Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $7.37K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 33 $6.99K <0.01% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 31 $6.52K <0.01% +5 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 30 $6.33K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 30 $6.31K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 26 $5.47K <0.01% new 13F-HR Timeline Group TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 25 $5.26K 0.01% new 13F-HR Timeline Group Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 24 $5.06K <0.01% +15 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 24 $5.05K <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 24 $5.05K <0.01% 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 27 $5K <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 26 $5K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 25 $5K <0.01% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 20 $4.21K <0.01% -19 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 20 $4.21K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 20 $4.21K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 18 $3.81K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $3.79K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 16 $3.37K <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 16 $3.37K <0.01% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 15 $3.16K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 13 $2.74K <0.01% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 13 $2.69K <0.01% +1 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 12 $2.52K <0.01% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 11 $2.26K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12 $2K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 10 $2K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $1.94K <0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7 $1.52K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 7 $1.47K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6 $1.27K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $1.27K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 6 $1.26K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5 $1.06K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 5 $1.05K <0.01% new 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3 $1K <0.01% +2 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 4 $844 <0.01% +1 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 3 $631 <0.01% +1 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 3 $631 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $421 <0.01% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2 $421 <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $334 <0.01% new 13F-HR/A Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1 $210 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $210 <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 0 $87 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 0 $12 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 3 $6 <0.01% 0 13F-HR/A Timeline