PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 5,367 $322K 0.3% -9 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 5,296 $318K 0.02% -179 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,293 $318K <0.01% -376 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 5,290 $318K 0.09% 0 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 5,278 $317K 0.05% new 13F-HR/A Timeline Iowa State Bank More: the full row for Iowa State Bank 5,271 $316K 0.06% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,268 $316K 0.02% +335 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,216 $313K 0.05% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,197 $312K <0.01% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 5,162 $310K 0.33% -101 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 5,148 $309K 0.02% -3,263 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,143 $309K <0.01% -307 13F-HR Timeline WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 5,040 $303K 0.1% +530 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 5,029 $302K 0.02% -298 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,014 $301K 0.04% new 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 5,000 $300K 0.39% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,994 $300K <0.01% +4,827 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,985 $299K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,952 $297K <0.01% -901 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 4,824 $290K 0.17% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 4,817 $289K 0.07% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 4,770 $286K 0.03% -250 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 4,719 $283K 0.06% +11 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,710 $283K 0.04% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 4,700 $282K 0.14% +380 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 4,638 $278K 0.07% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 4,604 $276K 0.07% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,599 $276K 0.03% +857 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 4,557 $274K 0.12% +12 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 4,460 $268K 0.03% +50 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,434 $266K 0.03% -1,290 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,396 $264K 0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,388 $263K 0.01% +28 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,325 $260K 0.01% -4,403 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 4,310 $259K 0.03% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 4,310 $259K 0.18% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,296 $258K 0.01% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,258 $256K 0.1% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,253 $255K 0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,246 $255K <0.01% 0 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 4,245 $255K 0.18% +41 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,212 $253K 0.01% +1 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 4,206 $252K 0.08% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 4,175 $251K 0.17% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4,168 $250K 0.04% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 4,150 $249K 0.07% new 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,144 $249K 0.04% +466 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 4,121 $247K 0.21% +689 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 4,103 $246K 0.02% -180 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,074 $245K 0.11% +172 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,050 $243K 0.24% 0 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 4,010 $241K 0.51% +500 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,962 $238K 0.01% -2,173 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,801 $228K 0.03% -524 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,771 $226K 0.16% new 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 3,759 $226K 0.04% +231 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 3,753 $225K 0.2% -8,525 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,744 $225K 0.01% -6,965 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,714 $223K <0.01% -3,937 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,711 $223K 0.1% -317 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,708 $223K 0.02% -120 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,700 $222K 0.01% 0 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 3,664 $220K 0.07% -18 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,641 $219K 0.01% +7 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 3,632 $218K 0.1% +658 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,618 $217K <0.01% +362 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 3,573 $214K 0.08% new 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 3,530 $212K 0.04% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 3,535 $212K 0.03% new 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 3,519 $211K 0.19% 0 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 3,481 $209K 0.36% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,441 $207K 0.06% +33 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 3,402 $204K 0.06% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,288 $197K 0.02% +1,739 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3,144 $189K 0.13% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,086 $185K 0.04% +5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,970 $178K <0.01% +47 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,915 $175K +1,600 Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $162K <0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,671 $160K 0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2,565 $154K 0.04% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,466 $148K <0.01% -114 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,218 $133K 0.01% -226 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,178 $131K <0.01% -623 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,104 $126K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,054 $123K <0.01% new 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $120K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,984 $119K <0.01% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,969 $118K <0.01% +1,745 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,955 $117K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,930 $116K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,919 $115K 0.02% -16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,863 $112K <0.01% +1,294 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,850 $111K 0.05% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,845 $111K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,800 $108K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,792 $107K 0.01% +442 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 1,663 $99.8K 0.08% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,611 $97K <0.01% +204 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,563 $93.8K 0.05% -70 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,510 $90.6K 0.03% 0 13F-HR/A Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,500 $90K 0.04% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,477 $88.7K <0.01% -298 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,406 $84.4K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,383 $83K 0.03% +9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,334 $80.1K 0.08% -731 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,330 $79.8K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,253 $75.2K <0.01% 0 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,251 $75K <0.01% +353 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,225 $73.5K 0.01% +210 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,214 $72.9K 0.01% +165 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,142 $68.6K <0.01% +531 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,062 $63.7K 0.01% +7 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,028 $61.7K <0.01% -210 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 996 $59.8K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 943 $56.6K +214 Timeline Balentine LLC More: the full row for Balentine LLC 874 $52.5K <0.01% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 844 $50.7K 0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 824 $49.5K <0.01% -2,537 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 820 $49.2K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 813 $48.8K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 795 $47.7K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 781 $46.9K 0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 767 $46K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 751 $45.1K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 731 $43.9K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 708 $42.5K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 678 $41K <0.01% -351 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 607 $36.4K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 585 $35.1K 0.01% +9 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 543 $32.6K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 536 $32.2K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 526 $32K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 512 $30.7K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 495 $29.7K <0.01% -19 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 475 $28.5K <0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 462 $27.7K <0.01% -19 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 462 $27.7K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 432 $25.9K 0.01% +36 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 430 $25.8K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 422 $25.3K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 402 $24.1K 0.01% +4 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 401 $24K <0.01% -140 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 398 $23.9K <0.01% new 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 352 $21.1K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 352 $21.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 358 $21K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 335 $20.1K <0.01% +1 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 330 $19.8K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 312 $19K <0.01% +168 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 311 $18.6K 0.02% new 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 296 $17.8K <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. 294 $17.6K <0.01% 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 282 $16.9K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 260 $15.6K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 241 $14.5K <0.01% new 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 238 $14.3K <0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 238 $14.3K <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 226 $13.6K <0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 223 $13.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 210 $12.6K <0.01% +31 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 204 $12.2K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 180 $10.8K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 174 $10.4K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 147 $8.82K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 144 $8.64K <0.01% -144 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 135 $8.11K <0.01% +1 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 132 $7.91K -54,168 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 120 $7.2K <0.01% -71 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 107 $6.42K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 107 $6.42K <0.01% -980 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 101 $6.06K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 99 $5.94K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 86 $5.16K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $5.16K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 83 $5.02K <0.01% -1,342 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 72 $4.32K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 72 $4.32K <0.01% -168 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 70 $4.18K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 65 $3.9K <0.01% +59 13F-HR Timeline City State Bank More: the full row for City State Bank 58 $3.48K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 52 $3.1K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $3K <0.01% 0 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 44 $2.64K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 44 $2.64K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 41 $2.46K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $2.34K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 37 $2.22K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 34 $2.04K <0.01% new 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 33 $1.99K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 33 $1.98K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 31 $1.86K <0.01% -710 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 25 $1.5K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 23 $1.37K <0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22 $1.32K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 18 $1.08K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 14 $840 <0.01% -15 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 9 $546 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5 $340 <0.01% new 13F-HR Timeline