REDW Wealth LLC More: the full row for REDW Wealth LLC 2,744 $861K 0.33% +36 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 2,744 $861K 0.22% -9 13F-HR Timeline Group HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 2,745 $861K 0.42% -220 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,740 $860K 0.86% -19 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 2,740 $860K 0.63% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,740 $860K 0.38% +2 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 2,739 $859K 1.01% -1,057 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,728 $856K 0.13% -207 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,727 $856K 0.25% +72 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 2,712 $855K 0.21% +18 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 2,724 $855K 0.16% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,724 $855K 0.08% +20 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,715 $852K 0.16% -3 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 2,712 $851K 0.19% +122 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,709 $850K 0.89% -2,397 13F-HR Timeline MIRAMONTES CAPITAL, LLC More: the full row for MIRAMONTES CAPITAL, LLC 2,709 $850K 0.29% 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 2,547 $850K 0.95% 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,704 $849K 0.18% +50 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 2,703 $848K 0.29% +3 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,701 $848K 0.25% +38 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,698 $847K 0.29% +382 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,697 $846K 0.6% +7 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,693 $845K 0.26% +164 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 2,690 $844K 0.16% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,688 $844K 0.48% -190 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,687 $843K 0.25% -213 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,685 $843K 0.5% -30 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,684 $842K 0.28% +6 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 2,682 $842K 0.31% 0 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,679 $841K 0.63% -3,998 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,679 $841K 0.63% +25 13F-HR Timeline Ebert Capital Management Inc. More: the full row for Ebert Capital Management Inc. 2,482 $840K 0.81% 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 2,675 $839K 1.78% +780 13F-HR Timeline Core Wealth Advisors, Inc. More: the full row for Core Wealth Advisors, Inc. 2,675 $839K 0.22% +167 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,668 $837K 0.43% +576 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,668 $837K 0.14% 0 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 2,662 $835K 0.31% +1 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,645 $830K 0.03% new 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,640 $829K 0.4% 0 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 2,640 $828K 0.29% 0 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,636 $827K 0.35% -772 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 2,634 $827K 0.32% +36 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 2,632 $826K 0.11% -21 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 2,631 $826K 0.14% +50 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,630 $825K 0.36% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,628 $825K 0.64% -11 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 2,627 $824K 0.27% +90 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 2,626 $824K 0.17% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,624 $823K 0.12% +28 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,622 $823K 0.36% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,622 $823K 0.16% +510 13F-HR Timeline ENTREWEALTH, LLC More: the full row for ENTREWEALTH, LLC 2,542 $821K 0.37% +658 13F-HR Timeline BLVD Private Wealth, LLC More: the full row for BLVD Private Wealth, LLC 2,616 $821K 0.71% -176 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,615 $821K 0.35% -162 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,613 $820K 0.46% +55 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 2,612 $820K 0.18% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,599 $816K 0.68% +23 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,597 $815K 0.13% -350 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,596 $815K 0.58% -222 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,592 $813K 0.19% -393 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,591 $813K 0.12% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,591 $813K 0.18% +644 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 2,572 $807K 0.73% 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,571 $807K 0.44% +600 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 2,571 $807K 0.68% 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,568 $806K 0.04% +172 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 2,567 $806K 0.08% +156 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2,563 $804K 0.35% +86 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,375 $803K 0.13% +149 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,557 $802K 0.53% +2,180 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 2,550 $800K 0.44% +1,450 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 2,549 $800K 0.08% -61 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 2,548 $800K 0.07% -135 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 2,548 $800K 0.22% +1 13F-HR Timeline Davidson Kahn Capital Management, LLC More: the full row for Davidson Kahn Capital Management, LLC 2,546 $799K 0.42% +143 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,545 $799K 0.19% -1,440 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 2,545 $799K 0.4% +441 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,540 $797K 0.13% +1 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 2,539 $797K 0.26% -8 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 2,531 $794K 0.39% +11 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,530 $794K 0.12% -682 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 2,529 $794K 0.55% +547 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,528 $793K 0.6% +1,066 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 2,528 $793K 0.25% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 2,521 $791K 0.19% +1,408 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,516 $790K 0.49% +999 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,513 $789K 0.14% +120 13F-HR Timeline 21 West Wealth Management LLC More: the full row for 21 West Wealth Management LLC 2,504 $786K 0.72% -40 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,500 $784K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Somerset Trust Co More: the full row for Somerset Trust Co 2,500 $784K 0.24% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 2,500 $784K 0.74% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,499 $784K 0.58% +517 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 2,499 $784K 0.15% -7 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 2,495 $783K 0.28% -852 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,497 $783K 0.33% +18 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,491 $782K 0.19% -221 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2,489 $781K 0.14% +316 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 2,485 $780K 0.44% +21 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,483 $779K 0.28% +80 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 2,481 $778K 0.17% +469 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 2,470 $775K 0.43% +84 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 2,467 $774K 0.33% +342 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,467 $774K 0.64% +35 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 2,462 $773K 0.33% +169 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,461 $772K 0.29% 0 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 2,456 $771K 0.83% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,454 $770K 0.2% +137 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,452 $769K 0.19% -3 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 2,450 $769K 0.3% new 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,449 $769K 0.1% -300 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,449 $768K 0.16% -13 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,445 $767K 1.7% -786 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,445 $767K 0.49% -93 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 2,443 $767K 0.69% 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,437 $765K 0.39% -3 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 2,424 $761K 0.12% +159 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 2,424 $761K 1.12% 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 2,420 $759K 0.58% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,418 $759K 0.42% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 2,415 $758K 0.34% -25 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,414 $757K 0.14% +184 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 2,410 $757K 0.06% new 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 2,410 $756K 0.7% +1,526 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 2,410 $756K 0.46% -40 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 2,410 $756K 0.23% -40 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,408 $756K 0.25% +186 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,405 $755K 0.41% -60 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,399 $753K 0.09% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,398 $753K 0.06% +588 13F-HR Timeline Group Wallace Hart LLC More: the full row for Wallace Hart LLC 2,396 $752K 0.55% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,396 $752K 0.62% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2,385 $748K 0.2% -3 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 2,381 $747K 0.9% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,379 $747K 0.21% -55 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 2,376 $746K 0.07% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,375 $745K 0.15% +441 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 2,373 $745K 0.33% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,372 $744K 0.31% -444 13F-HR Timeline Ruggiero Investments, Inc. More: the full row for Ruggiero Investments, Inc. 2,369 $743K 0.67% 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 2,368 $743K 0.17% -197 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,366 $742K 0.21% -86 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 2,365 $742K 0.27% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,363 $742K 0.7% 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,350 $737K 0.11% 0 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 2,349 $737K 0.34% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,001 $737K 0.27% +2 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,348 $737K 0.33% +71 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,347 $737K 0.11% 0 13F-HR Timeline WealthSpring Partners, LLC More: the full row for WealthSpring Partners, LLC 2,346 $736K 0.75% 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 2,345 $736K 0.35% +345 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,335 $733K 1.07% -2,821 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 2,329 $731K 0.08% 0 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 2,327 $730K 0.41% 13F-HR/A Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,322 $729K 0.09% 0 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 2,254 $728K 0.32% -64 13F-HR Timeline Coastline Complete Wealth LLC More: the full row for Coastline Complete Wealth LLC 2,320 $728K 0.46% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,312 $726K 0.17% -6 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,313 $726K 0.36% -215 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,312 $726K 0.28% -54 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,309 $725K 0.44% -32 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,300 $722K 0.32% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,300 $722K 0.14% 0 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 2,298 $721K 0.12% -8 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,294 $720K 0.26% +1 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 2,292 $719K 0.16% -178 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,286 $717K 0.14% +454 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 2,286 $717K 0.24% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 2,285 $717K 0.61% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 2,283 $716K 0.5% -294 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 2,283 $716K 0.07% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,277 $715K 0.29% -10 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 2,268 $712K 0.59% +12 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 2,263 $710K 0.46% +271 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,260 $709K 0.49% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2,260 $709K 0.21% -168 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3,071 $707K 0.25% +788 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,253 $707K 0.24% -3 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,252 $707K 0.03% -1,187 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 2,244 $704K 0.21% +1,194 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,240 $703K 0.09% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,240 $703K 0.17% +5 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 2,239 $703K <0.01% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 2,235 $701K 0.11% +28 13F-HR Timeline Group Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 2,230 $700K 0.55% 0 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 2,225 $698K 0.04% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,225 $698K 0.41% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,223 $697K 0.1% +251 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 2,219 $696K 0.29% -115 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 2,211 $694K 0.39% +62 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 2,210 $693K 0.62% 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2,209 $693K 0.65% 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 2,209 $693K 0.69% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,207 $693K <0.01% +109 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,204 $692K 0.53% -15 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 2,202 $691K 0.25% +28 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,200 $690K 0.09% 0 13F-HR/A Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,199 $690K 0.1% +420 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 2,192 $688K 0.25% -28 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 2,192 $688K 0.19% -43 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 2,190 $687K 0.24% -370 13F-HR Timeline