TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 797 $332K 0.05% -56 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 793 $330K 0.08% +95 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 788 $328K 0.1% +104 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 785 $327K 0.05% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 785 $327K 0.02% +43 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 785 $327K 0.28% 0 13F-HR Timeline Wealth Management Associates, Inc. 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More: the full row for CI INVESTMENTS INC. 771 $321K <0.01% -8,065 13F-HR Timeline Group Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 767 $320K 0.06% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 766 $319K 0.31% +12 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 765 $319K 0.11% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 764 $318K 0.13% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 763 $318K 0.02% +16 13F-HR Timeline YHB Investment Advisors, Inc. 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More: the full row for Maple Capital Management, Inc. 724 $302K 0.02% -10 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 723 $301K 0.01% +3 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 723 $301K 0.02% +1 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 719 $300K 0.11% +14 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 717 $299K 0.08% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 717 $299K 0.02% -5,754 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 622 $298K 0.02% -10 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 712 $297K 0.02% -17 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 712 $297K 0.04% +30 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 708 $295K 0.02% +151 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 708 $295K 0.03% +65 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 610 $292K 0.03% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 700 $292K 0.02% 0 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 697 $290K 0.09% -213 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 696 $290K 0.02% +33 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 692 $288K 0.26% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 690 $288K 0.04% -99 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 690 $288K 0.03% new 13F-HR Timeline Taylor Financial Group, Inc. 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More: the full row for Hilltop Holdings Inc. 686 $286K 0.03% -1,318 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 682 $284K 0.02% -2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 682 $284K 0.24% +6 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 679 $283K 0.04% +30 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 676 $282K 0.02% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 674 $281K <0.01% -1,568 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 669 $279K 0.02% -12 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 668 $279K 0.05% -697 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 668 $278K 0.01% -29 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 666 $278K 0.03% +28 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 665 $277K 0.18% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 663 $276K 0.05% -99 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 662 $276K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 660 $275K 0.02% +40 13F-HR Timeline Group Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 658 $274K 0.2% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 657 $274K 0.02% +418 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 656 $273K 0.03% +33 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 655 $273K 0.02% -73 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 651 $271K 0.03% -15 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 651 $271K 0.15% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 644 $268K 0.01% +72 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 643 $268K 0.04% +34 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 643 $268K 0.1% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 641 $267K 0.07% -11 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 637 $265K 0.05% +7 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 635 $265K 0.17% +68 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 551 $264K 0.02% -1,115 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 633 $264K 0.14% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 632 $263K 0.16% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 632 $263K 0.19% -135 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 609 $263K 0.1% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 630 $263K 0.03% -22 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 628 $262K 0.17% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 628 $262K 0.06% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 626 $261K 0.03% -41 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 608 $260K 0.17% -44 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 621 $259K 0.11% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 620 $258K 0.02% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 620 $258K 0.01% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 617 $257K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 551 $257K <0.01% +208 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 615 $256K 0.04% 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 612 $255K 0.06% +19 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 612 $255K 0.01% -5 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 609 $254K 0.02% +9 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 609 $254K 0.06% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 608 $253K 0.01% -32 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 607 $253K 0.38% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 606 $253K 0.04% -55 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 606 $253K 0.04% +33 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 605 $252K 0.12% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 602 $251K 0.01% +74 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 601 $251K 0.04% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 600 $250K 0.02% 0 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 599 $250K 0.11% -122 13F-HR Timeline MOR Wealth Management, LLC More: the full row for MOR Wealth Management, LLC 599 $250K 0.11% -855 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 596 $248K 0.01% -43 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 596 $248K 0.02% +32 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 592 $247K <0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 591 $246K 0.04% +352 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 590 $246K 0.14% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 589 $245K 0.02% -366 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 588 $245K <0.01% -63 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 586 $244K 0.01% new 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 586 $244K 0.07% -29 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 585 $244K 0.01% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 583 $243K 0.06% -583 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 583 $243K <0.01% +3 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 582 $243K 0.08% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 578 $241K 0.04% -15 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 578 $241K 0.19% -1,000 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 577 $240K 0.09% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 575 $240K 0.01% 0 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 575 $240K 0.04% -239 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 572 $238K 0.04% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 570 $238K 0.21% 0 13F-HR Timeline Group AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 570 $238K 0.11% 0 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 570 $238K 0.18% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 570 $238K 0.2% +49 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 569 $237K 0.02% +7 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 568 $237K 0.04% -6 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 567 $236K 0.01% +6 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 567 $236K 0.13% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. 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Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 573 $232K 0.01% -357 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 554 $231K 0.1% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 555 $231K 0.01% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 553 $230K 0.11% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 467 $230K 0.04% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 550 $229K <0.01% -37,030 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 510 $229K 0.06% new 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 550 $229K 0.02% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 548 $228K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 548 $228K 0.03% new 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 547 $228K 0.21% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 546 $228K 0.04% +25 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 584 $227K 0.02% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 545 $227K 0.02% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 545 $227K 0.06% +28 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 544 $227K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 543 $226K 0.03% new 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 543 $226K 0.21% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 542 $226K 0.1% new 13F-HR/A Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 542 $226K 0.01% +17 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 541 $225K 0.21% -100 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 539 $225K 0.03% new 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 537 $224K 0.07% +3 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 537 $224K 0.07% +2 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 535 $223K 0.07% -1,349 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 534 $223K 0.03% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 532 $222K 0.01% +507 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 531 $221K 0.12% -3 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 530 $221K 0.23% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 527 $220K 0.04% +84 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 527 $220K 0.08% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 512 $219K 0.05% +250 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 524 $218K 0.05% -164 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 523 $218K 0.06% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 522 $218K 0.06% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 522 $217K 0.25% +28 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 520 $217K 0.19% +430 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 520 $217K 0.04% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 519 $216K 0.01% +4 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 518 $216K 0.03% -3 13F-HR Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 517 $215K 0.18% -71 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 435 $214K 0.02% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 513 $214K <0.01% new 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 510 $213K 0.09% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 510 $213K 0.04% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 509 $212K 0.15% 0 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 507 $211K 0.04% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 507 $211K 0.07% 0 13F-HR Timeline