MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,974 $215K 0.08% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,973 $215K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,901 $210K <0.01% new 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,835 $205K 0.11% -819 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 2,829 $204K 0.09% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,777 $201K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,636 $191K <0.01% +1,250 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 2,352 $170K 0.02% -57 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 2,270 $164K 0.12% -20 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,113 $153K <0.01% 0 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,066 $149K 0.03% 0 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 1,796 $130K 0.08% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,583 $114K <0.01% -8,111 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,512 $109K <0.01% -22 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,401 $101K <0.01% +437 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,369 $99K <0.01% -14 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,360 $98.3K <0.01% -1,337 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,252 $90.5K 0.03% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,167 $84.4K 0.01% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,154 $83.4K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,118 $80.8K 0.02% -165 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,056 $76.3K 0.01% -177 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,054 $76.2K 0.04% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,047 $75.7K <0.01% 0 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,020 $73.7K 0.02% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 964 $69.7K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 964 $69.1K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 940 $67.9K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 904 $65.3K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 839 $60.6K 0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 818 $58.9K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 660 $47.7K 0.04% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 612 $44.2K 0.01% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 547 $39.5K 0.01% -305 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 523 $37.8K <0.01% -1,789 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 496 $35.9K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 478 $34.5K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 467 $33.8K 0.01% +460 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 400 $28.9K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 396 $28.6K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 382 $27.6K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 320 $23.1K 0.02% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 300 $21.7K <0.01% +248 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $21.6K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 298 $21.5K <0.01% new 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 259 $18.7K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 255 $18.4K 0.01% 0 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 245 $17.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 240 $17.3K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 239 $17.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 215 $15.5K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 207 $15K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $14.5K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 200 $14.5K <0.01% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 197 $14.3K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 153 $11.1K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $9.4K <0.01% 0 13F-HR/A Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 111 $8.02K <0.01% -128 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $7.52K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 83 $6K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 78 $5.64K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 57 $4.12K <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 49 $3.54K <0.01% -132 13F-HR Timeline Group Dorato Capital Management More: the full row for Dorato Capital Management 48 $3.48K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 44 $3.19K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 40 $2.89K <0.01% -40 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 36 $2.6K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 30 $2.24K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $145 <0.01% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2 $145 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $73 <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1 $72 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.