Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,124 $29.3K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,110 $28.9K <0.01% +225 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,064 $28.5K <0.01% -219 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 1,062 $27.7K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,059 $27.6K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,029 $26.8K <0.01% -80,129 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,012 $26.4K <0.01% -612 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,005 $26.2K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 982 $25.6K <0.01% +41 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for Geneos Wealth Management Inc. 722 $18.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 721 $18.8K 0.01% -236 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 712 $18.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 257 $6.7K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 257 $6.7K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 256 $6.67K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 254 $6.62K <0.01% -10 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 254 $6.62K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 248 $6.46K 0.01% +54 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 247 $6.43K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 246 $6.41K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 230 $5.99K <0.01% +191 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 228 $5.94K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 222 $5.79K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 219 $5.71K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 218 $5.68K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 209 $5.45K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 207 $5.39K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 198 $5.16K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 195 $5.08K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 189 $4.92K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 188 $4.9K <0.01% +16 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 181 $4.71K <0.01% -161 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 180 $4.69K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 176 $4.58K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 173 $4.51K <0.01% +76 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 152 $4.43K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 155 $4.04K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 154 $4.01K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 157 $4K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 145 $3.79K <0.01% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 145 $3.78K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 144 $3.75K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 139 $3.62K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 137 $3.57K <0.01% +59 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 131 $3.41K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 131 $3.41K <0.01% new 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 130 $3.39K <0.01% new 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 129 $3.36K <0.01% new 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 119 $3.1K <0.01% -6 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 118 $3.07K <0.01% +33 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 112 $2.92K <0.01% +87 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 103 $2.76K <0.01% +77 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 102 $2.66K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 99 $2.58K <0.01% +1 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 77 $2.01K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 71 $1.85K <0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 57 $1.49K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 47 $1.23K <0.01% -27 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 46 $1.2K <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. 44 $1.14K <0.01% -56 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 40 $1.04K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 54 $1K <0.01% -30 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 32 $834 <0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 21 $547 <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 19 $495 <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 18 $469 <0.01% +9 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 14 $365 <0.01% -414 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12 $313 <0.01% -23 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9 $234 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.