Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $21.1K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,872 $19.8K <0.01% +112 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,692 $17.9K <0.01% -81 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,679 $17.8K <0.01% +588 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,400 $14.8K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,233 $13K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,175 $12.4K <0.01% +28 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,018 $10.8K <0.01% +759 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,000 $10.6K <0.01% -9,438 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 948 $10K <0.01% +24 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 972 $10K <0.01% +232 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 850 $8.98K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 710 $7.5K <0.01% 0 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 709 $7.49K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 700 $7.39K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 691 $7.28K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $6.34K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 564 $6K <0.01% +85 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 542 $5.72K <0.01% +203 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 500 $5.28K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 471 $4.97K <0.01% -11 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 471 $4.97K <0.01% -132 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 459 $4.85K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 411 $4.35K <0.01% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 411 $4.34K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 395 $4.17K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 326 $3.44K <0.01% new 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. 298 $3.15K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 298 $3.15K <0.01% 0 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 281 $2.97K <0.01% +38 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 279 $2.95K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 271 $2.86K <0.01% +144 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 244 $2.58K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 242 $2.56K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 232 $2.45K <0.01% -27 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $2.11K <0.01% -4,700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 200 $2.11K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 172 $1.79K <0.01% -165 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 169 $1.78K <0.01% +33 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 162 $1.71K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 112 $1.18K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 103 $1.09K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $1.02K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 83 $876 <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 62 $655 <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 58 $612 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 47 $505 <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 47 $497 <0.01% -111 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 46 $486 <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 43 $455 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 40 $422 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 38 $411 <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32 $338 <0.01% -393 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31 $328 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 23 $243 <0.01% +13 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 7 $74 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $64 <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $53 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $31 <0.01% -1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $21 <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1 $11 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 11 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.