SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 159 $29.2K 0.01% +8 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 159 $29.2K 0.15% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 150 $27.5K <0.01% -4 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 150 $27.5K 0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 148 $27.1K 0.01% +26 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 140 $26.4K 0.02% -8 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 140 $26.4K 0.02% -8 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 143 $26.2K <0.01% +12 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 142 $26.1K <0.01% -698 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 140 $25.7K 0.01% +50 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 135 $24.8K 0.02% 0 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 133 $24.4K 0.01% -46 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 131 $24K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 133 $24K 0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 128 $23.5K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 125 $22.9K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 125 $22.9K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 118 $21.6K 0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 118 $21.5K 0.02% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 110 $20.2K 0.01% -25 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 109 $20K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 104 $19.1K <0.01% -108 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 104 $19.1K 0.01% new 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 104 $19.1K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 102 $18.7K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 99 $18.2K 0.01% -55 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 99 $18.2K 0.01% +57 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 96 $17.6K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 95 $17.4K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 93 $17.1K <0.01% +3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 92 $16.9K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 91 $16.7K 0.01% -2 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 88 $16.3K 0.01% -28 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 88 $16.1K 0.01% -20 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87 $16K 0.01% -3 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 82 $15K 0.01% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 81 $14.9K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 80 $14.7K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 79 $14.5K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 76 $14K 0.01% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 75 $13.9K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 73 $13.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 73 $13.4K <0.01% -1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 72 $13.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 72 $13.2K <0.01% -21 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 71 $13.1K 0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 71 $13K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 76 $13K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 75 $13K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 70 $12.8K 0.01% -643 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 70 $12.8K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 69 $12.7K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 69 $12.7K <0.01% -50 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 68 $12.5K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 68 $12.4K 0.01% -10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 66 $12.1K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 66 $12K <0.01% +1 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 63 $11.6K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 62 $11.4K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 62 $11.4K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 60 $11K 0.01% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 60 $11K 0.01% 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 58 $10.7K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 54 $10K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 55 $10K <0.01% -2 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 54 $9.9K <0.01% +42 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 52 $9.54K 0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 51 $9.33K 0.01% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 50 $9.17K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $9.17K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $9.09K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 47 $9K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 49 $8.84K <0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 48 $8.81K <0.01% 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 47 $8.62K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 46 $8.44K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 46 $8.44K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 45 $8.25K <0.01% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 45 $8.25K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 42 $7.7K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 40 $7.34K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 39 $7.15K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 39 $7.15K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 37 $6.82K <0.01% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 37 $6.79K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 36 $6.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $6.6K <0.01% -71 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 35 $6.42K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 34 $6.24K <0.01% -1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 32 $5.87K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 31 $5.63K <0.01% +16 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28 $5.13K <0.01% 13F-HR Timeline Group CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 26 $5.05K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 30 $5K <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 26 $4.77K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 26 $4.77K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 30 $4.63K 0.01% +6 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 25 $4.58K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 25 $4.53K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 24 $4.4K <0.01% -11 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $4.4K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 24 $4.4K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 23 $4.22K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 23 $4.22K 0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 22 $4.04K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22 $4.03K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $4.03K <0.01% -4 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $3.67K <0.01% -6 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $3.5K <0.01% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 18 $3.3K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 17 $3.14K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 16 $2.96K <0.01% -16 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $2.94K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $2.88K <0.01% -7 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 15 $2.75K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $2.75K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15 $2.75K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $2.38K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 13 $2.38K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $2.38K <0.01% 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 1,294 $2.37K 0.13% 0 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $2.36K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11 $1.99K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.83K <0.01% 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 10 $1.83K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9 $1.65K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 9 $1.65K <0.01% +6 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 9 $1.65K <0.01% -99 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9 $1.65K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 8 $1.47K <0.01% -27 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 8 $1.47K <0.01% 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 7 $1.28K <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 7 $1.28K <0.01% -2 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 7 $1.27K <0.01% -7 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 8 $1K <0.01% -75 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $917 <0.01% +1 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 5 $917 <0.01% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5 $910 <0.01% +4 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 4 $734 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4 $734 <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4 $734 <0.01% new 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 3 $551 <0.01% new 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 3 $550 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 2 $367 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $367 <0.01% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $262 0.02% -2,691 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $210 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $184 <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1 $183 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $19 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 0 $0 0% -287 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.