Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,669 $268K 0.08% -1,299 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,644 $266K 0.06% +386 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 2,640 $266K 0.08% +350 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,597 $261K 0.11% +32 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,593 $261K 0.02% 0 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,586 $260K 0.04% new 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,578 $259K 0.03% +155 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,572 $259K <0.01% +314 13F-HR Timeline Linscomb Wealth, Inc. 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WEALTH MANAGEMENT LLC 1,555 $156K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,430 $144K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,393 $140K 0.01% +518 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,370 $138K 0.01% -1,839 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,368 $138K 0.01% -200 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,275 $128K 0.08% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,270 $128K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,270 $128K 0.01% -1,306 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,265 $127K 0.06% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 999 $101K 0.03% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 996 $100K 0.01% +498 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 920 $92.5K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 827 $83.2K 0.03% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 800 $80.5K 0.02% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 767 $77.1K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 754 $75.8K 0.02% -4,447 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 754 $75.8K 0.02% -56 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 735 $73.9K 0.04% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 721 $72.4K 0.04% -2,098 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 700 $70.4K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 688 $69.2K <0.01% +159 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 662 $66.6K 0.03% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 309 $31.1K 0.01% +109 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 298 $30K 0.01% +1 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for OAKWORTH CAPITAL, INC. 109 $11K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102 $10.3K <0.01% +66 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $10.1K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $10.1K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 99 $9.96K <0.01% -300 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 99 $9.96K <0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 80 $8.05K <0.01% new 13F-HR Timeline Cordant, Inc. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 16 $1.61K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.21K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7 $703 <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. 0 $3 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.