Hudson Oak Wealth Advisory LLC More: the full row for Hudson Oak Wealth Advisory LLC 11,154 $2.37M 1.83% +42 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 11,122 $2.37M 1.47% -743 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 11,080 $2.36M 0.14% -7 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 11,052 $2.35M 0.83% -607 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 5,400 $2.35M 0.19% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 10,978 $2.34M 1.09% -302 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 10,970 $2.33M 1.45% +1,669 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 14,035 $2.33M 2.39% +636 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 10,870 $2.31M 0.86% +4 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 10,864 $2.31M 0.6% -407 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 10,850 $2.31M 0.09% +574 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 10,821 $2.3M 1.6% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10,799 $2.3M 0.12% -944 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 10,780 $2.29M 2.82% +49 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 10,768 $2.29M 0.21% +1,560 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 10,746 $2.29M 0.16% +314 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 10,712 $2.28M 0.64% +61 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 10,691 $2.27M 0.82% +15 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 10,645 $2.27M 0.06% -1,627 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,597 $2.25M 0.08% +1,521 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,551 $2.24M 0.15% +3,643 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,424 $2.23M 0.06% +580 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 10,477 $2.23M 0.37% -1,456 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 10,419 $2.22M 1.29% +6,581 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 10,382 $2.21M 0.54% +1,209 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,353 $2.2M 0.03% -18,456 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,311 $2.19M 0.12% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,270 $2.19M 0.21% -53 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 10,259 $2.18M 1.98% +1,900 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,256 $2.18M 0.06% +1,176 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 10,119 $2.15M 0.34% +2,093 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,036 $2.15M 0.03% +1,655 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,080 $2.14M 0.04% -267 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 9,970 $2.14M 1.69% -112 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 10,062 $2.14M 0.23% -242 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 10,052 $2.14M 0.11% -119 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 10,041 $2.14M 0.38% -2,433 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 10,020 $2.13M 1.7% -5,775 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 10,020 $2.13M 0.48% -1,117 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 10,001 $2.13M 0.03% -13,938 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 9,982 $2.12M 0.28% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,929 $2.11M 0.04% +1,533 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 9,924 $2.11M 0.56% -54 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,922 $2.11M 0.87% +479 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 9,900 $2.11M 0.71% 0 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 9,900 $2.11M 2.41% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9,894 $2.11M 0.1% -2,522 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 9,834 $2.09M 0.44% -1,307 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,784 $2.08M 0.53% +35 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,765 $2.08M 0.14% +381 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,762 $2.08M 0.12% -187 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 9,755 $2.08M 0.64% +9 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 9,718 $2.07M <0.01% 13F-HR Timeline Group Interval Partners, LP More: the full row for Interval Partners, LP 9,686 $2.06M 0.07% -31,419 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,681 $2.06M 0.06% +670 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,632 $2.05M 0.07% -2,484 13F-HR Timeline Group Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 9,618 $2.05M 0.83% +2,294 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,609 $2.04M 0.01% -5,311 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 9,596 $2.04M 0.12% -136 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 9,573 $2.04M 0.11% -187 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 9,557 $2.03M 1.62% +2,976 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 9,543 $2.03M 1.42% -345 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,522 $2.03M 0.43% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 9,515 $2.02M 0.07% -397 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 9,388 $2M 0.37% -285 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,361 $1.99M 0.03% -274 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 9,350 $1.99M 0.04% +4,400 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 9,317 $1.98M 0.29% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,305 $1.98M 0.04% -88 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 9,210 $1.98M 0.67% new 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 9,267 $1.97M 0.02% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 9,257 $1.97M 0.24% +1,602 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 9,249 $1.97M 0.26% +2,511 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,193 $1.96M 0.08% -503 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,189 $1.96M 0.05% +9,140 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 9,169 $1.95M 0.19% -69 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 9,162 $1.95M 1.34% -23 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 9,111 $1.94M 1.04% +814 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 9,103 $1.94M 0.15% -29 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 9,025 $1.92M 1.36% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,985 $1.91M <0.01% new 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 8,982 $1.91M 0.47% -124 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 8,972 $1.91M 1.23% -40 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 8,945 $1.9M 0.25% -103,533 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,888 $1.89M 0.32% +132 13F-HR Timeline Stillwater Private Wealth, LLC More: the full row for Stillwater Private Wealth, LLC 8,543 $1.89M 1.23% -6,859 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 8,855 $1.88M 0.9% -580 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,851 $1.88M 0.6% +2,236 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,815 $1.88M 0.1% +751 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,800 $1.87M 0.19% 0 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 7,887 $1.87M 1.33% +1,157 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 8,731 $1.86M 0.54% +33 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,630 $1.85M 