Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 4,073 $636K 0.26% 0 13F-HR Timeline Kooman & Associates More: the full row for Kooman & Associates 4,071 $636K 0.23% +134 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,070 $636K 0.53% +1,160 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,065 $635K 0.27% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,332 $635K 0.12% -159 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,040 $631K 0.76% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 4,039 $631K 0.5% +897 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4,038 $631K 0.46% +436 13F-HR Timeline Truepoint, Inc. 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Inc 3,830 $598K 0.41% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 3,820 $597K 0.15% new 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 3,807 $595K 0.05% +27 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,805 $594K 0.31% -125 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 3,803 $594K 0.25% -41 13F-HR Timeline American Trust More: the full row for American Trust 3,793 $593K 0.15% -4,618 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 3,792 $592K 0.22% -554 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,791 $592K 0.31% +731 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 3,790 $592K 0.01% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 3,788 $592K 0.2% -639 13F-HR/A Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 3,782 $591K 0.14% 0 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 3,777 $590K 0.27% +966 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 3,774 $590K 0.07% -415 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 3,771 $589K 0.38% -3,992 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 3,500 $588K 0.36% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 3,759 $587K 0.27% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,755 $587K 0.21% -20 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3,754 $586K 0.07% +150 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,753 $586K 0.08% -21 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,750 $586K 0.84% -4,115 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 3,744 $585K 0.6% -37 13F-HR Timeline Financial Management Professionals, Inc. 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More: the full row for Astoria Portfolio Advisors LLC. 3,701 $584K 0.2% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,732 $583K 0.16% -597 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 3,971 $582K 0.6% -821 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,724 $582K 0.32% -475 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,715 $580K 0.04% +603 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 3,708 $580K 0.39% -1,525 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 3,710 $580K 0.13% +227 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 3,710 $580K 0.1% -60 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 3,708 $579K 0.66% +1 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,777 $579K 0.08% -432 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3,707 $579K 0.14% -4 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,699 $578K 0.09% +1,128 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 3,692 $577K 0.58% +12 13F-HR Timeline INSTRUMENTAL WEALTH, LLC More: the full row for INSTRUMENTAL WEALTH, LLC 3,516 $576K 0.52% +122 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,690 $576K 0.03% +430 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 3,684 $576K 0.38% +18 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 3,679 $575K 0.28% -4,183 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 3,670 $573K 0.22% -900 13F-HR Timeline Momentous Wealth Management, Inc. More: the full row for Momentous Wealth Management, Inc. 3,669 $573K 0.41% -49 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,666 $573K 0.1% +197 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,664 $573K 0.23% -19 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 3,659 $572K 0.15% +2,056 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,659 $572K 0.25% +1,899 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 3,652 $570K 0.18% +744 13F-HR Timeline Northern Capital Management, Inc. 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LLC 3,624 $566K 0.54% +158 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 3,617 $565K 0.35% 0 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 3,600 $562K 0.21% new 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 3,806 $562K 0.24% +653 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 3,766 $562K 0.26% -21 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,597 $562K 0.35% -1,100 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 3,593 $561K 0.28% -12 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,589 $561K 0.43% -295 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,582 $560K 0.18% -464 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,578 $559K 0.11% +23 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,571 $558K 0.2% +1,521 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 3,564 $557K 0.16% -52 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,549 $554K 0.48% -20 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 3,547 $554K 0.23% +453 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 3,547 $554K 0.04% +1,021 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,546 $554K 0.36% +55 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 3,544 $554K 0.31% +706 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 3,544 $554K 0.42% +545 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,542 $553K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 3,540 $553K 0.26% 0 13F-HR Timeline Group Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 3,538 $553K 0.28% +101 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,530 $551K 0.15% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,529 $551K 0.37% +30 13F-HR/A Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,528 $551K 0.07% -382 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 3,519 $550K 0.21% +1,105 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 3,519 $550K 0.45% +63 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,519 $550K 0.25% +70 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,511 $549K 0.2% -55 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 3,509 $548K 0.58% +26 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 3,501 $547K 0.41% 0 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 3,499 $547K 0.36% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 3,497 $546K 0.19% 0 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 3,495 $546K 0.31% -1,558 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 3,376 $545K 0.12% -6 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 3,484 $544K 0.15% 0 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,481 $544K 0.11% +964 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,473 $543K 0.2% -3,000 13F-HR Timeline FMB WEALTH MANAGEMENT More: the full row for FMB WEALTH MANAGEMENT 3,468 $542K 0.3% +5 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,463 $541K 0.09% +774 13F-HR/A Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,458 $540K 0.24% -48 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,456 $540K 0.11% -2 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 3,447 $539K 0.33% +149 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 3,446 $538K 0.17% 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 3,433 $536K 0.35% 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,432 $536K 0.16% +95 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,432 $536K 0.31% +39 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,427 $535K 0.43% -88 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 3,426 $535K 0.12% +48 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 3,413 $533K 0.25% -50 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 3,412 $533K 0.49% 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 3,403 $532K 0.21% +108 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 3,400 $531K 0.17% -208 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,400 $531K 0.61% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,398 $531K 0.18% +1,838 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,372 $527K 0.04% +177 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,364 $526K 0.21% +371 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 3,361 $525K 0.13% -237 13F-HR Timeline New Insight Wealth Advisors More: the full row for New Insight Wealth Advisors 3,361 $525K 0.24% +539 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 3,359 $525K 0.47% +165 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 3,357 $524K 0.09% +173 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,351 $524K 0.05% -75 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,350 $523K 0.11% -103 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 3,349 $523K 0.07% -623 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,345 $523K 0.11% -373 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,346 $523K 0.21% +231 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 3,347 $523K 0.18% -254 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 3,347 $523K 0.31% +93 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,339 $522K 0.16% new 13F-HR Timeline Group GKV Capital Management Co., Inc. 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