Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 197 $13.9K 0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 184 $13K <0.01% new 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 174 $12.5K <0.01% 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 175 $12.4K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 175 $12.4K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 175 $12.4K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 175 $12K <0.01% -70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 150 $11.6K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 158 $11.2K <0.01% 0 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 157 $11.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 155 $11K <0.01% +22 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 154 $10.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 131 $9.26K 0.01% 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 127 $8.97K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 120 $8.48K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 107 $7.56K <0.01% -16,148 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 103 $7.28K <0.01% -6 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $7.07K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $7.07K <0.01% -100 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $7.07K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 79 $5.58K <0.01% -203 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 70 $4.95K <0.01% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 66 $4.66K <0.01% +26 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 66 $4.63K <0.01% -67 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 61 $4.31K <0.01% +8 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $4.24K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 59 $4.17K <0.01% -61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 52 $3.63K <0.01% +47 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 50 $3.53K <0.01% -13 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 49 $3.46K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 44 $3K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $2.69K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 36 $2.54K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 35 $2.47K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 34 $2.4K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 33 $2.33K <0.01% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 30 $2.12K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 28 $1.98K <0.01% 0 13F-HR/A Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $1.55K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 21 $1.48K <0.01% -3 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 21 $1.48K <0.01% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16 $1.13K <0.01% -10 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 15 $1.06K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15 $1.06K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 14 $990 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $848 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11 $777 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10 $707 <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 10 $707 <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9 $636 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $636 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $565 <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7 $495 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5 $354 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $354 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $353 <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $320 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4 $283 <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4 $283 <0.01% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3 $212 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $71 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $71 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.