Team Financial Group, LLC More: the full row for Team Financial Group, LLC 1,929 $116K 0.05% +9 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,902 $114K <0.01% +280 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,891 $113K 0.06% +909 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,874 $112K 0.01% -24 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,848 $111K 0.02% -363 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,825 $109K 0.01% +1,714 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,814 $109K <0.01% +254 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,804 $108K 0.04% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,802 $108K 0.05% -351 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,435 $106K 0.08% -330 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,684 $101K 0.28% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,655 $99.2K 0.04% +188 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,653 $99K 0.01% +116 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,625 $97.5K 0.08% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,627 $97K <0.01% +163 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,593 $95.5K 0.03% +7 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,591 $95.3K 0.03% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,557 $93.3K 0.05% +62 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,556 $93.2K 0.01% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,519 $91K 0.07% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,517 $90.9K 0.02% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 1,507 $90.3K 0.03% -109 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,501 $89.9K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,467 $87.9K 0.02% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,460 $87K 0.02% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,390 $83.1K 0.02% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,373 $82K 0.03% +71 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 1,355 $81.2K 0.03% -89 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 1,322 $79.2K 0.1% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,313 $78.7K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,284 $76.9K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1,293 $75.9K 0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,266 $75.9K 0.03% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,255 $75.2K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,221 $73K <0.01% +6 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,184 $71K 0.03% -9 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,173 $70.3K 0.01% +315 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,161 $69.6K 0.27% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,134 $68.9K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,126 $67.5K 0.01% +464 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,116 $66.9K 0.02% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,111 $66.6K 0.04% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,106 $66.3K 0.02% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,092 $65.4K 0.05% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 1,033 $61.9K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,017 $60.9K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,015 $60.8K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 995 $59.6K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 971 $58.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 968 $58K <0.01% +137 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 965 $57.8K 0.01% -114 13F-HR Timeline Collier Financial More: the full row for Collier Financial 941 $56.4K 0.04% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 940 $56.3K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 938 $56.2K 0.02% +107 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 919 $55.6K 0.01% +918 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 918 $55K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 908 $54.5K 0.02% +4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 884 $54K 0.08% 13F-HR/A Timeline Kilter Group LLC More: the full row for Kilter Group LLC 863 $51.7K 0.02% +12 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 857 $51.4K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 825 $49.4K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 769 $46.1K 0.04% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 760 $45.5K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 747 $44.8K 0.04% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 747 $44.8K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 738 $44.2K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 676 $40.5K 0.02% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 646 $38.7K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 637 $38.2K <0.01% +2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 625 $37.4K 0.08% +3 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 618 $37K 0.02% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 611 $36.6K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 445 $35.9K 0.01% -296,670 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 576 $34.5K 0.02% -303 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 562 $34K 0.03% +242 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 563 $33.7K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 542 $32.5K 0.02% -513 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 520 $31.2K 0.03% +2 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 504 $30.2K 0.01% +2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 496 $29.7K 0.02% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 491 $29.4K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 490 $29.4K 0.02% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 478 $28.6K 0.01% -108 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 474 $28.4K 0.01% +2 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 463 $27.8K 0.01% -58 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 457 $27.4K 0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 449 $26.9K 0.01% -119 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 422 $25.3K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 410 $24.6K 0.01% -477 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 404 $24.2K 0.02% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 381 $22.8K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 375 $22.5K 0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 352 $21.1K 0.02% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 350 $21K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 345 $20.7K 0.01% -575 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 342 $20.5K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 330 $19.8K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 322 $19.3K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 318 $19.1K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 302 $18.1K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 300 $18K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 278 $17.1K <0.01% -6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 283 $17K <0.01% +1 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 279 $16.7K 0.01% 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 274 $16.4K 0.01% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 266 $15.9K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 239 $14.3K <0.01% +179 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 236 $14.2K 0.01% -25 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 215 $13K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 216 $12.9K 0.01% +120 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 212 $12.7K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 200 $12K <0.01% +1 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 185 $11.1K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 176 $10.5K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 171 $10.2K 0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 167 $10K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 146 $8.75K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 144 $8.63K 0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 142 $8.52K <0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 140 $8.39K <0.01% -129 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 163 $7.79K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 129 $7.73K <0.01% -35 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 135 $7.7K 0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 114 $6.83K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $5.99K <0.01% 0 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $5.99K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 97 $5.81K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 91 $5.45K <0.01% -116 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 87 $5.2K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 86 $5.13K <0.01% +40 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 80 $4.81K <0.01% +39 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 74 $4.43K <0.01% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 64 $3.83K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 52 $3.12K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 40 $2.4K <0.01% -8,267 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 35 $2.1K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 34 $2.04K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 26 $1.56K <0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 19 $1.14K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 14 $839 <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 9 $539 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $480 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 6 $360 <0.01% 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1 $60 <0.01% -405 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 486 $0 0% -31,536 13F-HR Timeline Value filed as zero, left out of ratios. Peterson Wealth Services More: the full row for Peterson Wealth Services 2 $203K -3,384 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.