0.4% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 8,292 $1.85M 0.1% +403 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,664 $1.84M 0.04% +307 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 8,674 $1.84M 0.19% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,608 $1.83M 0.01% -92 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 8,607 $1.83M 0.85% +1,430 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 8,599 $1.83M 0.4% +462 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8,592 $1.83M 0.04% -414 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,574 $1.82M 0.83% +427 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,561 $1.82M 0.02% -109 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 8,556 $1.82M 0.47% +667 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,548 $1.82M 0.02% +1,317 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 8,523 $1.81M 0.1% -1,009 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,478 $1.8M 0.47% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 8,454 $1.8M 0.45% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,417 $1.79M 0.07% -391 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 8,348 $1.78M 0.75% -17 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,341 $1.77M 0.04% -12,479 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 8,338 $1.77M 0.17% -4,819 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 8,300 $1.77M 1.01% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 8,295 $1.76M 0.07% +2 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 8,239 $1.75M 3.25% 0 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 8,228 $1.75M 0.28% new 13F-HR Timeline Group Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 10,170 $1.75M 0.63% -20 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,211 $1.75M 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 8,198 $1.74M 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 8,191 $1.74M 0.22% +6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 8,167 $1.74M 0.12% +559 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,164 $1.74M 0.17% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,159 $1.74M 0.71% -15 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 8,153 $1.73M 0.6% -162 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 8,132 $1.73M 0.11% -1,777 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,116 $1.73M 0.06% 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 8,100 $1.72M 0.33% +75 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 8,090 $1.72M 0.09% +3,054 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,071 $1.72M 0.53% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 8,046 $1.71M 0.37% -93 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,037 $1.71M 0.27% -134 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,978 $1.7M 0.51% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 7,972 $1.7M 0.41% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,968 $1.7M 0.33% -50 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,967 $1.7M 0.22% -50 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,963 $1.69M 0.12% -140 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 7,950 $1.69M 1.19% -876 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,896 $1.68M 0.09% -48 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 7,888 $1.68M 0.37% +161 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 7,851 $1.67M 0.54% +1,851 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,816 $1.66M 0.02% -2,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Solstein Capital, LLC More: the full row for Solstein Capital, LLC 7,807 $1.66M 0.57% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 7,802 $1.66M 1.39% +145 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 7,713 $1.64M 0.14% +1,319 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,700 $1.64M 0.59% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,660 $1.63M 0.15% -34 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 7,659 $1.63M 0.07% -52 13F-HR Timeline Periscope Capital Inc. More: the full row for Periscope Capital Inc. 7,650 $1.63M 0.26% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 7,647 $1.63M 0.1% +7,472 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 7,612 $1.62M 0.13% -412 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 7,634 $1.62M 0.29% +191 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 7,583 $1.61M 1.77% +105 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 7,582 $1.61M 0.04% -6,674 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 7,562 $1.61M 0.78% +1,026 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 7,560 $1.61M 0.93% +1,937 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 7,552 $1.61M 0.41% -308 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 7,534 $1.6M 0.35% -1,332 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 7,500 $1.6M 2.05% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 7,473 $1.59M 0.6% +73 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 7,462 $1.59M 1.5% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 7,451 $1.59M 0.07% +879 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,423 $1.58M 0.05% +3 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 7,414 $1.58M 0.1% -38 13F-HR Timeline BANTA ASSET MANAGEMENT LP More: the full row for BANTA ASSET MANAGEMENT LP 7,410 $1.58M 1.41% -4,665 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 7,404 $1.58M 0.27% +750 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 7,400 $1.57M 0.03% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 7,376 $1.57M 0.47% -104 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 7,366 $1.57M 0.21% -140 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,366 $1.57M 0.03% +18 13F-HR Timeline Group ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 7,364 $1.57M 0.62% -341 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 7,262 $1.55M 0.35% +6,705 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,258 $1.54M 0.16% -586 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,230 $1.54M 0.07% +39 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,207 $1.53M 0.04% +425 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 7,184 $1.53M 0.12% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,157 $1.52M 0.01% -9,110 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,140 $1.52M 0.02% +1,575 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 7,105 $1.51M 0.81% 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 7,091 $1.51M 0.22% -506 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 7,091 $1.51M 0.42% +1 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,090 $1.51M 0.08% -228 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 7,005 $1.5M 0.91% -16,382 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 7,009 $1.49M 0.25% +230 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 6,996 $1.49M 0.14% +258 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 6,989 $1.49M 0.29% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 6,989 $1.49M 0.21% 0 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 6,987 $1.49M 0.32% -18,877 13F-HR Timeline Ardent Capital Management, Inc. 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