Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 11,713 $363K 0.18% -9,235 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,769 $358K 0.03% +49 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 11,517 $350K 0.05% new 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 11,360 $345K 0.17% +115 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,314 $343K 0.3% +2,702 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,041 $340K 0.16% -127 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 11,020 $338K 0.14% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 10,961 $333K 0.13% 0 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 10,891 $331K 0.13% +2,737 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 10,495 $319K 0.13% -547 13F-HR/A Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 10,492 $319K 0.03% +44 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,940 $302K <0.01% +3,046 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,874 $300K <0.01% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,729 $296K 0.12% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,695 $295K <0.01% -1,000 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,501 $289K 0.04% +1,826 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 9,366 $285K 0.02% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,333 $284K <0.01% +1 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 9,246 $281K 0.11% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,218 $280K 0.06% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,179 $279K 0.04% +7 13F-HR Timeline 25 LLC More: the full row for 25 LLC 9,168 $279K 0.09% +649 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,024 $270K 0.01% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 8,739 $265K 0.06% +52 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 8,689 $264K <0.01% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,384 $258K <0.01% -1,318 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 8,443 $257K 0.17% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 8,399 $255K 0.04% +132 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 8,181 $249K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,946 $242K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,806 $237K 0.01% -5,647 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,800 $237K 0.03% -800 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 7,733 $235K 0.05% new 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 7,617 $232K 0.17% +331 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,529 $229K 0.03% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,500 $228K <0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 7,396 $225K 0.05% new 13F-HR Timeline AWM CAPITAL, LLC More: the full row for AWM CAPITAL, LLC 7,391 $225K 0.02% +31 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,265 $221K <0.01% 0 13F-HR Timeline Group Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 7,242 $220K 0.09% +24 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,119 $216K 0.09% -2,919 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 7,089 $215K 0.05% -638 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 7,087 $215K 0.06% -37 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 6,978 $212K 0.13% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,860 $212K 0.06% -3,100 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,019 $183K <0.01% +4,401 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,930 $180K 0.01% 0 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,083 $154K 0.03% -138 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4,771 $145K 0.01% +20 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,680 $142K <0.01% +453 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,565 $139K 0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,537 $138K <0.01% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,150 $126K <0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,136 $126K 0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,852 $117K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,850 $117K <0.01% new 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 3,636 $111K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,546 $108K 0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,053 $92.8K 0.06% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,719 $82.6K 0.04% +1,445 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,003 $61K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,854 $56.4K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,519 $46.2K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,514 $46K <0.01% -10 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,450 $44.1K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,216 $37K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,177 $35.8K <0.01% -1,073 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,139 $34.6K 0.01% +4 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,098 $33.4K <0.01% -1,925 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,092 $33.2K <0.01% +5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1,041 $31.9K 0.01% +5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 988 $30K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 674 $20.4K <0.01% +508 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 660 $20.1K 0.01% -499 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 595 $18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 434 $13.2K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 403 $12.2K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 375 $11.4K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 368 $11.2K <0.01% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 330 $10K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 261 $7.95K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 194 $5.9K <0.01% 0 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 144 $4.38K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 142 $4.32K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 141 $4.29K <0.01% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 138 $4.18K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 128 $3.89K <0.01% -54 13F-HR/A Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 124 $3.82K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 67 $2.04K <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 67 $2.04K 0.03% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 34 $1.03K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 32 $973 <0.01% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $395 <0.01% new 13F-HR Timeline