CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 164 $12.2K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 163 $12K 0.01% -71 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 156 $11.6K 0.01% -64 13F-HR Timeline City State Bank More: the full row for City State Bank 149 $11.1K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 150 $11K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 146 $10.9K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 146 $10.9K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 146 $10.9K <0.01% -117 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 145 $10.8K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 142 $10.6K <0.01% -180 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 139 $10.4K <0.01% -45 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 139 $10.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 138 $10.3K <0.01% +3 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 133 $9.9K <0.01% +100 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 131 $9.74K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 130 $9.68K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 129 $9.6K <0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 125 $9.31K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 118 $8.77K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. 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More: the full row for Gleason Group, Inc. 63 $4.72K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 61 $4.54K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 57 $4.24K <0.01% 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 55 $4.11K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 50 $3.72K <0.01% -400 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 50 $3.72K <0.01% -2 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 50 $3.72K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $3.72K <0.01% -100 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 50 $3.72K 0.01% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 48 $3.58K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 48 $3.57K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 47 $3.5K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46 $3.43K <0.01% -278 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 46 $3.42K <0.01% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 46 $3.42K <0.01% +5 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 46 $3.42K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 45 $3.35K <0.01% -19 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 44 $3.28K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 43 $3.2K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 43 $3.2K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 41 $3.05K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 40 $2.98K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 39 $2.9K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 36 $2.68K <0.01% +23 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $2.61K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 34 $2.53K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 32 $2.38K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32 $2.38K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for First Command Advisory Services, Inc. 26 $1.94K <0.01% +20 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $1.86K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 25 $1.86K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $1.79K <0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 22 $1.64K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $1.56K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 21 $1.56K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $1.5K <0.01% -8,748 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 20 $1.49K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $1.49K <0.01% -13 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 19 $1.42K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $1.42K <0.01% -1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 18 $1.34K <0.01% -18 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 18 $1.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 17 $1.27K <0.01% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 16 $1.19K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16 $1.19K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 12 $1.15K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15 $1.12K <0.01% -23,400 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 15 $1.12K <0.01% -1,210 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 15 $1.12K <0.01% -125 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $1.12K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 15 $1.12K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 14 $1.04K <0.01% +2 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 13 $968 <0.01% -784 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $968 <0.01% -16 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 13 $968 <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12 $893 <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 12 $893 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 11 $819 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $596 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 5 $373 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $372 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $372 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $223 <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3 $223 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $223 <0.01% -18 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3 $223 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $149 <0.01% -6 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2 $148 <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $74 <0.01% 0 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 1 $74 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 0 $16 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $14 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.