Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,285 $272K 0.06% -1,613 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,276 $271K 0.09% -723 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 3,269 $271K 0.16% -114 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,262 $270K 0.11% 0 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 3,348 $270K 0.31% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 3,256 $270K 0.01% -6,424 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,252 $269K 0.06% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 3,223 $267K 0.19% -106 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,220 $267K 0.02% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 3,219 $267K 0.11% 0 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 3,200 $265K 0.22% -637 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,196 $265K 0.07% +11 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 3,192 $264K 2.45% -936 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 3,191 $264K 0.08% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 3,174 $263K 0.17% -202 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 3,158 $262K 0.16% +80 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3,155 $261K 0.03% -250 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 3,145 $261K 0.08% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,142 $260K <0.01% -281 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,142 $260K 0.01% new 13F-HR Timeline Arnold Financial Planning LLC More: the full row for Arnold Financial Planning LLC 3,135 $260K 0.19% new 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 3,123 $259K 0.04% new 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,118 $258K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,113 $258K 0.05% +2,616 13F-HR Timeline Trust Co More: the full row for Trust Co 3,110 $258K 0.02% +268 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,108 $257K 0.11% -1,803 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,097 $257K 0.01% -2,570 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 3,093 $256K 0.02% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,093 $256K 0.03% -2,280 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 3,096 $256K 0.05% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,065 $254K 0.16% new 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 3,051 $253K 0.03% +2,390 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,047 $252K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 3,042 $252K 0.13% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,032 $251K 0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,030 $251K 0.07% -5 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 3,021 $250K 0.03% -46 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 3,018 $250K 0.03% new 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 3,000 $248K 0.02% new 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 2,992 $248K 0.06% +20 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,990 $248K 0.05% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,981 $247K 0.04% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,979 $247K 0.14% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,977 $247K 0.05% -193 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,977 $247K 0.12% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,945 $244K 0.1% 0 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,942 $244K 0.02% new 13F-HR Timeline Liberty Atlantic Advisors LLC More: the full row for Liberty Atlantic Advisors LLC 2,940 $244K 0.18% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,931 $243K 0.04% 0 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,930 $243K 0.04% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,929 $243K 0.06% -17 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,927 $242K 0.01% +4 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 2,922 $242K 0.2% 0 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,919 $242K 0.02% new 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 3,466 $242K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,918 $242K 0.04% 0 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 2,917 $242K 0.06% -1,085 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,912 $241K 0.05% -563 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,884 $239K 0.03% -5,587 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,884 $239K 0.05% new 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 2,875 $238K 0.08% 0 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 2,868 $238K 0.14% new 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 2,854 $236K 0.14% -719 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,854 $236K 0.05% -785 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 2,848 $236K 0.02% new 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 2,838 $235K 0.2% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 2,838 $235K 0.06% new 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,832 $235K 0.03% new 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 2,829 $234K 0.1% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,815 $234K 0.03% -645 13F-HR Timeline Stolper Co More: the full row for Stolper Co 2,798 $232K 0.06% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,782 $230K <0.01% +25 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,777 $230K <0.01% new 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 2,758 $228K 0.07% new 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 2,749 $228K 0.1% new 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,747 $228K 0.08% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,744 $227K 0.04% +87 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,737 $227K <0.01% new 13F-HR Timeline Group CVFG LLC More: the full row for CVFG LLC 2,736 $227K 0.02% -406 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,731 $226K 0.06% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,727 $226K 0.06% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,722 $225K 0.02% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 2,720 $225K 0.08% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 2,774 $225K 0.11% new 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 2,860 $224K 0.09% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,706 $224K 0.03% new 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 2,703 $224K 0.06% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,701 $224K 0.05% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,700 $224K 0.01% new 13F-HR Timeline Bellars Harris Wealth Management, LLC More: the full row for Bellars Harris Wealth Management, LLC 2,693 $223K 0.05% 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 2,688 $223K 0.08% -2,417 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 2,684 $222K 0.17% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,770 $221K 0.06% 0 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,669 $221K 0.02% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,658 $221K 0.01% +557 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,659 $220K 0.03% -23,030 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,657 $220K 0.03% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 2,654 $220K 0.01% new 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 2,653 $220K 0.01% -759 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 