $2.51K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 16 $2.37K <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 14 $2.07K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 14 $2.07K <0.01% +1 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 16 $2K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 14 $2K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 13 $1.92K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $1.92K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $1.77K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 12 $1.77K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12 $1.71K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $1.63K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11 $1.63K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.48K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $1.48K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $1.48K <0.01% +5 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 9 $1.33K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $1.26K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 8 $1.18K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 8 $1.04K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 7 $991 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 625 $924 0.03% 0 13F-HR/A Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 5 $740 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 5 $740 <0.01% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4 $592 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $592 <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3 $444 <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $296 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 2 $296 <0.01% -40 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $185 0.02% -354 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $74 <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 4 $6 <0.01% new 13F-HR/A Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 846 $343 +468 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.