Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,005 $68.4K <0.01% +153 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,000 $68K 0.02% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 956 $65K 0.02% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 956 $65K 0.02% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 950 $64.6K 0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 933 $63.5K 0.06% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 906 $61.6K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 781 $53.1K 0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 765 $52K <0.01% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 755 $51.3K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 690 $46.9K 0.02% new 13F-HR/A Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 624 $42.4K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 600 $40.8K 0.02% -200 13F-HR Timeline NBH Bank More: the full row for NBH Bank 578 $39.3K 0.02% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 560 $38.1K 0.02% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 510 $34.7K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 489 $33.3K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 477 $32K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 456 $31K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 456 $31K 0.02% -109 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 444 $30.2K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 439 $29.9K 0.01% +185 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 421 $28.6K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 414 $28.2K <0.01% -40 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 412 $28K <0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 404 $27.5K <0.01% +211 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 400 $27.2K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 398 $27.1K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 386 $26.3K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 375 $25.5K <0.01% -2,460 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 351 $23.9K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 342 $23.3K 0.01% +30 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 307 $20.9K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 304 $20.7K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 28,525 $20.3K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 287 $19.5K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 286 $19.5K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 277 $18.8K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 271 $18.5K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 262 $17.8K <0.01% +190 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 252 $17.1K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 237 $16.1K <0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 235 $16K <0.01% 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 233 $15.8K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 220 $15K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 204 $13.9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 203 $13.8K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 194 $13.2K <0.01% +92 13F-HR/A Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 192 $13.1K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 187 $12.7K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 184 $12.5K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 172 $11.7K <0.01% 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 166 $11.3K 0.01% -668 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 160 $11K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 146 $9.93K <0.01% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 144 $9.79K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 143 $9.72K <0.01% +53 13F-HR Timeline CX Institutional More: the full row for CX Institutional 128 $9K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 122 $8.3K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 103 $7K <0.01% new 13F-HR/A Timeline Founders Capital Management More: the full row for Founders Capital Management 102 $6.94K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 100 $6.8K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 95 $6K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 84 $6K <0.01% -164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Downshift Financial, LLC More: the full row for Downshift Financial, LLC 85 $5.78K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 75 $5.1K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 73 $4.96K <0.01% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 66 $4.49K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 64 $4.35K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 63 $4.29K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 50 $3.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 49 $3.33K <0.01% +33 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 49 $3.33K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 45 $3.06K <0.01% -200 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 44 $2.99K <0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 27 $1.84K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $1.22K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 16 $1.09K <0.01% new 13F-HR Timeline