First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 680 $51.3K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 679 $51.2K 0.02% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 652 $49.2K <0.01% -76 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 650 $49K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 646 $48.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 645 $48.7K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 608 $45.9K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 604 $45.8K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 595 $44.9K 0.02% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 580 $43.8K 0.02% +140 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 538 $40.6K 0.03% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $37.7K 0.01% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 500 $37.7K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 500 $37.7K 0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 496 $37.4K 0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 489 $36.9K 0.01% -714 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 475 $35.9K 0.01% -109 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 468 $35.3K 0.01% -40,062 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 452 $34K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 448 $34K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 424 $32K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 417 $31.5K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 415 $31.3K 0.01% -279 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 411 $31K <0.01% -3,661 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 402 $30.3K 0.01% -171 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 400 $30.2K 0.07% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 385 $29K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 318 $28.7K 0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 375 $28.3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 362 $27.3K 0.02% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 358 $27K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 354 $26.7K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 292 $26.1K 0.02% +76 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 330 $24.9K 0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 320 $24.1K 0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 314 $23.7K 0.01% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 304 $22.9K <0.01% -200 13F-HR Timeline BAYBAN More: the full row for BAYBAN 300 $22.6K 0.02% -20 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 293 $22.1K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 290 $21.9K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 285 $21.5K <0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 269 $21.1K <0.01% +19 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 279 $21.1K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 278 $21K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 275 $20.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 268 $20.3K <0.01% -10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 267 $20.1K <0.01% 0 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 254 $19.1K <0.01% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 250 $18.9K 0.02% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 230 $17.4K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 229 $17.3K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 225 $17K <0.01% -70 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 210 $15.8K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 210 $15.8K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 206 $15.5K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 205 $15.5K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 201 $15.2K 0.01% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 200 $15.1K 0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 200 $15.1K <0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 183 $13.8K <0.01% new 13F-HR/A Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 182 $13.7K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 148 $13.6K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 175 $13.2K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 173 $13.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 172 $13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 160 $12.1K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 157 $11.9K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 153 $11.5K <0.01% -5,520 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 151 $11.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 150 $11.3K <0.01% 0 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 132 $9.96K <0.01% +32 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 130 $9.81K <0.01% -1 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 119 $8.97K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 116 $8.75K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 102 $7.7K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 98 $7.39K <0.01% +22 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 80 $6K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 75 $5.66K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 72 $5.43K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 68 $5.13K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 65 $4.91K <0.01% -15 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 60 $4.53K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 59 $4.44K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 56 $4.22K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 53 $4K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 52 $3.92K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 50 $3.77K <0.01% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 49 $3.7K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 46 $3.47K <0.01% -18 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 40 $3.02K <0.01% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 38 $3K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 39 $2.94K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 38 $2.87K <0.01% -172 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 37 $2.79K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 35 $2.64K <0.01% -22 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 33 $2.49K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 25 $1.88K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 20 $1.51K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15 $1.13K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18 $1K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $755 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 10 $755 <0.01% new 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $453 <0.01% -7 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 6 $453 <0.01% -26 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4 $302 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $75 <0.01% -263,022 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 0 $36 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 0 $2 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.