Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 16,628 $311K 0.1% +5,671 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 16,573 $310K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 16,387 $306K 0.07% +5,148 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,364 $306K 0.01% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 16,220 $303K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,471 $289K 0.01% -1,577 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,039 $281K 0.03% +3,319 13F-HR Timeline Tassel Capital Management, Inc. More: the full row for Tassel Capital Management, Inc. 14,912 $279K 0.21% +174 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 14,786 $277K 0.1% +13 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 14,784 $276K 0.14% +2,100 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 14,400 $269K 0.04% +1,500 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,143 $264K <0.01% -24 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 13,600 $254K 0.03% 0 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,742 $238K <0.01% -1,029 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,431 $232K 0.01% +145 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 12,208 $228K 0.07% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 12,172 $228K 0.02% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,929 $223K 0.1% -1,225 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 11,896 $222K 0.02% +37 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 11,600 $217K 0.06% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,507 $215K <0.01% -13 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,486 $215K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,259 $210K <0.01% -31,303 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 11,000 $206K 0.12% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,875 $203K <0.01% new 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,850 $203K 0.01% +12 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 10,605 $198K 0.08% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,434 $195K <0.01% +9,934 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,355 $194K 0.05% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 10,070 $188K 0.06% new 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 10,000 $187K 0.08% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,325 $174K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,515 $141K 0.01% +3,700 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,963 $130K <0.01% +3,466 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6,208 $116K 0.02% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,824 $109K 0.01% +68 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $103K 0.04% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,361 $81.6K <0.01% +1,500 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4,240 $79.3K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,127 $77.2K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3,499 $65.4K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3,394 $63.5K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 3,300 $61.7K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,924 $54.7K <0.01% 0 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 2,726 $51K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,550 $47.7K <0.01% +1,625 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,550 $47.7K 0.01% new 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,100 $39.3K <0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,087 $39K <0.01% new 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,952 $36.5K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,825 $34.1K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,500 $28.1K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,184 $22.1K +475 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,133 $21K <0.01% -76 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,056 $19.7K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,004 $18.8K <0.01% +458 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 697 $13K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 668 $12.5K <0.01% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 627 $11.7K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 561 $10.5K <0.01% +60 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 380 $7.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 343 $6.42K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 220 $4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 183 $3.42K <0.01% -29 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 157 $2.94K <0.01% -445 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 62 $1.16K <0.01% new 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 45 $842 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.