WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 982 $63.2K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 979 $61.9K <0.01% -337 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 964 $60.9K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 940 $59.4K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 904 $57.1K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 852 $53.8K 0.02% -153 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 660 $41.7K 0.04% 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 622 $39.3K 0.02% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 609 $38.5K 0.01% +2 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 606 $38.3K <0.01% 0 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 594 $37.5K 0.01% +235 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 591 $37K <0.01% +103 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 478 $30.2K <0.01% -61 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 34,225 $27.3K 0.02% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 400 $25.3K 0.02% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 396 $25K 0.01% -1,354 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 318 $20.1K 0.02% +1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 304 $19.2K <0.01% +160 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 300 $19K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 259 $16.4K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 258 $16.3K <0.01% -85 13F-HR Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 255 $16.1K 0.01% 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 245 $15.5K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 240 $15.2K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 239 $15.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 215 $13.6K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 210 $13.3K <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 200 $12.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $12.6K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 200 $12.6K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 192 $12.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 186 $12K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 185 $11.7K <0.01% +1 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 182 $11.5K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 167 $10.6K <0.01% +40 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 153 $9.67K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 151 $9.54K <0.01% -117 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 146 $9.22K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 130 $8.21K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 104 $6.57K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 83 $5.24K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 70 $4.42K <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 48 $3.08K <0.01% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 36 $2.27K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 30 $1.93K <0.01% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 24 $1.52K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7 $444 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $127 <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.