PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 65,903 $2.2M 0.19% +5,027 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 63,830 $2.13M 0.01% +1,180 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 63,685 $2.13M 0.68% +6,689 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 63,585 $2.13M 0.04% +6,829 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 61,185 $2.04M 0.15% -2,400 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 58,823 $1.97M 0.04% +2,782 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 57,441 $1.92M 0.04% -1,837 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 55,975 $1.92M 1.17% -6,360 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 54,965 $1.84M 0.48% -1,135 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 54,139 $1.8M 0.52% -2,241 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 53,102 $1.77M 0.1% +936 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 52,790 $1.76M 0.56% -635 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 51,993 $1.74M 0.83% -11,545 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 51,224 $1.71M 0.38% +2,395 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 50,237 $1.7M 0.06% -43 13F-HR Timeline Group Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 50,479 $1.69M 0.33% +7,356 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 50,107 $1.67M <0.01% +18,493 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 49,991 $1.67M 0.2% +540 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 49,578 $1.66M 0.1% -3,985 13F-HR Timeline DHJJ Financial Advisors, Ltd. 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Prosperity Capital Advisors 41,758 $1.4M 0.08% +14,002 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 41,533 $1.39M 0.09% +8,500 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 40,688 $1.36M 0.37% -10 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 40,577 $1.36M 0.77% +37,885 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40,520 $1.35M 0.05% +2,990 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 40,500 $1.35M <0.01% +15,400 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 40,404 $1.35M 0.41% +14,797 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 39,544 $1.32M 0.92% -1,462 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 38,585 $1.29M 0.04% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 37,695 $1.26M 0.23% -1,165 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 37,544 $1.25M 0.29% +4,007 13F-HR Timeline Heritage Wealth Management, Inc. 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More: the full row for Bright Futures Wealth Management, LLC. 34,173 $1.14M 0.89% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 33,648 $1.12M 0.76% +3,017 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 33,448 $1.12M 0.28% -2,465 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 32,608 $1.09M 1.31% -129,047 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 32,553 $1.09M 0.46% -1,294 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 32,402 $1.08M 1.29% +49 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 32,284 $1.08M 0.71% +274 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for Lighthouse Wealth Management Inc. 29,329 $980K 0.8% +1,015 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 29,274 $978K 0.12% +2,256 13F-HR/A Timeline Group Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 28,525 $953K 0.56% +4,666 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 28,439 $950K 0.34% +725 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 28,370 $948K <0.01% new 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 27,786 $929K 0.28% -58,500 13F-HR Timeline Group LVZ, Inc. 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Advisory Services LLC 26,364 $881K 0.08% +15,437 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 26,110 $873K 0.57% -4,750 13F-HR Timeline Claro Advisors Inc. 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More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 21,538 $720K 0.24% -6,296 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 21,376 $714K 0.19% -389 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,125 $706K <0.01% +172 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 20,939 $700K -8,432 Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 20,842 $697K 0.87% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 20,606 $689K <0.01% -362 13F-HR/A Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 20,510 $685K 0.19% 0 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 20,213 $676K 0.38% new 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 20,053 $670K 0.39% +482 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 19,907 $665K 0.02% -300 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,779 $661K 0.01% -1,299 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 19,411 $649K 0.13% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,252 $643K 0.02% -14,187 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,184 $641K 0.02% -2,217 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18,627 $623K <0.01% +1,499 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 18,422 $616K 0.1% +980 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 18,307 $612K 0.33% +447 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 17,760 $594K 0.16% 0 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 17,593 $588K 0.13% -668 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 17,425 $582K 0.11% +830 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 17,381 $581K 0.07% +822 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 17,277 $577K 0.45% +1,072 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 17,096 $571K 0.07% -4,115 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 16,678 $557K 0.45% 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 16,469 $550K 0.4% -1,740 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 16,080 $537K <0.01% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 16,013 $535K 0.14% -11,344 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,853 $530K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 15,543 $519K 0.01% +1,163 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 15,505 $518K 0.18% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 15,285 $511K 0.34% +5,606 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 14,827 $496K 0.03% +907 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 14,792 $495K 0.01% +4,695 13F-HR Timeline Group Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 14,667 $490K 0.41% -190 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,640 $489K <0.01% +2,602 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,422 $482K 0.04% +50 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 14,163 $473K 0.06% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 14,018 $468K 0.32% -2,081 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,980 $467K 0.03% -295 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 13,920 $465K 0.09% +436 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 13,391 $448K 0.05% -1,349 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 13,063 $437K 0.01% +15 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 13,028 $435K 0.11% -13,028 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 12,898 $431K 0.12% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 12,345 $413K 0.24% 0 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 12,341 $412K 0.18% 0 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 12,182 $407K 0.37% +334 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 12,158 $406K 0.2% +3,414 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 11,702 $391K 0.32% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,456 $382K 0.02% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 11,333 $379K 0.18% -11,627 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 10,970 $366K 0.08% +44 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,943 $366K 0.02% -6,595 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,890 $364K 0.49% -85,015 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 10,803 $361K 0.05% +4,213 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10,650 $359K 0.27% +1,150 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 10,570 $353K 0.17% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 14,515 $351K 0.08% -1,001 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 10,284 $344K 0.17% +328 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 10,061 $336K 0.01% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 9,939 $332K 0.01% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 9,843 $329K 0.05% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 9,523 $318K 0.19% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,394 $314K 0.01% +109 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,360 $313K <0.01% new 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 8,970 $300K 0.16% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 8,933 $299K 0.1% -3,678 13F-HR/A Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,850 $296K 0.07% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 8,796 $294K 0.08% +341 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,592 $287K 0.06% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,398 $284K 0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,507 $284K 0.16% -14,912 13F-HR/A Timeline Traction Financial Partners, LLC More: the full row for Traction Financial Partners, LLC 8,161 $273K 0.17% +1,686 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,146 $273K 0.07% -3,744 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,064 $269K 0.01% -1,450 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 8,015 $268K 0.17% -44 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,820 $261K <0.01% new 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 7,708 $258K 0.01% new 13F-HR Timeline Group Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 7,522 $251K 0.1% +175 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 7,467 $250K 0.03% +1,126 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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