Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 16,081 $4.16M 3.1% +175 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 16,053 $4.15M 0.64% +655 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 16,010 $4.14M 0.13% +1,237 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 15,992 $4.14M 0.56% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 15,954 $4.13M 0.06% +3,587 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 15,935 $4.12M 2.22% -398 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 15,874 $4.11M 0.38% +3,813 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 15,801 $4.09M 1.68% +15,756 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,867 $4.08M 0.27% +903 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 15,748 $4.07M 3.32% +1,590 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 15,731 $4.07M 2.65% -386 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 15,720 $4.07M 0.03% +1,453 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 15,625 $4.04M 1.79% +4,807 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 15,543 $4.02M 1.24% +127 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,502 $4.01M 0.08% +414 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 15,490 $4.01M 0.24% -2,858 13F-HR Timeline Group MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 15,316 $3.96M 3.83% -210 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15,309 $3.96M 0.77% -860 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 15,156 $3.92M 2.66% +630 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 15,143 $3.92M 0.89% +1,643 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 15,109 $3.91M 1.28% -74 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,086 $3.9M 0.3% +1,038 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 15,013 $3.88M 0.41% -366 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,003 $3.88M 0.18% 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 15,000 $3.88M 0.68% +1,215 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,929 $3.86M 0.07% +50 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,903 $3.85M 0.17% +13,049 13F-HR Timeline Group Fjell Capital, LLC More: the full row for Fjell Capital, LLC 14,895 $3.85M 3.91% +593 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 14,840 $3.84M 0.69% -411 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 14,779 $3.82M 0.12% +8 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 14,720 $3.81M 0.8% -2,946 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,686 $3.8M 0.08% +2,511 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 14,668 $3.79M 0.02% -1,575 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,628 $3.78M 0.02% -10,376 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 14,543 $3.76M 0.3% -4,394 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 14,542 $3.76M 0.04% +1,102 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,495 $3.75M 0.02% +4,839 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 14,474 $3.74M 1.15% -868 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,469 $3.74M 0.02% -4,976 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 14,398 $3.72M 0.06% -6,254 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,356 $3.71M 0.06% -375 13F-HR Timeline John W. Brooker & Co., CPAs More: the full row for John W. Brooker & Co., CPAs 14,342 $3.71M 1.53% -169 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 14,329 $3.71M 0.39% -110 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,265 $3.7M 0.04% +7,688 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 14,319 $3.7M 2.09% -863 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,308 $3.7M 0.74% +48 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 14,279 $3.69M 0.24% +133 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 14,200 $3.67M 1.98% -16 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 14,187 $3.67M 3.51% +85 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 14,194 $3.67M 3.15% +13,399 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,157 $3.66M 0.1% -390 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14,155 $3.66M 0.51% -407 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 14,140 $3.66M 0.19% +477 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 14,088 $3.64M 1.84% +34 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,068 $3.64M 0.15% +320 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 14,049 $3.63M 0.89% +338 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,038 $3.63M 1.15% +44 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 14,035 $3.63M 0.13% -60 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 14,015 $3.62M 2.63% -8,777 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 14,013 $3.62M 0.27% +1,038 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 13,953 $3.61M 2.12% +612 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 13,923 $3.6M 1.79% +1,469 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 13,884 $3.59M 0.14% -2,407 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,880 $3.59M 0.24% -615 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 13,765 $3.56M 0.27% -3 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 13,747 $3.56M -19 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,728 $3.55M 0.05% -2,678 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 13,724 $3.55M 0.09% +1,023 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,714 $3.55M 0.11% +937 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,616 $3.52M 0.65% -386 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 13,604 $3.52M 1.72% -45 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,562 $3.51M 0.37% -483 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 13,494 $3.49M 0.14% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,451 $3.48M 0.3% +1,417 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,438 $3.48M 0.12% +166 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 13,403 $3.47M 2.36% -359 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 13,346 $3.45M 1.47% -507 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 13,257 $3.43M 1.43% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 13,213 $3.42M 0.45% +878 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 14,021 $3.42M 0.27% -785 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 13,167 $3.41M 0.55% +57 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 13,000 $3.36M 2.75% -7,472 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,965 $3.35M 0.1% +292 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 12,907 $3.34M 0.09% +3,157 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 12,826 $3.32M 0.66% +2 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 12,659 $3.27M 1.82% +10,343 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 12,658 $3.27M 0.08% +510 