Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,384 $373K 0.02% +130 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,356 $371K 0.02% +68 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 7,272 $367K 0.15% -433 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 7,266 $367K 0.09% +1,239 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,265 $367K 0.02% +221 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 7,260 $367K 0.15% -324 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,181 $363K 0.02% +113 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,072 $360K 0.08% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,096 $358K 0.02% 0 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 7,050 $356K 0.16% 0 13F-HR Timeline Share Andrew L. More: the full row for Share Andrew L. 7,000 $354K 0.18% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,739 $340K 0.02% +341 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,704 $339K 0.01% new 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 6,666 $337K 0.48% -430 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,627 $335K 0.04% +703 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,570 $332K 0.04% -40 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,444 $325K 0.01% +18 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 6,222 $314K <0.01% -804 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,176 $312K <0.01% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,107 $308K 0.02% +47 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,903 $298K 0.01% +686 13F-HR Timeline Purewater Capital LLC More: the full row for Purewater Capital LLC 5,798 $293K 0.21% +100 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,717 $289K <0.01% -69,424 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,647 $285K <0.01% -872 13F-HR Timeline Group FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 5,636 $285K 0.08% -273 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,584 $282K <0.01% -2,333 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,310 $268K <0.01% +95 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,289 $267K 0.01% 0 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 5,247 $265K 0.12% -48,531 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 5,162 $261K 0.1% -6,228 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,020 $260K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,111 $258K 0.02% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,035 $254K <0.01% +96 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,035 $254K <0.01% +95 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 4,966 $254K 0.1% 0 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 5,017 $253K 0.09% +9 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 4,982 $252K 0.19% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,953 $250K 0.02% +103 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 4,914 $248K 0.05% +411 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,900 $247K 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,882 $247K <0.01% -8,637 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,842 $245K 0.01% -318 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,700 $237K 0.07% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,525 $229K 0.03% -800 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 4,523 $228K 0.07% -1,026 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,473 $226K 0.02% 0 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 4,355 $220K 0.24% -28 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 4,337 $219K 0.12% +33 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,320 $218K 0.08% -1,325 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,298 $217K <0.01% -1,186 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,297 $217K 0.01% 0 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 4,220 $213K 0.16% -63 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,219 $213K <0.01% -858 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,125 $208K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 4,093 $207K 0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,024 $203K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,979 $201K 0.11% +2,054 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,523 $178K 0.05% +120 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3,490 $176K 0.07% +72 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,365 $170K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,476 $125K 0.01% -71 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,298 $116K 0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,174 $110K 0.07% -272 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,008 $101K 0.1% +119 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,831 $92.5K 0.01% -327 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,500 $75.8K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,471 $74.3K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,389 $70.1K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,350 $68.2K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,115 $56.3K 0.02% +315 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,014 $51.2K 0.01% -79 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,009 $50.9K <0.01% +14 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 970 $49K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 796 $40.2K 0.01% +352 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 652 $32.9K 0.02% -1,054 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 600 $30.3K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 593 $30K 0.01% -95 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 564 $28.5K 0.01% +83 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 564 $28.5K 0.01% -963 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 500 $25.2K <0.01% 0 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 500 $25.2K 0.02% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 494 $24.9K 0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 481 $24.3K 0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 450 $22.7K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 371 $18.8K <0.01% -9 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 290 $14.7K <0.01% -99 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 260 $13.1K 0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 162 $8.18K <0.01% new 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 154 $7.78K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 145 $7.32K <0.01% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 139 $7.04K <0.01% +3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 132 $6.67K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 105 $5.32K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 102 $5.17K <0.01% +50 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 100 $5.05K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 97 $4.9K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 97 $4.9K <0.01% -172 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85 $4.31K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $3.84K <0.01% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 74 $3.74K <0.01% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58 $2.98K <0.01% -19,350 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 20 $1.01K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16 $808 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 12 $606 0.01% -55 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 4 $203 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 0 $12 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.