CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 27,664 $1.01M 0.07% -265 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 26,808 $988K 0.57% +2,927 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 26,541 $978K 0.26% -917 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 26,476 $975K 0.23% +281 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 26,472 $975K 0.17% -4,594 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 26,351 $971K 0.22% -6 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 26,178 $964K 0.22% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 25,604 $943K 0.02% new 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 25,555 $942K <0.01% +4,583 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 25,413 $936K <0.01% +1 13F-HR Timeline Group SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 25,205 $929K 0.46% +136 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 25,113 $925K 0.14% +199 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 25,090 $924K 0.03% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,000 $921K 0.01% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 24,967 $920K 0.04% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 24,794 $913K <0.01% +1,777 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 24,662 $909K 0.25% +5,309 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 24,537 $904K 0.5% -272 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 24,406 $899K 0.19% +327 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 24,404 $899K 0.39% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 24,387 $898K 0.25% +338 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 24,301 $895K 0.23% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 24,206 $893K 0.14% +21 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 24,252 $893K 0.25% +5 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 24,052 $886K 0.12% +1,533 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,895 $880K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 23,489 $865K 0.24% +245 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 23,380 $861K 0.09% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,737 $852K 0.02% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 23,112 $851K 0.08% +8,793 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 22,668 $835K 0.61% +905 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 22,003 $833K 0.33% +210 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,136 $815K 0.07% 0 13F-HR Timeline KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 21,767 $810K 0.69% -122 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,766 $802K 0.01% +64 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,175 $780K 0.06% +7,359 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 21,164 $780K 0.61% -30 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 21,095 $771K 0.25% +214 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 20,756 $765K 0.33% -909 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 20,715 $763K 0.16% +10,077 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20,707 $756K 0.14% +421 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 19,647 $724K 0.42% +158 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 19,479 $718K 0.09% -229 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 19,301 $707K 0.34% 0 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 19,067 $702K 0.49% +99 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 19,000 $700K 0.22% -750 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 18,989 $700K 0.44% -8,131 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 18,944 $698K 0.39% -66 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,835 $694K 0.01% +11,331 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 18,814 $693K 0.09% +2,810 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,670 $688K <0.01% +80 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,655 $687K 0.14% +3 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,564 $684K 0.02% -312 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 18,010 $663K 0.09% +721 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 17,783 $655K 0.13% +468 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,778 $655K <0.01% -33,195 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 17,648 $650K 0.32% -894 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 17,426 $642K <0.01% +12,283 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,366 $640K 0.01% +113 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 16,734 $616K 0.23% -15,553 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 16,637 $613K 0.01% +605 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16,570 $610K 0.44% +172 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 16,514 $608K 0.37% +33 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,311 $601K 0.09% -221 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,277 $600K 0.05% -107 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 16,271 $599K 0.01% +3,991 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 16,142 $594K 0.43% +769 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,497 $593K 0.29% -24 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 16,086 $593K 0.15% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,952 $588K <0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 15,759 $581K 0.13% -244 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,600 $575K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,471 $570K 0.01% 0 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 15,406 $568K 0.37% +201 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,379 $567K <0.01% -43 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 15,377 $566K 0.42% -102 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,353 $566K 0.36% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,219 $561K <0.01% 0 13F-HR Timeline Group Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 15,154 $558K 0.19% +179 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 15,051 $554K 0.06% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 14,867 $553K 0.02% +1,928 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 14,970 $552K 0.01% 0 13F-HR Timeline Group WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 14,945 $551K 0.14% -76 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 14,906 $549K 0.03% -603 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 14,870 $548K 0.17% -1,012 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,770 $544K 0.04% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 14,459 $533K 0.21% +44 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 14,364 $529K 0.08% -100 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 14,272 $526K 0.03% +5,570 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,225 $525K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,225 $524K <0.01% -233,292 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 14,527 $524K 0.14% +2,109 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,202 $523K 0.13% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14,172 $522K 0.21% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,168 $522K <0.01% 0 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,166 $522K 0.38% +109 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 14,433 $521K 0.32% -265 