Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,661 $153K 0.02% -242 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,605 $148K 0.01% +7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,554 $143K <0.01% +243 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,517 $140K 0.01% -1,788 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,381 $127K 0.01% +1,374 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,337 $123K 0.04% -46,535 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,194 $110K 0.06% -390 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,133 $104K 0.04% -20 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,059 $97.6K 0.05% -683 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,013 $93.4K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 582 $53.6K <0.01% -23 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 568 $52.4K 0.01% +46 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 551 $50.9K 0.01% -61 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 508 $46.8K 0.01% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 500 $46.1K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 374 $34.4K 0.02% +105 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 358 $33K 0.01% +124 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 349 $32.2K <0.01% +1 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 325 $30K <0.01% -21 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 276 $25.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 151 $13.9K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 140 $12.9K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 136 $12.5K <0.01% -13,255 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 88 $8.11K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 86 $7.93K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 81 $7.47K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 66 $6.08K <0.01% -113 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $4.61K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 45 $4.15K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 45 $4.15K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. 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Amount filed as zero, left out of ratios.