Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 8,119 $210K 0.04% +78 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,942 $205K 0.05% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 7,921 $205K 0.03% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,920 $205K <0.01% -1,341 13F-HR Timeline Group A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 7,785 $201K 0.17% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 7,772 $201K 0.02% -278 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,635 $197K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,387 $191K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,000 $181K 0.01% +7 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,000 $181K <0.01% -174 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,613 $171K <0.01% +66 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,608 $119K 0.06% +46 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 4,518 $117K 0.04% 0 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 4,084 $106K 0.08% -195 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,894 $101K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,822 $98.8K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3,690 $95.4K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,425 $88.5K 0.03% -10,000 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,284 $84.9K 0.02% -333 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,262 $84.3K <0.01% -1,025 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 3,200 $82.7K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,941 $76K <0.01% -504 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,884 $74.6K 0.04% +555 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,807 $72.6K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 2,725 $70.5K 0.02% +696 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,581 $66.7K <0.01% +26 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 2,154 $55.7K <0.01% -2,370 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,078 $53.7K 0.01% -3,541 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,069 $53.5K 0.04% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 2,054 $53K 0.02% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,028 $52.4K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,987 $51.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,869 $48.3K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,819 $47K 0.03% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,706 $44.1K 0.01% -8,512 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,359 $35.1K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,273 $33.2K <0.01% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 1,248 $32.3K 0.02% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,238 $32K 0.01% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,090 $28.2K <0.01% -181 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,033 $26.7K 0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,000 $25.9K <0.01% 0 13F-HR Timeline Group Gould Capital, LLC More: the full row for Gould Capital, LLC 1,000 $25.9K 0.02% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 991 $25.6K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 915 $23.7K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 901 $23.3K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 895 $23K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 496 $21.6K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 813 $21K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 762 $19.7K 0.02% -10,174 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 639 $16.5K 0.01% +6 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 633 $16.4K 0.01% -10 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 617 $15K <0.01% +6 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 508 $13.1K <0.01% new 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 494 $12.8K <0.01% +5 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 446 $11.5K -4,536 Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 392 $10.1K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 384 $9.93K 0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 374 $9.67K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 318 $8.22K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 302 $7.81K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 281 $7.25K <0.01% +3 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 280 $7.24K <0.01% +11 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 194 $5.01K <0.01% -232 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 188 $4.86K <0.01% +187 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 157 $4.06K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 138 $3.57K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 133 $3.44K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 113 $2.92K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 105 $2.71K <0.01% 0 13F-HR Timeline Group Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 103 $2.67K <0.01% -975 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 84 $2.17K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 81 $2.09K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 50 $1.29K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 47 $1.22K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 25 $1K <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 30 $776 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 30 $776 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 25 $623 <0.01% 0 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1 $26 <0.01% 0 13F-HR/A Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1 $19 <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 56,534 $1.55K new 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.