2,648 $219K 0.13% +20 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 2,648 $219K 0.05% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,638 $219K 0.04% -812 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 2,638 $219K 0.1% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 2,636 $218K 0.05% -225 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,635 $218K 0.02% new 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 2,630 $218K 0.02% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,627 $218K 0.13% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,627 $218K <0.01% +176 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,625 $217K 0.02% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,610 $216K 0.03% new 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 2,600 $215K 0.03% new 13F-HR Timeline URS Advisory LLC More: the full row for URS Advisory LLC 2,596 $215K 0.12% new 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 2,593 $215K 0.01% -355 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,587 $214K 0.02% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,584 $214K 0.01% +140 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 2,580 $214K 0.02% new 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 2,572 $213K 0.19% new 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 2,571 $213K 0.03% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,567 $213K <0.01% new 13F-HR Timeline Group Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 2,566 $213K 0.12% new 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,566 $213K 0.08% new 13F-HR Timeline Oath Planning, LLC More: the full row for Oath Planning, LLC 2,555 $212K 0.16% new 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2,532 $210K 0.06% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,529 $210K 0.01% new 13F-HR Timeline Group Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 2,528 $209K 0.26% -1,024 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,525 $209K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,510 $208K 0.03% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 2,508 $208K 0.05% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,502 $207K 0.03% new 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 2,498 $207K 0.13% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,498 $207K 0.13% new 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,492 $206K 0.06% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,480 $205K 0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 2,478 $205K 0.03% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 2,566 $205K 0.1% -119 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,461 $204K 0.04% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,432 $201K 0.03% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,430 $201K 0.02% new 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 2,428 $201K 0.08% +650 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 2,426 $201K 0.06% new 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 2,425 $201K 0.05% new 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,414 $200K 0.02% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,266 $187K 0.01% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,237 $185K 0.01% -1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,207 $183K 0.02% +118 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,137 $177K 0.1% +53 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2,135 $177K 0.04% +1,247 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,130 $176K 0.01% +97 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,129 $176K 0.05% -1,199 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,090 $173K 0.1% -177 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,027 $168K 0.04% +1,148 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 2,016 $167K 0.15% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,968 $163K 0.06% +1,826 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,895 $157K 0.01% +1,283 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,871 $155K 0.01% +699 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,870 $155K <0.01% +808 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caldwell Trust Co More: the full row for Caldwell Trust Co 1,851 $153K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,848 $153K 0.05% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,766 $146K 0.03% +1,307 13F-HR/A Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 1,754 $145K 0.13% +14 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,749 $145K 0.06% +120 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,707 $141K 0.04% +115 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,703 $141K 0.01% -10 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,672 $139K 0.04% +923 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,660 $138K 0.07% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,660 $138K 0.02% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,640 $136K 0.05% -324 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,604 $133K 0.02% +89 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,569 $130K 0.01% +1,115 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,566 $130K 0.03% +9 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,566 $130K 0.01% +35 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,544 $128K 0.02% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,522 $126K 0.1% +137 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,514 $125K 0.06% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 1,497 $124K 0.06% +12 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,408 $117K 0.02% +131 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 1,399 $116K 0.01% +659 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,397 $116K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,386 $115K 0.04% +423 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,337 $111K 0.04% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,336 $111K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,330 $110K 0.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,327 $110K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,312 $109K 0.06% +21 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,306 $108K 0.01% -25 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,278 $106K 0.03% -152 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,262 $105K 0.02% +96 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,238 $103K 0.07% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,260 $101K 0.12% -11 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,201 $99.5K 0.06% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1,195 $99K 0.01% new 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,195 $99K 0.11% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,162 $96.2K <0.01% +11 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,150 $95.3K 0.01% +866 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,143 $94.7K 0.05% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 1,137 $94.2K 0.07% +9 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,105 $91.5K 0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,100 $91.1K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,064 $88.1K 0.01% -182 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,055 $87.4K 0.05% 0 13F-HR Timeline