EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,293 $777K <0.01% 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,270 $775K 0.99% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,115 $762K 0.03% +95 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8,737 $730K 0.03% new 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,735 $730K 0.43% -52 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 8,698 $727K 0.06% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 8,655 $724K 0.06% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 8,616 $720K <0.01% -893 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,546 $715K 0.05% +834 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,541 $714K 0.02% +1,335 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,405 $703K 0.09% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8,330 $696K 0.15% +105 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,327 $696K 0.04% -3,114 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,187 $684K 0.31% +22 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,152 $682K 0.01% +778 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 8,151 $681K 0.02% +110 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 8,070 $675K 0.49% 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 7,897 $660K 0.47% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,872 $658K 0.09% -1,654 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 7,868 $658K 0.07% -208 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,852 $657K 0.01% -35 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,428 $655K 0.23% new 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 7,801 $652K 0.01% -13,100 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 7,761 $649K 0.1% -6,619 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 7,726 $646K 0.11% -2,349 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 7,640 $639K 0.52% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,592 $635K <0.01% -14,279 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,570 $633K 0.02% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 7,217 $631K 0.28% +62 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,523 $629K 0.01% -193 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,468 $624K +4,521 Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,411 $620K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,375 $617K 0.01% +337 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,322 $612K <0.01% -45 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 7,280 $609K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,219 $604K 0.03% +1,406 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 7,203 $602K 0.04% +106 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,129 $596K 0.07% -101 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 7,112 $595K 0.04% +834 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,101 $594K 0.01% +32 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 7,080 $592K 0.05% -1,545 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 6,971 $583K 0.35% +725 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,965 $582K 0.15% -196 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,959 $582K 0.18% new 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 6,957 $582K 0.08% -4,000 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 6,917 $578K 0.28% 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,864 $573K 0.12% 0 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 6,632 $571K 0.16% +2,424 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,828 $571K 0.19% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,817 $570K 0.04% -101 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,811 $569K 0.02% -2,928 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 6,750 $564K 0.79% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,732 $563K <0.01% -4,800 13F-HR Timeline Group Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 6,717 $562K 0.14% -438 13F-HR Timeline Allie Family Office LLC More: the full row for Allie Family Office LLC 6,671 $558K 0.26% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,668 $558K 0.15% +26 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,640 $555K 0.11% 0 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 6,604 $552K 0.11% +164 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 6,597 $552K <0.01% 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,578 $550K <0.01% +8 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,518 $545K 0.05% 0 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,510 $544K 0.11% -186 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,471 $541K <0.01% +779 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $535K 0.04% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 6,321 $529K 0.09% 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 6,319 $528K 0.07% -8 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,313 $528K 0.02% -1,887 13F-HR Timeline Group SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,310 $528K 0.49% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $522K 0.05% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,225 $520K 0.04% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,225 $520K 0.01% +425 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,209 $519K <0.01% -173 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $515K 0.01% 0 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 6,141 $513K 0.06% -204 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,061 $507K 0.03% -437 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,010 $502K 0.16% +1,530 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,929 $496K <0.01% +1,207 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,925 $495K 0.01% -124 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,851 $489K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,829 $487K 0.1% +10 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,743 $480K 0.01% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 5,691 $476K 0.2% -47 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 5,677 $475K <0.01% -138,552 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $475K 0.05% 0 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,637 $471K 0.36% 0 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 5,633 $471K 0.24% +174 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 5,625 $470K 0.24% +103 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 5,288 $469K 0.08% +477 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,600 $468K 0.03% -500 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 5,589 $467K 0.17% -115 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,581 $467K 0.01% +49 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 5,575 $466K 0.14% +866 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,549 $464K 0.02% +160 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,529 $462K 0.01% +208 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,513 $461K 0.07% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,501 $460K 0.03% +2 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,437 $455K 0.02% -63 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 5,435 $454K 0.24% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 5,425 $454K <0.01% -2,868 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5,403 $452K 0.32% -396 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,366 $449K 0.06% +241 13F-HR Timeline Ballast Rock Private Wealth LLC More: the full row for Ballast Rock Private Wealth LLC 5,271 $441K 0.28% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,154 $431K 0.01% +97 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,120 $428K 0.01% +36 13F-HR/A Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,089 $425K 0.07% +70 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,082 $425K 0.27% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,067 $424K 0.03% -25,245 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,009 $419K <0.01% -424 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,008 $419K 0.03% +4,565 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 5,000 $418K 0.05% 0 13F-HR Timeline Group ABBINGTON INVESTMENT GROUP More: the full row for ABBINGTON INVESTMENT GROUP 4,960 $415K 0.28% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 4,955 $414K 0.01% 0 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 4,954 $414K 0.11% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,954 $414K <0.01% +147 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,945 $413K <0.01% 0 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,942 $413K 0.02% -69 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4,898 $410K <0.01% new 13F-HR Timeline Group Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 4,888 $409K 0.22% 0 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 4,874 $408K 0.14% +27 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 4,879 $408K 0.03% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,650 $407K 0.45% 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,864 $407K <0.01% 0 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 4,842 $405K 0.18% +33 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,813 $402K 0.07% +45 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,760 $398K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,704 $393K 0.05% +1 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,693 $392K <0.01% +3 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 4,465 $392K 0.01% +1,070 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,638 $388K 0.01% -241 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,637 $388K 0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 4,606 $385K 0.09% +10 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 4,578 $383K 0.36% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,569 $382K 0.09% 0 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 4,457 $373K 0.26% +434 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 4,433 $371K 0.22% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,365 $365K 0.01% +32 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,363 $365K 0.01% -157 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,330 $362K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,328 $362K 0.01% -639 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,313 $361K 0.01% +205 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,304 $360K 0.02% -965 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 4,259 $356K 0.01% new 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 4,243 $355K 0.08% +389 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,216 $352K <0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,129 $345K <0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,123 $345K 0.01% -60 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,100 $343K 0.03% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,081 $341K 0.13% +2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,076 $341K 0.02% +58 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,059 $339K 0.02% +1 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,042 $338K 0.08% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,023 $336K 0.01% +730 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,018 $336K <0.01% +1,363 13F-HR Timeline Group Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,001 $335K 0.05% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,000 $334K 0.07% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,985 $333K 0.02% -373 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,984 $333K 0.02% -7 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 3,969 $332K 0.05% +26 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,966 $332K 0.24% +214 13F-HR Timeline Trust Co More: the full row for Trust Co 3,955 $331K 0.03% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,851 $322K 0.09% +436 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,850 $322K 0.02% new 13F-HR/A Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,850 $322K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,833 $320K 0.01% +113 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,800 $318K <0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,754 $314K <0.01% -11 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,742 $313K 0.02% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,729 $312K 0.09% +10 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,685 $308K 0.02% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,681 $308K 0.01% +379 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,659 $306K 0.04% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,632 $304K 0.08% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 3,604 $301K 0.01% +18 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,595 $301K 0.01% +242 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,559 $298K 0.06% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,551 $297K <0.01% +18 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,515 $294K 0.07% 0 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,480 $291K 0.09% 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 3,479 $291K 0.2% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,477 $291K 0.04% -127 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,253 $288K 0.01% +3 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,416 $286K 0.01% +123 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,409 $285K 0.01% +26 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 3,408 $285K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,382 $283K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,382 $283K 0.01% -142 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,375 $282K 0.04% +26 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 613 $282K 3.44% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,343 $280K 0.02% +141 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 3,340 $279K 0.11% +31 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,335 $279K 0.03% +214 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,329 $278K <0.01% +163 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,533 $277K 0.01% -1,832 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 3,290 $275K 0.08% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,278 $274K 0.02% 0 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,253 $272K 0.01% 0 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,252 $272K 0.08% 0 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 3,238 $271K 0.25% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 3,237 $271K 0.02% -280 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,236 $271K 0.14% +202 13F-HR Timeline