Partners in Financial Planning More: the full row for Partners in Financial Planning 24,914 $846K 0.14% +33 13F-HR Timeline Brewster Financial Planning LLC More: the full row for Brewster Financial Planning LLC 24,809 $843K 0.51% -346 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 24,301 $826K 0.25% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 24,295 $825K 0.25% +4,985 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 24,247 $824K 0.26% +1 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 24,185 $822K 0.15% +27 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 21,793 $819K 0.36% +31 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 24,079 $818K 0.21% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 24,049 $817K 0.24% +143 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 24,048 $817K 0.09% -43 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 23,895 $812K <0.01% -2,173 13F-HR Timeline Group Strategent Financial, LLC More: the full row for Strategent Financial, LLC 23,881 $811K 0.55% +5,674 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 23,244 $800K 0.28% +39 13F-HR Timeline Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 23,380 $794K 0.09% -787 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 23,017 $782K <0.01% -10,800 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 22,519 $765K 0.13% new 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 20,881 $756K 0.25% +1,999 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,136 $752K 0.08% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 21,973 $746K 0.05% +21,908 13F-HR Timeline Group KILNER CAPITAL ADVISORS, LLC More: the full row for KILNER CAPITAL ADVISORS, LLC 21,889 $744K 0.71% -797 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 21,763 $739K 0.6% +2,072 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 21,702 $737K 0.01% +23 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 21,665 $736K 0.37% +601 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 21,449 $729K 0.66% +2,900 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 21,194 $720K 0.65% +613 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 20,972 $712K <0.01% 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20,286 $689K 0.15% +2,640 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 19,750 $671K 0.24% -4,382 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 19,708 $669K 0.09% -262 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 18,501 $663K 0.01% +498 13F-HR Timeline Group Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 19,489 $662K 0.47% +26 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 19,353 $657K 0.22% -1,521 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 19,301 $656K 0.38% -280 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 17,572 $647K 0.38% +2,667 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 19,010 $646K 0.38% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 19,001 $645K 0.03% +32 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 18,968 $644K 0.49% +17 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,876 $641K 0.02% -13,430 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 18,784 $638K 0.02% +6,938 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,666 $634K <0.01% new 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 18,652 $634K 0.15% -323 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 18,590 $631K <0.01% +13 13F-HR Timeline Group Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 18,542 $630K 0.34% -1,541 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,505 $629K <0.01% 0 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 16,384 $597K 0.05% +4 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 16,521 $592K 0.31% -388 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 17,315 $588K 0.13% +208 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 17,289 $587K 0.09% -6,278 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,253 $586K 0.01% +18 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 17,016 $578K <0.01% -17,194 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,799 $571K <0.01% -2,131 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 16,719 $568K 0.02% -243 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16,398 $564K 0.44% +28 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 16,532 $562K 0.1% -3,272 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 16,481 $560K 0.38% -936 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 16,086 $546K 0.16% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 16,032 $545K 0.01% +213 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 16,004 $544K 0.08% +3,346 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 16,003 $544K 0.13% +1,118 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,952 $542K <0.01% 0 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 15,882 $540K 0.19% -2,017 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 15,774 $536K 0.02% +2,291 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 14,698 $530K 0.37% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,600 $530K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 15,509 $527K 0.04% +2,739 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 15,479 $526K 0.47% -337 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 $526K 0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,422 $524K <0.01% +1,454 13F-HR Timeline Ferguson Johnson Wealth Management Inc More: the full row for Ferguson Johnson Wealth Management Inc 15,373 $522K 0.42% +484 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 15,353 $522K 0.37% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,248 $518K 0.01% -126 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 15,247 $518K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,219 $517K <0.01% 0 13F-HR Timeline Group SageOak Financial, LLC More: the full row for SageOak Financial, LLC 15,205 $517K 0.36% +2,074 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 15,021 $510K 0.15% +1 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 14,225 $510K 0.02% 0 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 14,975 $509K 0.21% new 13F-HR Timeline 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 $509K 0.01% +5,119 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 14,848 $504K 0.04% new 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 14,770 $502K 0.04% -2,305 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 14,464 $491K 0.08% 0 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 14,415 $490K 0.23% +4,197 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 14,319 $486K 0.05% 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 14,202 $482K 0.14% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14,172 $481K 0.23% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,168 $481K <0.01% +14,165 13F-HR Timeline Group Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 14,057 $478K 0.4% +109 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,816 $469K 0.04% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 13,729 $466K 0.04% -439 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 CERTUITY, LLC More: the full row for CERTUITY, LLC 13,676 $465K 0.03% -4,354 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 13,635 $463K 0.35% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 13,566 $461K 0.01% +549 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 13,525 $459K 0.02% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 13,503 $459K 0.02% 0 13F-HR Timeline Pandowealth. LLC More: the full row for Pandowealth. LLC 13,416 $456K 0.4% -185 13F-HR/A Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 13,404 $455K 0.41% 0 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 13,302 $452K 0.3% 0 