CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 404 $84.3K 0.07% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 401 $83.7K 0.02% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 400 $83.5K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 400 $83.5K 0.01% -8,701 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 400 $83.5K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 382 $79.7K 0.01% +19 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 379 $79.2K 0.03% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 375 $78.3K 0.04% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 369 $77K 0.02% -1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 345 $72K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 342 $71.4K 0.02% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 341 $71.2K 0.03% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 335 $70.2K 0.02% +20 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 327 $68.2K 0.04% +2 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 323 $67.4K 0.02% -63 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 319 $66.6K 0.06% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 317 $66.2K 0.02% +1 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 316 $66K 0.02% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 306 $63.9K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 303 $63.2K 0.03% +119 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 298 $62.2K 0.01% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 294 $61.3K <0.01% -107 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 274 $57.2K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 259 $54.3K 0.03% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 259 $54.1K 0.05% -95 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 248 $51.8K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 245 $51.1K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 245 $51.1K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 241 $50.3K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 240 $50.1K <0.01% 0 13F-HR/A Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 240 $50.1K 0.02% +2 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 232 $48.6K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 232 $48.4K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 230 $48K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 230 $48K 0.01% -23 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 228 $47.6K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 225 $47K 0.02% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 215 $44.9K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 214 $44.7K 0.01% +45 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 211 $43.2K 0.06% 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 206 $43K 0.02% -36 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 204 $43K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 204 $42.6K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 203 $42.4K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 196 $40.9K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 196 $40.9K 0.02% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 194 $40.5K 0.03% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 192 $40.1K 0.02% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 190 $39.8K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 183 $38.2K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 177 $37.1K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 177 $36.9K 0.03% -23 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 170 $35.5K 0.01% 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 164 $34.2K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 156 $32.6K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 153 $31.9K 0.01% +5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 156 $30.1K 0.27% -3,978 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 143 $29.8K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 141 $29.4K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 138 $28.9K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 127 $26.5K 0.02% -123 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 124 $26K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 124 $25.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 123 $25.8K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 97 $25K 0.02% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 118 $24.6K 0.01% -25 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 117 $24.4K 0.05% -1 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 116 $24.2K 0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 114 $23.8K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 112 $23.4K <0.01% +86 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 110 $23.1K 0.02% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 110 $23K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 107 $22.3K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 106 $22.1K 0.01% -1 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 100 $21K 0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 100 $20.9K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 100 $20.9K 0.02% -19,401 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 97 $20.2K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 97 $20.2K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 91 $19K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 91 $19K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 87 $18.3K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 89 $18K <0.01% -402 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 86 $17.9K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 84 $17.7K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 83 $17.3K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 81 $16.9K 0.01% -2 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 80 $16.7K 0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 78 $16.3K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 74 $15.4K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 73 $15.2K 0.02% +17 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 70 $14.6K <0.01% +68 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 63 $13.1K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 63 $13.1K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 63 $13.1K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 64 $13K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 61 $12.7K 0.01% new 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 58 $12K <0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 55 $11.5K <0.01% -1,876 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 54 $11.3K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 53 $11.1K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 52 $10.9K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 50 $10.5K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 50 $10.4K 0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 50 $10.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $10.4K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 49 $10.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Navigoe, LLC More: the full row for Navigoe, LLC 49 $10K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 48 $9.99K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 47 $9.81K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 47 $9.74K 0.01% -47 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 46 $9.6K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 45 $9.39K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 41 $8.56K 0.01% 0 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 38 $8K <0.01% +28 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 38 $7.97K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 37 $7.72K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 37 $7.72K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 37 $7.69K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 35 $7.3K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 34 $7.12K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 34 $7.1K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 32 $6.68K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 32 $6.68K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 30 $6.26K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 30 $6.21K <0.01% -10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 28 $5.84K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $5.81K <0.01% -5 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 28 $5.78K 0.11% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 26 $5.45K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 25 $5.31K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 25 $5.29K <0.01% +1 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 22 $4.59K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 21 $4.38K <0.01% -19 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 20 $4.17K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $4.13K <0.01% -1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 20 $4.13K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 19 $3.98K <0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 19 $3.97K <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 19 $3.96K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 19 $3.96K <0.01% +19 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 17 $3.55K <0.01% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 1,625 $3.39K 0.06% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 16 $3.34K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 16 $3.34K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 15 $3K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 14 $2.97K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 14 $2.92K <0.01% -106 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 13 $2.82K <0.01% 0 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 13 $2.8K <0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13 $2.71K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 12 $2.5K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 12 $2.5K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 12 $2.5K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 12 $2.5K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 7 $2.1K <0.01% -212 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 9 $1.91K <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) 9 $1.88K <0.01% -16,141 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9 $1.88K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9 $1.88K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $1.46K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 7 $1.39K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 5 $1.04K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5 $1.04K <0.01% -50 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 5 $1.04K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4 $834 <0.01% -7,167 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 3 $626 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $215 <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1 $210 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $209 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 0 $11 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.