SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,165 $633K 0.33% -166 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 8,160 $632K 0.06% +483 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 8,139 $631K 0.08% +100 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,079 $626K 0.15% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,039 $623K <0.01% +1,543 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,897 $612K 0.04% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,816 $606K 0.05% +809 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,716 $598K 0.01% +1,004 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,705 $597K 0.52% +590 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 7,675 $595K 0.08% -1,156 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,415 $575K 0.01% +1,726 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 7,378 $572K 0.07% +355 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,207 $559K 0.15% +3,605 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,077 $548K 0.08% +2,930 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 7,022 $544K 0.2% +354 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,947 $538K <0.01% +100 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,828 $529K 0.2% +480 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,760 $524K <0.01% new 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,750 $523K 0.84% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,695 $519K 0.12% +2 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,671 $517K 0.26% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,662 $516K 0.36% -5,958 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $515K 0.11% 0 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,620 $513K <0.01% +1,220 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 6,597 $511K <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 6,589 $510K 0.16% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,568 $509K 0.01% +400 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,561 $508K 0.01% +5,931 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,518 $505K 0.05% +532 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,500 $504K 0.04% -3,000 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,485 $503K 0.14% +541 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,418 $497K 0.16% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,408 $497K 0.04% -347 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $496K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,781 $494K 0.04% +427 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,295 $488K 0.06% +1,207 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,283 $487K <0.01% +2,045 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,246 $484K 0.35% +1,065 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $484K 0.05% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,213 $482K 0.11% -238,913 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 6,212 $481K 0.03% +628 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 6,169 $478K 0.24% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $478K 0.01% 0 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,061 $470K 0.04% -3,500 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 6,003 $465K 0.39% +2,521 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,998 $465K 0.02% +414 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,967 $462K 0.01% +243 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 5,882 $456K 0.01% +371 13F-HR/A Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,864 $454K <0.01% -91 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,851 $453K 0.04% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,847 $453K 0.01% new 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,835 $452K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,826 $452K 0.01% +309 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,770 $447K 0.22% -181,665 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 5,763 $447K 0.02% +1,871 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 5,742 $445K 0.25% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,714 $443K 0.06% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 5,700 $442K 0.17% +73 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,681 $440K <0.01% -157 13F-HR Timeline Group Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $437K 0.35% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,635 $437K 0.01% -1,317 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,604 $434K 0.04% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,569 $432K 0.09% -3,200 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,522 $428K 0.27% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,518 $428K 0.06% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,501 $426K 0.04% -234 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,493 $426K 0.02% +54 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,435 $421K 0.24% -2,375 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,407 $419K 0.03% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,327 $413K 0.01% +2,022 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,312 $412K <0.01% +89 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,288 $410K 0.01% new 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 5,184 $402K 0.25% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,122 $397K 0.03% -3,652 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,057 $392K 0.01% new 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 5,042 $391K 0.07% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 5,035 $390K 0.28% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,019 $389K 0.08% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,002 $388K 0.18% +84 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,955 $384K 0.01% +720 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,932 $382K 0.11% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,930 $382K <0.01% -2,859 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,912 $381K 0.1% -2 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,899 $380K 0.01% -45,814 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,898 $379K 0.1% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,877 $378K 0.22% +580 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,869 $377K 0.01% +58 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,839 $375K 0.03% +150 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,777 $370K 0.21% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,760 $369K 0.04% +1,387 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,755 $369K 0.07% +69 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,717 $366K 0.18% -84 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,710 $365K 0.14% -3,853 13F-HR/A Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,692 $364K 0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,689 $363K <0.01% +4 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 4,633 $359K 0.06% +368 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,585 $355K 0.08% +60 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 4,450 $354K 0.17% +220 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,520 $350K 0.01% -543 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 4,500 $349K 0.28% -2,245 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,430 $343K 0.12% +415 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,403 $341K 0.01% -5,465 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,386 $340K 0.01% -599 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,355 $338K 0.02% new 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 4,354 $337K <0.01% -4,116 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,330 $336K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,324 $335K 0.01% -3,937 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,259 $330K 0.01% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,251 $329K 0.02% -258 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,250 $329K 0.02% +1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,218 $327K 0.01% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,183 $324K 0.2% +550 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,164 $323K 0.08% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,137 $321K 0.03% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,058 $314K 0.02% +1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,053 $314K 0.01% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 4,052 $314K 0.02% +11 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,034 $313K 0.15% +3 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,017 $311K 0.26% +47 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,002 $310K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,001 $310K <0.01% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,989 $309K 0.02% -576 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,936 $305K 0.05% +51 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,854 $299K 0.01% -3,139 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,849 $298K 0.04% +418 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,800 $294K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,755 $291K 0.02% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,748 $290K 0.24% +273 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3,742 $290K 0.04% new 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,723 $289K 0.09% -247 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,714 $288K <0.01% +304 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,706 $287K 0.05% 0 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 3,699 $287K <0.01% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,680 $285K 0.01% +325 13F-HR/A Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $284K 0.04% 0 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 3,616 $280K 0.09% new 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,604 $279K 0.05% -261 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,581 $278K 0.02% +20 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 3,560 $276K 0.13% -100 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,559 $276K 0.06% -41 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,524 $273K 0.04% +2,926 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,524 $273K <0.01% +2,926 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,520 $273K 0.02% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,515 $272K 0.08% 0 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,508 $272K 0.02% +50 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,479 $270K 0.22% -2,591 13F-HR Timeline Efficient Frontier Advisors LLC More: the full row for Efficient Frontier Advisors LLC 3,439 $266K 0.17% +50 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 3,436 $266K 0.09% new 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 3,387 $259K 0.09% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,342 $259K 0.05% +39 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,404 $257K 0.01% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,302 $256K 0.01% 0 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,300 $256K 0.12% +47 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,293 $255K 0.01% -18 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $255K 0.08% 0 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 3,288 $255K 0.13% -1,296 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $254K 0.02% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,257 $252K <0.01% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,253 $252K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,233 $251K 0.03% +62 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,227 $250K 0.01% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,221 $250K 0.08% new 13F-HR/A Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,215 $249K 0.01% -5 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,214 $249K 0.01% +6 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,201 $248K <0.01% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,188 $247K 0.04% -75 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 3,174 $246K 0.05% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,165 $245K 0.01% new 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,155 $245K 0.05% new 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 3,134 $243K 0.16% -247 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,121 $242K 0.03% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,109 $241K <0.01% new 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 3,105 $241K 0.11% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 3,098 $240K 0.15% -63 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,107 $240K 0.01% -429 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 3,084 $239K 0.04% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,073 $238K 0.03% +43 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 3,057 $237K 0.09% 0 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,046 $236K 0.05% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,045 $236K 0.03% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3,041 $236K 0.2% new 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,034 $235K 0.14% 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,027 $235K 0.01% -2,932 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 2,999 $232K 0.17% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,988 $232K 0.2% 0 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 2,981 $231K 0.08% -585 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 2,978 $231K 0.19% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,970 $230K 0.04% 0 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,890 $224K 0.08% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 2,880 $223K 0.09% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,880 $223K 0.01% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,877 $223K 0.03% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,843 $220K 0.1% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,832 $219K 0.13% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,823 $219K 0.01% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,815 $218K 0.08% -69 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,813 $218K <0.01% new 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,812 $218K 0.06% new 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,791 $216K 0.09% -86 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 2,790 $216K 0.06% new 13F-HR Timeline