SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 737 $25.2K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 727 $24.9K <0.01% +155 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 686 $23.5K <0.01% +586 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 660 $22.6K <0.01% -200 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 653 $21.9K <0.01% +3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 592 $19.8K <0.01% +2 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 570 $19K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 533 $18.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 518 $17.7K <0.01% +196 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 475 $16K <0.01% new 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 460 $15.7K <0.01% +453 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 460 $15.7K <0.01% 0 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 354 $12.1K <0.01% +65 13F-HR Timeline Group ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 341 $11.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 276 $9.55K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 272 $9.3K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 249 $8.52K <0.01% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 241 $8.24K <0.01% +14 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 219 $7.49K <0.01% +23 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 206 $7.04K <0.01% +134 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 200 $6.84K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 200 $6.84K <0.01% new 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 186 $6.36K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 160 $5.47K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 144 $4.92K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 136 $4.65K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 125 $4.28K <0.01% new 13F-HR/A Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 121 $4.14K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 103 $3.52K <0.01% -39 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 93 $3.09K <0.01% -441 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 90 $3.08K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 82 $2.8K <0.01% -214 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 78 $2.67K <0.01% +71 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 61 $2.09K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 47 $2K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57 $1.95K <0.01% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 31 $1.06K <0.01% +5 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 22 $752 <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 21 $718 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $684 <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16 $547 <0.01% new 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 15 $513 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 10 $342 <0.01% new 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $205 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5 $171 <0.01% 0 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 5 $171 <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5 $171 <0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 4 $0 0% +2 13F-HR Timeline Value filed as zero, left out of ratios.