PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 4,487 $163K 0.1% +13 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,409 $160K 0.06% -5,929 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,254 $155K 0.11% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,156 $151K 0.1% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,121 $150K <0.01% +992 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3,519 $128K 0.05% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,366 $122K 0.08% +42 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,109 $113K 0.01% +269 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,807 $102K <0.01% -2,807 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,526 $91.8K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,464 $89.6K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,417 $87.9K 0.01% 0 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 2,388 $86.8K 0.05% -232 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,312 $84K 0.01% +7 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,295 $83.1K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,206 $81.3K 0.1% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,188 $79.5K 0.01% +13 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,900 $69.1K <0.01% -6,211 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,872 $68K <0.01% +1,039 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 1,846 $67K <0.01% -204 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,816 $66K 0.02% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 1,759 $63.9K 0.04% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,747 $63.9K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,511 $54.9K <0.01% +6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,339 $49K <0.01% 0 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,204 $43.8K <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,120 $40.7K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 921 $33.5K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 735 $26.7K 0.01% -602 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 730 $26.5K 0.02% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 598 $21.7K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 556 $20.2K 0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 467 $17K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 430 $15.6K <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 410 $14.9K <0.01% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 393 $14.3K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 348 $12.7K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 340 $12.4K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 326 $11.8K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 249 $9.05K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 225 $8.19K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 170 $6.18K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 153 $5.56K <0.01% -208 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 144 $5.23K <0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 134 $4.87K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 130 $4.72K <0.01% +1 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,004 $3.09K <0.01% +919 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $1.89K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 45 $1.64K <0.01% -1 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 31 $1.12K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 8 $291 <0.01% -1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1 $36 <0.01% -8 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1 $36 <0.01% 0 13F-HR Timeline