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 13,729 $506K 0.03% 0 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 13,657 $503K 0.46% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 14,643 $497K 0.35% -2,929 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 13,429 $495K 0.41% +13 13F-HR/A Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,404 $494K 0.37% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,390 $493K 0.02% -135 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,302 $490K 0.27% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 13,154 $485K 0.39% +27 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,904 $475K 0.13% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,859 $474K 0.07% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 12,845 $473K 0.21% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,782 $471K 0.01% +129 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 12,683 $467K 0.16% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 13,691 $465K 0.08% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,493 $460K 0.02% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 12,534 $460K 0.03% -2,314 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,440 $458K <0.01% -4,576 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $456K 0.04% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $454K 0.14% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,315 $454K 0.02% +121 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 12,285 $453K 0.02% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,232 $451K 0.05% +126 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $449K 0.03% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,178 $449K 0.03% 0 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 12,137 $447K 0.26% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $447K 0.01% 0 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,090 $445K 0.16% +16 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,979 $441K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,926 $439K 0.01% +1,950 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 11,907 $439K 0.18% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11,854 $437K 0.2% -34 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $432K 0.18% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,463 $422K 0.02% -2,213 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 11,407 $420K 0.27% +119 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 11,305 $416K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,085 $408K 0.01% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,064 $408K <0.01% +215 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,935 $403K 0.04% +18 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,935 $403K 0.03% +18 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 10,895 $401K 0.03% -319 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 10,864 $400K 0.22% -86 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,706 $394K 0.03% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,712 $394K <0.01% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,443 $385K 0.18% 0 13F-HR Timeline Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,417 $384K 0.18% +68 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $378K 0.02% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 10,240 $377K 0.11% +106 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,206 $376K 0.01% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 10,154 $374K 0.08% -34 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10,137 $373K 0.08% -2,304 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 10,050 $370K 0.34% -813 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,035 $370K 0.2% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,988 $368K 0.01% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 9,803 $361K 0.1% +116 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,796 $361K <0.01% -609 13F-HR Timeline Group Chico Wealth RIA More: the full row for Chico Wealth RIA 9,791 $361K 0.19% +54 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $358K 0.04% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 9,687 $357K 0.26% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,447 $348K <0.01% +243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,520 $347K 0.02% 0 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,366 $345K 0.13% +67 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,313 $343K 0.01% new 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 9,310 $343K <0.01% +1,499 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,301 $343K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $341K <0.01% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,111 $336K 0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,023 $332K 0.03% -24 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,883 $327K 0.01% -274 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 8,872 $327K 0.06% -1,819 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,863 $327K 0.1% -31 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 8,730 $321K 0.09% -429 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,699 $320K 0.07% +90 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,609 $317K 0.05% +6 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 8,590 $316K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,587 $316K 0.03% +754 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $316K 0.12% 0 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 8,490 $313K 0.15% -808 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,384 $309K 0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,297 $306K <0.01% +215 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,252 $304K 0.12% +85 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,222 $303K <0.01% +195 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 8,211 $302K 0.09% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,106 $299K 0.03% -3,410 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $294K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,967 $293K 0.05% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,906 $291K <0.01% -2,279 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $290K 0.01% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $288K 0.04% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,745 $285K <0.01% -7,502 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 7,713 $284K 0.03% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,702 $284K <0.01% +3,285 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 7,619 $281K 0.04% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 7,610 $280K <0.01% new 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,543 $278K 0.04% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,543 $278K 0.01% +38 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,441 $274K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,420 $273K <0.01% +2,052 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,420 $273K 0.16% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 7,360 $271K 0.14% -1,041 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,267 $268K 0.16% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7,154 $264K 0.01% +919 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,091 $261K <0.01% +569 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $257K 0.05% 0 13F-HR Timeline