VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 315 $9.38K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 305 $9.08K <0.01% -399 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 300 $8.93K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 249 $7.22K <0.01% -77 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 223 $6.66K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 221 $6.58K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 201 $5.71K <0.01% -145 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 191 $5.69K <0.01% -134 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 191 $5.69K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 175 $5.21K <0.01% +30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 163 $4.85K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 161 $4.79K <0.01% -184 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 156 $4.65K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 151 $4.5K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 145 $4.32K <0.01% +53 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 134 $3.99K <0.01% +36 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $3.54K <0.01% +38 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 89 $3.43K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 113 $3.37K <0.01% -32 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 105 $3.2K <0.01% -126 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 105 $3.13K <0.01% -87 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 103 $3.07K <0.01% -3 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 101 $3.01K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 120 $3K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 100 $3K <0.01% +51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 95 $2.83K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 90 $2.68K <0.01% 0 13F-HR/A Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 90 $2.68K <0.01% +13 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 87 $2.65K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 84 $2.5K <0.01% -42 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 78 $2.32K <0.01% -203 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 74 $2.2K <0.01% +37 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 71 $2.11K <0.01% 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 69 $2.06K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 66 $1.97K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 51 $1.52K <0.01% -94 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 50 $1.49K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 49 $1.46K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 41 $1.22K <0.01% new 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 34 $1.01K <0.01% 0 13F-HR Timeline Group Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 33 $1K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 32 $928 <0.01% +4 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 30 $866 <0.01% 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 29 $864 <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 28 $834 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 28 $834 <0.01% -21 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 25 $745 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 20 $596 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18 $537 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 18 $536 <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17 $506 <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15 $447 <0.01% -61 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 15 $447 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 14 $417 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 9 $268 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8 $239 <0.01% new 13F-HR/A Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 8 $238 <0.01% +1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1 $30 <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.