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 13,127 $446K 0.39% -635 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,939 $445K 0.02% new 13F-HR Timeline Group Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 12,418 $445K 0.13% +4,288 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,904 $438K 0.14% +74 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,859 $437K 0.07% 0 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 12,845 $436K 0.41% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 12,683 $431K 0.19% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,653 $430K 0.01% +21 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 12,493 $424K 0.02% -69 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12,441 $423K 0.1% new 13F-HR Timeline MOTCO More: the full row for MOTCO 12,372 $420K 0.04% 0 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 12,324 $419K 0.15% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 12,285 $417K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,280 $417K <0.01% +1,018 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,194 $414K 0.02% +1,565 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,189 $414K 0.03% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 12,178 $414K 0.03% -456 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,130 $412K 0.01% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 12,106 $411K 0.05% +21 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 12,074 $410K 0.18% -646 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 11,907 $404K 0.2% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 11,888 $404K 0.21% -547 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,718 $398K 0.12% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 11,516 $391K 0.03% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 11,288 $383K 0.28% -1,830 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 11,214 $381K 0.03% -363 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,177 $380K 0.3% -33,553 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,085 $377K 0.01% -4,200 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,989 $373K <0.01% new 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 10,950 $372K 0.22% -1,521 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,917 $371K 0.05% +838 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 10,917 $371K 0.03% +838 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,900 $370K <0.01% new 13F-HR Timeline Sensenig Capital Advisors, Inc More: the full row for Sensenig Capital Advisors, Inc 10,863 $369K 0.38% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,849 $369K <0.01% +1,206 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10,691 $368K 0.08% +8,868 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 10,706 $364K 0.05% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 10,638 $361K 0.08% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 10,443 $355K 0.2% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,405 $353K <0.01% new 13F-HR Timeline Group Oak Wealth Advisors LLC More: the full row for Oak Wealth Advisors LLC 10,349 $352K 0.19% +11 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 10,263 $349K 0.02% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 10,206 $347K 0.01% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 10,188 $346K 0.09% +538 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 10,185 $346K 0.01% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 10,134 $344K 0.11% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10,035 $341K 0.18% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,988 $339K 0.01% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,976 $339K 0.01% -769 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 9,737 $331K 0.2% +9 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 9,717 $330K 0.04% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 9,687 $329K 0.1% +725 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 9,686 $329K 0.26% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 9,520 $328K 0.02% -1,329 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,301 $316K <0.01% +2,265 13F-HR Timeline Group V2 Financial group LLC More: the full row for V2 Financial group LLC 9,299 $316K 0.15% new 13F-HR Timeline MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 9,298 $316K 0.17% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,257 $314K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,204 $313K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 9,157 $311K 0.01% +225 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,111 $310K 0.01% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 9,047 $307K 0.03% -548 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 8,894 $302K 0.11% +313 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 9,159 $301K 0.1% -37 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,829 $300K <0.01% +6,998 13F-HR/A Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,702 $296K 0.02% +2,358 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 8,609 $292K 0.08% +15 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 8,603 $292K 0.05% +140 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 8,585 $292K 0.15% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 8,401 $285K 0.17% -222 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,215 $279K 0.01% -1,927 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,082 $278K <0.01% +12 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 8,167 $277K 0.13% +14 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,075 $274K 0.01% -992 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,027 $273K <0.01% +182 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,000 $272K 0.04% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 7,981 $271K 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 $271K 0.05% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,875 $268K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,833 $266K 0.02% -247 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,811 $265K <0.01% -201 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 7,745 $263K 0.17% new 13F-HR Timeline TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE… in group TIAA More: the full row for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 7,734 $263K <0.01% 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 7,732 $263K 0.04% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 7,619 $259K 0.08% 0 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,600 $258K <0.01% -2,119 13F-HR/A Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 7,543 $256K 0.04% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 7,514 $255K 0.17% -348 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,505 $255K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,441 $253K <0.01% +3,968 13F-HR Timeline Cedar Point Capital Partners, LLC More: the full row for Cedar Point Capital Partners, LLC 7,420 $252K 0.16% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,416 $252K 0.12% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,333 $249K 0.71% -618,838 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 7,267 $247K 0.17% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,504 $246K <0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,049 $239K <0.01% +2 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,029 $239K 0.03% 0 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 6,983 $237K 0.1% -684 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 6,964 $237K 0.06% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,920 $235K <0.01% +1 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 6,891 $234K 0.11% 0 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 6,848 $233K 0.04% +12 13F-HR Timeline