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 12,635 $3.27M 0.4% +53 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,530 $3.24M 0.08% +1,521 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 12,523 $3.24M 1.08% -2,041 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,433 $3.22M 0.11% -774 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,427 $3.21M 0.64% +704 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,388 $3.2M 0.03% +2,267 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 12,384 $3.2M 0.01% +1,285 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 12,182 $3.15M 0.32% -3,037 13F-HR/A Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 146 $3.13M 22.85% -11,593 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 12,068 $3.12M 1.24% -168 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 12,043 $3.11M 0.47% +91 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 12,041 $3.11M 0.65% -49 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 12,023 $3.11M 0.93% +5,167 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,879 $3.07M 0.2% -57 13F-HR Timeline Group Carrera Capital Advisors More: the full row for Carrera Capital Advisors 11,848 $3.06M 0.68% -707 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,601 $3.06M 1.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 11,767 $3.04M 1% +1,425 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 11,665 $3.04M 2.71% +1,115 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 11,678 $3.02M 0.24% +330 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 11,653 $3.01M 1.49% +4,731 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 11,606 $3M 0.43% 0 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 11,506 $2.99M 1.67% -51 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,490 $2.98M 0.08% +3,848 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 11,514 $2.98M 0.54% +314 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 11,480 $2.97M 0.05% -2,256 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 11,465 $2.97M 2.7% +11 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,446 $2.96M 0.29% -185 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 11,299 $2.92M 1.6% +144 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 11,283 $2.92M 0.55% -63 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 11,275 $2.92M 1.35% -465 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 11,240 $2.91M 3.71% -41 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,212 $2.9M 0.37% +5,912 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 11,197 $2.9M 1.05% +75 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 11,187 $2.89M 2.18% -6,867 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 11,136 $2.88M 0.57% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 11,112 $2.87M 0.4% -97 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,035 $2.85M 0.22% +3,105 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,033 $2.85M 0.14% +27 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,924 $2.83M 0.19% +320 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 10,916 $2.82M 1.52% -370 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,894 $2.82M 1.62% -86 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,864 $2.81M 0.91% -155 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,864 $2.81M 0.89% +502 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 10,855 $2.81M 0.26% -114 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 10,795 $2.79M 2.25% -30,917 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,793 $2.79M 0.03% +786 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,793 $2.79M 0.03% +786 13F-HR/A Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 10,775 $2.79M 0.4% -243 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,756 $2.78M 0.16% +100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 10,668 $2.76M 0.24% +1,623 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 10,645 $2.75M 0.93% +192 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,636 $2.75M <0.01% +117 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,623 $2.75M 0.01% 0 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 10,585 $2.74M 1.93% +346 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 10,535 $2.72M 0.1% 0 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,519 $2.72M 0.25% -1,839 13F-HR/A Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 10,491 $2.71M 1.1% +63 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,510 $2.7M 0.41% -260 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,409 $2.69M 0.17% -178 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,378 $2.68M 0.86% +276 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,351 $2.68M 0.07% -1,281 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 10,347 $2.68M 1.25% +762 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 10,309 $2.67M 0.11% +5,253 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 10,297 $2.66M 1.93% +930 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 10,286 $2.66M 0.5% -309 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,282 $2.66M 0.53% +20 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,248 $2.65M 1.8% +569 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 10,215 $2.64M 1.4% +481 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,178 $2.63M 1.31% -235 13F-HR/A Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 10,173 $2.63M 0.82% +90 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,152 $2.63M 0.23% +467 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,147 $2.62M 0.04% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,061 $2.62M 0.59% +706 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,138 $2.62M 1.24% -678 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 10,058 $2.6M 1.4% -1,698 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 10,013 $2.59M 2.1% +517 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 10,007 $2.59M 1.22% +576 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 9,987 $2.58M 0.11% -139 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 9,914 $2.56M 2.17% +1,280 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,870 $2.55M 0.03% +392 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,864 $2.55M 0.15% -136 13F-HR/A Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 9,846 $2.55M 2.29% -274 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,842 $2.55M 0.18% -296 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,831 $2.54M 1.73% +1,756 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,817 $2.54M 0.05% +1,440 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 9,796 $2.53M 0.63% +616 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 9,749 $2.52M 1.95% -2,784 13F-HR Timeline Linscomb Wealth, Inc. 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