Apella Capital, LLC More: the full row for Apella Capital, LLC 4,713 $1.42M 0.03% +2,554 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,766 $1.42M 0.16% +1 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) 4,731 $1.41M 0.04% -9,132 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,726 $1.41M 0.01% -172 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 4,720 $1.4M 0.05% +841 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,703 $1.4M 0.01% +217 13F-HR Timeline Stanich Group LLC More: the full row for Stanich Group LLC 4,700 $1.4M 0.86% +162 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 4,693 $1.4M 0.62% +86 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,678 $1.39M 0.33% -171 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,653 $1.38M 0.05% -100 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,653 $1.38M 0.22% -100 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 4,627 $1.38M 0.36% -175 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,547 $1.37M 0.25% +195 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,501 $1.34M 0.09% +110 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,493 $1.34M 0.04% -479 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,473 $1.33M 0.05% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,423 $1.32M 0.08% +2,956 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,314 $1.28M 0.23% +1,289 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 17,199 $1.28M 0.21% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,309 $1.28M 0.29% -23 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,306 $1.28M 0.13% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,302 $1.28M 0.01% +30 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,291 $1.28M 0.15% +86 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,270 $1.27M 0.41% +157 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,255 $1.27M 0.16% -515 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 4,251 $1.27M 0.61% -458 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,240 $1.26M 0.03% +229 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,232 $1.26M 0.97% +588 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,199 $1.25M 0.16% +4 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 10,947 $1.25M 1.09% -14 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,188 $1.25M 0.08% +20 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,171 $1.24M 0.41% +149 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,171 $1.24M 0.07% +121 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 4,162 $1.24M 0.39% +214 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 4,160 $1.24M 0.59% +264 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,160 $1.24M 0.04% -15 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 4,110 $1.22M 0.06% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 4,103 $1.22M 0.08% +1,075 13F-HR Timeline Trust Co More: the full row for Trust Co 4,095 $1.22M 0.12% +44 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,079 $1.21M 0.01% +849 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,060 $1.21M 0.02% -282 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,058 $1.21M 0.15% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,004 $1.19M 0.51% +177 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 4,004 $1.19M 0.25% +112 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,003 $1.19M 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,847 $1.17M 0.03% +155 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 3,906 $1.16M 0.24% -3 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,885 $1.16M 0.89% -119 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,859 $1.15M 0.04% -28 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,840 $1.14M 0.78% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,821 $1.14M 0.06% -124 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3,805 $1.13M 0.01% -313 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,800 $1.13M 0.02% -272 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,798 $1.13M 0.05% -26 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,778 $1.12M 0.09% +12 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 3,774 $1.12M 0.49% -121 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 3,769 $1.12M 0.51% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 3,745 $1.11M 0.58% -7 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,722 $1.11M 0.5% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,696 $1.1M 0.07% +1,256 13F-HR Timeline American Trust More: the full row for American Trust 3,692 $1.1M 0.09% +242 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,690 $1.1M 0.68% +237 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3,680 $1.1M 0.52% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,624 $1.09M 0.13% -635 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 3,621 $1.08M 0.17% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,607 $1.07M 0.01% -20 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,860 $1.07M 0.13% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,570 $1.06M 0.03% -3 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,565 $1.06M 0.02% -204 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 3,530 $1.05M 0.56% -1,080 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,518 $1.05M 0.07% -55 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,504 $1.04M 0.02% -23 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,429 $1.04M +97 Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 3,478 $1.04M 0.78% -568 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,470 $1.03M 0.35% +2,204 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,446 $1.03M 0.01% +84 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,442 $1.02M 0.12% -1,100 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,439 $1.02M 0.54% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,410 $1.01M 0.33% +126 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,409 $1.01M 0.2% +1 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,403 $1.01M 0.66% -228 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 3,402 $1.01M 0.31% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,388 $1.01M 0.37% +179 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,357 $999K 0.03% +822 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 3,344 $999K 0.32% +108 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,347 $996K 0.12% -158 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,343 $995K 0.07% -245 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,337 $993K 0.34% -365 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 3,332 $992K 0.42% -641 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,317 $987K 0.03% +1,195 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,259 $970K 0.01% +1,602 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,249 $967K 0.29% +46 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 3,242 $965K 0.65% +45 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,230 $961K 0.04% -31 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,208 $955K 0.02% -71 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,206 $954K 0.03% +28 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,178 $946K 0.1% -386 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 3,145 $937K 0.35% -1,126 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,143 $935K 0.26% -93 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,111 $926K 0.11% +32 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,100 $923K 0.03% +2 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,078 $916K 0.11% -204 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,058 $910K 0.04% +1,436 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,058 $910K 0.18% -99 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,054 $909K 0.27% +2 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,046 $907K 0.01% -16 13F-HR Timeline Group Glassman Wealth Services More: the full row for Glassman Wealth Services 3,015 $897K 0.13% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,988 $889K <0.01% +15 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 2,977 $886K 0.2% -15 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,976 $886K 0.03% +1,680 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,965 $882K 0.02% +364 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 2,964 $882K 0.33% -464 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,945 $876K 0.26% +363 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,912 $867K 0.1% -144 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,971 $866K 0.53% -511 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,908 $865K 0.75% +24 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,903 $864K 0.02% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 2,899 $863K 0.36% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,884 $858K 0.06% +138 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,859 $851K 0.07% -123 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 2,852 $849K 0.22% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,818 $848K 0.01% -342 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 2,843 $846K 0.51% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,823 $843K 0.16% +572 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,825 $842K 0.1% -17 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 2,828 $841K 0.22% -40 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,825 $841K 0.78% +99 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,816 $838K 0.14% -33 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,795 $833K 0.03% +1,709 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 2,770 $824K 0.39% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 2,755 $820K <0.01% +1,029 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,753 $819K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,752 $819K 0.02% -139 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,751 $819K 0.53% -20 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 2,741 $816K 0.12% -27 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 2,740 $815K 0.78% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,709 $806K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,708 $806K 0.02% +231 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 2,698 $803K 0.15% +4 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,697 $803K 0.03% -38 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 2,680 $798K 0.86% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,665 $793K 0.01% +739 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,657 $791K 0.05% -50 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,647 $788K 0.02% +62 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 2,640 $786K 0.55% +95 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,640 $786K 0.02% -783 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,630 $785K 0.05% +900 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,637 $785K 0.24% +74 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,627 $782K 0.05% +503 13F-HR Timeline Group KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,579 $768K 0.32% +4 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,560 $762K 0.07% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,546 $758K <0.01% +2,188 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,510 $747K 0.06% +1 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,495 $743K 0.14% -9 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 2,485 $740K 0.42% -9 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 2,485 $740K 0.23% +2 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 2,670 $739K 0.25% 0 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 2,476 $737K 0.45% +490 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 2,474 $736K 0.4% -179 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,454 $730K 0.07% +927 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,426 $723K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,416 $719K 0.04% -6 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,410 $717K 0.06% +3 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,410 $717K 0.01% +290 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,394 $712K 0.3% -126 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 2,386 $710K 0.51% +253 13F-HR Timeline Solutions 4 Wealth, Ltd More: the full row for Solutions 4 Wealth, Ltd 2,376 $707K 1.1% +2 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,374 $707K 0.02% +499 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 2,368 $705K 0.46% +138 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 2,367 $704K 0.24% -174 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,363 $700K 0.03% +100 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,346 $698K 0.12% -136 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 2,247 $695K 0.31% -18 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,335 $695K 0.3% 0 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 2,330 $693K 0.6% +1,408 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 2,315 $690K 0.08% +69 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,317 $690K 0.06% +312 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,267 $675K 0.04% -257 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,257 $672K 0.24% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,248 $669K 0.11% -168 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 2,192 $666K 0.19% +6 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,236 $665K 0.15% -3 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,224 $662K 0.01% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,224 $662K 0.26% 0 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,218 $660K 0.12% +842 13F-HR Timeline Bell Bank More: the full row for Bell Bank 2,169 $646K 0.03% -18 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,159 $642K 0.02% +217 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,100 $639K 0.1% new 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 2,145 $638K 0.15% -15 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,142 $638K 0.3% +162 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,128 $634K 0.03% +556 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,122 $631K 0.02% +1,534 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,116 $630K 0.12% +40 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 2,113 $629K 0.36% -2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,093 $623K 0.05% +17 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 2,066 $615K 0.16% 0 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 2,064 $614K 0.3% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,061 $613K 0.02% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 2,058 $613K 0.46% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 2,032 $605K 0.33% +1 13F-HR Timeline