Sunpointe, LLC More: the full row for Sunpointe, LLC 1,283 $273K 0.08% -515 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,280 $272K 0.07% -15 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,278 $272K 0.03% 0 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,275 $270K <0.01% +212 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,260 $268K 0.03% new 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,257 $268K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,256 $267K 0.01% -148 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,251 $266K 0.01% -22 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,250 $266K 0.13% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,248 $266K 0.09% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,247 $265K 0.01% -252 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,244 $265K 0.01% +136 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,243 $265K 0.02% +287 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,243 $265K 0.09% -981 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,238 $264K 0.03% +201 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,226 $261K 0.03% +158 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,226 $261K 0.2% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,224 $261K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,223 $260K 0.03% -120 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 1,222 $260K 0.12% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,090 $259K 0.17% -105 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,208 $257K 0.02% -37 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,203 $256K 0.02% -21 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,201 $256K 0.06% +47 13F-HR/A Timeline Odyssean, LLC More: the full row for Odyssean, LLC 1,199 $255K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,195 $254K 0.01% +40 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,193 $254K 0.08% +39 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,193 $254K 0.01% -4 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,193 $254K 0.06% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,192 $254K 0.02% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,188 $253K 0.31% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,185 $252K 0.06% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,004 $252K 0.03% -168 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,191 $251K 0.03% +85 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,177 $251K 0.06% -2,312 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,176 $250K 0.1% +156 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,176 $250K 0.1% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,175 $250K 0.02% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 1,174 $250K 0.1% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,170 $249K 0.01% +222 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,068 $249K 0.05% -422 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,163 $248K <0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,154 $246K 0.01% +16 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,151 $245K 0.01% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,146 $244K 0.02% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,140 $243K 0.01% +152 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,140 $243K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,140 $243K 0.01% +18 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,138 $242K 0.03% -188 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,137 $242K 0.07% +180 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,136 $242K <0.01% -1,665 13F-HR Timeline Group Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,135 $242K 0.06% +175 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,126 $240K 0.03% +86 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,119 $238K <0.01% +131 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,115 $237K <0.01% +198 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,115 $237K 0.08% -13 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,103 $235K 0.07% new 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 1,100 $234K 0.04% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,099 $234K 0.06% -26 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,098 $234K 0.01% -144 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,090 $232K 0.01% -480 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,089 $232K 0.18% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,084 $231K 0.03% +5 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,083 $230K <0.01% +108 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,080 $230K 0.02% -710 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,076 $229K 0.04% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,075 $229K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,073 $228K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,072 $228K 0.06% -1,071 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,071 $228K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,070 $228K 0.1% -8 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 458 $227K 0.05% -1,503 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 895 $226K 0.01% new 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 1,061 $226K 0.09% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,061 $226K 0.02% -956 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,060 $226K 0.05% +2 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,059 $225K 0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,056 $225K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,052 $224K <0.01% -331 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 1,050 $223K 0.06% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,048 $223K 0.01% -40 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,048 $223K 0.07% -65 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 1,042 $222K 0.07% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,032 $222K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,038 $221K 0.05% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,038 $221K 0.01% -37 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,000 $221K 0.1% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,021 $217K <0.01% new 13F-HR Timeline Group Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,020 $217K 0.11% new 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,015 $216K 0.17% -23 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,008 $215K 0.02% -5 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,005 $214K 0.05% new 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 1,004 $214K 0.02% +4 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,000 $213K 0.01% 0 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 1,000 $213K 0.04% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,000 $213K 0.09% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 998 $212K 0.11% new 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 997 $212K 0.07% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 980 $209K 0.01% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 977 $208K 0.14% new 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 975 $208K 0.1% 0 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 975 $208K 0.03% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 960 $204K 0.01% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 960 $204K 0.09% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 957 $204K 0.12% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 953 $203K 0.02% -257 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 950 $202K 0.06% 0 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 949 $202K 0.11% +1 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 949 $202K 0.1% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 949 $202K 0.06% -43 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 948 $202K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 947 $202K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 947 $201K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 859 $201K 0.08% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 907 $193K 0.07% +295 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 888 $189K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 879 $187K 0.11% -14 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 851 $180K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 788 $168K 0.03% +153 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 786 $167K 0.06% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 785 $167K 0.01% 0 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 726 $154K <0.01% -953 13F-HR Timeline CNB Bank More: the full row for CNB Bank 720 $153K 0.06% -80 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 719 $153K 0.04% +279 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 711 $151K 0.02% 0 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 619 $148K 0.03% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 649 $138K 0.01% +450 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 642 $137K <0.01% +314 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 641 $136K <0.01% -50 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 636 $135K 0.02% -246 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 624 $132K <0.01% -8 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 604 $129K 0.02% +11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 595 $127K 0.04% +259 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 585 $125K 0.02% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 525 $112K <0.01% new 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 525 $112K <0.01% new 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 495 $105K 0.07% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 494 $105K 0.01% +106 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 494 $105K 0.04% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 426 $101K 0.02% +242 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 470 $100K 0.06% -34 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 469 $100K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 469 $99.8K 0.01% -13 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 465 $99K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 460 $97.9K 0.03% +80 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 448 $95.4K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 440 $93.7K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 428 $91K 0.02% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 423 $90K 0.01% -18 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 409 $87.1K 0.01% +6 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 402 $85.6K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 399 $85K 0.05% +119 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 396 $84.3K <0.01% -354 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 379 $80.7K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 369 $78.5K 0.03% -80 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 342 $73K <0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 340 $72K <0.01% -310 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 337 $71.7K 0.01% +310 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 322 $68.5K <0.01% +272 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 320 $68.1K 0.04% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 315 $67.1K 0.04% +309 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 300 $63.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 263 $62.6K 0.01% -11 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 292 $62.2K <0.01% -54 13F-HR Timeline Group Financially Speaking Inc More: the full row for Financially Speaking Inc 284 $61.5K 0.3% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 286 $60.9K 0.04% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 280 $59.6K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 279 $59.4K 0.02% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 272 $57.9K <0.01% -4 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 263 $57.3K 0.04% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 266 $57K <0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 250 $53.2K 0.01% new 13F-HR/A Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 248 $52.8K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 246 $52.4K 0.01% +126 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 234 $49.8K 0.01% +21 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 229 $48.7K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 229 $48.7K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 237 $48.5K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 228 $48.5K 0.01% +27 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 223 $47.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 219 $46.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 217 $46.2K <0.01% -1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 215 $45.8K <0.01% +12 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 212 $45.1K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 211 $44.9K 0.01% +169 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 210 $44.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 207 $44.1K <0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 207 $44K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 203 $43.2K <0.01% +10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 200 $42.6K 0.01% +2 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $42.6K 0.03% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 200 $42.6K <0.01% 0 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 195 $41.5K 0.01% -4 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 194 $41.3K <0.01% -113 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 193 $41.2K 0.02% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 178 $38K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 177 $37.7K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 177 $37.7K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 173 $36.8K <0.01% +137 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 167 $35.5K 0.01% 0 13F-HR Timeline