Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 555 $12.4K <0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 644 $12.4K <0.01% +79 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 641 $12.4K <0.01% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 595 $11.5K <0.01% +299 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 591 $11.4K 0.01% +25 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 530 $10.2K <0.01% -94 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 502 $10K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 512 $9.89K <0.01% -18 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Pinnacle Bancorp, Inc. 108 $2.09K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 108 $2.09K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 108 $2.09K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 108 $2.07K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 107 $2.07K <0.01% -498 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 106 $2.05K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 104 $2.01K <0.01% +99 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. 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More: the full row for Geneos Wealth Management Inc. 72 $1.39K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 72 $1.37K <0.01% +2 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 70 $1.35K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 65 $1.26K <0.01% -1 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 63 $1.22K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 61 $1.18K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 61 $1.18K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 58 $1.12K <0.01% +23 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 57 $1.1K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 54 $1.04K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 52 $1K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 40 $929 <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 46 $889 <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 41 $792 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 40 $772 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 38 $734 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 34 $657 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 34 $657 <0.01% 0 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 28 $541 <0.01% 0 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 28 $541 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 23 $445 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $425 <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 22 $425 <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 21 $406 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18 $348 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15 $290 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 13 $251 <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 11 $240 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $193 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 9 $174 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 6 $116 <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6 $106 <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3 $55 <0.01% -11 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.